Purchases and Sales Made in Q4 2022 in Gabelli Utility Trust (GUT)
This table provides information about the institutional ownership of Gabelli Utility Trust (GUT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
356KNew |
$2.38M - $2.67M
|
356K
$1.87M
|
|
|
Feb 15, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
276K+ 1215.05% |
$1.84M - $2.07M
|
299K
$1.57M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
72.3K+ 37.54% |
$483K - $543K
|
265K
$1.4M
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
62K+ 57.69% |
$414K - $466K
|
170K
$894K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
50.2K+ 175.82% |
$335K - $377K
|
78.7K
$415K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
33.5K+ 233.18% |
$224K - $252K
|
47.9K
$252K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30.6K+ 45.01% |
$205K - $230K
|
98.7K
$520K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.2K+ 35.4% |
$175K - $197K
|
100K
$528K
|
|
|
Feb 14, 2023
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
25.6K+ 17.81% |
$171K - $193K
|
170K
$894K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
23.5K+ 139.14% |
$157K - $177K
|
40.4K
$213K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.7KNew |
$145K - $163K
|
21.7K
$114K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.6K+ 7.32% |
$144K - $162K
|
317K
$1.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.6K+ 1.89% |
$144K - $162K
|
1.16M
$6.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.2K+ 51.77% |
$142K - $160K
|
62.3K
$328K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
19.4KNew |
$130K - $146K
|
19.4K
$102K
|
|
|
Feb 27, 2023
Q4 2022
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
17.7KNew |
$118K - $133K
|
17.7K
$93.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
13.7KNew |
$91.8K - $103K
|
13.7K
$72.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6K+ 18.88% |
$40.1K - $45.1K
|
37.8K
$199K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.26K+ 6.1% |
$35.1K - $39.5K
|
91.5K
$482K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.01KNew |
$33.5K - $37.6K
|
5.01K
$26.4K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.25KNew |
$21.7K - $24.4K
|
3.25K
$17.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
3.01K+ 22.14% |
$20.1K - $22.6K
|
16.6K
$87.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.8K+ 15.88% |
$18.7K - $21.1K
|
20.5K
$108K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.75K+ 26.62% |
$18.4K - $20.7K
|
13.1K
$69K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.83K+ 1.1% |
$12.2K - $13.8K
|
169K
$888K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
960New |
$6.41K - $7.21K
|
960
$5.06K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
720New |
$4.81K - $5.41K
|
720
$3.79K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
357+ 1.6% |
$2.38K - $2.68K
|
22.6K
$119K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
356+ 2.06% |
$2.38K - $2.67K
|
17.6K
$92.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
283New |
$1.89K - $2.13K
|
283
$1.49K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
157+ 1.21% |
$1.05K - $1.18K
|
13.1K
$69.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
100+ 4.17% |
$668 - $751
|
2.5K
$13.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
37+ 0.15% |
$247 - $278
|
24.1K
$127K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
31+ 1.97% |
$207 - $233
|
1.61K
$8.47K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
30+ 2.26% |
$200 - $225
|
1.36K
$7.17K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-119- 0.14% |
$795 - $894
|
88K
$464K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-250- 1.0% |
$1.67K - $1.88K
|
24.8K
$131K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-297- 9.12% |
$1.98K - $2.23K
|
2.96K
$15.6K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-425- 26.04% |
$2.84K - $3.19K
|
1.21K
$6.36K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-696- 1.8% |
$4.65K - $5.23K
|
38K
$200K
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-905- 4.52% |
$6.05K - $6.8K
|
19.1K
$101K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.11K- 3.5% |
$7.43K - $8.36K
|
30.7K
$162K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.91K- 11.35% |
$12.7K - $14.3K
|
14.9K
$78.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2.03K- 5.31% |
$13.6K - $15.3K
|
36.2K
$191K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.11K- 15.86% |
$14.1K - $15.8K
|
11.2K
$58.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4.12K- 81.9% |
$27.5K - $30.9K
|
910
$4.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.24K- 2.92% |
$28.3K - $31.8K
|
141K
$744K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.04K- 31.41% |
$60.4K - $67.9K
|
19.7K
$104K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.04K- 31.41% |
$60.4K - $67.9K
|
19.7K
$104K
|