Gabelli Utility Trust
GUT- Exchange
- NYSE
- SEC CIK
- 0001080720
No open-market purchases or sales by Gabelli Utility Trust insiders were filed in the last 90 days; 100 institutions reported holding it in 13F filings for Q2 2026, worth $54.3M in total; no superinvestor holds it.
Other share classesGUT.PC
13F holders, Q2 2021
Institutional positions in Gabelli Utility Trust as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 63
- +2 vs. Q1 2021
- Shares held
- 4.58M
- +567.9K (+14.1%) vs. Q1 2021
- Total value
- $36.5M
- +$8.54M (+30.6%) vs. Q1 2021
- New holders
- 7
- 31 more added
- Sold out
- 5
- 11 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting GUT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 100 | $54.3M |
| Q1 2026 | 94 | $44.2M |
| Q4 2025 | 102 | $42.4M |
| Q3 2025 | 99 | $40.1M |
| Q2 2025 | 92 | $39.8M |
| Q1 2025 | 86 | $37.6M |
| Q4 2024 | 86 | $39.5M |
| Q3 2024 | 93 | $36.6M |
| Q2 2024 | 83 | $36.2M |
| Q1 2024 | 81 | $33.6M |
| Q4 2023 | 83 | $32.7M |
| Q3 2023 | 87 | $33.0M |
| Q2 2023 | 82 | $41.2M |
| Q1 2023 | 81 | $47.0M |
| Q4 2022 | 74 | $49.3M |
| Q3 2022 | 72 | $46.1M |
| Q2 2022 | 71 | $47.7M |
| Q1 2022 | 73 | $34.8M |
| Q4 2021 | 72 | $38.6M |
| Q3 2021 | 64 | $36.2M |
| Q2 2021 | 63 | $36.5M |
| Q1 2021 | 62 | $30.3M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Gabelli Utility Trust; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LPL Financial LLC | 955,604 | $7.61M | 0.01% | +166,610+21.1% | Added |
| Commonwealth Equity Services, LLC | 777,912 | $6.19M | 0.02% | +124,119+19.0% | Added |
| Morgan Stanley | 722,882 | $5.75M | 0.00% | −16,494−2.2% | Reduced |
| Royal Bank of Canada | 312,018 | $2.48M | 0.00% | +18,879+6.4% | Added |
| Sit Investment Associates Inc | 303,440 | $2.42M | 0.06% | +293,430+2,931.4% | Added |
| Gamco Investors, Inc. Et Al | 242,514 | $1.93M | 0.02% | +30,314+14.3% | Added |
| Advisor Group Holdings, Inc. | 189,892 | $1.51M | 0.00% | +53,503+39.2% | Added |
| International Assets Investment Management, LLC | 127,833 | $1.02M | 0.19% | −122,568−48.9% | Reduced |
| Janney Montgomery Scott LLC | 92,780 | $739.0K | 0.00% | +14,174+18.0% | Added |
| UBS Group AG | 69,788 | $556.0K | 0.00% | −1,645−2.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 67,797 | $540.0K | 0.00% | +1,055+1.6% | Added |
| Raymond James & Associates | 64,265 | $512.0K | 0.00% | +5,168+8.7% | Added |
| Wells Fargo & Company | 58,273 | $464.0K | 0.00% | −753−1.3% | Reduced |
| Aurora Private Wealth, Inc. | 54,080 | $430.0K | 0.17% | −105−0.2% | Reduced |
| Cetera Investment Advisers | 43,813 | $349.0K | 0.01% | +10.0% | Added |
| Bank of America Corp | 38,355 | $306.0K | 0.00% | +488+1.3% | Added |
| The PNC Financial Services Group, Inc. | 37,956 | $302.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 29,031 | $231.0K | 0.03% | +29,031 | New |
| Foundations Investment Advisors, LLC | 27,402 | $219.0K | 0.01% | +2,263+9.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 26,980 | $215.0K | 0.00% | −14,247−34.6% | Reduced |
| Mid Atlantic Financial Management Inc | 25,000 | $199.0K | 0.01% | +300+1.2% | Added |
| BCJ Capital Management, LLC | 24,235 | $193.0K | 0.02% | −893−3.6% | Reduced |
| Wealth Quarterback LLC | 22,937 | $183.0K | 0.11% | +22,937 | New |
| Kovack Advisors, Inc. | 21,905 | $174.0K | 0.02% | +21,905 | New |
| Good Life Advisors, LLC | 18,853 | $150.0K | 0.03% | +6,504+52.7% | Added |
| Kestra Advisory Services, LLC | 17,035 | $136.0K | 0.00% | +4,455+35.4% | Added |
| Synovus Financial Corp | 15,076 | $120.0K | 0.00% | +1,885+14.3% | Added |
| Qci Asset Management Inc | 14,287 | $114.0K | 0.01% | +1,787+14.3% | Added |
| Rollins Financial | 14,000 | $111.0K | 0.04% | 00.0% | Unchanged |
| Aristides Capital LLC | 13,876 | $110.0K | 0.08% | +3,876+38.8% | Added |
| Rothschild Investment Corp | 13,299 | $106.0K | 0.01% | +1,664+14.3% | Added |
| Platform Technology Partners | 12,998 | $103.0K | 0.04% | +12,998 | New |
| Creative Planning | 12,532 | $100.0K | 0.00% | +235+1.9% | Added |
| Kestra Private Wealth Services, LLC | 12,268 | $98.0K | 0.01% | +132+1.1% | Added |
| Cetera Advisor Networks LLC | 11,887 | $95.0K | 0.00% | +1,837+18.3% | Added |
| Citadel Advisors LLC | 11,497 | $92.0K | 0.00% | −1,152−9.1% | Reduced |
| Frontier Wealth Management LLC | 11,099 | $88.0K | 0.01% | 00.0% | Unchanged |
| Ramiah Investment Group | 10,934 | $87.0K | 0.06% | +32+0.3% | Added |
| Anfield Capital Management, LLC | 10,850 | $86.0K | 0.03% | +490+4.7% | Added |
| Liberty Capital Management, Inc. | 10,000 | $80.0K | 0.02% | 00.0% | Unchanged |
| Resources Management Corp | 7,834 | $62.0K | 0.01% | +1,259+19.1% | Added |
| Citigroup Inc | 4,764 | $38.0K | 0.00% | +3,497+276.0% | Added |
| Howe & Rusling Inc | 2,982 | $24.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,759 | $22.0K | 0.01% | −2,307−45.5% | Reduced |
| Fifth Third Bancorp | 2,400 | $19.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,117 | $17.0K | 0.01% | +2,117 | New |
| Geneos Wealth Management Inc. | 2,087 | $16.0K | 0.00% | +6+0.3% | Added |
| Covington Capital Management | 1,792 | $14.0K | 0.00% | +36+2.1% | Added |
| M&R Capital Management Inc | 1,443 | $11.0K | 0.00% | +45+3.2% | Added |
| Clearview Wealth Advisors LLC | 1,250 | $10.0K | 0.01% | +27+2.2% | Added |
| Northwestern Mutual Wealth Management Co | 1,102 | $9.00K | 0.00% | −984−47.2% | Reduced |
| Proequities, Inc. | 898 | $7.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 866 | $7.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 711 | $6.00K | 0.00% | −494−41.0% | Reduced |
| Spire Wealth Management | 715 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 395 | $3.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 283 | $2.00K | 0.00% | +283 | New |
| Savior LLC | 200 | $2.00K | 0.00% | +200 | New |
| US Bancorp | 138 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 124 | $1.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 78 | $1.00K | 0.00% | +20+34.5% | Added |
| Federation des caisses Desjardins du Quebec | 68 | $541 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 120 | $0 | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 0 | $0 | 0.00% | −69,428−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −20,567−100.0% | Sold out |
| NEXT Financial Group, Inc | 0 | $0 | 0.00% | −5,280−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −2,590−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Elevated Capital Advisors, LLC | – | – | – | – | Not filed |