A detailed history of Lowe Wealth Advisors, LLC transactions in Reaves Utility Income Fund stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 7,750 shares of UTG stock, worth $245,055. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,750
Previous 7,750 -0.0%
Holding current value
$245,055
Previous $211,000 20.38%
% of portfolio
0.11%
Previous 0.1%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024

SELL
$25.5 - $28.43 $8,925 - $9,950
-350 Reduced 4.32%
7,750 $211,000
Q1 2024

Apr 08, 2024

BUY
$25.63 - $27.42 $2,563 - $2,742
100 Added 1.25%
8,100 $218,000
Q4 2023

Jan 04, 2024

SELL
$23.52 - $27.88 $12,936 - $15,334
-550 Reduced 6.43%
8,000 $213,000
Q3 2023

Oct 20, 2023

SELL
$24.65 - $28.22 $8,627 - $9,877
-350 Reduced 3.93%
8,550 $210,000
Q2 2023

Jul 06, 2023

BUY
$26.62 - $29.35 $6,655 - $7,337
250 Added 2.89%
8,900 $244,000
Q1 2023

Apr 05, 2023

BUY
$26.48 - $30.34 $11,916 - $13,653
450 Added 5.49%
8,650 $245,000
Q3 2022

Oct 06, 2022

BUY
$27.24 - $33.87 $12,258 - $15,241
450 Added 5.81%
8,200 $223,000
Q2 2022

Jul 07, 2022

BUY
$28.95 - $35.24 $5,790 - $7,048
200 Added 2.65%
7,750 $240,000
Q1 2022

Apr 08, 2022

BUY
$31.16 - $35.22 $4,674 - $5,283
150 Added 2.03%
7,550 $261,000
Q3 2021

Oct 05, 2021

BUY
$32.7 - $36.33 $241,980 - $268,842
7,400 New
7,400 $242,000

Others Institutions Holding UTG

About REAVES UTILITY INCOME FUND


  • Ticker UTG
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Reaves Utility Income Fund is a closed ended balanced mutual fund launched and managed by W. H. Reaves & Company, Inc. The fund invests in public equity and fixed income markets of the United States. It seeks to invest in securities of companies operating in the Utilities sector. The fund primarily invests in dividend paying stocks and debt ...
More about UTG
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