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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.9K+ 7.67% |
$352K - $425K
|
182K
$5.99M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
12.5K+ 100.11% |
$339K - $410K
|
25K
$822K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
12.3KNew |
$334K - $403K
|
12.3K
$405K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
10.9KNew |
$295K - $356K
|
10.9K
$357K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
10.5KNew |
$284K - $343K
|
10.5K
$344K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
10K+ 6.84% |
$273K - $330K
|
157K
$5.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
9.25K+ 313.77% |
$251K - $303K
|
12.2K
$402K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9.03KNew |
$245K - $296K
|
9.03K
$297K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8.67KNew |
$235K - $284K
|
8.67K
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
7.5KNew |
$204K - $246K
|
7.5K
$247K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.4KNew |
$201K - $243K
|
7.4K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.31KNew |
$199K - $240K
|
7.31K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.79KNew |
$184K - $223K
|
6.79K
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.79KNew |
$184K - $223K
|
6.79K
$223K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.7K+ 72.18% |
$182K - $220K
|
16K
$526K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6.55K+ 433.93% |
$178K - $215K
|
8.06K
$265K
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
6.49KNew |
$176K - $213K
|
6.49K
$214K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
6.13KNew |
$166K - $201K
|
6.13K
$202K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.54K+ 37.95% |
$151K - $182K
|
20.2K
$664K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3.78K+ 2.21% |
$103K - $124K
|
175K
$5.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
3.3K+ 43.59% |
$89.6K - $108K
|
10.9K
$358K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.13K+ 4.06% |
$85.1K - $103K
|
80.2K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.78K+ 3.05% |
$75.6K - $91.3K
|
94K
$3.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.77K+ 1.96% |
$75.3K - $91K
|
144K
$4.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.5KNew |
$67.9K - $82K
|
2.5K
$82.3K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.26KNew |
$61.3K - $74K
|
2.26K
$74.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2KNew |
$54.3K - $65.6K
|
2K
$65.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.79K+ 6.89% |
$48.5K - $58.6K
|
27.7K
$913K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.54KNew |
$41.9K - $50.5K
|
1.54K
$50.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.44K+ 5.3% |
$39K - $47.1K
|
28.5K
$939K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.3K+ 6.86% |
$35.3K - $42.6K
|
20.2K
$667K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.24K+ 4.3% |
$33.6K - $40.6K
|
30K
$989K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.22K+ 10.0% |
$33.1K - $40K
|
13.4K
$442K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.09K+ 5.84% |
$29.5K - $35.7K
|
19.7K
$649K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.01KNew |
$27.3K - $33K
|
1.01K
$33.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
982+ 6.15% |
$26.7K - $32.2K
|
17K
$558K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
940+ 1.42% |
$25.5K - $30.8K
|
67K
$2.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
870+ 8.67% |
$23.6K - $28.5K
|
10.9K
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
800+ 33.33% |
$21.7K - $26.2K
|
3.2K
$105K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
800+ 1.59% |
$21.7K - $26.2K
|
51K
$1.68M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
800+ 7.33% |
$21.7K - $26.2K
|
11.7K
$386K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
681+ 1.25% |
$18.5K - $22.3K
|
55.1K
$1.82M
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
600New |
$16.3K - $19.7K
|
600
$19.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
500+ 6.25% |
$13.6K - $16.4K
|
8.5K
$280K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
425+ 42500.0% |
$11.5K - $13.9K
|
426
$14K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
395New |
$10.7K - $13K
|
395
$13K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
300New |
$8.15K - $9.84K
|
300
$9.88K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
143New |
$3.88K - $4.69K
|
143
$4.71K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
138New |
$3.75K - $4.53K
|
138
$4.54K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
119+ 1.53% |
$3.23K - $3.9K
|
7.92K
$261K
|