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 85 institutions that hold shares in the stock, with a total of 6.09 Million shares, which have been reported (via 13F filing form) to have a value of $36.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
1,269,814
shares
|
$7.52 Million
0.01% of portfolio
|
Q1 2024
Added 3.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
983,226
shares
|
$5.82 Million
0.0% of portfolio
|
Q1 2024
Reduced 12.78%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
855,341
shares
|
$5.06 Million
0.0% of portfolio
|
Q1 2024
Added 0.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
340,701
shares
|
$2.02 Million
0.0% of portfolio
|
Q1 2024
Added 7.79%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2024 Q1 2024 |
275,853
shares
|
$1.63 Million
0.02% of portfolio
|
Q2 2023
Reduced 7.54%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2024 Q1 2024 |
211,635
shares
|
$1.25 Million
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
183,822
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2024
Added 18.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
134,043
shares
|
$793,534
0.0% of portfolio
|
Q1 2024
Reduced 3.8%
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
124,459
shares
|
$736,797
0.0% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
May 13, 2024 Q1 2024 |
122,390
shares
|
$724,548
0.22% of portfolio
|
Q1 2024
Added 20.3%
|
|
|
Mas Advisors LLC
Miami, FL |
May 10, 2024 Q1 2024 |
104,137
shares
|
$616,491
0.67% of portfolio
|
Q1 2024
Added 34.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
99,219
shares
|
$587,376
0.0% of portfolio
|
Q1 2024
Added 367.2%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 11, 2024 Q1 2024 |
99,197
shares
|
$587,246
0.06% of portfolio
|
Q1 2024
Added 2.06%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
92,324
shares
|
$546,558
0.0% of portfolio
|
Q1 2024
Added 19.66%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
74,505
shares
|
$441,069
0.0% of portfolio
|
Q1 2024
Reduced 1.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
69,895
shares
|
$413,778
0.0% of portfolio
|
Q1 2024
Reduced 17.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
59,939
shares
|
$354,838
0.0% of portfolio
|
Q1 2024
Reduced 0.59%
|
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
59,761
shares
|
$353,785
0.0% of portfolio
|
Q1 2024
Added 19.78%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
52,199
shares
|
$309,018
0.02% of portfolio
|
Q3 2021
Added 292.5%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Apr 23, 2024 Q1 2024 |
49,308
shares
|
$291,903
0.02% of portfolio
|
Q1 2024
Added 7.64%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 09, 2024 Q1 2024 |
39,935
shares
|
$236,415
0.12% of portfolio
|
Q1 2024
Added 8.15%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
May 13, 2024 Q1 2024 |
39,392
shares
|
$233,200
0.15% of portfolio
|
Q3 2021
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
37,956
shares
|
$224,699
0.0% of portfolio
|
Q4 2023
Reduced 5.7%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
36,714
shares
|
$217,346
0.0% of portfolio
|
Q1 2024
Added 16.45%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
33,553
shares
|
$198,633
0.0% of portfolio
|
Q1 2024
Added 11.75%
|
|