Purchases and Sales Made in Q2 2024 in Gabelli Utility Trust (GUT)
This table provides information about the institutional ownership of Gabelli Utility Trust (GUT) during Q2 2024. 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 14, 2024
Q2 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
144KNew |
$778K - $896K
|
144K
$782K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.3K+ 5.21% |
$277K - $319K
|
1.03M
$5.62M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
44.2KNew |
$239K - $275K
|
44.2K
$240K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
26.8K+ 89.72% |
$145K - $167K
|
56.7K
$308K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
21.5K+ 113.22% |
$116K - $134K
|
40.6K
$220K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
14.9KNew |
$80.5K - $92.7K
|
14.9K
$81K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.1KNew |
$71K - $81.8K
|
13.1K
$71.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.1KNew |
$70.7K - $81.5K
|
13.1K
$71.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12K+ 0.94% |
$64.6K - $74.4K
|
1.28M
$6.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.6K+ 44.8% |
$57.2K - $65.8K
|
34.2K
$186K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.3KNew |
$55.4K - $63.8K
|
10.3K
$55.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10KNew |
$54K - $62.2K
|
10K
$54.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.6K+ 959700.0% |
$51.8K - $59.7K
|
9.6K
$52.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.05K+ 24.65% |
$48.9K - $56.3K
|
45.8K
$248K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.58K+ 14.31% |
$46.3K - $53.3K
|
68.5K
$372K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6K+ 52.29% |
$32.4K - $37.3K
|
17.5K
$94.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5.88KNew |
$31.8K - $36.6K
|
5.88K
$31.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.03K+ 600.96% |
$27.2K - $31.3K
|
5.87K
$31.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.63K+ 3.72% |
$25K - $28.8K
|
129K
$701K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.73K+ 14.62% |
$20.1K - $23.2K
|
29.2K
$159K
|
|
|
Aug 13, 2024
Q2 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
3.4K+ 3.26% |
$18.3K - $21.1K
|
108K
$584K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.3K+ 2.7% |
$17.8K - $20.6K
|
126K
$683K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.18K+ 10.55% |
$17.2K - $19.8K
|
33.3K
$181K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.5K+ 5.07% |
$13.5K - $15.6K
|
51.8K
$281K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
690+ 3.04% |
$3.73K - $4.29K
|
23.4K
$127K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
677+ 4.58% |
$3.66K - $4.21K
|
15.5K
$84K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
483+ 39.59% |
$2.61K - $3K
|
1.7K
$9.25K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
369New |
$1.99K - $2.3K
|
369
$2K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
321New |
$1.73K - $2K
|
321
$1.74K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
264New |
$1.43K - $1.64K
|
264
$1.43K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
219+ 1.56% |
$1.18K - $1.36K
|
14.3K
$77.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
87+ 0.75% |
$470 - $541
|
11.7K
$63.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
87+ 0.63% |
$470 - $541
|
13.9K
$75.5K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
71+ 2.18% |
$383 - $442
|
3.33K
$18.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
49+ 2.73% |
$265 - $305
|
1.85K
$10K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
46+ 0.88% |
$248 - $286
|
5.25K
$28.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
43+ 0.21% |
$232 - $267
|
20.9K
$114K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-7- 0.39% |
$37.8 - $43.5
|
1.79K
$9.69K
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-773- 1.94% |
$4.17K - $4.81K
|
39.2K
$213K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-843- 1.41% |
$4.55K - $5.24K
|
58.9K
$320K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-870- 3.47% |
$4.7K - $5.41K
|
24.2K
$131K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.2K- 1.61% |
$6.48K - $7.46K
|
73.3K
$398K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.01K- 5.99% |
$10.9K - $12.5K
|
31.5K
$171K
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-2.31K- 13.99% |
$12.5K - $14.4K
|
14.2K
$77.1K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.38K- 11.21% |
$12.9K - $14.8K
|
18.9K
$103K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.89K- 3.13% |
$15.6K - $18K
|
89.4K
$486K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.48K- 0.41% |
$18.8K - $21.6K
|
852K
$4.63M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.48K- 0.41% |
$18.8K - $21.6K
|
852K
$4.63M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.63K- 22.31% |
$19.6K - $22.5K
|
12.6K
$68.6K
|