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 94 institutions that hold shares in the stock, with a total of 7.26 Million shares, which have been reported (via 13F filing form) to have a value of $38.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
16,412
shares
|
$87,640
0.02% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
16,250
shares
|
$86,775
0.04% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
15,154
shares
|
$80,922
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
15,076
shares
|
$80,505
0.0% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
14,419
shares
|
$76,997
0.01% of portfolio
|
Q4 2024
Added 20.01%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
14,277
shares
|
$76,239
0.01% of portfolio
|
Q1 2025
Added 96.19%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
12,505
shares
|
$66,776
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
11,649
shares
|
$62,205
0.0% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
11,099
shares
|
$59,268
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
11,066
shares
|
$59,092
0.0% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
11,060
shares
|
$59,060
0.0% of portfolio
|
Q4 2023
Reduced 25.03%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
11,000
shares
|
$58,740
0.01% of portfolio
|
Q1 2025
Reduced 21.43%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
10,485
shares
|
$55,989
0.0% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
10,323
shares
|
$55,124
0.0% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
10,005
shares
|
$53,426
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Liberty Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
10,000
shares
|
$53,400
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
10,000
shares
|
$53,400
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
8,968
shares
|
$47,889
0.02% of portfolio
|
Q4 2023
Added 23.39%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
7,417
shares
|
$39,606
0.0% of portfolio
|
Q4 2023
Reduced 21.97%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
5,000
shares
|
$26,700
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
4,750
shares
|
$25,365
0.0% of portfolio
|
Q4 2024
Reduced 72.71%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
4,519
shares
|
$24,131
0.0% of portfolio
|
Q4 2024
Reduced 23.17%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,662
shares
|
$14,215
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
2,500
shares
|
$13,350
0.0% of portfolio
|
Q4 2024
Reduced 65.14%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,468
shares
|
$13,179
0.0% of portfolio
|
Q1 2025
Added 410.97%
|