Purchases and Sales Made in Q3 2022 in Reaves Utility Income Fund (UTG)
This table provides information about the institutional ownership of Reaves Utility Income Fund (UTG) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
500New |
$13.6K - $16.9K
|
500
$16.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Reaves W H & CO Inc
|
BUY
|
- |
478+ 0.51% |
$13K - $16.2K
|
93.6K
$3.04M
|
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
450+ 5.81% |
$12.3K - $15.2K
|
8.2K
$266K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
448+ 1.96% |
$12.2K - $15.2K
|
23.3K
$758K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
448+ 5.42% |
$12.2K - $15.2K
|
8.71K
$283K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
367+ 0.13% |
$10K - $12.4K
|
286K
$9.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
200+ 1.56% |
$5.45K - $6.77K
|
13K
$423K
|
|
|
Oct 31, 2022
Q3 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
155+ 0.29% |
$4.22K - $5.25K
|
53.2K
$1.73M
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
140+ 11.24% |
$3.81K - $4.74K
|
1.39K
$45K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
131+ 0.77% |
$3.57K - $4.44K
|
17.1K
$555K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
109+ 1.33% |
$2.97K - $3.69K
|
8.28K
$269K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
80New |
$2.18K - $2.71K
|
80
$2.6K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
55+ 1.49% |
$1.5K - $1.86K
|
3.76K
$122K
|
|
|
Nov 15, 2022
Q3 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
43+ 0.4% |
$1.17K - $1.46K
|
10.7K
$348K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
21+ 0.11% |
$572 - $711
|
19.4K
$628K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
17+ 1.55% |
$463 - $576
|
1.12K
$36.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Stone X Group Inc.
|
BUY
|
- |
16+ 0.05% |
$436 - $542
|
31.1K
$1.01M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
12+ 0.83% |
$327 - $406
|
1.45K
$47.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
8+ 1.82% |
$218 - $271
|
447
$14.5K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 1.94% |
$191 - $237
|
367
$11.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
6+ 1.85% |
$163 - $203
|
330
$10.7K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 1.84% |
$81.7 - $102
|
166
$5.39K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-26- 1.62% |
$708 - $881
|
1.58K
$51.4K
|
|
|
Oct 28, 2022
Q3 2022
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-44- 0.39% |
$1.2K - $1.49K
|
11.1K
$362K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-100- 1.14% |
$2.72K - $3.39K
|
8.64K
$281K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-132- 1.49% |
$3.6K - $4.47K
|
8.74K
$284K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-151- 0.18% |
$4.11K - $5.11K
|
86.1K
$2.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-250- 4.2% |
$6.81K - $8.47K
|
5.71K
$185K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-456- 99.56% |
$12.4K - $15.4K
|
2
$64.9
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-652- 2.91% |
$17.8K - $22.1K
|
21.7K
$706K
|
|
|
Oct 06, 2022
Q3 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-703- 3.09% |
$19.1K - $23.8K
|
22K
$716K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-850- 11.39% |
$23.2K - $28.8K
|
6.61K
$215K
|
|
|
Oct 18, 2022
Q3 2022
|
Hgk Asset Management Inc
|
SELL
|
- |
-905- 4.86% |
$24.7K - $30.7K
|
17.7K
$575K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.03KClosed |
$28.1K - $34.9K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.05K- 11.17% |
$28.7K - $35.7K
|
8.37K
$272K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.19K- 0.62% |
$32.4K - $40.3K
|
191K
$6.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.2K- 10.17% |
$32.7K - $40.6K
|
10.6K
$344K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.4K- 1.59% |
$38.1K - $47.4K
|
86.4K
$2.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.77K- 9.03% |
$48.2K - $59.9K
|
17.8K
$579K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.96K- 2.53% |
$53.4K - $66.4K
|
75.4K
$2.45M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.97K- 13.35% |
$53.6K - $66.6K
|
12.8K
$415K
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.29K- 2.86% |
$62.4K - $77.5K
|
77.6K
$2.52M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.1K- 26.26% |
$84.4K - $105K
|
8.7K
$282K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.78K- 16.46% |
$103K - $128K
|
19.2K
$623K
|
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-4.66K- 25.79% |
$127K - $158K
|
13.4K
$436K
|