Purchases and Sales Made in Q1 2024 in Reaves Utility Income Fund (UTG)
This table provides information about the institutional ownership of Reaves Utility Income Fund (UTG) during Q1 2024. The information is specifically focused on institutions that hold shares of REAVES UTILITY INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-567- 1.35% |
$14.5K - $15.5K
|
41.4K
$1.36M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-593- 2.92% |
$15.2K - $16.3K
|
19.7K
$648K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-709- 2.3% |
$18.2K - $19.4K
|
30.1K
$992K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-867- 1.14% |
$22.2K - $23.8K
|
75.3K
$2.48M
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-1K- 5.0% |
$25.6K - $27.4K
|
19K
$626K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.48K- 39.88% |
$38K - $40.7K
|
2.24K
$73.7K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-1.8K- 10.0% |
$46.1K - $49.4K
|
16.2K
$533K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.82K- 1.11% |
$46.7K - $50K
|
163K
$5.37M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.93K- 2.52% |
$49.5K - $52.9K
|
74.6K
$2.46M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.06K- 11.05% |
$52.7K - $56.4K
|
16.6K
$545K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-2.24K- 11.12% |
$57.4K - $61.4K
|
17.9K
$589K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2.3K- 16.21% |
$58.9K - $63.1K
|
11.9K
$392K
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-2.33K- 22.31% |
$59.6K - $63.8K
|
8.1K
$267K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.14K- 1.1% |
$80.4K - $86K
|
281K
$9.25M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.25K- 4.61% |
$83.2K - $89K
|
67.1K
$2.21M
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-4.13K- 3.52% |
$106K - $113K
|
113K
$3.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.4K- 32.58% |
$138K - $148K
|
11.2K
$368K
|
|
|
May 07, 2024
Q1 2024
|
Reaves W H & CO Inc
|
SELL
|
- |
-5.52K- 6.03% |
$141K - $151K
|
86K
$2.83M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-5.56K- 24.89% |
$142K - $152K
|
16.8K
$552K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.42K- 0.86% |
$165K - $176K
|
738K
$24.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.04K- 20.1% |
$232K - $248K
|
35.9K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.1K- 40.3% |
$286K - $305K
|
16.5K
$543K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.6K- 18.17% |
$297K - $318K
|
52.2K
$1.72M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-12K- 6.18% |
$307K - $329K
|
182K
$5.99M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.9K- 53.98% |
$357K - $382K
|
11.9K
$391K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-21.3K- 18.97% |
$546K - $584K
|
91K
$3M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-27.6K- 37.96% |
$707K - $757K
|
45.1K
$1.49M
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-36.2K- 69.8% |
$929K - $994K
|
15.7K
$516K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-36.4K- 8.28% |
$932K - $997K
|
403K
$13.3M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-57.3K- 7.84% |
$1.47M - $1.57M
|
673K
$22.2M
|