A detailed history of Oak Family Advisors, LLC transactions in Reaves Utility Income Fund stock. As of the latest transaction made, Oak Family Advisors, LLC holds 171,768 shares of UTG stock, worth $5.43 Million. This represents 1.77% of its overall portfolio holdings.

Number of Shares
171,768
Previous 58,783 192.21%
Holding current value
$5.43 Million
Previous $1.61 Million 250.97%
% of portfolio
1.77%
Previous 0.56%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$27.16 - $32.8 $3.07 Million - $3.71 Million
112,985 Added 192.21%
171,768 $5.63 Million
Q2 2024

Jul 23, 2024

BUY
$25.5 - $28.43 $335,427 - $373,968
13,154 Added 28.83%
58,783 $1.61 Million
Q1 2024

Apr 24, 2024

BUY
$25.63 - $27.42 $1.17 Million - $1.25 Million
45,629 New
45,629 $1.23 Million

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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