Institutional Ownership Gabelli Utility Trust (GUT)
This table provides information about the institutional ownership of Gabelli Utility Trust (GUT). We have compiled data on the 94 institutions that hold shares in the stock, with a total of 7.26 Million shares, which have been reported (via 13F filing form) to have a value of $38.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,556,779
shares
|
$8.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
958,433
shares
|
$5.12 Million
0.0% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
774,986
shares
|
$4.14 Million
0.0% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
510,827
shares
|
$2.73 Million
0.06% of portfolio
|
Q1 2025
Reduced 65.71%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
332,530
shares
|
$1.78 Million
0.02% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
211,635
shares
|
$1.13 Million
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
201,210
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Added 64.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
196,845
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Added 30.3%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
132,823
shares
|
$709,274
0.0% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
130,594
shares
|
$697,371
0.0% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
127,004
shares
|
$678,201
0.17% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
104,000
shares
|
$555,360
0.01% of portfolio
|
Q1 2025
Added 18.86%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
101,687
shares
|
$543,008
0.0% of portfolio
|
Q1 2025
Added 8.12%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
94,367
shares
|
$503,919
0.01% of portfolio
|
Q1 2025
Reduced 23.74%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
91,812
shares
|
$490,276
0.04% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
84,579
shares
|
$451,651
0.01% of portfolio
|
Q1 2025
Added 361.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
75,814
shares
|
$404,846
0.0% of portfolio
|
Q3 2024
Added 10.65%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
74,466
shares
|
$397,648
0.02% of portfolio
|
Q3 2024
Added 31.3%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
70,385
shares
|
$375,855
0.0% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
May 06, 2025 Q1 2025 |
67,267
shares
|
$359,205
0.28% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Mas Advisors LLC
Miami, FL |
May 14, 2025 Q1 2025 |
65,343
shares
|
$348,931
0.55% of portfolio
|
Q1 2025
Reduced 19.88%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
62,227
shares
|
$332,292
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
61,573
shares
|
$328,799
0.0% of portfolio
|
Q1 2025
Reduced 37.03%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
60,645
shares
|
$323,844
0.0% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
59,473
shares
|
$317,585
0.0% of portfolio
|
Q1 2025
New holding
|