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 |
|---|---|---|---|---|---|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
2,276
shares
|
$12,153
0.0% of portfolio
|
Q1 2025
Reduced 17.6%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,975
shares
|
$10,546
0.0% of portfolio
|
Q3 2022
Added 2.01%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,955
shares
|
$10,439
0.0% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,829
shares
|
$9,766
0.0% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,102
shares
|
$5,884
0.0% of portfolio
|
Q1 2025
Added 46.35%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Apr 08, 2025 Q1 2025 |
1,000
shares
|
$5,340
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
720
shares
|
$3,844
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
344
shares
|
$1,836
0.0% of portfolio
|
Q4 2024
Added 30.3%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
330
shares
|
$1,762
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
200
shares
|
$1,068
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
138
shares
|
$736
0.0% of portfolio
|
Q1 2019
Reduced 93.55%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
133
shares
|
$710
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
126
shares
|
$672
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
120
shares
|
$640
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
68
shares
|
$363
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
27
shares
|
$144
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
2
shares
|
$10
0.0% of portfolio
|
Q4 2023
Reduced 94.59%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$5
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|