Latest Institutional Purchases of Gabelli Utility Trust (GUT)
This list provides information on the latest institutional transactions involving Gabelli Utility Trust (GUT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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 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 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
321New |
$1.73K - $2K
|
321
$1.69K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
264New |
$1.43K - $1.64K
|
264
$1.39K
|
|
| Q1 2024 | |||||||
|
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
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
48.8KNew |
$248K - $273K
|
48.8K
$258K
|
|
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
26.9K+ 34.87% |
$137K - $151K
|
104K
$550K
|
|
|
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
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
14KNew |
$71.3K - $78.3K
|
14K
$73.9K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.68K+ 19.08% |
$23.8K - $26.2K
|
29.2K
$154K
|
|
|
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
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
68New |
$346 - $380
|
68
$359
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
14+ 2.8% |
$71.3 - $78.3
|
514
$2.71K
|
|
| Q4 2023 | |||||||
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
163KNew |
$791K - $1.02M
|
163K
$863K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
18.1KNew |
$87.8K - $114K
|
18.1K
$95.8K
|
|
|
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
|
|
|
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
|
|
|
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
|
|
| Q3 2023 | |||||||
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
51KNew |
$267K - $361K
|
51K
$269K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
20KNew |
$105K - $142K
|
20K
$106K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.6KNew |
$60.8K - $82.2K
|
11.6K
$61.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.7KNew |
$56K - $75.6K
|
10.7K
$56.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
809+ 869.89% |
$4.24K - $5.73K
|
902
$4.76K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
330New |
$1.73K - $2.34K
|
330
$1.74K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
95+ 0.54% |
$498 - $673
|
17.6K
$92.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.65% |
$31.4 - $42.5
|
928
$4.9K
|
|
| 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
$72.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
5.71KNew |
$37.8K - $41.9K
|
5.71K
$30.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
691New |
$4.57K - $5.07K
|
691
$3.65K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
32+ 2.3% |
$212 - $235
|
1.42K
$7.51K
|
|
| Q1 2023 | |||||||
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.9K+ 4.5% |
$80.5K - $93K
|
277K
$1.46M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
11.2KNew |
$75.5K - $87.2K
|
11.2K
$58.9K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.46KNew |
$30.2K - $34.9K
|
4.46K
$23.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$1.35K - $1.56K
|
200
$1.06K
|
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
100New |
$676 - $781
|
100
$528
|
|
| Q4 2022 | |||||||
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
960New |
$6.41K - $7.21K
|
960
$5.07K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
720New |
$4.81K - $5.41K
|
720
$3.8K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.4KNew |
$108K - $426K
|
16.4K
$86.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
10KNew |
$65.7K - $260K
|
10K
$52.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
479New |
$3.15K - $12.4K
|
479
$2.53K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
39+ 2.01% |
$256 - $1.01K
|
1.98K
$10.4K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
20.1KNew |
$129K - $148K
|
20.1K
$106K
|
|
|
Jul 18, 2022
Q2 2022
|
Leverty Financial Group, LLC
|
BUY
|
- |
5.52K+ 21.43% |
$35.4K - $40.6K
|
31.3K
$165K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1KNew |
$6.41K - $7.35K
|
1K
$5.28K
|
|