Purchases and Sales Made in Q4 2022 in Reaves Utility Income Fund (UTG)
This table provides information about the institutional ownership of Reaves Utility Income Fund (UTG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.47K- 12.49% |
$61.7K - $75.2K
|
17.3K
$561K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.77K- 26.91% |
$69.3K - $84.4K
|
7.52K
$244K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-3.13K- 9.17% |
$78.2K - $95.3K
|
31K
$1.01M
|
|
|
Jan 03, 2023
Q4 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-3.2K- 23.85% |
$80K - $97.5K
|
10.2K
$332K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.58K- 22.01% |
$89.6K - $109K
|
12.7K
$412K
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-3.6K- 15.32% |
$90K - $110K
|
19.9K
$646K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.81K- 10.57% |
$120K - $147K
|
40.7K
$1.32M
|
|
|
Jan 24, 2023
Q4 2022
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-5K- 20.0% |
$125K - $152K
|
20K
$649K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5.3K- 91.62% |
$133K - $162K
|
485
$15.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.06K- 4.08% |
$151K - $185K
|
143K
$4.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-7.68K- 7.87% |
$192K - $234K
|
89.8K
$2.92M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-7.69K- 4.02% |
$192K - $234K
|
183K
$5.95M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-8.67K- 44.78% |
$217K - $264K
|
10.7K
$347K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9K- 48.15% |
$225K - $274K
|
9.69K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.2K- 3.08% |
$230K - $280K
|
290K
$9.4M
|
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-9.77K- 44.34% |
$244K - $298K
|
12.3K
$398K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.92K- 55.66% |
$248K - $302K
|
7.9K
$257K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-10.7K- 14.22% |
$268K - $327K
|
64.7K
$2.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.4K- 6.1% |
$311K - $379K
|
191K
$6.21M
|