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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-4K- 21.28% |
$25.6K - $29.4K
|
14.8K
$79.2K
|
|
|
Jul 18, 2022
Q2 2022
|
Leverty Financial Group, LLC
|
BUY
|
- |
5.52K+ 21.43% |
$35.4K - $40.6K
|
31.3K
$167K
|
|
|
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
$3.83K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
126New |
$985 - $1.04K
|
126
$674
|
|
|
Feb 03, 2022
Q4 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.2K- 9.65% |
$9.38K - $9.89K
|
11.2K
$60.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-54.1KClosed |
$423K - $446K
|
0
$0
|
|
| Q3 2021 | |||||||
|
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
$279K
|
|
|
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
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-12KClosed |
$81.4K - $98.5K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.39KClosed |
$16.2K - $19.6K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-4.33K- 59.2% |
$29.3K - $35.5K
|
2.98K
$16K
|
|
|
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
$74.9K
|
|
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
120New |
$906 - $974
|
120
$642
|
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1.25KClosed |
$9.44K - $10.1K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-330Closed |
$2.49K - $2.68K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-12.7KClosed |
$95.9K - $103K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
2.12KNew |
$16K - $17.2K
|
2.12K
$11.3K
|
|
| Q3 2020 | |||||||
|
Nov 02, 2020
Q3 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-205Closed |
$1.48K - $1.69K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3KClosed |
$21.7K - $24.7K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Css LLC
Chicago, IL |
SELL
|
- |
-10KClosed |
$53K - $75.8K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Washington Trust CO
|
SELL
|
- |
-1KClosed |
$5.3K - $7.58K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.8KClosed |
$14.8K - $21.2K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Telos Capital Management, Inc.
|
SELL
|
- |
-13.2KClosed |
$70K - $100K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-38.5KClosed |
$180K - $314K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
11.1KNew |
$51.8K - $90.5K
|
11.1K
$59.4K
|
|
|
Apr 30, 2020
Q1 2020
|
Calton & Associates, Inc.
|
SELL
|
- |
-10.5KClosed |
$49.1K - $85.7K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-866Closed |
$6.13K - $7.07K
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
City Holding CO
|
SELL
|
- |
-303Closed |
$2.15K - $2.47K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-9.6KClosed |
$64.2K - $72K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.46KClosed |
$9.75K - $10.9K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Concorde Asset Management, LLC
|
SELL
|
- |
-13.1KClosed |
$87.4K - $98K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Feb 13, 2024
Q2 2019
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.52KNew |
$17K - $17.9K
|
2.52K
$13.5K
|
|
|
Aug 14, 2019
Q2 2019
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-201Closed |
$1.35K - $1.42K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-737Closed |
$4.95K - $5.22K
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-856Closed |
$5.75K - $6.06K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Advisor Net Financial, Inc
|
SELL
|
- |
-200Closed |
$1.19K - $1.39K
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Us Bancorp \De\
|
SELL
|
- |
-2K- 93.55% |
$11.9K - $13.9K
|
138
$738
|
|