Purchases and Sales Made in Q2 2024 in Reaves Utility Income Fund (UTG)
This table provides information about the institutional ownership of Reaves Utility Income Fund (UTG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-510- 4.28% |
$13K - $14.5K
|
11.4K
$384K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-575- 4.84% |
$14.7K - $16.3K
|
11.3K
$381K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-738- 4.08% |
$18.8K - $21K
|
17.3K
$585K
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-796- 6.0% |
$20.3K - $22.6K
|
12.5K
$421K
|
|
|
Aug 08, 2024
Q2 2024
|
Reaves W H & CO Inc
|
SELL
|
- |
-858- 1.0% |
$21.9K - $24.4K
|
85.2K
$2.87M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-908- 0.64% |
$23.2K - $25.8K
|
142K
$4.77M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.06K- 1.57% |
$26.9K - $30K
|
66.1K
$2.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.06K- 10.9% |
$27.1K - $30.2K
|
8.69K
$293K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.6K- 29.82% |
$40.9K - $45.5K
|
3.77K
$127K
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.88K- 7.42% |
$47.9K - $53.4K
|
23.5K
$791K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-1.91K- 10.68% |
$48.7K - $54.3K
|
16K
$538K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.91K- 8.03% |
$48.8K - $54.4K
|
21.9K
$738K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.96K- 56.44% |
$49.9K - $55.6K
|
1.51K
$50.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.02K- 10.24% |
$51.4K - $57.3K
|
17.7K
$595K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.22K- 9.22% |
$56.5K - $63K
|
21.8K
$735K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.15K- 3.58% |
$80.2K - $89.4K
|
84.9K
$2.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.76K- 8.04% |
$121K - $135K
|
54.5K
$1.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.74K- 28.2% |
$146K - $163K
|
14.6K
$492K
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-5.74K- 19.07% |
$146K - $163K
|
24.4K
$821K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.95K- 10.59% |
$152K - $169K
|
50.2K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-8.48K- 5.46% |
$216K - $241K
|
147K
$4.95M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.9K- 15.23% |
$353K - $394K
|
77.1K
$2.6M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-30.1K- 30.05% |
$768K - $856K
|
70.1K
$2.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.3K- 10.06% |
$926K - $1.03M
|
325K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-48.5K- 17.42% |
$1.24M - $1.38M
|
230K
$7.75M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-59.8K- 81.63% |
$1.53M - $1.7M
|
13.5K
$454K
|