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 |
---|---|---|---|---|---|
Sonora Investment Management Group, LLC
Tucson, AZ |
May 13, 2024 Q1 2024 |
12,015
shares
|
$72,210
0.01% of portfolio
|
Q4 2021
New holding
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
11,608
shares
|
$69,764
0.0% of portfolio
|
Q1 2024
Reduced 59.62%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
11,474
shares
|
$68,958
0.0% of portfolio
|
Q1 2024
Added 0.88%
|
|
Pinnacle Associates LTD
|
Apr 26, 2024 Q1 2024 |
11,164
shares
|
$67,095
0.0% of portfolio
|
Q1 2023
New holding
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
11,099
shares
|
$66,704
0.0% of portfolio
|
Q1 2020
New holding
|
|
Trek Financial, LLC
Scottsdale, AZ |
May 14, 2024 Q1 2024 |
11,060
shares
|
$66,470
0.01% of portfolio
|
Q4 2023
Reduced 25.03%
|
|
Virtu Financial LLC
New York, NY |
May 20, 2024 Q1 2024 |
10,925
shares
|
$65,659
0.0% of portfolio
|
Q1 2024
Reduced 68.31%
|
|
Liberty Capital Management, Inc.
|
Apr 11, 2024 Q1 2024 |
10,000
shares
|
$60,100
0.01% of portfolio
|
Q3 2022
New holding
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
8,968
shares
|
$53,897
0.02% of portfolio
|
Q4 2023
Added 23.39%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
7,417
shares
|
$44,576
0.0% of portfolio
|
Q4 2023
Reduced 21.97%
|
|
Motco
|
May 09, 2024 Q1 2024 |
7,277
shares
|
$43,734
0.0% of portfolio
|
Q1 2024
Reduced 40.15%
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 16, 2024 Q1 2024 |
5,205
shares
|
$31,282
0.01% of portfolio
|
Q1 2024
New holding
|
|
Resources Management Corp
West Hartford, CT |
May 15, 2024 Q1 2024 |
3,420
shares
|
$20,554
0.0% of portfolio
|
Q1 2024
Reduced 60.12%
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 29, 2024 Q1 2024 |
3,255
shares
|
$19,562
0.01% of portfolio
|
Q1 2024
New holding
|
|
Fifth Third Bancorp
|
Apr 23, 2024 Q1 2024 |
2,500
shares
|
$15,025
0.0% of portfolio
|
Q4 2022
Added 4.17%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,975
shares
|
$11,869
0.0% of portfolio
|
Q3 2022
Added 2.01%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
1,798
shares
|
$10,805
0.0% of portfolio
|
Q1 2024
Added 2.92%
|
|
M&R Capital Management Inc
|
Jul 02, 2024 Q2 2024 |
1,785
shares
|
$10,727
0.0% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
Peoples Bank/Ks
Pratt, KS |
Apr 03, 2024 Q1 2024 |
1,500
shares
|
$9,015
0.01% of portfolio
|
Q3 2023
New holding
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
1,220
shares
|
$7,332
0.0% of portfolio
|
Q1 2024
New holding
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
837
shares
|
$5,030
0.0% of portfolio
|
Q1 2024
Reduced 66.26%
|
|
Boyd Watterson Asset Management LLC
|
Apr 29, 2024 Q1 2024 |
720
shares
|
$4,327
0.0% of portfolio
|
Q4 2022
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
575
shares
|
$3,455
0.0% of portfolio
|
Q4 2023
Reduced 48.06%
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
514
shares
|
$3,089
0.0% of portfolio
|
Q1 2024
Added 2.8%
|
|
Community Bank, N.A.
|
May 15, 2024 Q1 2024 |
330
shares
|
$1,983
0.0% of portfolio
|
Q3 2023
New holding
|