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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
56+ 1.26% |
$2.01K - $2.22K
|
4.49K
$166K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-811- 0.16% |
$29K - $32.1K
|
508K
$18.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-4.57K- 35.68% |
$164K - $181K
|
8.24K
$304K
|
|
|
Oct 22, 2025
Q3 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
8.21K+ 23.61% |
$294K - $325K
|
43K
$1.59M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1K+ 17.84% |
$35.8K - $39.6K
|
6.6K
$244K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.68KNew |
$275K - $304K
|
7.68K
$284K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-15.1K- 71.52% |
$539K - $596K
|
6K
$221K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
850New |
$30.4K - $33.7K
|
850
$31.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
4.95K+ 85.13% |
$177K - $196K
|
10.8K
$398K
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
300+ 1.31% |
$10.7K - $11.9K
|
23.2K
$857K
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
114+ 0.4% |
$4.08K - $4.52K
|
28.7K
$1.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
687New |
$24.6K - $27.2K
|
687
$25.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-2.19K- 4.4% |
$78.2K - $86.6K
|
47.5K
$1.75M
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2+ 1.31% |
$71.6 - $79.2
|
155
$5.72K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
10+ 1.2% |
$358 - $396
|
840
$31K
|
|
|
Oct 20, 2025
Q3 2025
|
Absolute Investment Advisers LLC
|
BUY
|
- |
130KNew |
$4.64M - $5.14M
|
130K
$4.79M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.16KNew |
$185K - $204K
|
5.16K
$191K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.26K+ 2.19% |
$45.1K - $49.9K
|
58.9K
$2.17M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.02KNew |
$287K - $318K
|
8.02K
$296K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3.51K+ 23.82% |
$126K - $139K
|
18.2K
$674K
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
39.8KNew |
$1.42M - $1.57M
|
39.8K
$1.47M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.5K+ 14.01% |
$161K - $178K
|
36.6K
$1.35M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-917- 85.94% |
$32.8K - $36.3K
|
150
$5.54K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.27K+ 13.1% |
$189K - $209K
|
45.5K
$1.68M
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-575- 2.2% |
$20.6K - $22.8K
|
25.6K
$945K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.76K- 12.22% |
$98.9K - $109K
|
19.8K
$733K
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
89+ 1.57% |
$3.19K - $3.53K
|
5.75K
$212K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
152+ 0.67% |
$5.44K - $6.02K
|
22.9K
$846K
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
SELL
|
- |
-1.27K- 5.65% |
$45.5K - $50.4K
|
21.2K
$784K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
65+ 0.09% |
$2.33K - $2.58K
|
69.7K
$2.57M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
680+ 46.54% |
$24.4K - $26.9K
|
2.14K
$79K
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
5.35KNew |
$192K - $212K
|
5.35K
$198K
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-417- 4.96% |
$12.1K - $15.1K
|
7.98K
$295K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.26K- 1.45% |
$211K - $263K
|
494K
$18.2M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
825New |
$24K - $29.8K
|
825
$30.5K
|
|
|
Sep 04, 2025
Q2 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
10.5K+ 43.75% |
$305K - $380K
|
34.5K
$1.27M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8+ 0.25% |
$233 - $289
|
3.22K
$119K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-543- 6.25% |
$15.8K - $19.6K
|
8.15K
$301K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
556+ 7.91% |
$16.2K - $20.1K
|
7.59K
$280K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
267New |
$7.76K - $9.66K
|
267
$9.86K
|
|
|
Aug 13, 2025
Q2 2025
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-1.03K- 11.9% |
$29.9K - $37.2K
|
7.61K
$281K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
5.65KNew |
$164K - $204K
|
5.65K
$209K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
931+ 13.67% |
$27.1K - $33.7K
|
7.74K
$286K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.69KNew |
$49.2K - $61.2K
|
1.69K
$62.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
88K+ 3518.0% |
$2.56M - $3.18M
|
90.5K
$3.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
14.8KNew |
$432K - $537K
|
14.8K
$548K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
38.1K+ 64.07% |
$1.11M - $1.38M
|
97.7K
$3.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
428+ 2.73% |
$12.4K - $15.5K
|
16.1K
$594K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
966+ 1.45% |
$28.1K - $34.9K
|
67.6K
$2.49M
|
|