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 $36.6 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Leverty Financial Group, LLC
|
Apr 23, 2024 Q1 2024 |
31,267
shares
|
$187,914
0.12% of portfolio
|
Q2 2022
Added 21.43%
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
30,121
shares
|
$181,027
0.0% of portfolio
|
Q1 2024
Added 27.69%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 12, 2024 Q4 2023 |
29,895
shares
|
$179,668
0.01% of portfolio
|
Q3 2023
Reduced 4.32%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
29,604
shares
|
$177,920
0.0% of portfolio
|
Q1 2024
New holding
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2024 Q1 2024 |
25,488
shares
|
$153,182
0.01% of portfolio
|
Q1 2024
Added 1.29%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
25,084
shares
|
$150,754
0.0% of portfolio
|
Q1 2024
Added 4.36%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
23,629
shares
|
$142,010
0.0% of portfolio
|
Q1 2024
Added 1.32%
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 26, 2024 Q1 2024 |
22,808
shares
|
$137,076
0.09% of portfolio
|
Q1 2024
Reduced 12.95%
|
|
Good Life Advisors, LLC
|
May 02, 2024 Q1 2024 |
22,692
shares
|
$136,378
0.01% of portfolio
|
Q1 2024
Added 1.68%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
21,273
shares
|
$127,850
0.0% of portfolio
|
Q1 2024
Added 554.55%
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 02, 2024 Q1 2024 |
20,873
shares
|
$125,446
0.03% of portfolio
|
Q1 2024
Reduced 5.63%
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
May 10, 2024 Q1 2024 |
19,020
shares
|
$114,310
0.04% of portfolio
|
Q1 2024
Added 9.23%
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Apr 15, 2024 Q1 2024 |
18,138
shares
|
$109,009
0.08% of portfolio
|
Q4 2023
New holding
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
May 15, 2024 Q1 2024 |
17,716
shares
|
$106,473
0.07% of portfolio
|
Q4 2022
New holding
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 22, 2024 Q1 2024 |
17,374
shares
|
$104,417
0.01% of portfolio
|
Q1 2024
New holding
|
|
Bnc Wealth Management, LLC
|
Apr 16, 2024 Q1 2024 |
16,506
shares
|
$99,201
0.04% of portfolio
|
Q1 2024
Reduced 12.51%
|
|
Wedbush Securities Inc
|
May 14, 2024 Q1 2024 |
16,250
shares
|
$97,662
0.0% of portfolio
|
Q4 2023
Reduced 11.44%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
16,147
shares
|
$97,043
0.0% of portfolio
|
Q1 2024
New holding
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2024 Q1 2024 |
15,076
shares
|
$90,606
0.0% of portfolio
|
Q2 2021
Added 14.29%
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
14,786
shares
|
$88,863
0.0% of portfolio
|
Q1 2024
Added 9.98%
|
|
Accurate Wealth Management, LLC
|
Apr 22, 2024 Q1 2024 |
14,500
shares
|
$87,145
0.02% of portfolio
|
Q3 2023
Reduced 18.99%
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
14,042
shares
|
$84,392
0.0% of portfolio
|
Q1 2024
Added 1.66%
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 14, 2024 Q1 2024 |
14,000
shares
|
$84,140
0.01% of portfolio
|
Q1 2024
New holding
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
13,826
shares
|
$83,094
0.0% of portfolio
|
Q1 2024
Added 0.66%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
12,499
shares
|
$75,118
0.0% of portfolio
|
Q1 2024
New holding
|