Purchases and Sales Made in Q1 2024 in Gabelli Utility Trust (GUT)
This table provides information about the institutional ownership of Gabelli Utility Trust (GUT) during Q1 2024. 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 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
212KNew |
$1.08M - $1.18M
|
212K
$1.14M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
78K+ 367.2% |
$397K - $436K
|
99.2K
$537K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
48.8KNew |
$248K - $273K
|
48.8K
$264K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41.3K+ 3.36% |
$210K - $231K
|
1.27M
$6.87M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.6KNew |
$151K - $165K
|
29.6K
$160K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
28.8K+ 18.59% |
$147K - $161K
|
184K
$994K
|
|
|
May 10, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
26.9K+ 34.87% |
$137K - $151K
|
104K
$563K
|
|
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
26.9K+ 34.87% |
$137K - $151K
|
104K
$563K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.6K+ 7.79% |
$125K - $138K
|
341K
$1.84M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
20.7K+ 20.3% |
$105K - $115K
|
122K
$662K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18K+ 554.55% |
$91.7K - $101K
|
21.3K
$115K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
17.4KNew |
$88.4K - $97.1K
|
17.4K
$94K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.9K+ 31.88% |
$86K - $94.4K
|
69.9K
$378K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
16.1KNew |
$82.2K - $90.3K
|
16.1K
$87.4K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.2K+ 19.66% |
$77.2K - $84.8K
|
92.3K
$499K
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
14KNew |
$71.3K - $78.3K
|
14K
$75.7K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.5KNew |
$63.6K - $69.9K
|
12.5K
$67.6K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.87K+ 19.78% |
$50.2K - $55.2K
|
59.8K
$323K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.53K+ 27.69% |
$33.2K - $36.5K
|
30.1K
$163K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.21KNew |
$26.5K - $29.1K
|
5.21K
$28.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.19K+ 16.45% |
$26.4K - $29K
|
36.7K
$199K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.68K+ 19.08% |
$23.8K - $26.2K
|
29.2K
$158K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
3.53K+ 11.75% |
$18K - $19.7K
|
33.6K
$182K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.5K+ 7.64% |
$17.8K - $19.6K
|
49.3K
$267K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.48K+ 0.41% |
$17.7K - $19.4K
|
855K
$4.63M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.29K+ 0.39% |
$16.7K - $18.4K
|
855K
$4.63M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.29K+ 0.39% |
$16.7K - $18.4K
|
855K
$4.63M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3.26KNew |
$16.6K - $18.2K
|
3.26K
$17.6K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
3.01K+ 8.15% |
$15.3K - $16.8K
|
39.9K
$216K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2K+ 2.06% |
$10.2K - $11.2K
|
99.2K
$537K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.61K+ 9.23% |
$8.18K - $8.98K
|
19K
$103K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.34K+ 9.98% |
$6.83K - $7.5K
|
14.8K
$80K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.22KNew |
$6.21K - $6.82K
|
1.22K
$6.6K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.05K+ 4.36% |
$5.33K - $5.86K
|
25.1K
$136K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
376+ 1.68% |
$1.91K - $2.1K
|
22.7K
$123K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
325+ 1.29% |
$1.65K - $1.82K
|
25.5K
$138K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
308+ 1.32% |
$1.57K - $1.72K
|
23.6K
$128K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
229+ 1.66% |
$1.17K - $1.28K
|
14K
$76K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
200New |
$1.02K - $1.12K
|
200
$1.08K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
150New |
$764 - $839
|
150
$812
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
100+ 0.88% |
$509 - $559
|
11.5K
$62.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
91+ 0.66% |
$463 - $509
|
13.8K
$74.8K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
68New |
$346 - $380
|
68
$368
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
51+ 2.92% |
$260 - $285
|
1.8K
$9.73K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
46+ 2.63% |
$234 - $257
|
1.79K
$9.69K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
14+ 2.8% |
$71.3 - $78.3
|
514
$2.78K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-292- 0.23% |
$1.49K - $1.63K
|
124K
$673K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-354- 0.59% |
$1.8K - $1.98K
|
59.9K
$324K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.08K- 1.43% |
$5.52K - $6.06K
|
74.5K
$403K
|