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 100 institutions that hold shares in the stock, with a total of 7 Million shares, which have been reported (via 13F filing form) to have a value of $42.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,579,641
shares
|
$9.54 Million
0.01% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
938,295
shares
|
$5.67 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
806,231
shares
|
$4.87 Million
0.0% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
331,023
shares
|
$2 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
230,009
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Added 14.31%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
211,635
shares
|
$1.28 Million
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
188,425
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
138,593
shares
|
$837,101
0.0% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
132,170
shares
|
$798,306
0.0% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
112,445
shares
|
$679,167
0.14% of portfolio
|
Q2 2025
Reduced 11.46%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
104,742
shares
|
$632,641
0.01% of portfolio
|
Q2 2025
Added 23.84%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
103,729
shares
|
$626,523
0.0% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
95,350
shares
|
$575,914
0.0% of portfolio
|
Q2 2025
Reduced 8.32%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
94,631
shares
|
$571,571
0.04% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
75,814
shares
|
$457,916
0.0% of portfolio
|
Q3 2024
Added 10.65%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
74,800
shares
|
$451,792
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
73,066
shares
|
$441,318
0.02% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
70,385
shares
|
$425,125
0.0% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Jul 15, 2025 Q2 2025 |
68,564
shares
|
$414,126
0.39% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
67,917
shares
|
$410,218
0.01% of portfolio
|
Q2 2025
Reduced 28.03%
|
|
|
Mas Advisors LLC
Miami, FL |
Jul 22, 2025 Q2 2025 |
67,591
shares
|
$408,249
0.66% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
67,574
shares
|
$408,146
0.09% of portfolio
|
Q2 2025
Added 13.62%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
66,288
shares
|
$400,379
0.0% of portfolio
|
Q2 2025
Added 7.66%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
62,927
shares
|
$380,079
0.0% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
58,144
shares
|
$351,189
0.0% of portfolio
|
Q2 2025
Reduced 4.12%
|