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 04, 2025
Q3 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
5.13KNew |
$184K - $203K
|
5.13K
$189K
|
|
|
Nov 12, 2025
Q3 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
5.08KNew |
$182K - $201K
|
5.08K
$187K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
4.95K+ 85.13% |
$177K - $196K
|
10.8K
$398K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.5K+ 14.01% |
$161K - $178K
|
36.6K
$1.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
4.16K+ 21.71% |
$149K - $165K
|
23.3K
$861K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3.51K+ 23.82% |
$126K - $139K
|
18.2K
$674K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.08K+ 21.57% |
$110K - $122K
|
17.4K
$641K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.07K+ 10.63% |
$110K - $122K
|
32K
$1.18M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.01K+ 21.45% |
$108K - $119K
|
17K
$628K
|
|
|
Nov 14, 2025
Q3 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
3K+ 15.0% |
$107K - $119K
|
23K
$849K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
2.89K+ 23.38% |
$104K - $115K
|
15.3K
$564K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.87K+ 58.92% |
$103K - $114K
|
7.75K
$286K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.82K+ 0.78% |
$101K - $112K
|
366K
$13.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.8K+ 362.31% |
$100K - $111K
|
3.57K
$132K
|
|
|
Nov 12, 2025
Q3 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
2.6K+ 15.85% |
$93.1K - $103K
|
19K
$701K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.31K+ 6.87% |
$82.7K - $91.5K
|
35.9K
$1.33M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.98K+ 18.22% |
$71K - $78.6K
|
12.9K
$475K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.6K+ 13.73% |
$57.2K - $63.2K
|
13.2K
$488K
|
|
|
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 12, 2025
Q3 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.34K+ 9.54% |
$48K - $53.1K
|
15.4K
$568K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
1.3K+ 201.86% |
$46.6K - $51.6K
|
1.95K
$71.9K
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.16KNew |
$41.5K - $45.9K
|
1.16K
$42.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.13K+ 21.99% |
$40.6K - $44.9K
|
6.29K
$232K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.06K+ 2.08% |
$38.1K - $42.1K
|
52.2K
$1.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.03K+ 6.77% |
$37K - $40.9K
|
16.3K
$601K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1K+ 17.84% |
$35.8K - $39.6K
|
6.6K
$244K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
949+ 3.53% |
$34K - $37.6K
|
27.9K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
920+ 6.2% |
$32.9K - $36.5K
|
15.8K
$582K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
920New |
$32.9K - $36.5K
|
920
$34K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
850New |
$30.4K - $33.7K
|
850
$31.4K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
828+ 0.74% |
$29.7K - $32.8K
|
113K
$4.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
788+ 0.56% |
$28.2K - $31.2K
|
141K
$5.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
687New |
$24.6K - $27.2K
|
687
$25.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
680+ 46.54% |
$24.4K - $26.9K
|
2.14K
$79K
|
|
|
Nov 12, 2025
Q3 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
653+ 3.67% |
$23.4K - $25.9K
|
18.4K
$680K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
630+ 5.38% |
$22.6K - $25K
|
12.3K
$456K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
546+ 0.78% |
$19.6K - $21.6K
|
70.2K
$2.59M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
522+ 6.0% |
$18.7K - $20.7K
|
9.22K
$340K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
494+ 5.61% |
$17.7K - $19.6K
|
9.3K
$343K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
435+ 2.53% |
$15.6K - $17.2K
|
17.6K
$651K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
328+ 0.25% |
$11.7K - $13K
|
129K
$4.77M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
300New |
$10.7K - $11.9K
|
300
$11.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
300+ 1.31% |
$10.7K - $11.9K
|
23.2K
$857K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
278New |
$9.96K - $11K
|
278
$10.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
253New |
$9.06K - $10K
|
253
$9.34K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
208+ 1.57% |
$7.45K - $8.24K
|
13.5K
$497K
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
200New |
$7.16K - $7.92K
|
200
$7.38K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
153+ 0.91% |
$5.48K - $6.06K
|
17K
$626K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
152+ 0.67% |
$5.44K - $6.02K
|
22.9K
$846K
|
|