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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-700- 3.93% |
$3.64K - $4.31K
|
17.1K
$90.3K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
45.6K+ 3.56% |
$237K - $281K
|
1.33M
$7.01M
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.18K- 2.67% |
$6.14K - $7.27K
|
43K
$227K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.3K+ 10.65% |
$38K - $45K
|
75.8K
$400K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.92K- 3.98% |
$15.2K - $18K
|
70.4K
$372K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
145+ 1.11% |
$754 - $893
|
13.2K
$69.9K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
4.67K+ 186.88% |
$24.3K - $28.8K
|
7.17K
$37.9K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
25.1K+ 107.28% |
$130K - $155K
|
48.5K
$256K
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-629- 3.55% |
$3.27K - $3.87K
|
17.1K
$90.2K
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
48+ 0.91% |
$250 - $296
|
5.3K
$28K
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
8.86K+ 21.85% |
$46.1K - $54.6K
|
49.4K
$261K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
86+ 0.15% |
$447 - $530
|
59K
$312K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.63K- 10.91% |
$18.9K - $22.4K
|
29.7K
$157K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.22K- 71.64% |
$6.34K - $7.52K
|
483
$2.55K
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-500- 33.33% |
$2.6K - $3.08K
|
1K
$5.28K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
97New |
$504 - $598
|
97
$512
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
44+ 2.46% |
$229 - $271
|
1.83K
$9.66K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.3KNew |
$55.4K - $63.8K
|
10.3K
$54.2K
|
|
Aug 14, 2024
Q2 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
144KNew |
$778K - $896K
|
144K
$761K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.1KNew |
$71K - $81.8K
|
13.1K
$69.4K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
14.9KNew |
$80.5K - $92.7K
|
14.9K
$78.7K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.63K- 22.31% |
$19.6K - $22.5K
|
12.6K
$66.7K
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5.88KNew |
$31.8K - $36.6K
|
5.88K
$31.1K
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
369New |
$1.99K - $2.3K
|
369
$1.95K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
264New |
$1.43K - $1.64K
|
264
$1.39K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
321New |
$1.73K - $2K
|
321
$1.69K
|
|
Q1 2024 | |||||||
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
26.9K+ 34.87% |
$137K - $151K
|
104K
$550K
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-23.5K- 68.31% |
$120K - $132K
|
10.9K
$57.7K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
68New |
$346 - $380
|
68
$359
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
212KNew |
$1.08M - $1.18M
|
212K
$1.12M
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
14KNew |
$71.3K - $78.3K
|
14K
$73.9K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
16.1KNew |
$82.2K - $90.3K
|
16.1K
$85.3K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.68K+ 19.08% |
$23.8K - $26.2K
|
29.2K
$154K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
48.8KNew |
$248K - $273K
|
48.8K
$258K
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-4.88K- 40.15% |
$24.8K - $27.3K
|
7.28K
$38.4K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
14+ 2.8% |
$71.3 - $78.3
|
514
$2.71K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
200New |
$1.02K - $1.12K
|
200
$1.06K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
150New |
$764 - $839
|
150
$792
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.1KNew |
$58.6K - $75.8K
|
12.1K
$63.9K
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
11.3KNew |
$54.7K - $70.7K
|
11.3K
$59.7K
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
11.1KNew |
$53.5K - $69.2K
|
11.1K
$58.4K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
333New |
$1.61K - $2.08K
|
333
$1.76K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
283New |
$1.37K - $1.77K
|
283
$1.49K
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3.69K- 25.03% |
$17.9K - $23.1K
|
11.1K
$58.4K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-35- 94.59% |
$169 - $219
|
2
$10.6
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
18.1KNew |
$87.8K - $114K
|
18.1K
$95.8K
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
163KNew |
$791K - $1.02M
|
163K
$863K
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.7K+ 23.39% |
$8.23K - $10.6K
|
8.97K
$47.4K
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1.03K+ 5.97% |
$4.99K - $6.45K
|
18.3K
$96.5K
|