Latest Institutional Transactions on Gabelli Utility Trust (GUT)
This table provides information on the latest institutional transactions involving Gabelli Utility Trust (GUT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.08K- 1.43% |
$5.52K - $6.06K
|
74.5K
$446K
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
17.4KNew |
$88.4K - $97.1K
|
17.4K
$104K
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-2.36K- 12.51% |
$12K - $13.2K
|
16.5K
$98.7K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.21KNew |
$26.5K - $29.1K
|
5.21K
$31.1K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.53K+ 27.69% |
$33.2K - $36.5K
|
30.1K
$180K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.19K+ 16.45% |
$26.4K - $29K
|
36.7K
$220K
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2K+ 2.06% |
$10.2K - $11.2K
|
99.2K
$593K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
150New |
$764 - $839
|
150
$897
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.22KNew |
$6.21K - $6.82K
|
1.22K
$7.3K
|
|
Q4 2023 | |||||||
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-532- 48.06% |
$2.57K - $3.33K
|
575
$3.44K
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.1KNew |
$58.6K - $75.8K
|
12.1K
$72.4K
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
11.3KNew |
$54.7K - $70.7K
|
11.3K
$67.6K
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
11.1KNew |
$53.5K - $69.2K
|
11.1K
$66.1K
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.1K- 11.44% |
$10.2K - $13.1K
|
16.3K
$97.2K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
333New |
$1.61K - $2.08K
|
333
$1.99K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
283New |
$1.37K - $1.77K
|
283
$1.69K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.29K- 5.7% |
$11.1K - $14.4K
|
38K
$227K
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3.69K- 25.03% |
$17.9K - $23.1K
|
11.1K
$66.1K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-35- 94.59% |
$169 - $219
|
2
$12
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
338New |
$1.64K - $2.12K
|
338
$2.02K
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
18.1KNew |
$87.8K - $114K
|
18.1K
$108K
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
12.8KNew |
$61.9K - $80.1K
|
12.8K
$76.5K
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
163KNew |
$791K - $1.02M
|
163K
$978K
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.7K+ 23.39% |
$8.23K - $10.6K
|
8.97K
$53.6K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.09K- 21.97% |
$10.1K - $13.1K
|
7.42K
$44.4K
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1.03K+ 5.97% |
$4.99K - $6.45K
|
18.3K
$109K
|
|
Q3 2023 | |||||||
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.35K- 4.32% |
$7.07K - $9.56K
|
29.9K
$179K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
809+ 869.89% |
$4.24K - $5.73K
|
902
$5.39K
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
330New |
$1.73K - $2.34K
|
330
$1.97K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.7KNew |
$56K - $75.6K
|
10.7K
$63.9K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.65% |
$31.4 - $42.5
|
928
$5.55K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.6KNew |
$60.8K - $82.2K
|
11.6K
$69.4K
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
20KNew |
$105K - $142K
|
20K
$120K
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.5KNew |
$7.86K - $10.6K
|
1.5K
$8.97K
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3.4K- 18.99% |
$17.8K - $24.1K
|
14.5K
$86.7K
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.87K- 9.84% |
$9.79K - $13.2K
|
17.1K
$102K
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
51KNew |
$267K - $361K
|
51K
$305K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
95+ 0.54% |
$498 - $673
|
17.6K
$105K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13.7KNew |
$90.8K - $101K
|
13.7K
$82K
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-22.5K- 7.54% |
$149K - $165K
|
276K
$1.65M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
691New |
$4.57K - $5.07K
|
691
$4.13K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
32+ 2.3% |
$212 - $235
|
1.42K
$8.51K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
5.71KNew |
$37.8K - $41.9K
|
5.71K
$34.2K
|
|
Q1 2023 | |||||||
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.46KNew |
$30.2K - $34.9K
|
4.46K
$26.7K
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
100New |
$676 - $781
|
100
$598
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
11.2KNew |
$75.5K - $87.2K
|
11.2K
$66.8K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$1.35K - $1.56K
|
200
$1.2K
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.9K+ 4.5% |
$80.5K - $93K
|
277K
$1.65M
|
|
Q4 2022 | |||||||
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.04K- 31.41% |
$60.4K - $67.9K
|
19.7K
$118K
|
|
Feb 27, 2023
Q4 2022
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
17.7KNew |
$118K - $133K
|
17.7K
$106K
|