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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-3.72KClosed |
$108K - $131K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.37KClosed |
$68.5K - $83.4K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-1.63KClosed |
$47.1K - $57.3K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-1.56KClosed |
$45.2K - $55K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.15KClosed |
$33.2K - $40.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-670Closed |
$19.4K - $23.6K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-593Closed |
$17.2K - $20.9K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-500Closed |
$14.5K - $17.6K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-430- 43.0% |
$12.4K - $15.2K
|
570
$21K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-400- 31.37% |
$11.6K - $14.1K
|
875
$32.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-350Closed |
$10.1K - $12.3K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-273Closed |
$7.9K - $9.62K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-241- 1.58% |
$6.98K - $8.49K
|
15K
$554K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-230Closed |
$6.66K - $8.11K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-100Closed |
$2.9K - $3.52K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-34- 50.0% |
$984 - $1.2K
|
34
$1.26K
|
|
| Q1 2022 | |||||||
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
SELL
|
- |
-24.7KClosed |
$769K - $869K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-8.74KClosed |
$272K - $308K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-7.6KClosed |
$237K - $268K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-6.46KClosed |
$201K - $228K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.5KClosed |
$77.9K - $88.1K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2KClosed |
$62.3K - $70.4K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-1.72KClosed |
$53.4K - $60.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-520Closed |
$16.2K - $18.3K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-300Closed |
$9.35K - $10.6K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-200Closed |
$6.23K - $7.04K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-100Closed |
$3.12K - $3.52K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-295KClosed |
$9.63M - $10.5M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-8.49KClosed |
$277K - $301K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Newport Capital Group, LLC
|
SELL
|
- |
-7.3KClosed |
$238K - $259K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.75KClosed |
$57.1K - $62K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-805Closed |
$26.3K - $28.5K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-700Closed |
$22.9K - $24.8K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-300Closed |
$9.8K - $10.6K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-260Closed |
$8.49K - $9.21K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-7Closed |
$229 - $248
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$32.7 - $35.4
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-14.1KClosed |
$461K - $513K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-6.46KClosed |
$211K - $235K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3.72K- 57.38% |
$122K - $135K
|
2.76K
$102K
|
|
|
Nov 01, 2021
Q3 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-790Closed |
$25.8K - $28.7K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10KClosed |
$333K - $354K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.93KClosed |
$131K - $139K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-1KClosed |
$33.3K - $35.4K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-480Closed |
$16K - $17K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-200Closed |
$6.67K - $7.08K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-200Closed |
$6.67K - $7.08K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 19, 2021
Q1 2021
|
Guild Investment Management, Inc.
|
SELL
|
- |
-64.7KClosed |
$2.01M - $2.17M
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-11.8KClosed |
$365K - $395K
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Hodges Capital Management Inc.
|
SELL
|
- |
-9.07KClosed |
$281K - $304K
|
0
$0
|
|