Purchases and Sales Made in Q4 2023 in Reaves Utility Income Fund (UTG)
This table provides information about the institutional ownership of Reaves Utility Income Fund (UTG) during Q4 2023. 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 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.84K+ 8.29% |
$43.2K - $51.2K
|
24K
$790K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.8K+ 9.36% |
$42.4K - $50.3K
|
21.1K
$694K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.69K+ 14.69% |
$39.8K - $47.1K
|
13.2K
$435K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.52K+ 100.8% |
$35.8K - $42.4K
|
3.03K
$99.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.38KNew |
$32.5K - $38.5K
|
1.38K
$45.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.2K+ 6.98% |
$28.2K - $33.5K
|
18.4K
$606K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.15KNew |
$27K - $32K
|
1.15K
$37.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.08K+ 8.32% |
$25.3K - $30K
|
14K
$461K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
963+ 1.39% |
$22.6K - $26.8K
|
70.4K
$2.32M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
875+ 8.36% |
$20.6K - $24.4K
|
11.3K
$373K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
798+ 1.37% |
$18.8K - $22.2K
|
58.9K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
700New |
$16.5K - $19.5K
|
700
$23.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
500New |
$11.8K - $13.9K
|
500
$16.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
354+ 2.12% |
$8.33K - $9.87K
|
17K
$561K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
298+ 1.09% |
$7.01K - $8.31K
|
27.6K
$910K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
275+ 1.37% |
$6.47K - $7.67K
|
20.3K
$670K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
187+ 24.38% |
$4.4K - $5.21K
|
954
$31.4K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
165+ 7.28% |
$3.88K - $4.6K
|
2.43K
$80K
|
|
|
Feb 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
160+ 1.43% |
$3.76K - $4.46K
|
11.3K
$372K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
149+ 1.69% |
$3.5K - $4.15K
|
8.99K
$296K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
115New |
$2.7K - $3.21K
|
115
$3.79K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
50New |
$1.18K - $1.39K
|
50
$1.65K
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
45+ 0.49% |
$1.06K - $1.25K
|
9.3K
$306K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
20+ 1.25% |
$470 - $558
|
1.62K
$53.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
19+ 38.78% |
$447 - $530
|
68
$2.24K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
12+ 1.6% |
$282 - $335
|
763
$25.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
7+ 0.72% |
$165 - $195
|
980
$32.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3+ 0.01% |
$70.6 - $83.6
|
42K
$1.38M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 0.52% |
$47 - $55.8
|
383
$12.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.49% |
$23.5 - $27.9
|
207
$6.82K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-42- 9.5% |
$988 - $1.17K
|
400
$13.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-50- 0.45% |
$1.18K - $1.39K
|
11K
$363K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-87- 0.12% |
$2.05K - $2.43K
|
72.7K
$2.39M
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-157- 0.7% |
$3.69K - $4.38K
|
22.3K
$735K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-185- 4.74% |
$4.35K - $5.16K
|
3.72K
$123K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-192- 16.9% |
$4.52K - $5.35K
|
944
$31.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-203- 0.98% |
$4.77K - $5.66K
|
20.5K
$676K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-250- 1.53% |
$5.88K - $6.97K
|
16.1K
$530K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-376- 3.55% |
$8.84K - $10.5K
|
10.2K
$336K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-550- 6.43% |
$12.9K - $15.3K
|
8K
$263K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-1.08K- 5.09% |
$25.4K - $30.1K
|
20.1K
$663K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.13K- 10.32% |
$26.6K - $31.5K
|
9.82K
$323K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.18K- 19.06% |
$27.8K - $33K
|
5.03K
$166K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.35K- 50.0% |
$31.8K - $37.7K
|
1.35K
$44.5K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.82K- 5.22% |
$42.9K - $50.8K
|
33.1K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.88K- 8.49% |
$44.2K - $52.4K
|
20.3K
$668K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.95K- 49.94% |
$45.8K - $54.3K
|
1.95K
$64.2K
|