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 91 institutions that hold shares in the stock, with a total of 7.06 Million shares, which have been reported (via 13F filing form) to have a value of $38.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
16,188
shares
|
$88,224
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
14,910
shares
|
$81,259
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
14,419
shares
|
$78,583
0.01% of portfolio
|
Q4 2024
Added 20.01%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
14,000
shares
|
$76,300
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
13,240
shares
|
$72,158
0.0% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
12,263
shares
|
$66,833
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
12,230
shares
|
$66,653
0.0% of portfolio
|
Q3 2024
Added 22.21%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
11,627
shares
|
$63,367
0.0% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
11,164
shares
|
$60,843
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
11,099
shares
|
$60,489
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
11,060
shares
|
$60,277
0.0% of portfolio
|
Q4 2023
Reduced 25.03%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
10,979
shares
|
$59,835
0.0% of portfolio
|
Q4 2024
Reduced 84.91%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
10,263
shares
|
$55,933
0.0% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
10,000
shares
|
$54,500
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
8,968
shares
|
$48,875
0.02% of portfolio
|
Q4 2023
Added 23.39%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
7,417
shares
|
$40,422
0.0% of portfolio
|
Q4 2023
Reduced 21.97%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
7,277
shares
|
$39,659
0.0% of portfolio
|
Q1 2024
Reduced 40.15%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
6,494
shares
|
$35,392
0.0% of portfolio
|
Q3 2024
Added 10.69%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
4,519
shares
|
$24,628
0.0% of portfolio
|
Q4 2024
Reduced 23.17%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
4,333
shares
|
$23,614
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
2,780
shares
|
$15,151
0.0% of portfolio
|
Q4 2024
Reduced 18.16%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
2,762
shares
|
$15,052
0.0% of portfolio
|
Q3 2024
Reduced 19.24%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
2,662
shares
|
$14,507
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
2,500
shares
|
$13,625
0.0% of portfolio
|
Q4 2024
Reduced 65.14%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,975
shares
|
$10,763
0.0% of portfolio
|
Q3 2022
Added 2.01%
|