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, Q1 2022
Institutional positions in Gabelli Utility Trust as of Mar 31, 2022. 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
- 73
- +3 vs. Q4 2021
- Shares held
- 4.88M
- +195.4K (+4.2%) vs. Q4 2021
- Total value
- $34.8M
- −$3.76M (−9.8%) vs. Q4 2021
- New holders
- 10
- 23 more added
- Sold out
- 7
- 10 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Gabelli Utility Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LPL Financial LLC | 963,569 | $6.88M | 0.01% | +25,105+2.7% | Added |
| Commonwealth Equity Services, LLC | 916,293 | $6.54M | 0.01% | +44,575+5.1% | Added |
| Morgan Stanley | 767,091 | $5.48M | 0.00% | −13,355−1.7% | Reduced |
| Royal Bank of Canada | 274,821 | $1.96M | 0.00% | −39,884−12.7% | Reduced |
| Gamco Investors, Inc. Et Al | 242,514 | $1.73M | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 239,700 | $1.71M | 0.00% | +7,228+3.1% | Added |
| International Assets Investment Management, LLC | 127,833 | $913.0K | 0.16% | 00.0% | Unchanged |
| UBS Group AG | 114,982 | $821.0K | 0.00% | +16,483+16.7% | Added |
| Janney Montgomery Scott LLC | 104,052 | $743.0K | 0.00% | +1,678+1.6% | Added |
| Raymond James & Associates | 90,657 | $647.0K | 0.00% | +14,003+18.3% | Added |
| Bank of America Corp | 90,605 | $647.0K | 0.00% | +40,565+81.1% | Added |
| Wells Fargo & Company | 89,358 | $638.0K | 0.00% | +14,616+19.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 71,338 | $509.0K | 0.00% | −884−1.2% | Reduced |
| Foundations Investment Advisors, LLC | 56,585 | $399.0K | 0.02% | +21,795+62.6% | Added |
| Rothschild Investment Corp | 52,199 | $373.0K | 0.03% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 51,538 | $368.0K | 0.29% | +1,000+2.0% | Added |
| Kestra Advisory Services, LLC | 45,654 | $326.0K | 0.00% | +24,853+119.5% | Added |
| Cetera Investment Advisers | 40,515 | $289.0K | 0.00% | −2,938−6.8% | Reduced |
| Coco Enterprises, LLC | 39,392 | $281.0K | 0.22% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 37,956 | $270.0K | 0.00% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 29,483 | $210.0K | 0.02% | +3,695+14.3% | Added |
| CoreCap Advisors, LLC | 28,300 | $202.0K | 0.01% | +28,300 | New |
| Cambridge Investment Research Advisors, Inc. | 26,941 | $192.0K | 0.00% | −5,469−16.9% | Reduced |
| Leverty Financial Group, LLC | 25,748 | $183.0K | 0.14% | 00.0% | Unchanged |
| GWM Advisors LLC | 22,015 | $157.0K | 0.00% | +3,200+17.0% | Added |
| BCJ Capital Management, LLC | 21,461 | $153.0K | 0.01% | +739+3.6% | Added |
| BNC Wealth Management, LLC | 21,263 | $152.0K | 0.07% | −638−2.9% | Reduced |
| Good Life Advisors, LLC | 20,108 | $144.0K | 0.02% | +2,159+12.0% | Added |
| Davenport & Co LLC | 18,800 | $134.0K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 18,550 | $132.0K | 0.00% | +18,550 | New |
| Synovus Financial Corp | 15,076 | $108.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 14,974 | $107.0K | 0.00% | +193+1.3% | Added |
| Rollins Financial | 14,000 | $100.0K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 13,742 | $98.0K | 0.00% | +653+5.0% | Added |
| Nomura Holdings Inc | 13,000 | $95.0K | 0.00% | +13,000 | New |
| Kestra Private Wealth Services, LLC | 12,602 | $90.0K | 0.00% | +84+0.7% | Added |
| Cetera Advisor Networks LLC | 12,267 | $88.0K | 0.00% | 00.0% | Unchanged |
| Motco | 12,159 | $87.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 12,015 | $86.0K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 11,282 | $81.0K | 0.01% | +275+2.5% | Added |
| Frontier Wealth Management LLC | 11,099 | $80.0K | 0.00% | 00.0% | Unchanged |
| Ramiah Investment Group | 11,106 | $79.3K | 0.05% | −652−5.5% | Reduced |
| Private Advisor Group, LLC | 10,945 | $78.0K | 0.00% | +320+3.0% | Added |
| MAS Advisors LLC | 10,934 | $78.0K | 0.06% | +10,934 | New |
| Liberty Capital Management, Inc. | 10,000 | $71.0K | 0.02% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 10,000 | $71.0K | 0.00% | +10,000 | New |
| Global Retirement Partners, LLC | 9,505 | $66.0K | 0.01% | +9,505 | New |
| Howe & Rusling Inc | 2,982 | $21.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,117 | $15.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 1,895 | $14.0K | 0.00% | +36+1.9% | Added |
| Geneos Wealth Management Inc. | 1,436 | $10.0K | 0.00% | −670−31.8% | Reduced |
| M&R Capital Management Inc | 1,518 | $10.0K | 0.00% | +26+1.7% | Added |
| Clearview Wealth Advisors LLC | 1,316 | $9.00K | 0.01% | +17+1.3% | Added |
| Northwestern Mutual Wealth Management Co | 1,207 | $8.00K | 0.00% | −45−3.6% | Reduced |
| Herold Advisors, Inc. | 1,000 | $7.14K | 0.00% | +1,000 | New |
| IFP Advisors, Inc | 1,000 | $6.00K | 0.00% | +1,000 | New |
| Koshinski Asset Management, Inc. | 812 | $5.80K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 715 | $5.00K | 0.00% | −12,998−94.8% | Reduced |
| Gemmer Asset Management LLC | 711 | $5.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 501 | $4.00K | 0.00% | +501 | New |
| CWM, LLC | 305 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 395 | $2.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 288 | $2.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 138 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 126 | $1.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 68 | $486 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 94 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 120 | $0 | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 39 | $0 | 0.00% | 00.0% | Unchanged |
| Conrad Siegel Investment Advisors, Inc. | 63 | $0 | 0.00% | +63 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −898−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,463−100.0% | Sold out |
| Platform Technology Partners | 0 | $0 | 0.00% | −12,998−100.0% | Sold out |
| Anfield Capital Management, LLC | 0 | $0 | 0.00% | −11,227−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −2,339−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −326−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Harbour Investments, Inc. | – | – | – | – | Not filed |
| Castle Financial & Retirement Planning Associates, Inc. | – | – | – | – | Not filed |