Purchases and Sales Made in Q1 2021 in Gabelli Utility Trust (GUT)
This table provides information about the institutional ownership of Gabelli Utility Trust (GUT) during Q1 2021. The information is specifically focused on institutions that hold shares of GABELLI UTILITY TRUST.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 19, 2021
Q1 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
124K+ 97.63% |
$839K - $1.01M
|
250K
$1.5M
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
69.4KNew |
$471K - $569K
|
69.4K
$417K
|
|
Apr 21, 2021
Q1 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
39.8K+ 13.17% |
$270K - $326K
|
342K
$2.05M
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30K+ 4.82% |
$204K - $246K
|
654K
$3.93M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.8K+ 11.27% |
$93.7K - $113K
|
136K
$820K
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.3KNew |
$83.4K - $101K
|
12.3K
$73.9K
|
|
Apr 15, 2021
Q1 2021
|
Rothschild Investment Corp
|
BUY
|
- |
11.6KNew |
$78.9K - $95.4K
|
11.6K
$69.9K
|
|
May 10, 2021
Q1 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
10.4KNew |
$70.2K - $85K
|
10.4K
$62.3K
|
|
May 13, 2021
Q1 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
10KNew |
$67.9K - $82.1K
|
10K
$60.2K
|
|
May 17, 2021
Q1 2021
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
10KNew |
$67.8K - $82K
|
10K
$60.1K
|
|
May 19, 2021
Q1 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
8.48K+ 70.17% |
$57.5K - $69.5K
|
20.6K
$124K
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.06K+ 7.38% |
$27.5K - $33.3K
|
59K
$355K
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.03K+ 0.51% |
$27.3K - $33K
|
789K
$4.74M
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.72K+ 4.96% |
$25.2K - $30.5K
|
78.6K
$472K
|
|
May 13, 2021
Q1 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
3.35K+ 103.88% |
$22.7K - $27.5K
|
6.58K
$39.5K
|
|
May 13, 2021
Q1 2021
|
Wolverine Asset Management LLC
|
BUY
|
- |
2.59KNew |
$17.6K - $21.2K
|
2.59K
$15.6K
|
|
Apr 09, 2021
Q1 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.53K+ 6.48% |
$10.4K - $12.5K
|
25.1K
$151K
|
|
Apr 19, 2021
Q1 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.4K+ 2.65% |
$9.49K - $11.5K
|
54.2K
$326K
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
715New |
$4.85K - $5.86K
|
715
$4.3K
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
671+ 1.02% |
$4.55K - $5.5K
|
66.7K
$401K
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
642+ 0.91% |
$4.35K - $5.26K
|
71.4K
$429K
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
438+ 0.75% |
$2.97K - $3.59K
|
59.1K
$355K
|
|
May 11, 2021
Q1 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
126+ 1.05% |
$854 - $1.03K
|
12.1K
$72.9K
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
124New |
$841 - $1.02K
|
124
$745
|
|
May 14, 2021
Q1 2021
|
Covington Capital Management
|
BUY
|
- |
34+ 1.97% |
$231 - $279
|
1.76K
$10.6K
|
|
May 06, 2021
Q1 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
25+ 2.09% |
$170 - $205
|
1.22K
$7.35K
|
|
Apr 01, 2021
Q1 2021
|
M&R Capital Management Inc
|
BUY
|
- |
25+ 1.82% |
$170 - $205
|
1.4K
$8.4K
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1- -0.0% |
$6.78 - $8.2
|
43.8K
$263K
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-44Closed |
$298 - $361
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-210Closed |
$1.42K - $1.72K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-250- 10.7% |
$1.7K - $2.05K
|
2.09K
$12.5K
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-283Closed |
$1.92K - $2.32K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-393- 24.59% |
$2.66K - $3.22K
|
1.21K
$7.24K
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-501- 19.4% |
$3.4K - $4.11K
|
2.08K
$12.5K
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-747- 1.78% |
$5.06K - $6.13K
|
41.2K
$248K
|
|
Sep 07, 2021
Q1 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-793- 13.53% |
$5.38K - $6.5K
|
5.07K
$30.4K
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.39KClosed |
$16.2K - $19.6K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Country Trust Bank
|
SELL
|
- |
-2.39KClosed |
$16.2K - $19.6K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.52KClosed |
$17.1K - $20.7K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.24K- 20.5% |
$22K - $26.6K
|
12.6K
$75.6K
|
|
May 17, 2021
Q1 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3.25K- 11.44% |
$22K - $26.6K
|
25.1K
$151K
|
|
May 13, 2021
Q1 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-4.33K- 59.2% |
$29.3K - $35.5K
|
2.98K
$17.9K
|
|
Apr 27, 2021
Q1 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-8.32K- 40.24% |
$56.4K - $68.2K
|
12.3K
$74.2K
|
|
May 14, 2021
Q1 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-12KClosed |
$81.4K - $98.5K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-14KClosed |
$94.6K - $114K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-24.8K- 10.48% |
$168K - $204K
|
212K
$1.28M
|
|
May 05, 2021
Q1 2021
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-39.4KClosed |
$267K - $323K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Sage Rhino Capital LLC
|
SELL
|
- |
-160KClosed |
$1.09M - $1.31M
|
0
$0
|