Purchases and Sales Made in Q1 2023 in Gabelli Utility Trust (GUT)
This table provides information about the institutional ownership of Gabelli Utility Trust (GUT) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
75.9K+ 96.45% |
$513K - $593K
|
155K
$815K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
45.9K+ 14.5% |
$310K - $359K
|
363K
$1.91M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
41.6K+ 42.19% |
$282K - $325K
|
140K
$740K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.2K+ 2.42% |
$190K - $220K
|
1.19M
$6.28M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
25.8K+ 28.18% |
$174K - $201K
|
117K
$618K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20.6K+ 15.41% |
$140K - $161K
|
155K
$815K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
17.5KNew |
$118K - $136K
|
17.5K
$92K
|
|
|
Apr 26, 2023
Q1 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
16.5KNew |
$111K - $129K
|
16.5K
$86.8K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.4KNew |
$111K - $128K
|
16.4K
$86.2K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
16.3KNew |
$110K - $127K
|
16.3K
$85.6K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.4K+ 66.44% |
$97.5K - $113K
|
36.1K
$190K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.9K+ 1.13% |
$87.1K - $101K
|
1.15M
$6.08M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.9K+ 4.5% |
$80.5K - $93K
|
277K
$1.46M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
11.2KNew |
$75.5K - $87.2K
|
11.2K
$58.8K
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
10.9KNew |
$73.8K - $85.3K
|
10.9K
$57.5K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.7K+ 61.01% |
$72.6K - $83.9K
|
28.4K
$149K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.3K+ 9.15% |
$49.3K - $57K
|
87.1K
$459K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.26K+ 5.26% |
$35.6K - $41.1K
|
105K
$555K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.46KNew |
$30.2K - $34.9K
|
4.46K
$23.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
3.8KNew |
$25.7K - $29.7K
|
3.8K
$20K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.71K+ 7.17% |
$18.3K - $21.1K
|
40.5K
$213K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.61K+ 7.86% |
$10.9K - $12.6K
|
22.1K
$116K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.43K+ 10.41% |
$9.67K - $11.2K
|
15.2K
$80K
|
|
|
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.27K+ 0.75% |
$8.61K - $9.95K
|
171K
$900K
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.27K+ 0.75% |
$8.61K - $9.95K
|
171K
$900K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.06KNew |
$7.15K - $8.26K
|
1.06K
$5.58K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
681+ 0.87% |
$4.6K - $5.32K
|
79.1K
$417K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
666+ 2.95% |
$4.5K - $5.2K
|
23.3K
$123K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$1.35K - $1.56K
|
200
$1.05K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
183+ 0.21% |
$1.24K - $1.43K
|
88.2K
$465K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
157+ 1.2% |
$1.06K - $1.23K
|
13.3K
$69.9K
|
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
100New |
$676 - $781
|
100
$527
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
50+ 1.69% |
$338 - $391
|
3.01K
$15.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
37+ 0.15% |
$250 - $289
|
24.2K
$127K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
33+ 0.66% |
$223 - $258
|
5.04K
$26.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
31+ 2.28% |
$210 - $242
|
1.39K
$7.33K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
30+ 1.87% |
$203 - $234
|
1.64K
$8.63K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
10+ 0.06% |
$67.6 - $78.1
|
16.6K
$87.5K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.66% |
$40.6 - $46.9
|
916
$4.83K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-174- 0.36% |
$1.18K - $1.36K
|
47.7K
$251K
|
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-200- 0.07% |
$1.35K - $1.56K
|
298K
$1.57M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-441- 3.95% |
$2.98K - $3.44K
|
10.7K
$56.6K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-496- 1.37% |
$3.35K - $3.87K
|
35.8K
$188K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.05K- 0.42% |
$7.09K - $8.19K
|
246K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.11K- 1.78% |
$7.48K - $8.64K
|
61.2K
$322K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.5K- 7.73% |
$10.1K - $11.7K
|
17.9K
$94.3K
|
|
|
May 04, 2023
Q1 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-2.17K- 6.4% |
$14.6K - $16.9K
|
31.7K
$167K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.09K- 23.55% |
$20.9K - $24.1K
|
10K
$52.8K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.74K- 0.72% |
$38.8K - $44.9K
|
792K
$4.18M
|