Latest Institutional Sells of Reaves Utility Income Fund (UTG)
This list provides information on the latest institutional transactions involving Reaves Utility Income Fund (UTG) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-85K- 80.24% |
$2.62M - $2.97M
|
20.9K
$707K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-52.1K- 99.9% |
$1.6M - $1.82M
|
54
$1.82K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-46.1K- 24.47% |
$1.42M - $1.61M
|
142K
$4.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-38.3K- 75.1% |
$1.18M - $1.34M
|
12.7K
$429K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.4K- 22.21% |
$474K - $539K
|
53.9K
$1.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-10.1K- 45.66% |
$312K - $354K
|
12.1K
$407K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-8.05K- 32.86% |
$248K - $282K
|
16.5K
$556K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.1K- 10.53% |
$219K - $248K
|
60.4K
$2.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-5.61K- 28.2% |
$173K - $196K
|
14.3K
$482K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-4.92K- 6.54% |
$151K - $172K
|
70.3K
$2.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.75K- 0.97% |
$116K - $131K
|
385K
$13M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.16K- 16.72% |
$97.2K - $110K
|
15.7K
$531K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.78K- 11.3% |
$85.6K - $97.2K
|
21.8K
$736K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.73K- 9.86% |
$84.2K - $95.6K
|
25K
$844K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.56K- 4.69% |
$78.7K - $89.4K
|
52K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.29K- 28.43% |
$70.6K - $80.2K
|
5.77K
$195K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.12K- 12.59% |
$65.2K - $74K
|
14.7K
$496K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.48K- 6.32% |
$45.5K - $51.7K
|
21.9K
$739K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 15.48% |
$37K - $42K
|
6.55K
$221K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-877- 4.45% |
$27K - $30.7K
|
18.8K
$636K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-875- 8.37% |
$27K - $30.6K
|
9.58K
$324K
|
|
|
Feb 13, 2025
Q4 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-823- 7.77% |
$25.4K - $28.8K
|
9.78K
$330K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-770- 3.76% |
$23.7K - $26.9K
|
19.7K
$666K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-682- 9.33% |
$21K - $23.9K
|
6.63K
$224K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-638- 2.4% |
$19.7K - $22.3K
|
26K
$878K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-600- 8.1% |
$18.5K - $21K
|
6.8K
$230K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-557- 8.04% |
$17.2K - $19.5K
|
6.37K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-500- 4.1% |
$15.4K - $17.5K
|
11.7K
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-500- 25.0% |
$15.4K - $17.5K
|
1.5K
$50.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-425- 99.77% |
$13.1K - $14.9K
|
1
$33.8
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-346- 2.04% |
$10.7K - $12.1K
|
16.6K
$561K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-307- 15.54% |
$9.46K - $10.7K
|
1.67K
$56.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-248- 1.42% |
$7.64K - $8.68K
|
17.2K
$582K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-193- 2.44% |
$5.95K - $6.75K
|
7.73K
$261K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-177- 5.9% |
$5.45K - $6.19K
|
2.83K
$95.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-151- 0.43% |
$4.65K - $5.28K
|
35K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-140- 0.92% |
$4.31K - $4.9K
|
15K
$507K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-128- 0.18% |
$3.94K - $4.48K
|
69.5K
$2.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-114- 0.4% |
$3.51K - $3.99K
|
28.4K
$960K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-100- 0.64% |
$3.08K - $3.5K
|
15.6K
$526K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-91- 31.27% |
$2.8K - $3.18K
|
200
$6.75K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-80- 20.89% |
$2.46K - $2.8K
|
303
$10.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-75- 0.87% |
$2.31K - $2.62K
|
8.6K
$290K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5- 9.26% |
$154 - $175
|
49
$1.65K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-178K- 58.84% |
$4.82M - $5.82M
|
124K
$4.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-3.5K- 21.6% |
$95.1K - $115K
|
12.7K
$429K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.54K- 89.44% |
$69K - $83.3K
|
300
$10.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-800- 8.82% |
$21.7K - $26.2K
|
8.27K
$279K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-463- 4.08% |
$12.6K - $15.2K
|
10.9K
$367K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-350- 21.93% |
$9.51K - $11.5K
|
1.25K
$42.1K
|
|