Purchases and Sales Made in Q4 2024 in Gabelli Utility Trust (GUT)
This table provides information about the institutional ownership of Gabelli Utility Trust (GUT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
231K+ 17.39% |
$1.15M - $1.26M
|
1.56M
$8.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
94.1KNew |
$469K - $512K
|
94.1K
$511K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
87.5KNew |
$437K - $476K
|
87.5K
$475K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
43.6K+ 95.02% |
$217K - $237K
|
89.4K
$486K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18.3KNew |
$91.5K - $99.7K
|
18.3K
$99.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.3KNew |
$61.2K - $66.7K
|
12.3K
$66.6K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10.2KNew |
$50.9K - $55.5K
|
10.2K
$55.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
8.75K+ 17.71% |
$43.7K - $47.6K
|
58.2K
$316K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.09K+ 50.63% |
$35.4K - $38.6K
|
21.1K
$114K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.08K+ 2.39% |
$15.3K - $16.7K
|
132K
$716K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.4K+ 20.01% |
$12K - $13.1K
|
14.4K
$78.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.93K+ 5.13% |
$9.64K - $10.5K
|
39.6K
$215K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.9K+ 13.1% |
$9.48K - $10.3K
|
16.4K
$89.1K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
997+ 6.44% |
$4.98K - $5.42K
|
16.5K
$89.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
801+ 4.69% |
$4K - $4.36K
|
17.9K
$97.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
590+ 1.37% |
$2.94K - $3.21K
|
43.6K
$237K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
247+ 2.47% |
$1.23K - $1.34K
|
10.3K
$55.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
200New |
$998 - $1.09K
|
200
$1.09K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
80+ 30.3% |
$399 - $435
|
344
$1.87K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
57+ 3.0% |
$284 - $310
|
1.96K
$10.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
50+ 0.09% |
$250 - $272
|
54K
$293K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
50+ 0.24% |
$250 - $272
|
21K
$114K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-617- 18.16% |
$3.08K - $3.36K
|
2.78K
$15.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.08K- 2.77% |
$5.38K - $5.86K
|
37.9K
$206K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.34K- 1.04% |
$6.68K - $7.28K
|
127K
$692K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.36K- 23.17% |
$6.8K - $7.41K
|
4.52K
$24.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.26K- 2.74% |
$21.3K - $23.2K
|
151K
$820K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-4.67K- 65.14% |
$23.3K - $25.4K
|
2.5K
$13.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.62K- 4.34% |
$28K - $30.6K
|
124K
$672K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.74K- 88.4% |
$28.6K - $31.2K
|
753
$4.09K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-14K- 37.18% |
$69.9K - $76.2K
|
23.7K
$128K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-24.8K- 2.54% |
$124K - $135K
|
949K
$5.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-26K- 24.15% |
$130K - $141K
|
81.6K
$443K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-28.1K- 58.06% |
$140K - $153K
|
20.3K
$110K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-61.8K- 84.91% |
$308K - $336K
|
11K
$59.6K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-417K- 80.78% |
$2.08M - $2.27M
|
99.1K
$538K
|