Purchases and Sales Made in Q2 2023 in Gabelli Utility Trust (GUT)
This table provides information about the institutional ownership of Gabelli Utility Trust (GUT) during Q2 2023. The information is specifically focused on institutions that hold shares of GABELLI UTILITY TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
55.3K+ 70.22% |
$366K - $406K
|
134K
$727K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35.2K+ 2.95% |
$233K - $258K
|
1.23M
$6.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.3K+ 3.31% |
$174K - $193K
|
819K
$4.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13.7KNew |
$90.8K - $101K
|
13.7K
$74.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
11.1K+ 101.89% |
$73.6K - $81.7K
|
22K
$120K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
10.5K+ 69.45% |
$69.7K - $77.3K
|
25.7K
$140K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
8.6KNew |
$56.9K - $63.1K
|
8.6K
$46.7K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.44K+ 25.94% |
$42.6K - $47.2K
|
31.2K
$170K
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
6.2K+ 1224.31% |
$41K - $45.5K
|
6.7K
$36.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
5.71KNew |
$37.8K - $41.9K
|
5.71K
$31K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5K+ 17.64% |
$33.1K - $36.7K
|
33.4K
$181K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.97K+ 0.43% |
$32.9K - $36.5K
|
1.16M
$6.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.55K+ 5.75% |
$30.1K - $33.4K
|
83.6K
$454K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
4.3K+ 26.46% |
$28.5K - $31.6K
|
20.6K
$112K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.83K+ 151.62% |
$12.1K - $13.4K
|
3.04K
$16.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.73K+ 3.64% |
$11.5K - $12.7K
|
49.4K
$268K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.62K+ 16.13% |
$10.7K - $11.9K
|
11.6K
$63.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.5K+ 6.8% |
$9.93K - $11K
|
23.6K
$128K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.5K+ 3.7% |
$9.93K - $11K
|
42K
$228K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.22K+ 11.37% |
$8.08K - $8.96K
|
12K
$64.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
691New |
$4.57K - $5.07K
|
691
$3.75K
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
685+ 1.92% |
$4.53K - $5.03K
|
36.4K
$198K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
383+ 1.33% |
$2.54K - $2.81K
|
29.1K
$158K
|
|
|
Jul 18, 2023
Q2 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
379+ 2.3% |
$2.51K - $2.78K
|
16.9K
$91.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
173New |
$1.15K - $1.27K
|
173
$939
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
167+ 1.26% |
$1.11K - $1.23K
|
13.4K
$72.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
93New |
$616 - $683
|
93
$505
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
41+ 0.23% |
$271 - $301
|
17.5K
$95K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
35+ 0.69% |
$232 - $257
|
5.08K
$27.6K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
33+ 2.01% |
$218 - $242
|
1.67K
$9.07K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
32+ 2.3% |
$212 - $235
|
1.42K
$7.73K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
24+ 2.27% |
$159 - $176
|
1.08K
$5.88K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
10+ 0.06% |
$66.2 - $73.4
|
16.6K
$90.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.66% |
$39.7 - $44
|
922
$5.01K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-48- 0.08% |
$318 - $352
|
61.1K
$332K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-242- 0.19% |
$1.6K - $1.78K
|
126K
$682K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-394- 0.28% |
$2.61K - $2.89K
|
140K
$760K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.1K- 1.26% |
$7.28K - $8.07K
|
86K
$467K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.5K- 10.11% |
$9.96K - $11K
|
13.4K
$72.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.52K- 1.44% |
$10K - $11.1K
|
104K
$564K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.92K- 8.24% |
$12.7K - $14.1K
|
21.4K
$116K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.45K- 18.98% |
$29.5K - $32.7K
|
19K
$103K
|
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-5.35K- 22.13% |
$35.4K - $39.3K
|
18.8K
$102K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-8.09K- 17.68% |
$53.5K - $59.4K
|
37.7K
$204K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.8K- 4.09% |
$98.2K - $109K
|
348K
$1.89M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15.5K- 17.63% |
$103K - $114K
|
72.7K
$395K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-18.9K- 16.09% |
$125K - $139K
|
98.4K
$534K
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-22.5K- 7.54% |
$149K - $165K
|
276K
$1.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-24.8K- 68.66% |
$164K - $182K
|
11.3K
$61.5K
|