Purchases and Sales Made in Q4 2024 in Gabelli Utility Trust (GUT)
This table provides information about the institutional ownership of Gabelli Utility Trust (GUT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.49MNew |
$7.43M - $8.1M
|
1.49M
$8.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
231K+ 17.39% |
$1.15M - $1.26M
|
1.56M
$9.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
94.1KNew |
$469K - $512K
|
94.1K
$554K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
87.5KNew |
$437K - $476K
|
87.5K
$515K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
64.2KNew |
$321K - $349K
|
64.2K
$378K
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
55.2K+ 20.0% |
$275K - $300K
|
331K
$1.95M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
43.6K+ 95.02% |
$217K - $237K
|
89.4K
$527K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
35.4KNew |
$177K - $193K
|
35.4K
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
31.2K+ 141.67% |
$156K - $170K
|
53.2K
$313K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18.3KNew |
$91.5K - $99.7K
|
18.3K
$108K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
17.8KNew |
$88.6K - $96.6K
|
17.8K
$105K
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
13K+ 23.57% |
$64.7K - $70.5K
|
68K
$400K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.3KNew |
$61.2K - $66.7K
|
12.3K
$72.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.8K+ 40.09% |
$59K - $64.3K
|
41.3K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11KNew |
$54.9K - $59.8K
|
11K
$64.7K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10.2KNew |
$50.9K - $55.5K
|
10.2K
$60.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
8.75K+ 17.71% |
$43.7K - $47.6K
|
58.2K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.5K+ 7.46% |
$42.4K - $46.2K
|
122K
$720K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.36K+ 9.34% |
$41.7K - $45.5K
|
97.8K
$576K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.09K+ 50.63% |
$35.4K - $38.6K
|
21.1K
$124K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5KNew |
$25K - $27.2K
|
5K
$29.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.56K+ 3.6% |
$22.7K - $24.8K
|
131K
$773K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.49K+ 5.92% |
$17.4K - $19K
|
62.5K
$368K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.08K+ 2.39% |
$15.3K - $16.7K
|
132K
$776K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.95K+ 9.17% |
$14.7K - $16.1K
|
35.1K
$207K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.4K+ 20.01% |
$12K - $13.1K
|
14.4K
$84.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.93K+ 5.13% |
$9.64K - $10.5K
|
39.6K
$233K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.9K+ 13.1% |
$9.48K - $10.3K
|
16.4K
$96.6K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
997+ 6.44% |
$4.98K - $5.42K
|
16.5K
$97K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
801+ 4.69% |
$4K - $4.36K
|
17.9K
$105K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
590+ 1.37% |
$2.94K - $3.21K
|
43.6K
$257K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
247+ 2.47% |
$1.23K - $1.34K
|
10.3K
$60.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
200New |
$998 - $1.09K
|
200
$1.18K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
133New |
$664 - $724
|
133
$783
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
80+ 30.3% |
$399 - $435
|
344
$2.03K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
57+ 3.0% |
$284 - $310
|
1.96K
$11.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
50+ 0.09% |
$250 - $272
|
54K
$318K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
50+ 0.24% |
$250 - $272
|
21K
$124K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11+ 0.09% |
$54.9 - $59.8
|
11.6K
$68.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-617- 18.16% |
$3.08K - $3.36K
|
2.78K
$16.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-711Closed |
$3.55K - $3.87K
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.08K- 2.77% |
$5.38K - $5.86K
|
37.9K
$223K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.34K- 1.04% |
$6.68K - $7.28K
|
127K
$750K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.36K- 23.17% |
$6.8K - $7.41K
|
4.52K
$26.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.99K- 6.64% |
$9.91K - $10.8K
|
27.9K
$164K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-3.1K- 17.08% |
$15.5K - $16.9K
|
15.1K
$88.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.46K- 7.39% |
$17.3K - $18.8K
|
43.4K
$256K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.26K- 2.74% |
$21.3K - $23.2K
|
151K
$890K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-4.67K- 65.14% |
$23.3K - $25.4K
|
2.5K
$14.7K
|