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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,955
shares
|
$10,654
0.0% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,829
shares
|
$9,968
0.0% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,000
shares
|
$5,450
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
1,000
shares
|
$5,450
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
720
shares
|
$3,924
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
711
shares
|
$3,874
0.0% of portfolio
|
Q3 2024
Reduced 92.59%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
483
shares
|
$2,632
0.0% of portfolio
|
Q3 2024
Reduced 71.64%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
330
shares
|
$1,798
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
264
shares
|
$1,438
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
200
shares
|
$1,090
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
173
shares
|
$942
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
138
shares
|
$752
0.0% of portfolio
|
Q1 2019
Reduced 93.55%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
126
shares
|
$686
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
120
shares
|
$654
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
68
shares
|
$370
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
2
shares
|
$10
0.0% of portfolio
|
Q4 2023
Reduced 94.59%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|