Latest Institutional Transactions on Reaves Utility Income Fund (UTG)
This table provides information on the latest institutional transactions involving Reaves Utility Income Fund (UTG) 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 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.8K+ 362.31% |
$100K - $111K
|
3.57K
$132K
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
200New |
$7.16K - $7.92K
|
200
$7.38K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
522+ 6.0% |
$18.7K - $20.7K
|
9.22K
$340K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
35.7K+ 4.87% |
$1.28M - $1.41M
|
768K
$28.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
9.69K+ 34.52% |
$347K - $384K
|
37.8K
$1.39M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-222- 1.14% |
$7.95K - $8.8K
|
19.3K
$712K
|
|
|
Nov 06, 2025
Q3 2025
|
Reaves W H & CO Inc
|
SELL
|
- |
-6.56K- 7.41% |
$235K - $260K
|
82.1K
$3.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-492- 4.6% |
$17.6K - $19.5K
|
10.2K
$377K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.25K+ 13.01% |
$188K - $208K
|
45.6K
$1.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
1.3K+ 201.86% |
$46.6K - $51.6K
|
1.95K
$71.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-788- 2.19% |
$28.2K - $31.2K
|
35.2K
$1.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.01K- 75.6% |
$72.1K - $79.8K
|
650
$24K
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.13K- 12.84% |
$40.3K - $44.6K
|
7.64K
$282K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
435+ 2.53% |
$15.6K - $17.2K
|
17.6K
$651K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-242- 3.41% |
$8.67K - $9.59K
|
6.85K
$253K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.49K+ 2.53% |
$53.5K - $59.2K
|
60.4K
$2.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3.75K- 15.28% |
$134K - $149K
|
20.8K
$767K
|
|
|
Nov 05, 2025
Q3 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-100- 1.32% |
$3.58K - $3.96K
|
7.45K
$275K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-75- 37.31% |
$2.69K - $2.97K
|
126
$4.65K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
2.89K+ 23.38% |
$104K - $115K
|
15.3K
$564K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.09K- 26.44% |
$146K - $162K
|
11.4K
$420K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-328- 5.34% |
$11.7K - $13K
|
5.81K
$215K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
278New |
$9.96K - $11K
|
278
$10.3K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.82K+ 0.78% |
$101K - $112K
|
366K
$13.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
5.13KNew |
$184K - $203K
|
5.13K
$189K
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
8+ 0.11% |
$286 - $317
|
7.18K
$265K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
153+ 0.91% |
$5.48K - $6.06K
|
17K
$626K
|
|
|
Nov 03, 2025
Q3 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
5.37KNew |
$192K - $213K
|
5.37K
$198K
|
|
|
Nov 03, 2025
Q3 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
SELL
|
- |
-677- 0.85% |
$24.2K - $26.8K
|
79.3K
$2.93M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
17K+ 206.96% |
$609K - $674K
|
25.2K
$931K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.01K+ 21.45% |
$108K - $119K
|
17K
$628K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.08K+ 21.57% |
$110K - $122K
|
17.4K
$641K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.69K- 8.51% |
$60.4K - $66.8K
|
18.1K
$669K
|
|
|
Oct 30, 2025
Q3 2025
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
8.58KNew |
$307K - $340K
|
8.58K
$317K
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-64- 0.96% |
$2.29K - $2.54K
|
6.62K
$244K
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.5K- 0.78% |
$53.9K - $59.6K
|
191K
$7.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.84K+ 7.31% |
$245K - $271K
|
100K
$3.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
546+ 0.78% |
$19.6K - $21.6K
|
70.2K
$2.59M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
949+ 3.53% |
$34K - $37.6K
|
27.9K
$1.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-205- 87.61% |
$7.34K - $8.12K
|
29
$1.07K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.2KNew |
$366K - $405K
|
10.2K
$377K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
100+ 1.56% |
$3.58K - $3.96K
|
6.51K
$240K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-490- 6.48% |
$17.5K - $19.4K
|
7.07K
$261K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
9+ 1.52% |
$322 - $357
|
600
$22.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
920New |
$32.9K - $36.5K
|
920
$34K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-153- 1.77% |
$5.48K - $6.06K
|
8.49K
$313K
|
|
|
Oct 23, 2025
Q3 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-28.2K- 11.32% |
$1.01M - $1.12M
|
221K
$8.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
300New |
$10.7K - $11.9K
|
300
$11.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
494+ 5.61% |
$17.7K - $19.6K
|
9.3K
$343K
|
|