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 |
|---|---|---|---|---|---|
| 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 |
| Federation des caisses Desjardins du Quebec | 68 | $560 | 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 |
| Community Bank, N.A. | 288 | $2.00K | 0.00% | −578−66.7% | Reduced |
| Savior LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Larson Financial Group LLC | 500 | $4.00K | 0.00% | +500 | New |
| Gemmer Asset Management LLC | 711 | $6.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 812 | $6.69K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 898 | $7.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| M&R Capital Management Inc | 1,492 | $12.0K | 0.00% | +24+1.6% | Added |
| Covington Capital Management | 1,859 | $15.0K | 0.00% | +34+1.9% | Added |
| 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 |
| Confluence Wealth Services, Inc. | 2,339 | $19.0K | 0.01% | +2,339 | New |
| Fifth Third Bancorp | 2,400 | $20.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 2,982 | $25.0K | 0.00% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 10,000 | $82.0K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 10,625 | $88.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Anfield Capital Management, LLC | 11,227 | $93.0K | 0.03% | −1,199−9.6% | Reduced |
| Ramiah Investment Group | 11,758 | $96.9K | 0.07% | −197−1.6% | Reduced |
| Sonora Investment Management Group, LLC | 12,015 | $99.0K | 0.01% | +12,015 | New |
| Motco | 12,159 | $100.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 12,267 | $101.0K | 0.00% | −170−1.4% | Reduced |
| Kestra Private Wealth Services, LLC | 12,518 | $103.0K | 0.00% | +126+1.0% | Added |
| Platform Technology Partners | 12,998 | $107.0K | 0.05% | 00.0% | Unchanged |
| Creative Planning | 13,089 | $108.0K | 0.00% | +533+4.2% | Added |
| Spire Wealth Management | 13,713 | $113.0K | 0.00% | +12,998+1,817.9% | Added |
| Rollins Financial | 14,000 | $115.0K | 0.03% | +14,000 | New |
| MML Investors Services, LLC | 14,781 | $122.0K | 0.00% | +285+2.0% | Added |
| Synovus Financial Corp | 15,076 | $124.0K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 15,463 | $127.0K | 0.01% | −8,318−35.0% | Reduced |
| Good Life Advisors, LLC | 17,949 | $148.0K | 0.02% | −689−3.7% | Reduced |
| Davenport & Co LLC | 18,800 | $155.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 18,815 | $155.0K | 0.00% | +18,815 | 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 |
| BNC Wealth Management, LLC | 21,901 | $180.0K | 0.09% | +21,901 | New |
| 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 |
| Cambridge Investment Research Advisors, Inc. | 32,410 | $267.0K | 0.00% | +160.0% | Added |
| Foundations Investment Advisors, LLC | 34,790 | $286.0K | 0.01% | +8,603+32.9% | Added |
| The PNC Financial Services Group, Inc. | 37,956 | $312.0K | 0.00% | 00.0% | Unchanged |
| Coco Enterprises, LLC | 39,392 | $325.0K | 0.26% | 00.0% | Unchanged |
| Cetera Investment Advisers | 43,453 | $358.0K | 0.01% | −80−0.2% | Reduced |
| Bank of America Corp | 50,040 | $412.0K | 0.00% | +480+1.0% | Added |
| Kellett Schaffner Wealth Advisors LLC | 50,538 | $416.0K | 0.32% | +50,538 | New |
| Rothschild Investment Corp | 52,199 | $430.0K | 0.03% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 72,222 | $595.0K | 0.00% | +2,879+4.2% | Added |
| Wells Fargo & Company | 74,742 | $615.0K | 0.00% | +5,552+8.0% | Added |
| Raymond James & Associates | 76,654 | $632.0K | 0.00% | +146+0.2% | Added |
| UBS Group AG | 98,499 | $812.0K | 0.00% | +16,282+19.8% | Added |
| Janney Montgomery Scott LLC | 102,374 | $844.0K | 0.00% | +623+0.6% | Added |
| International Assets Investment Management, LLC | 127,833 | $1.05M | 0.18% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 232,472 | $1.92M | 0.00% | +17,962+8.4% | Added |
| Gamco Investors, Inc. Et Al | 242,514 | $2.00M | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 314,705 | $2.59M | 0.00% | +4,386+1.4% | Added |
| Morgan Stanley | 780,446 | $6.43M | 0.00% | +23,660+3.1% | Added |
| Commonwealth Equity Services, LLC | 871,718 | $7.18M | 0.02% | +15,686+1.8% | Added |
| LPL Financial LLC | 938,464 | $7.73M | 0.01% | −21,244−2.2% | Reduced |
| 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 |