Purchases and Sales Made in Q3 2023 in Gabelli Utility Trust (GUT)
This table provides information about the institutional ownership of Gabelli Utility Trust (GUT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
51KNew |
$267K - $361K
|
51K
$279K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.4K+ 9.9% |
$180K - $244K
|
382K
$2.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
33.9KNew |
$178K - $240K
|
33.9K
$186K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.3KNew |
$164K - $222K
|
31.3K
$172K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.6KNew |
$139K - $188K
|
26.6K
$146K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
20KNew |
$105K - $142K
|
20K
$110K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.2KNew |
$64.1K - $86.7K
|
12.2K
$67.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.6KNew |
$60.8K - $82.2K
|
11.6K
$63.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.1K+ 10.65% |
$58K - $78.4K
|
115K
$630K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.7KNew |
$56K - $75.6K
|
10.7K
$58.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
10.2K+ 27.13% |
$53.5K - $72.3K
|
47.9K
$262K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10KNew |
$52.6K - $71K
|
10K
$55K
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
8.88K+ 10.32% |
$46.5K - $62.8K
|
94.9K
$520K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
8.72K+ 101.36% |
$45.7K - $61.7K
|
17.3K
$94.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
7.27KNew |
$38.1K - $51.5K
|
7.27K
$39.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.43KNew |
$18K - $24.3K
|
3.43K
$18.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.29K+ 6.04% |
$12K - $16.2K
|
40.2K
$221K
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.77K+ 26.41% |
$9.27K - $12.5K
|
8.47K
$46.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.75K+ 4.17% |
$9.17K - $12.4K
|
43.7K
$240K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.66K+ 1.32% |
$8.68K - $11.7K
|
127K
$697K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.5KNew |
$7.86K - $10.6K
|
1.5K
$8.22K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.15K+ 2.85% |
$6.04K - $8.16K
|
41.6K
$228K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
809+ 869.89% |
$4.24K - $5.73K
|
902
$4.94K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
613+ 2.87% |
$3.21K - $4.34K
|
22K
$120K
|
|
|
Oct 20, 2023
Q3 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
394+ 2.34% |
$2.06K - $2.79K
|
17.3K
$94.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
330New |
$1.73K - $2.34K
|
330
$1.81K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
325+ 2.79% |
$1.7K - $2.3K
|
12K
$65.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
174+ 1.3% |
$912 - $1.23K
|
13.6K
$74.5K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
108+ 3.59% |
$566 - $765
|
3.12K
$17.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
95+ 0.54% |
$498 - $673
|
17.6K
$96.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
41+ 0.22% |
$215 - $290
|
18.9K
$103K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
36+ 0.71% |
$189 - $255
|
5.11K
$28K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
34+ 2.03% |
$178 - $241
|
1.71K
$9.34K
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
34+ 0.15% |
$178 - $241
|
22.1K
$121K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28+ 0.05% |
$147 - $198
|
61.2K
$335K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25+ 2.31% |
$131 - $177
|
1.11K
$6.07K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.65% |
$31.4 - $42.5
|
928
$5.09K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-103- 3.39% |
$540 - $729
|
2.93K
$16.1K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-733- 1.48% |
$3.84K - $5.19K
|
48.7K
$267K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-743- 2.04% |
$3.89K - $5.26K
|
35.7K
$196K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.22K- 0.87% |
$6.37K - $8.6K
|
139K
$760K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.35K- 4.32% |
$7.07K - $9.56K
|
29.9K
$164K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.36K- 11.36% |
$7.12K - $9.61K
|
10.6K
$58.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.77K- 1.32% |
$9.29K - $12.6K
|
132K
$724K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.87K- 9.84% |
$9.79K - $13.2K
|
17.1K
$93.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2K- 14.95% |
$10.5K - $14.2K
|
11.4K
$62.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.2K- 10.71% |
$11.5K - $15.6K
|
18.4K
$101K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.97K- 17.86% |
$15.6K - $21K
|
13.7K
$74.8K
|