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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
12New |
N/A
|
12
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
4.24KNew |
N/A
|
4.24K
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.42KNew |
N/A
|
2.42K
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
127+ 3.29% |
N/A
|
3.99K
$0
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.16K+ 20.25% |
N/A
|
6.86K
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-500- 8.47% |
N/A
|
5.4K
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-919- 2.42% |
N/A
|
37.1K
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
314+ 7.63% |
N/A
|
4.43K
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
668+ 11.44% |
N/A
|
6.51K
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.7M+ 1452759.62% |
N/A
|
2.7M
$0
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
19.5K+ 267.79% |
N/A
|
26.7K
$0
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
332+ 1.11% |
N/A
|
30.4K
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
72+ 0.05% |
N/A
|
132K
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.94K+ 4.56% |
N/A
|
44.5K
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
116K+ 1117.21% |
N/A
|
127K
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
332New |
N/A
|
332
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.78KNew |
N/A
|
5.78K
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
3.63K+ 21.5% |
N/A
|
20.5K
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
22.4KNew |
N/A
|
22.4K
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.4K+ 122.1% |
N/A
|
64.4K
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
4.04KNew |
N/A
|
4.04K
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
137KNew |
N/A
|
137K
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
29.4KNew |
N/A
|
29.4K
$0
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.26K- 16.39% |
N/A
|
16.6K
$0
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.28KNew |
N/A
|
7.28K
$0
|
|
|
Oct 31, 2025
Q3 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
1.9K+ 12.62% |
N/A
|
17K
$0
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
168+ 0.46% |
N/A
|
36.7K
$0
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-260- 6.25% |
N/A
|
3.9K
$0
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.79K+ 95.22% |
N/A
|
11.9K
$0
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.15K+ 16.43% |
N/A
|
8.15K
$0
|
|
|
Oct 28, 2025
Q3 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
7.25KNew |
N/A
|
7.25K
$0
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.21K+ 52.37% |
N/A
|
6.43K
$0
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
238New |
N/A
|
238
$0
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.88K+ 26.12% |
N/A
|
13.9K
$0
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
BUY
|
- |
1.91KNew |
N/A
|
1.91K
$0
|
|
|
Oct 27, 2025
Q3 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
46.1KNew |
N/A
|
46.1K
$0
|
|
|
Oct 27, 2025
Q3 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
3.81K+ 22.7% |
N/A
|
20.6K
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-117- 3.04% |
N/A
|
3.73K
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Wise Wealth Partners
Phoenix, AZ |
SELL
|
- |
-17.1K- 82.25% |
N/A
|
3.69K
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.41K+ 52.39% |
N/A
|
4.11K
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.97K+ 32.76% |
N/A
|
20.1K
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.52K+ 9.14% |
N/A
|
30.1K
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
7.95KNew |
N/A
|
7.95K
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
237+ 0.65% |
N/A
|
36.9K
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
SELL
|
- |
-1.5K- 3.87% |
N/A
|
37.3K
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-557- 1.11% |
N/A
|
49.7K
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.36K- 11.21% |
N/A
|
74.2K
$0
|
|
|
Oct 20, 2025
Q3 2025
|
Iam Advisory, LLC
|
BUY
|
- |
8+ 0.27% |
N/A
|
3.02K
$0
|
|
|
Oct 17, 2025
Q3 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
41KNew |
N/A
|
41K
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-423- 50.18% |
N/A
|
420
$0
|
|