Updated: May 19, 2026

Joellen Legg

UTGREAVES UTILITY INCOME FUNDSEC CIK: 0001422288
Estimated Net Worth
-$89.2 Thousand
Last Updated: May 19, 2026 11:36 PM EST

Transaction Summary

Total Transactions16
Buy-Sell Ratio
Buy Transactions5
Sell Transactions0

Transaction Volume

Total Volume$89.23K
Net Volume$89.23K
Buy Volume$89.23K
Sell Volume$0.00

Trade Analysis

AVG Trade Size$5.58K
Largest Trade$50.01K
Most Active MonthFeb
Most Active Year2024

Trading Sentiment

OverallBullish
Recent TradeBuying
Last 90 Days0 Trades
ConvictionNone

Net Worth & Trading Activity Over Time

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Monthly Trading Pattern

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Past Insider Trading and Trends

Joellen Legg does not have any significant net worth to report based on the numbers we have. This is based on reported shares across multiple companies, which include LIBERTY ALL STAR EQUITY FUND, LIBERTY ALL STAR GROWTH FUND INC., REAVES UTILITY INCOME FUND, Stone Harbor Emerging Markets Income Fund, Stone Harbor Emerging Markets Total Income Fund, and Principal Real Estate Income Fund.



2024 was Joellen Legg's most active year for acquiring shares with 5 total transactions. Joellen Legg's most active month to acquire stocks was the month of February. 2024 saw Joellen Legg paying a total of $89,230.34 for 3,092 shares, this is the most they've acquired in one year.

Holdings & Transactions

UTGreaves utility income fund
Updated: Dec 17, 2024VIEW QUOTE
Form TypeSEC Filing
0.10298.00$32.93$9.81K3.20KDec 16View
0.11294.00$33.32$9.80K2.89KNov 15View
0.13300.00$32.63$9.79K2.57KOct 15View
0.16310.00$31.69$9.82K2.27KSep 17View
1.89K$26.46$50.01K1.89KMar 25View
From 3/AView
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PGZprincipal real estate income fund
Updated: Mar 15, 2024VIEW QUOTE
Form TypeSEC Filing
View
EDFstone harbor emerging markets income fund
Assistant Secretary Officer
Updated: May 10, 2013VIEW QUOTE
Form TypeSEC Filing
View
EDIstone harbor emerging markets total income fund
Assistant Secretary Officer
Updated: May 10, 2013VIEW QUOTE
Form TypeSEC Filing
View
USAliberty all star equity fund
Updated: Feb 23, 2010VIEW QUOTE
Form TypeSEC Filing
View
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ASGliberty all star growth fund inc.
Updated: Feb 23, 2010VIEW QUOTE
Form TypeSEC Filing
View
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