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, Q3 2022
Institutional positions in Gabelli Utility Trust as of Sep 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
- 72
- +2 vs. Q2 2022
- Shares held
- 6.68M
- −314.1K (−4.5%) vs. Q2 2022
- Total value
- $46.1M
- −$1.54M (−3.2%) vs. Q2 2022
- New holders
- 8
- 26 more added
- Sold out
- 6
- 14 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Gabelli Utility Trust; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 120 | $0 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 68 | $469 | 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% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 395 | $2.00K | 0.00% | −8,469−95.5% | Reduced |
| Community Bank, N.A. | 330 | $2.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 308 | $2.00K | 0.00% | +241+359.7% | Added |
| EdgeRock Capital LLC | 338 | $2.00K | 0.00% | +338 | New |
| Larson Financial Group LLC | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 479 | $3.00K | 0.00% | +479 | New |
| IFP Advisors, Inc | 1,000 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,330 | $9.00K | 0.01% | +28+2.2% | Added |
| M&R Capital Management Inc | 1,577 | $10.0K | 0.00% | +28+1.8% | Added |
| Northwestern Mutual Wealth Management Co | 1,632 | $11.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 1,975 | $14.0K | 0.00% | +39+2.0% | Added |
| Fifth Third Bancorp | 2,400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 2,982 | $21.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 5,029 | $35.0K | 0.01% | +5,029 | New |
| Global Retirement Partners, LLC | 9,505 | $65.0K | 0.00% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 10,000 | $69.0K | 0.03% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 10,344 | $71.0K | 0.00% | +40.0% | Added |
| Resources Management Corp | 11,183 | $77.0K | 0.01% | 00.0% | Unchanged |
| Ramiah Investment Group | 11,282 | $77.8K | 0.16% | −41−0.4% | Reduced |
| Sonora Investment Management Group, LLC | 12,015 | $82.0K | 0.01% | 00.0% | Unchanged |
| Motco | 12,159 | $84.0K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 12,949 | $89.0K | 0.01% | +147+1.1% | Added |
| Kestra Advisory Services, LLC | 13,282 | $92.0K | 0.00% | −26−0.2% | Reduced |
| Private Advisor Group, LLC | 13,592 | $94.0K | 0.00% | +2,196+19.3% | Added |
| Rollins Financial | 14,000 | $97.0K | 0.04% | 00.0% | Unchanged |
| Creative Planning | 14,369 | $99.0K | 0.00% | +33+0.2% | Added |
| Davenport & Co LLC | 14,800 | $102.0K | 0.00% | 00.0% | Unchanged |
| Synovus Financial Corp | 15,076 | $104.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 16,398 | $111.0K | 0.00% | +16,398 | New |
| Stifel Financial Corp | 16,783 | $116.0K | 0.00% | +643+4.0% | Added |
| Captrust Financial Advisors | 16,894 | $117.0K | 0.00% | +16,894 | New |
| MML Investors Services, LLC | 17,259 | $119.0K | 0.00% | +332+2.0% | Added |
| Cetera Advisor Networks LLC | 17,652 | $122.0K | 0.00% | +3,083+21.2% | Added |
| BCJ Capital Management, LLC | 20,014 | $138.0K | 0.01% | −1,447−6.7% | Reduced |
| Good Life Advisors, LLC | 22,255 | $154.0K | 0.02% | +468+2.1% | Added |
| BNC Wealth Management, LLC | 24,102 | $166.0K | 0.10% | −640−2.6% | Reduced |
| CoreCap Advisors, LLC | 25,060 | $173.0K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 28,527 | $196.8K | 0.00% | +28,527 | New |
| Goldman Sachs Group Inc | 28,778 | $199.0K | 0.00% | 00.0% | Unchanged |
| Leverty Financial Group, LLC | 31,267 | $215.0K | 0.21% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 31,800 | $219.0K | 0.03% | +1,100+3.6% | Added |
| Nations Financial Group Inc, | 31,779 | $219.0K | 0.03% | +11,250+54.8% | Added |
| Kellett Schaffner Wealth Advisors LLC | 33,879 | $231.0K | 0.28% | −10,059−22.9% | Reduced |
| Wealth Quarterback LLC | 38,280 | $264.0K | 0.28% | −4,507−10.5% | Reduced |
| The PNC Financial Services Group, Inc. | 38,652 | $267.0K | 0.00% | +696+1.8% | Added |
| Coco Enterprises, LLC | 39,392 | $272.0K | 0.25% | 00.0% | Unchanged |
| Cetera Investment Advisers | 41,042 | $283.0K | 0.01% | +110.0% | Added |
| Rothschild Investment Corp | 52,199 | $360.0K | 0.04% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 68,075 | $470.0K | 0.00% | +4,131+6.5% | Added |
| Wells Fargo & Company | 73,957 | $511.0K | 0.00% | −327−0.4% | Reduced |
| UBS Group AG | 84,074 | $580.0K | 0.00% | −25,688−23.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 86,224 | $595.0K | 0.00% | +12,366+16.7% | Added |
| Bank of America Corp | 87,897 | $607.0K | 0.00% | −10,725−10.9% | Reduced |
| Raymond James & Associates | 88,136 | $608.0K | 0.00% | −2,769−3.0% | Reduced |
| Balboa Wealth Partners | 94,040 | $649.0K | 0.29% | +94,040 | New |
| MAS Advisors LLC | 143,933 | $993.0K | 0.96% | +60,859+73.3% | Added |
| Janney Montgomery Scott LLC | 145,383 | $1.00M | 0.00% | +7,563+5.5% | Added |
| International Assets Investment Management, LLC | 147,399 | $1.02M | 0.22% | +6,267+4.4% | Added |
| Hilltop Holdings Inc. | 166,745 | $1.15M | 0.16% | +166,745 | New |
| Foundations Investment Advisors, LLC | 192,506 | $1.33M | 0.06% | +41,448+27.4% | Added |
| Gamco Investors, Inc. Et Al | 278,030 | $1.92M | 0.02% | −1120.0% | Reduced |
| Royal Bank of Canada | 283,187 | $1.96M | 0.00% | −18,313−6.1% | Reduced |
| Advisor Group Holdings, Inc. | 295,074 | $2.04M | 0.00% | +23,774+8.8% | Added |
| Sit Investment Associates Inc | 520,533 | $3.59M | 0.11% | −797,799−60.5% | Reduced |
| Morgan Stanley | 855,530 | $5.90M | 0.00% | +61,119+7.7% | Added |
| Commonwealth Equity Services, LLC | 1,142,576 | $7.88M | 0.02% | +34,866+3.1% | Added |
| LPL Financial LLC | 1,163,111 | $8.03M | 0.01% | +26,976+2.4% | Added |
| GWM Advisors LLC | 0 | $0 | 0.00% | −25,515−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −20,100−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,399−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −2,117−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −1,448−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −715−100.0% | Sold out |
| Frontier Wealth Management LLC | – | – | – | – | Not filed |