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 |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 120 | $0 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 68 | $541 | 0.00% | 00.0% | Unchanged |
| 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 |
| Advisory Services Network, LLC | 283 | $2.00K | 0.00% | +283 | New |
| Savior LLC | 200 | $2.00K | 0.00% | +200 | New |
| Rockefeller Capital Management L.P. | 395 | $3.00K | 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 |
| Proequities, Inc. | 898 | $7.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 866 | $7.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,102 | $9.00K | 0.00% | −984−47.2% | Reduced |
| Clearview Wealth Advisors LLC | 1,250 | $10.0K | 0.01% | +27+2.2% | Added |
| M&R Capital Management Inc | 1,443 | $11.0K | 0.00% | +45+3.2% | Added |
| Covington Capital Management | 1,792 | $14.0K | 0.00% | +36+2.1% | Added |
| Geneos Wealth Management Inc. | 2,087 | $16.0K | 0.00% | +6+0.3% | Added |
| Addison Advisors LLC | 2,117 | $17.0K | 0.01% | +2,117 | New |
| Fifth Third Bancorp | 2,400 | $19.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,759 | $22.0K | 0.01% | −2,307−45.5% | Reduced |
| Howe & Rusling Inc | 2,982 | $24.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 4,764 | $38.0K | 0.00% | +3,497+276.0% | Added |
| Resources Management Corp | 7,834 | $62.0K | 0.01% | +1,259+19.1% | Added |
| Liberty Capital Management, Inc. | 10,000 | $80.0K | 0.02% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 10,850 | $86.0K | 0.03% | +490+4.7% | Added |
| Ramiah Investment Group | 10,934 | $87.0K | 0.06% | +32+0.3% | Added |
| Frontier Wealth Management LLC | 11,099 | $88.0K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 11,497 | $92.0K | 0.00% | −1,152−9.1% | Reduced |
| Cetera Advisor Networks LLC | 11,887 | $95.0K | 0.00% | +1,837+18.3% | Added |
| Kestra Private Wealth Services, LLC | 12,268 | $98.0K | 0.01% | +132+1.1% | Added |
| Creative Planning | 12,532 | $100.0K | 0.00% | +235+1.9% | Added |
| Platform Technology Partners | 12,998 | $103.0K | 0.04% | +12,998 | New |
| Rothschild Investment Corp | 13,299 | $106.0K | 0.01% | +1,664+14.3% | Added |
| Aristides Capital LLC | 13,876 | $110.0K | 0.08% | +3,876+38.8% | Added |
| Rollins Financial | 14,000 | $111.0K | 0.04% | 00.0% | Unchanged |
| Qci Asset Management Inc | 14,287 | $114.0K | 0.01% | +1,787+14.3% | Added |
| Synovus Financial Corp | 15,076 | $120.0K | 0.00% | +1,885+14.3% | Added |
| Kestra Advisory Services, LLC | 17,035 | $136.0K | 0.00% | +4,455+35.4% | Added |
| Good Life Advisors, LLC | 18,853 | $150.0K | 0.03% | +6,504+52.7% | Added |
| Kovack Advisors, Inc. | 21,905 | $174.0K | 0.02% | +21,905 | New |
| Wealth Quarterback LLC | 22,937 | $183.0K | 0.11% | +22,937 | New |
| BCJ Capital Management, LLC | 24,235 | $193.0K | 0.02% | −893−3.6% | Reduced |
| Mid Atlantic Financial Management Inc | 25,000 | $199.0K | 0.01% | +300+1.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 26,980 | $215.0K | 0.00% | −14,247−34.6% | Reduced |
| Foundations Investment Advisors, LLC | 27,402 | $219.0K | 0.01% | +2,263+9.0% | Added |
| BerganKDV Wealth Management, LLC | 29,031 | $231.0K | 0.03% | +29,031 | New |
| The PNC Financial Services Group, Inc. | 37,956 | $302.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 38,355 | $306.0K | 0.00% | +488+1.3% | Added |
| Cetera Investment Advisers | 43,813 | $349.0K | 0.01% | +10.0% | Added |
| Aurora Private Wealth, Inc. | 54,080 | $430.0K | 0.17% | −105−0.2% | Reduced |
| Wells Fargo & Company | 58,273 | $464.0K | 0.00% | −753−1.3% | Reduced |
| Raymond James & Associates | 64,265 | $512.0K | 0.00% | +5,168+8.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 67,797 | $540.0K | 0.00% | +1,055+1.6% | Added |
| UBS Group AG | 69,788 | $556.0K | 0.00% | −1,645−2.3% | Reduced |
| Janney Montgomery Scott LLC | 92,780 | $739.0K | 0.00% | +14,174+18.0% | Added |
| International Assets Investment Management, LLC | 127,833 | $1.02M | 0.19% | −122,568−48.9% | Reduced |
| Advisor Group Holdings, Inc. | 189,892 | $1.51M | 0.00% | +53,503+39.2% | Added |
| Gamco Investors, Inc. Et Al | 242,514 | $1.93M | 0.02% | +30,314+14.3% | Added |
| Sit Investment Associates Inc | 303,440 | $2.42M | 0.06% | +293,430+2,931.4% | Added |
| Royal Bank of Canada | 312,018 | $2.48M | 0.00% | +18,879+6.4% | Added |
| Morgan Stanley | 722,882 | $5.75M | 0.00% | −16,494−2.2% | Reduced |
| Commonwealth Equity Services, LLC | 777,912 | $6.19M | 0.02% | +124,119+19.0% | Added |
| LPL Financial LLC | 955,604 | $7.61M | 0.01% | +166,610+21.1% | Added |
| 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 |