Latest Institutional Purchases of Reaves Utility Income Fund (UTG)
This list provides information on the latest institutional transactions involving Reaves Utility Income Fund (UTG) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
80K+ 46.58% |
$2.46M - $2.8M
|
252K
$8.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
29.2KNew |
$898K - $1.02M
|
29.2K
$960K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.1K+ 4.43% |
$435K - $494K
|
333K
$11M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
12.7KNew |
$391K - $444K
|
12.7K
$418K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
9.53KNew |
$294K - $334K
|
9.53K
$314K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.24K+ 4.35% |
$223K - $253K
|
174K
$5.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
5K+ 25.0% |
$154K - $175K
|
25K
$823K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
4.64K+ 12.26% |
$143K - $162K
|
42.5K
$1.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.77K+ 5.47% |
$54.6K - $62K
|
34.1K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.34K+ 1.38% |
$41.2K - $46.7K
|
98.1K
$3.23M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.3K+ 21.08% |
$40.1K - $45.5K
|
7.47K
$246K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
923+ 2.41% |
$28.4K - $32.3K
|
39.2K
$1.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
764+ 11.96% |
$23.5K - $26.7K
|
7.15K
$235K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
590+ 8.91% |
$18.2K - $20.6K
|
7.21K
$237K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
490+ 7.18% |
$15.1K - $17.1K
|
7.31K
$241K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
280+ 4.41% |
$8.63K - $9.8K
|
6.63K
$218K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
250+ 2.06% |
$7.7K - $8.75K
|
12.4K
$407K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
250New |
$7.7K - $8.75K
|
250
$8.23K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
245New |
$7.55K - $8.57K
|
245
$8.07K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
200New |
$6.16K - $7K
|
200
$6.59K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
169+ 1.64% |
$5.21K - $5.91K
|
10.4K
$344K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
134+ 0.79% |
$4.13K - $4.69K
|
17.2K
$566K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
53+ 311.76% |
$1.63K - $1.85K
|
70
$2.31K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
47+ 1.75% |
$1.45K - $1.64K
|
2.73K
$89.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
47New |
$1.45K - $1.64K
|
47
$1.55K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
24+ 1.73% |
$739 - $840
|
1.41K
$46.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
22+ 0.11% |
$678 - $770
|
20.8K
$684K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
14+ 0.26% |
$431 - $490
|
5.42K
$178K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
11+ 1.08% |
$339 - $385
|
1.03K
$34K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
11+ 1.38% |
$339 - $385
|
809
$26.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
7+ 1.75% |
$216 - $245
|
407
$13.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6+ 0.04% |
$185 - $210
|
13.6K
$446K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 1.76% |
$123 - $140
|
231
$7.61K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
189K+ 82.1% |
$5.13M - $6.2M
|
419K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
158K+ 852.37% |
$4.3M - $5.19M
|
177K
$5.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
79K+ 10.77% |
$2.15M - $2.59M
|
812K
$26.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
76.6K+ 10.29% |
$2.08M - $2.51M
|
821K
$27M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
72.5K+ 138.63% |
$1.97M - $2.38M
|
125K
$4.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
71.2K+ 14.62% |
$1.93M - $2.34M
|
559K
$18.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
63.9K+ 19.67% |
$1.74M - $2.1M
|
389K
$12.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
59.6K+ 11.36% |
$1.62M - $1.95M
|
584K
$19.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41.3K+ 14.77% |
$1.12M - $1.36M
|
321K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
33.4KNew |
$907K - $1.1M
|
33.4K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.7K+ 7.22% |
$862K - $1.04M
|
471K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
24.5KNew |
$666K - $804K
|
24.5K
$807K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.6KNew |
$506K - $612K
|
18.6K
$614K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
15.9K+ 8.44% |
$431K - $520K
|
204K
$6.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
15.8KNew |
$430K - $519K
|
15.8K
$521K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
14.1KNew |
$383K - $463K
|
14.1K
$464K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.1K+ 179.02% |
$357K - $431K
|
20.5K
$675K
|
|