Latest Institutional Purchases of Virtus Reaves Utilities ETF (UTES)
This list provides information on the latest institutional transactions involving Virtus Reaves Utilities ETF (UTES) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
1.71K+ 8.07% |
N/A
|
22.9K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.34KNew |
N/A
|
1.34K
$0
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
61New |
N/A
|
61
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
30New |
N/A
|
30
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22New |
N/A
|
22
$0
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
72.2KNew |
N/A
|
72.2K
$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 | |||||||
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
52+ 7.55% |
N/A
|
741
$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 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
790+ 17.36% |
N/A
|
5.34K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
19New |
N/A
|
19
$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
|
|
| 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
|
|