Latest Institutional Transactions on Virtus Reaves Utilities ETF (UTES)
This table provides information on the latest institutional transactions involving Virtus Reaves Utilities ETF (UTES) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
N/A
|
1
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
72.2KNew |
N/A
|
72.2K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100New |
N/A
|
100
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.93K+ 113.66% |
N/A
|
18.7K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
82New |
N/A
|
82
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
20New |
N/A
|
20
$0
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
20New |
N/A
|
20
$0
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-160- 3.19% |
N/A
|
4.85K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
52+ 7.55% |
N/A
|
741
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-1.14K- 18.31% |
N/A
|
5.07K
$0
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
34.6KNew |
N/A
|
34.6K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.31KNew |
N/A
|
1.31K
$0
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
16KNew |
N/A
|
16K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
19New |
N/A
|
19
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
790+ 17.36% |
N/A
|
5.34K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10New |
N/A
|
10
$0
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
42New |
N/A
|
42
$0
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Weil Company, Inc.
|
BUY
|
- |
5.3KNew |
N/A
|
5.3K
$0
|
|
| Q2 2022 | |||||||
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.65KClosed |
N/A
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-2.39KClosed |
N/A
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 12, 2021
Q2 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-250Closed |
N/A
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.05KClosed |
N/A
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-64KClosed |
N/A
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.17KClosed |
N/A
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-73Closed |
N/A
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-116Closed |
N/A
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Hbw Advisory Services LLC
|
SELL
|
- |
-15.2KClosed |
N/A
|
0
$0
|
|
| Q2 2020 | |||||||
|
Sep 07, 2021
Q2 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-650Closed |
N/A
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.75KClosed |
N/A
|
0
$0
|
|
| Q3 2019 | |||||||
|
Mar 24, 2023
Q3 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
608New |
N/A
|
608
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Us Bancorp \De\
|
BUY
|
- |
500New |
N/A
|
500
$0
|
|
| Q2 2018 | |||||||
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-31.4KClosed |
N/A
|
0
$0
|
|