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, Q4 2021
Institutional positions in Gabelli Utility Trust as of Dec 31, 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
- 72
- +12 vs. Q3 2021
- Shares held
- 4.68M
- +155.9K (+3.4%) vs. Q3 2021
- Total value
- $38.6M
- +$2.98M (+8.4%) vs. Q3 2021
- New holders
- 15
- 24 more added
- Sold out
- 3
- 8 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Gabelli Utility Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LPL Financial LLC | 938,464 | $7.73M | 0.01% | −21,244−2.2% | Reduced |
| Commonwealth Equity Services, LLC | 871,718 | $7.18M | 0.02% | +15,686+1.8% | Added |
| Morgan Stanley | 780,446 | $6.43M | 0.00% | +23,660+3.1% | Added |
| Royal Bank of Canada | 314,705 | $2.59M | 0.00% | +4,386+1.4% | Added |
| Gamco Investors, Inc. Et Al | 242,514 | $2.00M | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 232,472 | $1.92M | 0.00% | +17,962+8.4% | Added |
| International Assets Investment Management, LLC | 127,833 | $1.05M | 0.18% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 102,374 | $844.0K | 0.00% | +623+0.6% | Added |
| UBS Group AG | 98,499 | $812.0K | 0.00% | +16,282+19.8% | Added |
| Raymond James & Associates | 76,654 | $632.0K | 0.00% | +146+0.2% | Added |
| Wells Fargo & Company | 74,742 | $615.0K | 0.00% | +5,552+8.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 72,222 | $595.0K | 0.00% | +2,879+4.2% | Added |
| Rothschild Investment Corp | 52,199 | $430.0K | 0.03% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 50,538 | $416.0K | 0.32% | +50,538 | New |
| Bank of America Corp | 50,040 | $412.0K | 0.00% | +480+1.0% | Added |
| Cetera Investment Advisers | 43,453 | $358.0K | 0.01% | −80−0.2% | Reduced |
| Coco Enterprises, LLC | 39,392 | $325.0K | 0.26% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 37,956 | $312.0K | 0.00% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 34,790 | $286.0K | 0.01% | +8,603+32.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 32,410 | $267.0K | 0.00% | +160.0% | Added |
| Kovack Advisors, Inc. | 25,788 | $212.0K | 0.02% | +1,634+6.8% | Added |
| Leverty Financial Group, LLC | 25,748 | $212.0K | 0.16% | +25,748 | New |
| BNC Wealth Management, LLC | 21,901 | $180.0K | 0.09% | +21,901 | New |
| BCJ Capital Management, LLC | 20,722 | $171.0K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 20,801 | $171.0K | 0.00% | +3,718+21.8% | Added |
| Davenport & Co LLC | 18,800 | $155.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 18,815 | $155.0K | 0.00% | +18,815 | New |
| Good Life Advisors, LLC | 17,949 | $148.0K | 0.02% | −689−3.7% | Reduced |
| Virtu Financial LLC | 15,463 | $127.0K | 0.01% | −8,318−35.0% | Reduced |
| Synovus Financial Corp | 15,076 | $124.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 14,781 | $122.0K | 0.00% | +285+2.0% | Added |
| Rollins Financial | 14,000 | $115.0K | 0.03% | +14,000 | New |
| Spire Wealth Management | 13,713 | $113.0K | 0.00% | +12,998+1,817.9% | Added |
| Creative Planning | 13,089 | $108.0K | 0.00% | +533+4.2% | Added |
| Platform Technology Partners | 12,998 | $107.0K | 0.05% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 12,518 | $103.0K | 0.00% | +126+1.0% | Added |
| Cetera Advisor Networks LLC | 12,267 | $101.0K | 0.00% | −170−1.4% | Reduced |
| Motco | 12,159 | $100.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 12,015 | $99.0K | 0.01% | +12,015 | New |
| Ramiah Investment Group | 11,758 | $96.9K | 0.07% | −197−1.6% | Reduced |
| Anfield Capital Management, LLC | 11,227 | $93.0K | 0.03% | −1,199−9.6% | Reduced |
| Frontier Wealth Management LLC | 11,099 | $91.0K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 11,007 | $91.0K | 0.01% | +400+3.8% | Added |
| Private Advisor Group, LLC | 10,625 | $88.0K | 0.00% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 10,000 | $82.0K | 0.02% | 00.0% | Unchanged |
| Howe & Rusling Inc | 2,982 | $25.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,400 | $20.0K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 2,339 | $19.0K | 0.01% | +2,339 | New |
| Addison Advisors LLC | 2,117 | $17.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,106 | $17.0K | 0.00% | +9+0.4% | Added |
| Covington Capital Management | 1,859 | $15.0K | 0.00% | +34+1.9% | Added |
| M&R Capital Management Inc | 1,492 | $12.0K | 0.00% | +24+1.6% | Added |
| Clearview Wealth Advisors LLC | 1,299 | $11.0K | 0.01% | +24+1.9% | Added |
| Northwestern Mutual Wealth Management Co | 1,252 | $11.0K | 0.00% | +150+13.6% | Added |
| Proequities, Inc. | 898 | $7.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 812 | $6.69K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 711 | $6.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 500 | $4.00K | 0.00% | +500 | New |
| Rockefeller Capital Management L.P. | 395 | $3.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 305 | $3.00K | 0.00% | +305 | New |
| Signet Financial Management, LLC | 326 | $3.00K | 0.00% | +326 | New |
| Community Bank, N.A. | 288 | $2.00K | 0.00% | −578−66.7% | Reduced |
| 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 |
| Carolinas Wealth Consulting LLC | 126 | $1.00K | 0.00% | +126 | New |
| Federation des caisses Desjardins du Quebec | 68 | $560 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 120 | $0 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7 | $0 | 0.00% | +7 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 94 | $0 | 0.00% | +94 | New |
| Castle Financial & Retirement Planning Associates, Inc. | 40 | $0 | 0.00% | +40 | New |
| Fortitude Advisory Group L.L.C. | 39 | $0 | 0.00% | +39 | New |
| Aurora Private Wealth, Inc. | 0 | $0 | 0.00% | −54,080−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −19,498−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Wealth Quarterback LLC | – | – | – | – | Not filed |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |
| Qci Asset Management Inc | – | – | – | – | Not filed |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |