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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-5.09K- 18.76% |
$139K - $172K
|
22K
$715K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.2K- 35.81% |
$142K - $176K
|
9.32K
$303K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.66K- 3.67% |
$154K - $192K
|
149K
$4.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-8.86K- 17.28% |
$241K - $300K
|
42.4K
$1.38M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10.9K- 37.12% |
$298K - $370K
|
18.5K
$602K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-16.9K- 54.67% |
$460K - $572K
|
14K
$455K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-23.9K- 3.3% |
$650K - $808K
|
699K
$22.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Paralel Advisors LLC
|
SELL
|
- |
-33.4K- 11.33% |
$910K - $1.13M
|
262K
$8.49M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-36.5K- 68.78% |
$994K - $1.24M
|
16.6K
$538K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-37.5K- 11.16% |
$1.02M - $1.27M
|
299K
$9.7M
|