Latest Institutional Purchases of Gabelli Utility Trust (GUT)
This list provides information on the latest institutional transactions involving Gabelli Utility Trust (GUT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
163KNew |
$791K - $1.02M
|
163K
$984K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
18.1KNew |
$87.8K - $114K
|
18.1K
$109K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
11.1KNew |
$53.5K - $69.2K
|
11.1K
$66.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.7K+ 23.39% |
$8.23K - $10.6K
|
8.97K
$54K
|
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1.03K+ 5.97% |
$4.99K - $6.45K
|
18.3K
$110K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
333New |
$1.61K - $2.08K
|
333
$2K
|
|
| Q3 2023 | |||||||
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
51KNew |
$267K - $361K
|
51K
$307K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
20KNew |
$105K - $142K
|
20K
$120K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.6KNew |
$60.8K - $82.2K
|
11.6K
$69.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.7KNew |
$56K - $75.6K
|
10.7K
$64.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
809+ 869.89% |
$4.24K - $5.73K
|
902
$5.43K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
330New |
$1.73K - $2.34K
|
330
$1.99K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
95+ 0.54% |
$498 - $673
|
17.6K
$106K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.65% |
$31.4 - $42.5
|
928
$5.59K
|
|
| 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 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
5.71KNew |
$37.8K - $41.9K
|
5.71K
$34.4K
|
|
|
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
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
11.2KNew |
$75.5K - $87.2K
|
11.2K
$67.2K
|
|
|
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
|
|
| Q4 2022 | |||||||
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
960New |
$6.41K - $7.21K
|
960
$5.78K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
720New |
$4.81K - $5.41K
|
720
$4.33K
|
|
| Q3 2022 | |||||||
|
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
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
39+ 2.01% |
$256 - $1.01K
|
1.98K
$11.9K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
20.1KNew |
$129K - $148K
|
20.1K
$121K
|
|
|
Jul 18, 2022
Q2 2022
|
Leverty Financial Group, LLC
|
BUY
|
- |
5.52K+ 21.43% |
$35.4K - $40.6K
|
31.3K
$188K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12+ 0.84% |
$76.9 - $88.2
|
1.45K
$8.72K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 12, 2021
Q3 2021
|
Rothschild Investment Corp
|
BUY
|
- |
38.9K+ 292.5% |
$295K - $322K
|
52.2K
$314K
|
|
| Q4 2020 | |||||||
|
Mar 25, 2021
Q4 2020
|
Rollins Financial
|
BUY
|
- |
14KNew |
$106K - $114K
|
14K
$84.3K
|
|
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
2.12KNew |
$16K - $17.2K
|
2.12K
$12.7K
|
|
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
120New |
$906 - $974
|
120
$722
|
|
| Q1 2020 | |||||||
|
May 08, 2020
Q1 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
11.1KNew |
$51.8K - $90.5K
|
11.1K
$66.8K
|
|
| Q2 2019 | |||||||
|
Feb 13, 2024
Q2 2019
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.52KNew |
$17K - $17.9K
|
2.52K
$15.2K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
51.3KNew |
$296K - $309K
|
51.3K
$309K
|
|