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