Purchases and Sales Made in Q4 2023 in Gabelli Utility Trust (GUT)
This table provides information about the institutional ownership of Gabelli Utility Trust (GUT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
433K+ 459.26% |
$2.09M - $2.71M
|
527K
$2.86M
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
163KNew |
$791K - $1.02M
|
163K
$888K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
38K+ 4.67% |
$184K - $238K
|
852K
$4.63M
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
26.2KNew |
$127K - $164K
|
26.2K
$142K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.8K+ 17.28% |
$111K - $143K
|
155K
$842K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
18.1KNew |
$87.8K - $114K
|
18.1K
$98.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.4K+ 126.8% |
$65K - $84.1K
|
24K
$131K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
12.8KNew |
$61.9K - $80.1K
|
12.8K
$69.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.1KNew |
$58.6K - $75.8K
|
12.1K
$65.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.9K+ 0.98% |
$57.8K - $74.8K
|
1.23M
$6.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
11.3KNew |
$54.7K - $70.7K
|
11.3K
$61.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
11.1KNew |
$53.5K - $69.2K
|
11.1K
$60.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.1K+ 58.92% |
$44K - $56.9K
|
24.5K
$133K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
8.57K+ 171420.0% |
$41.5K - $53.7K
|
8.58K
$46.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.88K+ 7.25% |
$33.3K - $43K
|
102K
$552K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.95K+ 18.61% |
$23.9K - $31K
|
31.5K
$171K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.01K+ 16.19% |
$19.4K - $25.1K
|
28.7K
$156K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.43K+ 11.49% |
$11.8K - $15.2K
|
23.6K
$128K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.07K+ 4.74% |
$10K - $13K
|
45.8K
$249K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.75KNew |
$8.46K - $10.9K
|
1.75K
$9.49K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.7K+ 23.39% |
$8.23K - $10.6K
|
8.97K
$48.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.65K+ 952.6% |
$7.98K - $10.3K
|
1.82K
$9.89K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.49K+ 12.47% |
$7.22K - $9.33K
|
13.4K
$73K
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.23K+ 3.45% |
$5.96K - $7.71K
|
36.9K
$201K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.19K+ 2.45% |
$5.76K - $7.46K
|
49.9K
$271K
|
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1.03K+ 5.97% |
$4.99K - $6.45K
|
18.3K
$99.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
584+ 0.42% |
$2.83K - $3.66K
|
139K
$757K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
562+ 1.66% |
$2.72K - $3.52K
|
34.5K
$187K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
344+ 1.57% |
$1.66K - $2.15K
|
22.3K
$121K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
338New |
$1.64K - $2.12K
|
338
$1.84K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
333New |
$1.61K - $2.08K
|
333
$1.81K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
333New |
$1.61K - $2.08K
|
333
$1.81K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
283New |
$1.37K - $1.77K
|
283
$1.54K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
209+ 1.54% |
$1.01K - $1.31K
|
13.8K
$75K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
192+ 0.02% |
$929 - $1.2K
|
852K
$4.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
92+ 0.53% |
$445 - $576
|
17.4K
$94.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
83+ 0.61% |
$402 - $520
|
13.7K
$74.6K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
67+ 2.15% |
$324 - $419
|
3.18K
$17.3K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
41+ 2.4% |
$198 - $257
|
1.75K
$9.48K
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
40+ 0.18% |
$194 - $250
|
22.1K
$120K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33+ 0.05% |
$160 - $207
|
61.2K
$332K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-35- 94.59% |
$169 - $219
|
2
$10.9
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-453- 15.44% |
$2.19K - $2.84K
|
2.48K
$13.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-461- 0.76% |
$2.23K - $2.89K
|
60.3K
$327K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-532- 48.06% |
$2.57K - $3.33K
|
575
$3.12K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.09K- 21.97% |
$10.1K - $13.1K
|
7.42K
$40.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.1K- 11.44% |
$10.2K - $13.1K
|
16.3K
$88.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.29K- 5.7% |
$11.1K - $14.4K
|
38K
$206K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.45K- 1.93% |
$11.9K - $15.3K
|
125K
$677K
|