Purchases and Sales Made in Q3 2022 in Gabelli Utility Trust (GUT)
This table provides information about the institutional ownership of Gabelli Utility Trust (GUT) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
167KNew |
$1.1M - $4.33M
|
167K
$884K
|
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
94KNew |
$618K - $2.44M
|
94K
$498K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
61.1K+ 7.69% |
$402K - $1.59M
|
856K
$4.53M
|
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
60.9K+ 73.26% |
$400K - $1.58M
|
144K
$763K
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
41.4K+ 27.44% |
$272K - $1.08M
|
193K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
34.9K+ 3.15% |
$229K - $906K
|
1.14M
$6.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
28.5KNew |
$187K - $741K
|
28.5K
$151K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27K+ 2.37% |
$177K - $701K
|
1.16M
$6.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.8K+ 8.76% |
$156K - $618K
|
295K
$1.56M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16.9KNew |
$111K - $439K
|
16.9K
$89.5K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.4KNew |
$108K - $426K
|
16.4K
$86.9K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.4K+ 16.74% |
$81.2K - $321K
|
86.2K
$457K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
11.3K+ 54.8% |
$73.9K - $292K
|
31.8K
$168K
|
|
|
Nov 09, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
10KNew |
$65.7K - $260K
|
10K
$53K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.56K+ 5.49% |
$49.7K - $197K
|
145K
$771K
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.27K+ 4.44% |
$41.2K - $163K
|
147K
$781K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.03KNew |
$33K - $131K
|
5.03K
$26.7K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.13K+ 6.46% |
$27.1K - $107K
|
68.1K
$361K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.08K+ 21.16% |
$20.3K - $80.1K
|
17.7K
$93.6K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.2K+ 19.27% |
$14.4K - $57.1K
|
13.6K
$72K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.1K+ 3.58% |
$7.23K - $28.6K
|
31.8K
$169K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
696+ 1.83% |
$4.57K - $18.1K
|
38.7K
$205K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
643+ 3.98% |
$4.22K - $16.7K
|
16.8K
$88.9K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
479New |
$3.15K - $12.4K
|
479
$2.54K
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
468+ 2.15% |
$3.07K - $12.2K
|
22.3K
$118K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
338New |
$2.22K - $8.78K
|
338
$1.79K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
332+ 1.96% |
$2.18K - $8.63K
|
17.3K
$91.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
147+ 1.15% |
$966 - $3.82K
|
12.9K
$68.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
39+ 2.01% |
$256 - $1.01K
|
1.98K
$10.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
33+ 0.23% |
$217 - $858
|
14.4K
$76.2K
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
BUY
|
- |
28+ 1.81% |
$184 - $728
|
1.58K
$8.36K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
28+ 2.15% |
$184 - $728
|
1.33K
$7.05K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11+ 0.03% |
$72.3 - $286
|
41K
$218K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
4+ 0.04% |
$26.3 - $104
|
10.3K
$54.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-26- 0.2% |
$171 - $676
|
13.3K
$70.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-112- 0.04% |
$736 - $2.91K
|
278K
$1.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-327- 0.44% |
$2.15K - $8.5K
|
74K
$392K
|
|
|
Oct 13, 2022
Q3 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-640- 2.59% |
$4.2K - $16.6K
|
24.1K
$128K
|
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.45K- 6.74% |
$9.51K - $37.6K
|
20K
$106K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.77K- 3.05% |
$18.2K - $72K
|
88.1K
$467K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-4.51K- 10.53% |
$29.6K - $117K
|
38.3K
$203K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.47K- 95.54% |
$55.6K - $220K
|
395
$2.09K
|
|
|
Nov 10, 2022
Q3 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-10.1K- 22.89% |
$66.1K - $261K
|
33.9K
$180K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.7K- 10.87% |
$70.5K - $279K
|
87.9K
$466K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.3K- 6.07% |
$120K - $476K
|
283K
$1.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-25.7K- 23.4% |
$169K - $668K
|
84.1K
$446K
|
|
|
Nov 10, 2022
Q3 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-798K- 60.52% |
$5.24M - $20.7M
|
521K
$2.76M
|