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 |
---|---|---|---|---|---|---|---|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
100+ 4.17% |
$668 - $751
|
2.5K
$15K
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
720New |
$4.81K - $5.41K
|
720
$4.31K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
960New |
$6.41K - $7.21K
|
960
$5.74K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
39+ 2.01% |
$256 - $1.01K
|
1.98K
$11.8K
|
|
Nov 10, 2022
Q3 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-798K- 60.52% |
$5.24M - $20.7M
|
521K
$3.11M
|
|
Nov 09, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
10KNew |
$65.7K - $260K
|
10K
$59.8K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.4KNew |
$108K - $426K
|
16.4K
$98.1K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.47K- 95.54% |
$55.6K - $220K
|
395
$2.36K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
479New |
$3.15K - $12.4K
|
479
$2.86K
|
|
Q2 2022 | |||||||
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1KNew |
$6.41K - $7.35K
|
1K
$5.98K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-39Closed |
$250 - $287
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
20.1KNew |
$129K - $148K
|
20.1K
$120K
|
|
Aug 15, 2022
Q2 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-10KClosed |
$64.1K - $73.5K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12+ 0.84% |
$76.9 - $88.2
|
1.45K
$8.66K
|
|
Jul 22, 2022
Q2 2022
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-63Closed |
$404 - $463
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-13.8KClosed |
$88.8K - $102K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-711Closed |
$4.56K - $5.23K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-200Closed |
$1.28K - $1.47K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Leverty Financial Group, LLC
|
BUY
|
- |
5.52K+ 21.43% |
$35.4K - $40.6K
|
31.3K
$187K
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-4K- 21.28% |
$25.6K - $29.4K
|
14.8K
$88.5K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1KClosed |
$6.41K - $7.35K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-812Closed |
$5.2K - $5.97K
|
0
$0
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-326Closed |
$2.25K - $2.72K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Platform Technology Partners
|
SELL
|
- |
-13KClosed |
$89.7K - $108K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.34KClosed |
$16.1K - $19.5K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-13K- 94.79% |
$89.7K - $108K
|
715
$4.28K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
126New |
$985 - $1.04K
|
126
$753
|
|
Feb 11, 2022
Q4 2021
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
12KNew |
$94K - $99.1K
|
12K
$71.8K
|
|
Feb 03, 2022
Q4 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.2K- 9.65% |
$9.38K - $9.89K
|
11.2K
$67.1K
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-54.1KClosed |
$423K - $446K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
39.4KNew |
$299K - $326K
|
39.4K
$236K
|
|
Nov 12, 2021
Q3 2021
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-13.9KClosed |
$105K - $115K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-29KClosed |
$220K - $240K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.76KClosed |
$20.9K - $22.8K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Rothschild Investment Corp
|
BUY
|
- |
38.9K+ 292.5% |
$295K - $322K
|
52.2K
$312K
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-342KClosed |
$2.59M - $2.83M
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-69.4KClosed |
$473K - $557K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.89K+ 14.29% |
$12.8K - $15.1K
|
15.1K
$90.2K
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.39KClosed |
$16.2K - $19.6K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-12KClosed |
$81.4K - $98.5K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-4.33K- 59.2% |
$29.3K - $35.5K
|
2.98K
$17.8K
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-210Closed |
$1.42K - $1.72K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-44Closed |
$298 - $361
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Sage Rhino Capital LLC
|
SELL
|
- |
-160KClosed |
$1.09M - $1.31M
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.52KClosed |
$17.1K - $20.7K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Country Trust Bank
|
SELL
|
- |
-2.39KClosed |
$16.2K - $19.6K
|
0
$0
|
|
Q4 2020 | |||||||
Mar 25, 2021
Q4 2020
|
Rollins Financial
|
BUY
|
- |
14KNew |
$106K - $114K
|
14K
$83.7K
|
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
120New |
$906 - $974
|
120
$718
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1.25KClosed |
$9.44K - $10.1K
|
0
$0
|