Purchases and Sales Made in Q3 2024 in Gabelli Utility Trust (GUT)
This table provides information about the institutional ownership of Gabelli Utility Trust (GUT) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-366- 0.28% |
$1.9K - $2.25K
|
129K
$702K
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-500- 33.33% |
$2.6K - $3.08K
|
1K
$5.45K
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-629- 3.55% |
$3.27K - $3.87K
|
17.1K
$93.1K
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-658- 19.24% |
$3.42K - $4.05K
|
2.76K
$15.1K
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-700- 3.93% |
$3.64K - $4.31K
|
17.1K
$93.2K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.18K- 2.67% |
$6.14K - $7.27K
|
43K
$234K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.22K- 71.64% |
$6.34K - $7.52K
|
483
$2.63K
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.47K- 3.76% |
$7.65K - $9.06K
|
37.7K
$205K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.48K- 7.85% |
$7.71K - $9.13K
|
17.4K
$94.9K
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-2.15K- 15.15% |
$11.2K - $13.2K
|
12K
$65.7K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.92K- 3.98% |
$15.2K - $18K
|
70.4K
$384K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.63K- 10.91% |
$18.9K - $22.4K
|
29.7K
$162K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.11K- 11.53% |
$31.8K - $37.6K
|
46.9K
$256K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.89K- 92.59% |
$46.2K - $54.7K
|
711
$3.87K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12K- 9.56% |
$62.5K - $74.1K
|
114K
$620K
|
|
Nov 14, 2024
Q3 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-14.7K- 37.27% |
$76.3K - $90.4K
|
24.7K
$135K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16.6K- 18.61% |
$86.5K - $103K
|
72.8K
$397K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-60.4K- 28.01% |
$314K - $372K
|
155K
$847K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-61.1K- 5.91% |
$318K - $376K
|
973K
$5.3M
|