Latest Institutional Transactions on Gabelli Utility Trust (GUT)
This table provides information on the latest institutional transactions involving Gabelli Utility Trust (GUT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.6KNew |
$60.8K - $82.2K
|
11.6K
$69.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
20KNew |
$105K - $142K
|
20K
$120K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.87K- 9.84% |
$9.79K - $13.2K
|
17.1K
$103K
|
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
51KNew |
$267K - $361K
|
51K
$307K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
95+ 0.54% |
$498 - $673
|
17.6K
$106K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13.7KNew |
$90.8K - $101K
|
13.7K
$82.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
691New |
$4.57K - $5.07K
|
691
$4.16K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
32+ 2.3% |
$212 - $235
|
1.42K
$8.57K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
5.71KNew |
$37.8K - $41.9K
|
5.71K
$34.4K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.46KNew |
$30.2K - $34.9K
|
4.46K
$26.9K
|
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
100New |
$676 - $781
|
100
$602
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
11.2KNew |
$75.5K - $87.2K
|
11.2K
$67.2K
|
|
| Q4 2022 | |||||||
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.04K- 31.41% |
$60.4K - $67.9K
|
19.7K
$119K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
720New |
$4.81K - $5.41K
|
720
$4.33K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
960New |
$6.41K - $7.21K
|
960
$5.78K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
39+ 2.01% |
$256 - $1.01K
|
1.98K
$11.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
10KNew |
$65.7K - $260K
|
10K
$60.2K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
479New |
$3.15K - $12.4K
|
479
$2.88K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-39Closed |
$250 - $287
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
20.1KNew |
$129K - $148K
|
20.1K
$121K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-13.8KClosed |
$88.8K - $102K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-711Closed |
$4.56K - $5.23K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-63Closed |
$404 - $463
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12+ 0.84% |
$76.9 - $88.2
|
1.45K
$8.72K
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-200Closed |
$1.28K - $1.47K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-4K- 21.28% |
$25.6K - $29.4K
|
14.8K
$89.1K
|
|
|
Jul 18, 2022
Q2 2022
|
Leverty Financial Group, LLC
|
BUY
|
- |
5.52K+ 21.43% |
$35.4K - $40.6K
|
31.3K
$188K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1KClosed |
$6.41K - $7.35K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-812Closed |
$5.2K - $5.97K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-326Closed |
$2.25K - $2.72K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Platform Technology Partners
|
SELL
|
- |
-13KClosed |
$89.7K - $108K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.34KClosed |
$16.1K - $19.5K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-13K- 94.79% |
$89.7K - $108K
|
715
$4.3K
|
|
| Q4 2021 | |||||||
|
Feb 03, 2022
Q4 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.2K- 9.65% |
$9.38K - $9.89K
|
11.2K
$67.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-54.1KClosed |
$423K - $446K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-29KClosed |
$220K - $240K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.76KClosed |
$20.9K - $22.8K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Rothschild Investment Corp
|
BUY
|
- |
38.9K+ 292.5% |
$295K - $322K
|
52.2K
$314K
|
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-342KClosed |
$2.59M - $2.83M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-69.4KClosed |
$473K - $557K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.39KClosed |
$16.2K - $19.6K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-12KClosed |
$81.4K - $98.5K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-4.33K- 59.2% |
$29.3K - $35.5K
|
2.98K
$18K
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-210Closed |
$1.42K - $1.72K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-44Closed |
$298 - $361
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Sage Rhino Capital LLC
|
SELL
|
- |
-160KClosed |
$1.09M - $1.31M
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.52KClosed |
$17.1K - $20.7K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Country Trust Bank
|
SELL
|
- |
-2.39KClosed |
$16.2K - $19.6K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 25, 2021
Q4 2020
|
Rollins Financial
|
BUY
|
- |
14KNew |
$106K - $114K
|
14K
$84.3K
|
|