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 |
|---|---|---|---|---|---|
| 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 |
| Federation des caisses Desjardins du Quebec | 68 | $486 | 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 |
| 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 |
| Larson Financial Group LLC | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 501 | $4.00K | 0.00% | +501 | New |
| 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 |
| Koshinski Asset Management, Inc. | 812 | $5.80K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,000 | $6.00K | 0.00% | +1,000 | New |
| Herold Advisors, Inc. | 1,000 | $7.14K | 0.00% | +1,000 | New |
| Northwestern Mutual Wealth Management Co | 1,207 | $8.00K | 0.00% | −45−3.6% | Reduced |
| Clearview Wealth Advisors LLC | 1,316 | $9.00K | 0.01% | +17+1.3% | 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 |
| Covington Capital Management | 1,895 | $14.0K | 0.00% | +36+1.9% | Added |
| Addison Advisors LLC | 2,117 | $15.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 2,982 | $21.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 9,505 | $66.0K | 0.01% | +9,505 | 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 |
| 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 |
| Ramiah Investment Group | 11,106 | $79.3K | 0.05% | −652−5.5% | Reduced |
| Frontier Wealth Management LLC | 11,099 | $80.0K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 11,282 | $81.0K | 0.01% | +275+2.5% | Added |
| Sonora Investment Management Group, LLC | 12,015 | $86.0K | 0.01% | 00.0% | Unchanged |
| Motco | 12,159 | $87.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 12,267 | $88.0K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 12,602 | $90.0K | 0.00% | +84+0.7% | Added |
| Nomura Holdings Inc | 13,000 | $95.0K | 0.00% | +13,000 | New |
| Creative Planning | 13,742 | $98.0K | 0.00% | +653+5.0% | Added |
| Rollins Financial | 14,000 | $100.0K | 0.03% | 00.0% | Unchanged |
| MML Investors Services, LLC | 14,974 | $107.0K | 0.00% | +193+1.3% | Added |
| Synovus Financial Corp | 15,076 | $108.0K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 18,550 | $132.0K | 0.00% | +18,550 | New |
| Davenport & Co LLC | 18,800 | $134.0K | 0.00% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 20,108 | $144.0K | 0.02% | +2,159+12.0% | Added |
| BNC Wealth Management, LLC | 21,263 | $152.0K | 0.07% | −638−2.9% | Reduced |
| BCJ Capital Management, LLC | 21,461 | $153.0K | 0.01% | +739+3.6% | Added |
| GWM Advisors LLC | 22,015 | $157.0K | 0.00% | +3,200+17.0% | Added |
| Leverty Financial Group, LLC | 25,748 | $183.0K | 0.14% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 26,941 | $192.0K | 0.00% | −5,469−16.9% | Reduced |
| CoreCap Advisors, LLC | 28,300 | $202.0K | 0.01% | +28,300 | New |
| Kovack Advisors, Inc. | 29,483 | $210.0K | 0.02% | +3,695+14.3% | Added |
| The PNC Financial Services Group, Inc. | 37,956 | $270.0K | 0.00% | 00.0% | Unchanged |
| Coco Enterprises, LLC | 39,392 | $281.0K | 0.22% | 00.0% | Unchanged |
| Cetera Investment Advisers | 40,515 | $289.0K | 0.00% | −2,938−6.8% | Reduced |
| Kestra Advisory Services, LLC | 45,654 | $326.0K | 0.00% | +24,853+119.5% | Added |
| Kellett Schaffner Wealth Advisors LLC | 51,538 | $368.0K | 0.29% | +1,000+2.0% | Added |
| Rothschild Investment Corp | 52,199 | $373.0K | 0.03% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 56,585 | $399.0K | 0.02% | +21,795+62.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 71,338 | $509.0K | 0.00% | −884−1.2% | Reduced |
| Wells Fargo & Company | 89,358 | $638.0K | 0.00% | +14,616+19.6% | 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 |
| Janney Montgomery Scott LLC | 104,052 | $743.0K | 0.00% | +1,678+1.6% | Added |
| UBS Group AG | 114,982 | $821.0K | 0.00% | +16,483+16.7% | Added |
| International Assets Investment Management, LLC | 127,833 | $913.0K | 0.16% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 239,700 | $1.71M | 0.00% | +7,228+3.1% | Added |
| Gamco Investors, Inc. Et Al | 242,514 | $1.73M | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 274,821 | $1.96M | 0.00% | −39,884−12.7% | Reduced |
| Morgan Stanley | 767,091 | $5.48M | 0.00% | −13,355−1.7% | Reduced |
| Commonwealth Equity Services, LLC | 916,293 | $6.54M | 0.01% | +44,575+5.1% | Added |
| LPL Financial LLC | 963,569 | $6.88M | 0.01% | +25,105+2.7% | Added |
| 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 |