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The Gabelli Utility Trust (GUT) Institutional Ownership

The Gabelli Utility Trust logo
$5.39 -0.04 (-0.74%)
As of 03:55 PM Eastern

Institutional Ownership Changes (13F Filings) for The Gabelli Utility Trust (NYSE:GUT)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$7.30M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$2.64M
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GUT Institutional Buying and Selling by Quarter

The Gabelli Utility Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/10/2025 Wealth Enhancement Advisory Services LLC89,434$465K0.0%+95.0%0.000%
1/8/2025 International Assets Investment Management LLC99,122$507K0.0%-80.9%0.000%
11/5/2024Nations Financial Group Inc. IA ADV53,932$280K0.0%+4.1%0.000%
11/4/2024Wolverine Asset Management LLC72,748$378K0.0%N/A0.000%
10/30/2024Arlington Capital Management Inc.54,999$286K0.2%N/A0.000%
10/29/2024Pure Financial Advisors LLC14,909$78K0.0%N/A0.000%
8/23/2024Aristides Capital LLC144,083$853K0.2%N/A0.000%
8/16/2024Northwestern Mutual Wealth Management Co.5,867$35K0.0%+601.0%0.000%
8/13/2024MAS Advisors LLC107,533$637K1.5%+3.3%0.000%
8/8/2024CoreCap Advisors LLC56,716$336K0.0%N/A0.000%
8/7/2024Wedbush Securities Inc.12,625$75K0.0%-22.3%0.000%
8/5/2024Farmers & Merchants Investments Inc.5,882$35K0.0%N/A0.000%
7/31/2024Commonwealth Equity Services LLC1,281,776$7.59M0.0%+0.9%0.000%
7/31/2024Rothschild Investment LLC44,199$262K0.0%N/A0.000%
7/29/2024Nations Financial Group Inc. IA ADV51,808$307K0.0%+5.1%0.000%
7/18/2024Brookstone Capital Management33,300$204K0.0%+10.6%0.000%
7/16/2024 Wealth Enhancement Advisory Services LLC45,764$271K0.0%+24.6%0.000%
5/24/2024Cetera Advisors LLC48,770$271K0.0%N/A0.000%
5/20/2024Virtu Financial LLC10,925$61K0.0%-68.3%0.000%
5/11/2024MAS Advisors LLC104,137$578K0.7%+34.9%0.000%
5/10/2024Motco7,277$40K0.0%-40.2%0.000%
4/29/2024Commonwealth Equity Services LLC1,269,814$7.05M0.0%+3.4%0.000%
4/27/2024Kellett Wealth Advisors LLC22,808$127K0.1%-12.9%0.000%
4/23/2024Nations Financial Group Inc. IA ADV49,308$274K0.0%+7.6%0.000%
4/22/2024PFG Investments LLC17,374$96K0.0%N/A0.000%
4/16/2024Register Financial Advisors LLC5,205$29K0.0%N/A0.000%
4/15/2024Brookstone Capital Management30,121$167K0.0%+27.7%0.000%
4/11/2024 International Assets Investment Management LLC99,197$548K0.0%+2.1%0.000%
3/27/2024Nomura Holdings Inc.11,300$61K0.0%N/A0.000%
3/22/2024PNC Financial Services Group Inc.37,956$206K0.0%-5.7%0.000%
2/12/2024Hilltop Holdings Inc.25,163$136K0.0%-39.5%0.000%
2/9/2024Nations Financial Group Inc. IA ADV45,808$248K0.0%+4.7%0.000%
2/9/2024Balboa Wealth Partners101,740$551K0.2%+7.2%0.000%
2/8/2024Janney Montgomery Scott LLC124,751$676K0.0%-1.9%0.000%
2/8/2024MAS Advisors LLC77,211$418K0.5%-22.7%0.000%
2/5/2024Eagle Wealth Strategies LLC18,138$98K0.1%N/A0.000%
2/2/2024Atria Wealth Solutions Inc.155,004$840K0.0%+17.3%0.000%
2/1/2024Wolverine Asset Management LLC12,788$69K0.0%N/A0.000%
2/1/2024Significant Wealth Partners LLC163,469$886K0.6%N/A0.000%
1/31/2024Kellett Wealth Advisors LLC26,200$142K0.1%N/A0.000%
1/25/2024 International Assets Investment Management LLC97,197$527K0.0%+3.2%0.000%
1/24/2024 International Assets Investment Management LLC526,805$2.86M0.0%+459.3%0.000%
1/18/2024Global Retirement Partners LLC7,417$39K0.0%-22.0%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.75,589$410K0.0%-16.8%0.000%
1/11/2024Brookstone Capital Management23,589$128K0.0%+11.5%0.000%
12/6/2023VisionPoint Advisory Group LLC17,321$92K0.0%+101.4%0.000%
11/13/2023LPL Financial LLC1,154,783$6.12M0.0%-0.3%0.000%
11/13/2023Envestnet Portfolio Solutions Inc.10,681$57K0.0%N/A0.000%
11/13/2023PNC Financial Services Group Inc.40,249$213K0.0%+6.0%0.000%
11/8/2023Atria Wealth Solutions Inc.132,161$700K0.0%-1.3%0.000%
11/7/2023Kingsview Wealth Management LLC11,612$62K0.0%N/A0.000%
11/6/2023PFG Investments LLC10,029$53K0.0%N/A0.000%
11/3/2023Private Advisor Group LLC13,652$72K0.0%-17.9%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.90,830$481K0.0%-7.7%0.000%
10/24/2023Raymond James & Associates60,754$322K0.0%-16.4%0.000%
10/23/2023Balboa Wealth Partners94,865$503K0.2%+10.3%0.000%
10/23/2023Accurate Wealth Management LLC14,500$85K0.0%-19.0%0.000%
10/23/2023Commonwealth Equity Services LLC1,216,602$6.45M0.0%-0.9%0.000%
10/17/2023Riverview Trust Co50,954$270K0.2%N/A0.000%
10/10/2023 International Assets Investment Management LLC94,197$499K0.0%-24.6%0.000%
10/4/2023 International Assets Investment Management LLC94,197$499K0.0%-24.6%0.000%
8/21/2023VisionPoint Advisory Group LLC8,602$58K0.0%N/A0.000%
8/11/2023D.A. Davidson & CO.11,628$79K0.0%+16.1%0.000%
8/10/2023Gamco Investors INC. ET AL275,853$1.87M0.0%-7.5%0.000%
8/10/2023Commonwealth Equity Services LLC1,227,479$8.32M0.0%+3.0%0.000%
8/10/2023MAS Advisors LLC104,635$709K1.0%-38.8%0.000%
8/8/2023Vantage Financial Partners LLC22,044$149K0.1%+101.9%0.000%
8/3/2023Atria Wealth Solutions Inc.133,934$908K0.0%+70.2%0.000%
7/31/2023LPL Financial LLC1,158,592$7.86M0.0%+0.4%0.000%
7/28/2023BNC Wealth Management LLC18,826$128K0.1%-22.1%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.98,392$667K0.0%-16.1%0.000%
7/25/2023Raymond James & Associates72,653$493K0.0%-17.6%0.000%
7/21/2023Creative Planning49,434$335K0.0%+3.6%0.000%
7/21/2023Kovack Advisors Inc.18,993$129K0.0%-19.0%0.000%
7/11/2023Brookstone Capital Management25,707$180K0.0%+69.4%0.000%
7/11/2023Good Life Advisors LLC21,359$145K0.0%-8.2%0.000%
5/12/2023Balboa Wealth Partners87,090$623K0.2%+9.1%0.000%
5/11/2023Commonwealth Equity Services LLC1,192,303$8.52M0.0%+2.4%0.000%
5/11/2023Resources Management Corp CT ADV506$232K0.0%-95.5%0.000%
5/10/2023LPL Financial LLC1,153,621$8.25M0.0%+1.1%0.000%
5/9/2023Wedbush Securities Inc.16,250$116K0.0%N/A0.000%
5/8/2023Vantage Financial Partners LLC10,919$78K0.0%N/A0.000%
5/5/2023Pinnacle Associates Ltd.11,164$80K0.0%N/A0.000%
5/5/2023Kellett Wealth Advisors LLC31,712$227K0.2%-6.4%0.000%
5/1/2023CWM LLC3,800$27K0.0%N/A0.000%
4/28/2023Janney Montgomery Scott LLC125,785$899K0.0%-10.9%0.000%
4/26/2023Retirement Financial Solutions LLC16,477$118K0.1%N/A0.000%
4/25/2023Foundations Investment Advisors LLC276,675$1.98M0.1%+4.5%0.000%
4/25/2023D.A. Davidson & CO.10,013$72K0.0%-23.6%0.000%
4/21/2023Kovack Advisors Inc.23,443$168K0.0%-23.6%0.000%
4/19/2023 International Assets Investment Management LLC124,891$893K0.1%-64.9%0.000%
4/14/2023AE Wealth Management LLC17,452$125K0.0%N/A0.000%
4/14/2023Raymond James Financial Services Advisors Inc.117,264$838K0.0%+28.2%0.000%
4/13/2023Accurate Wealth Management LLC17,900$130K0.0%-7.7%0.000%
2/27/2023Cascade Investment Group Inc.17,716$133K0.1%N/A0.000%
2/13/2023Gamco Investors INC. ET AL22,703$170K0.0%-91.8%0.000%
2/13/2023Atria Wealth Solutions Inc.78,684$591K0.0%+175.8%0.000%
2/10/2023Wealth Quarterback LLC36,248$272K0.2%-5.3%0.000%
2/10/2023Advisor Group Holdings Inc.316,662$2.38M0.0%+7.3%0.000%
2/8/2023Raymond James Financial Services Advisors Inc.91,482$687K0.0%+6.1%0.000%
(Data available from 1/1/2016 forward)

GUT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GUT shares?

During the previous two years, 58 institutional investors and hedge funds held shares of The Gabelli Utility Trust. The most heavily invested institutionals were Commonwealth Equity Services LLC ($7.59M), LPL Financial LLC ($6.12M), Advisor Group Holdings Inc. ($2.38M), Foundations Investment Advisors LLC ($1.98M), Gamco Investors INC. ET AL ($1.87M), Significant Wealth Partners LLC ($886K), and Aristides Capital LLC ($853K).Learn more on GUT's institutional investors.

Which institutional investors have been buying The Gabelli Utility Trust stock?

Of the 44 institutional investors that purchased The Gabelli Utility Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($645.94K), Significant Wealth Partners LLC ($163.47K), Aristides Capital LLC ($144.08K), Commonwealth Equity Services LLC ($138.14K), Atria Wealth Solutions Inc. ($128.25K), Wolverine Asset Management LLC ($85.54K), and CoreCap Advisors LLC ($56.72K).

How much institutional buying is happening at The Gabelli Utility Trust?

Institutional investors have bought a total of 2,110,654 shares in the last 24 months. This purchase volume represents approximately $12.81M in transactions.

Which The Gabelli Utility Trust major shareholders have been selling company stock?

Of the 25 institutional investors that sold The Gabelli Utility Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($711.66K), Gamco Investors INC. ET AL ($277.83K), MAS Advisors LLC ($88.89K), Raymond James Financial Services Advisors Inc. ($41.68K), Raymond James & Associates ($27.45K), LPL Financial LLC ($26.18K), and Virtu Financial LLC ($23.55K).

How much institutional selling is happening at The Gabelli Utility Trust?

Institutional investors have sold a total of 1,311,537 shares in the last 24 months. This volume of shares sold represents approximately $8.19M in transactions.



This page (NYSE:GUT) was last updated on 1/13/2025 by MarketBeat.com Staff
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