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
Q4 2021 vs. Q3 2021
How the institutions holding Gabelli Utility Trust changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Of which not filed for Q4 2021 | Q4 2021 | Change |
|---|---|---|---|---|
| Holders | 64 | 4 | 72 | +12 |
| Shares | 4.61M | 84.0K | 4.68M | +155.9K (+3.4%) |
| Value | $36.2M | $660.0K | $38.6M | +$2.98M (+8.4%) |
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (15)
Institutions that held Gabelli Utility Trust at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Kellett Schaffner Wealth Advisors LLC | 50,538 | $416.0K | 0.32% |
| Leverty Financial Group, LLC | 25,748 | $212.0K | 0.16% |
| BNC Wealth Management, LLC | 21,901 | $180.0K | 0.09% |
| GWM Advisors LLC | 18,815 | $155.0K | 0.00% |
| Rollins Financial | 14,000 | $115.0K | 0.03% |
| Sonora Investment Management Group, LLC | 12,015 | $99.0K | 0.01% |
| Confluence Wealth Services, Inc. | 2,339 | $19.0K | 0.01% |
| Larson Financial Group LLC | 500 | $4.00K | 0.00% |
| CWM, LLC | 305 | $3.00K | 0.00% |
| Signet Financial Management, LLC | 326 | $3.00K | 0.00% |
| Carolinas Wealth Consulting LLC | 126 | $1.00K | 0.00% |
| Tower Research Capital LLC (TRC) | 7 | $0 | 0.00% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 94 | $0 | 0.00% |
| Castle Financial & Retirement Planning Associates, Inc. | 40 | $0 | 0.00% |
| Fortitude Advisory Group L.L.C. | 39 | $0 | 0.00% |
Sold out (3)
Institutions that held Gabelli Utility Trust at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Aurora Private Wealth, Inc. | 54,080 | $425.0K |
| Susquehanna International Group, LLP | 19,498 | $153.0K |
| Herold Advisors, Inc. | 1,000 | $7.00K |
Not filed for Q4 2021 yet (4)
Institutions that held Gabelli Utility Trust at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Wealth Quarterback LLC | 38,193 | $301.0K |
| Mid Atlantic Financial Management Inc | 19,500 | $153.0K |
| Qci Asset Management Inc | 14,287 | $112.0K |
| Sonora Investment Management, LLC | 12,015 | $94.0K |