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 90 institutions that hold shares in the stock, with a total of 7.12 Million shares, which have been reported (via 13F filing form) to have a value of $39 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
52,199
shares
|
$285,528
0.02% of portfolio
|
Q3 2021
Added 292.5%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
49,418
shares
|
$270,316
0.09% of portfolio
|
Q3 2024
Added 21.85%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
48,466
shares
|
$265,109
0.02% of portfolio
|
Q3 2024
Added 107.28%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
46,888
shares
|
$256,477
0.0% of portfolio
|
Q3 2024
Reduced 11.53%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
43,019
shares
|
$235,313
0.01% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
38,954
shares
|
$213,078
0.0% of portfolio
|
Q3 2024
Added 60.87%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
37,691
shares
|
$206,169
0.1% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
37,656
shares
|
$205,978
0.0% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
35,643
shares
|
$194,967
0.0% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
32,178
shares
|
$176,013
0.0% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Leverty Financial Group, LLC
|
Jan 24, 2025 Q4 2024 |
31,267
shares
|
$171,030
0.08% of portfolio
|
Q2 2022
Added 21.43%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
29,902
shares
|
$163,563
0.01% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
29,497
shares
|
$161,348
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
27,102
shares
|
$148,247
0.0% of portfolio
|
Q3 2024
Added 79.77%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 14, 2024 Q3 2024 |
24,710
shares
|
$135,163
0.08% of portfolio
|
Q3 2024
Reduced 37.27%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
22,018
shares
|
$120,438
0.0% of portfolio
|
Q3 2024
Added 26.0%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
20,959
shares
|
$114,645
0.03% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
18,150
shares
|
$99,280
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
18,138
shares
|
$99,214
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
17,888
shares
|
$97,847
0.06% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
17,407
shares
|
$95,216
0.0% of portfolio
|
Q3 2024
Reduced 7.85%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2024 Q3 2024 |
17,108
shares
|
$93,580
0.08% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
16,400
shares
|
$89,708
0.02% of portfolio
|
Q4 2024
Added 13.1%
|
|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
16,188
shares
|
$88,548
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
15,470
shares
|
$84,620
0.0% of portfolio
|
Q3 2024
Added 0.05%
|