Institutional Ownership Gabelli Utility Trust (GUT)
This table provides information about the institutional ownership of Gabelli Utility Trust (GUT). We have compiled data on the 109 institutions that hold shares in the stock, with a total of 7.1 Million shares, which have been reported (via 13F filing form) to have a value of $42.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,521,376
shares
|
$9.16 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
981,217
shares
|
$5.91 Million
0.0% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
792,897
shares
|
$4.77 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
358,517
shares
|
$2.16 Million
0.01% of portfolio
|
Q3 2025
Added 55.87%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
331,023
shares
|
$1.99 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
316,528
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2025
Added 15.98%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
176,485
shares
|
$1.06 Million
0.17% of portfolio
|
Q3 2025
Reduced 16.61%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
136,753
shares
|
$823,253
0.0% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
122,743
shares
|
$738,912
0.0% of portfolio
|
Q3 2025
Added 18.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
117,974
shares
|
$710,203
0.0% of portfolio
|
Q3 2025
Reduced 10.74%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
108,883
shares
|
$655,475
0.12% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
101,095
shares
|
$608,591
0.01% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
94,631
shares
|
$569,678
0.04% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
80,580
shares
|
$485,091
0.0% of portfolio
|
Q3 2025
Reduced 15.49%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
75,814
shares
|
$456,400
0.0% of portfolio
|
Q3 2024
Added 10.65%
|
|
|
Mas Advisors LLC
Miami, FL |
Oct 28, 2025 Q3 2025 |
74,512
shares
|
$448,562
0.74% of portfolio
|
Q3 2025
Added 10.24%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
70,385
shares
|
$423,717
0.0% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
70,172
shares
|
$422,435
0.0% of portfolio
|
Q3 2025
Added 39.32%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
68,966
shares
|
$415,175
0.02% of portfolio
|
Q3 2025
Reduced 5.61%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
68,597
shares
|
$412,953
0.09% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
67,917
shares
|
$408,860
0.01% of portfolio
|
Q2 2025
Reduced 28.03%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
63,788
shares
|
$384,003
0.0% of portfolio
|
Q3 2025
Added 54.58%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
61,370
shares
|
$369,447
0.0% of portfolio
|
Q3 2025
Reduced 7.42%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
59,007
shares
|
$355,222
0.0% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Elite Wealth Management, Inc.
|
Oct 24, 2025 Q3 2025 |
57,100
shares
|
$343,742
0.09% of portfolio
|
Q2 2025
New holding
|
|