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, Q2 2022
Institutional positions in Gabelli Utility Trust as of Jun 30, 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
- 71
- −2 vs. Q1 2022
- Shares held
- 7.01M
- +2.13M (+43.7%) vs. Q1 2022
- Total value
- $47.7M
- +$12.9M (+37.1%) vs. Q1 2022
- New holders
- 9
- 32 more added
- Sold out
- 11
- 9 more reduced
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Gabelli Utility Trust; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,318,332 | $8.96M | 0.27% | +1,318,332 | New |
| LPL Financial LLC | 1,136,135 | $7.73M | 0.01% | +172,566+17.9% | Added |
| Commonwealth Equity Services, LLC | 1,107,710 | $7.53M | 0.02% | +191,417+20.9% | Added |
| Morgan Stanley | 794,411 | $5.40M | 0.00% | +27,320+3.6% | Added |
| Royal Bank of Canada | 301,500 | $2.05M | 0.00% | +26,679+9.7% | Added |
| Gamco Investors, Inc. Et Al | 278,142 | $1.89M | 0.02% | +35,628+14.7% | Added |
| Advisor Group Holdings, Inc. | 271,300 | $1.84M | 0.00% | +31,600+13.2% | Added |
| Foundations Investment Advisors, LLC | 151,058 | $1.07M | 0.04% | +94,473+167.0% | Added |
| Janney Montgomery Scott LLC | 137,820 | $963.0K | 0.00% | +33,768+32.5% | Added |
| International Assets Investment Management, LLC | 141,132 | $960.0K | 0.19% | +13,299+10.4% | Added |
| UBS Group AG | 109,762 | $746.0K | 0.00% | −5,220−4.5% | Reduced |
| Bank of America Corp | 98,622 | $671.0K | 0.00% | +8,017+8.8% | Added |
| Raymond James & Associates | 90,905 | $618.0K | 0.00% | +248+0.3% | Added |
| MAS Advisors LLC | 83,074 | $564.0K | 0.51% | +72,140+659.8% | Added |
| Wells Fargo & Company | 74,284 | $505.0K | 0.00% | −15,074−16.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 73,858 | $502.0K | 0.00% | +2,520+3.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 63,944 | $435.0K | 0.00% | +37,003+137.3% | Added |
| Rothschild Investment Corp | 52,199 | $355.0K | 0.03% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 43,938 | $299.0K | 0.39% | −7,600−14.7% | Reduced |
| Wealth Quarterback LLC | 42,787 | $291.0K | 0.23% | +42,787 | New |
| Cetera Investment Advisers | 41,031 | $279.0K | 0.00% | +516+1.3% | Added |
| Coco Enterprises, LLC | 39,392 | $268.0K | 0.29% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 37,956 | $258.0K | 0.00% | 00.0% | Unchanged |
| Leverty Financial Group, LLC | 31,267 | $212.0K | 0.20% | +5,519+21.4% | Added |
| Kovack Advisors, Inc. | 30,700 | $209.0K | 0.03% | +1,217+4.1% | Added |
| Goldman Sachs Group Inc | 28,778 | $196.0K | 0.00% | +28,778 | New |
| GWM Advisors LLC | 25,515 | $173.0K | 0.00% | +3,500+15.9% | Added |
| CoreCap Advisors, LLC | 25,060 | $170.0K | 0.01% | −3,240−11.4% | Reduced |
| BNC Wealth Management, LLC | 24,742 | $168.0K | 0.09% | +3,479+16.4% | Added |
| Good Life Advisors, LLC | 21,787 | $148.0K | 0.02% | +1,679+8.3% | Added |
| BCJ Capital Management, LLC | 21,461 | $146.0K | 0.01% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 20,529 | $140.0K | 0.02% | +20,529 | New |
| Arete Wealth Advisors, LLC | 20,100 | $139.0K | 0.02% | +20,100 | New |
| MML Investors Services, LLC | 16,927 | $115.0K | 0.00% | +1,953+13.0% | Added |
| Stifel Financial Corp | 16,140 | $110.0K | 0.00% | +16,140 | New |
| Synovus Financial Corp | 15,076 | $103.0K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 14,800 | $101.0K | 0.00% | −4,000−21.3% | Reduced |
| Cetera Advisor Networks LLC | 14,569 | $99.0K | 0.00% | +2,302+18.8% | Added |
| Creative Planning | 14,336 | $97.0K | 0.00% | +594+4.3% | Added |
| Rollins Financial | 14,000 | $95.0K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 13,308 | $90.0K | 0.00% | −32,346−70.9% | Reduced |
| Kestra Private Wealth Services, LLC | 12,802 | $87.0K | 0.00% | +200+1.6% | Added |
| Motco | 12,159 | $83.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 12,015 | $82.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 11,399 | $78.0K | 0.00% | +11,399 | New |
| Private Advisor Group, LLC | 11,396 | $77.0K | 0.00% | +451+4.1% | Added |
| Ramiah Investment Group | 11,323 | $77.0K | 0.06% | +217+2.0% | Added |
| Resources Management Corp | 11,183 | $76.0K | 0.01% | −99−0.9% | Reduced |
| Frontier Wealth Management LLC | 11,099 | $75.0K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 10,340 | $70.0K | 0.00% | +10,340 | New |
| Liberty Capital Management, Inc. | 10,000 | $68.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 9,505 | $65.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 8,864 | $60.0K | 0.00% | +8,469+2,144.1% | Added |
| Howe & Rusling Inc | 2,982 | $20.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,400 | $16.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,117 | $14.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 1,936 | $13.0K | 0.00% | +41+2.2% | Added |
| Northwestern Mutual Wealth Management Co | 1,632 | $11.0K | 0.00% | +425+35.2% | Added |
| M&R Capital Management Inc | 1,549 | $10.0K | 0.00% | +31+2.0% | Added |
| Geneos Wealth Management Inc. | 1,448 | $10.0K | 0.00% | +12+0.8% | Added |
| Clearview Wealth Advisors LLC | 1,302 | $9.00K | 0.01% | −14−1.1% | Reduced |
| IFP Advisors, Inc | 1,000 | $6.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 715 | $5.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 330 | $2.00K | 0.00% | +42+14.6% | Added |
| US Bancorp | 138 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 126 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 124 | $1.00K | 0.00% | +124 | New |
| Federation des caisses Desjardins du Quebec | 68 | $462 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 67 | $0 | 0.00% | −434−86.6% | Reduced |
| SOA Wealth Advisors, LLC. | 120 | $0 | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −18,550−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −812−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −711−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| Savior LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Conrad Siegel Investment Advisors, Inc. | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −39−100.0% | Sold out |