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, Q3 2021
Institutional positions in Gabelli Utility Trust as of Sep 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
- 64
- +2 vs. Q2 2021
- Shares held
- 4.61M
- +40.5K (+0.9%) vs. Q2 2021
- Total value
- $36.2M
- −$121.6K (−0.3%) vs. Q2 2021
- New holders
- 10
- 25 more added
- Sold out
- 8
- 6 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Gabelli Utility Trust; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LPL Financial LLC | 959,708 | $7.55M | 0.01% | +4,104+0.4% | Added |
| Commonwealth Equity Services, LLC | 856,032 | $6.73M | 0.02% | +78,120+10.0% | Added |
| Morgan Stanley | 756,786 | $5.95M | 0.00% | +33,904+4.7% | Added |
| Royal Bank of Canada | 310,319 | $2.44M | 0.00% | −1,699−0.5% | Reduced |
| Gamco Investors, Inc. Et Al | 242,514 | $1.91M | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 214,510 | $1.69M | 0.00% | +24,618+13.0% | Added |
| International Assets Investment Management, LLC | 127,833 | $1.00M | 0.18% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 101,751 | $800.0K | 0.00% | +8,971+9.7% | Added |
| UBS Group AG | 82,217 | $647.0K | 0.00% | +12,429+17.8% | Added |
| Raymond James & Associates | 76,508 | $602.0K | 0.00% | +12,243+19.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 69,343 | $545.0K | 0.00% | +1,546+2.3% | Added |
| Wells Fargo & Company | 69,190 | $545.0K | 0.00% | +10,917+18.7% | Added |
| Aurora Private Wealth, Inc. | 54,080 | $425.0K | 0.17% | 00.0% | Unchanged |
| Rothschild Investment Corp | 52,199 | $411.0K | 0.03% | +38,900+292.5% | Added |
| Bank of America Corp | 49,560 | $390.0K | 0.00% | +11,205+29.2% | Added |
| Cetera Investment Advisers | 43,533 | $342.0K | 0.01% | −280−0.6% | Reduced |
| Coco Enterprises, LLC | 39,392 | $310.0K | 0.25% | +39,392 | New |
| Wealth Quarterback LLC | 38,193 | $301.0K | 0.20% | +15,256+66.5% | Added |
| The PNC Financial Services Group, Inc. | 37,956 | $298.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 32,394 | $255.0K | 0.00% | +5,414+20.1% | Added |
| Foundations Investment Advisors, LLC | 26,187 | $205.0K | 0.01% | −1,215−4.4% | Reduced |
| Kovack Advisors, Inc. | 24,154 | $190.0K | 0.02% | +2,249+10.3% | Added |
| Virtu Financial LLC | 23,781 | $187.0K | 0.02% | +23,781 | New |
| BCJ Capital Management, LLC | 20,722 | $163.0K | 0.02% | −3,513−14.5% | Reduced |
| Mid Atlantic Financial Management Inc | 19,500 | $153.0K | 0.01% | −5,500−22.0% | Reduced |
| Susquehanna International Group, LLP | 19,498 | $153.0K | 0.00% | +19,498 | New |
| Davenport & Co LLC | 18,800 | $148.0K | 0.00% | +18,800 | New |
| Good Life Advisors, LLC | 18,638 | $147.0K | 0.02% | −215−1.1% | Reduced |
| Kestra Advisory Services, LLC | 17,083 | $134.0K | 0.00% | +48+0.3% | Added |
| Synovus Financial Corp | 15,076 | $119.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 14,496 | $114.0K | 0.00% | +14,496 | New |
| Qci Asset Management Inc | 14,287 | $112.0K | 0.01% | 00.0% | Unchanged |
| Platform Technology Partners | 12,998 | $102.0K | 0.05% | 00.0% | Unchanged |
| Creative Planning | 12,556 | $99.0K | 0.00% | +24+0.2% | Added |
| Anfield Capital Management, LLC | 12,426 | $99.0K | 0.03% | +1,576+14.5% | Added |
| Cetera Advisor Networks LLC | 12,437 | $98.0K | 0.00% | +550+4.6% | Added |
| Kestra Private Wealth Services, LLC | 12,392 | $97.0K | 0.01% | +124+1.0% | Added |
| Motco | 12,159 | $96.0K | 0.01% | +12,159 | New |
| Ramiah Investment Group | 11,955 | $94.0K | 0.07% | +1,021+9.3% | Added |
| Sonora Investment Management, LLC | 12,015 | $94.0K | 0.01% | +12,015 | New |
| Frontier Wealth Management LLC | 11,099 | $87.0K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 10,625 | $84.0K | 0.00% | +10,625 | New |
| Resources Management Corp | 10,607 | $83.0K | 0.01% | +2,773+35.4% | Added |
| Liberty Capital Management, Inc. | 10,000 | $79.0K | 0.02% | 00.0% | Unchanged |
| Howe & Rusling Inc | 2,982 | $23.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,400 | $19.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,117 | $17.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,097 | $16.0K | 0.00% | +10+0.5% | Added |
| Covington Capital Management | 1,825 | $14.0K | 0.00% | +33+1.8% | Added |
| M&R Capital Management Inc | 1,468 | $11.0K | 0.00% | +25+1.7% | Added |
| Clearview Wealth Advisors LLC | 1,275 | $10.0K | 0.01% | +25+2.0% | Added |
| Northwestern Mutual Wealth Management Co | 1,102 | $9.00K | 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 |
| Herold Advisors, Inc. | 1,000 | $7.00K | 0.00% | +1,000 | New |
| Koshinski Asset Management, Inc. | 812 | $6.39K | 0.00% | +812 | New |
| Gemmer Asset Management LLC | 711 | $6.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 715 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 395 | $3.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 200 | $2.00K | 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 |
| Federation des caisses Desjardins du Quebec | 68 | $535 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 120 | $0 | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −303,440−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −29,031−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −13,876−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −11,497−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −4,764−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −2,759−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −283−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Rollins Financial | – | – | – | – | Not filed |