Cornerstone Advisors, LLC UTG Holdings History
Cornerstone Advisors, LLC's Reaves Utility Income Fund Holding Summary
As of 2025-03-31, Cornerstone Advisors, LLC held 406,546.00 shares of Reaves Utility Income Fund(UTG), totaling $13.23 Mil. This investment constitutes 0.57% of their stock portfolio, and Cornerstone Advisors, LLC now holds 0.46% of the outstanding Reaves Utility Income Fund(UTG) stock.
The initial trade took place in 2025Q1. And since then Cornerstone Advisors, LLC has made 1 purchases of UTG, at an average price of $32.88, for a total of 406,546.00 shares. Based on historical transaction data and UTG's current price of $37.60, Cornerstone Advisors, LLC's estimated gain on his UTG holdings is $1.92 Mil, reflecting a 14.36% gain to date.
Cornerstone Advisors, LLC UTG ($37.60) Holding Chart
Cornerstone Advisors, LLC UTG ($37.60) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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