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 96 institutions that hold shares in the stock, with a total of 7.63 Million shares, which have been reported (via 13F filing form) to have a value of $40.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
15,470
shares
|
$81,991
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
14,910
shares
|
$79,023
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
14,909
shares
|
$79,017
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
14,500
shares
|
$76,850
0.02% of portfolio
|
Q3 2023
Reduced 18.99%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
14,488
shares
|
$76,786
0.0% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
14,000
shares
|
$74,200
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
13,999
shares
|
$74,194
0.0% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
13,240
shares
|
$70,172
0.0% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
12,230
shares
|
$64,819
0.0% of portfolio
|
Q3 2024
Added 22.21%
|
|
|
Bnc Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
12,046
shares
|
$63,843
0.02% of portfolio
|
Q3 2024
Reduced 15.15%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
12,015
shares
|
$63,679
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
11,627
shares
|
$61,623
0.0% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
11,164
shares
|
$59,169
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
11,099
shares
|
$58,824
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
11,060
shares
|
$58,618
0.0% of portfolio
|
Q4 2023
Reduced 25.03%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
10,016
shares
|
$53,084
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
10,000
shares
|
$53,000
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
8,968
shares
|
$47,530
0.02% of portfolio
|
Q4 2023
Added 23.39%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
7,417
shares
|
$39,310
0.0% of portfolio
|
Q4 2023
Reduced 21.97%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
7,277
shares
|
$38,568
0.0% of portfolio
|
Q1 2024
Reduced 40.15%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
7,172
shares
|
$38,011
0.0% of portfolio
|
Q3 2024
Added 186.88%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
6,494
shares
|
$34,418
0.0% of portfolio
|
Q3 2024
Added 10.69%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
5,882
shares
|
$31,174
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
5,299
shares
|
$28,084
0.01% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
4,333
shares
|
$22,964
0.01% of portfolio
|
Q3 2024
New holding
|