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 2023
Institutional positions in Gabelli Utility Trust as of Mar 31, 2023. 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
- 81
- +8 vs. Q4 2022
- Shares held
- 6.58M
- +15.3K (+0.2%) vs. Q4 2022
- Total value
- $47.0M
- −$2.11M (−4.3%) vs. Q4 2022
- New holders
- 12
- 26 more added
- Sold out
- 4
- 17 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Gabelli Utility Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 1,192,303 | $8.52M | 0.02% | +28,171+2.4% | Added |
| LPL Financial LLC | 1,153,621 | $8.25M | 0.01% | +12,883+1.1% | Added |
| Morgan Stanley | 792,258 | $5.66M | 0.00% | −5,743−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 362,591 | $2.59M | 0.00% | +45,929+14.5% | Added |
| Gamco Investors, Inc. Et Al | 298,356 | $2.13M | 0.02% | −200−0.1% | Reduced |
| Foundations Investment Advisors, LLC | 276,675 | $1.98M | 0.07% | +11,902+4.5% | Added |
| Royal Bank of Canada | 246,115 | $1.76M | 0.00% | −1,049−0.4% | Reduced |
| MAS Advisors LLC | 170,847 | $1.22M | 1.19% | +1,274+0.8% | Added |
| Atria Wealth Solutions, Inc. | 154,577 | $1.11M | 0.02% | +75,893+96.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 140,360 | $1.00M | 0.00% | +41,645+42.2% | Added |
| Janney Montgomery Scott LLC | 125,785 | $899.0K | 0.00% | −15,358−10.9% | Reduced |
| International Assets Investment Management, LLC | 124,891 | $893.0K | 0.13% | −230,843−64.9% | Reduced |
| Hilltop Holdings Inc. | 123,680 | $884.3K | 0.12% | −44,896−26.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 117,264 | $838.4K | 0.00% | +25,782+28.2% | Added |
| Wells Fargo & Company | 105,403 | $753.6K | 0.00% | +5,264+5.3% | Added |
| Raymond James & Associates | 88,200 | $630.6K | 0.00% | +183+0.2% | Added |
| Balboa Wealth Partners | 87,090 | $622.7K | 0.24% | +7,300+9.1% | Added |
| Bank of America Corp | 79,066 | $565.3K | 0.00% | +681+0.9% | Added |
| Cetera Investment Advisers | 61,184 | $437.5K | 0.00% | −1,106−1.8% | Reduced |
| Rothschild Investment Corp | 52,199 | $373.0K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 47,700 | $341.1K | 0.00% | −174−0.4% | Reduced |
| UBS Group AG | 45,747 | $327.1K | 0.00% | −15,176−24.9% | Reduced |
| Nations Financial Group Inc, | 40,486 | $289.5K | 0.03% | +2,707+7.2% | Added |
| Coco Enterprises, LLC | 39,392 | $281.7K | 0.23% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 37,956 | $271.4K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 36,144 | $258.4K | 0.00% | +14,428+66.4% | Added |
| Wealth Quarterback LLC | 35,752 | $255.6K | 0.22% | −496−1.4% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 31,712 | $226.7K | 0.22% | −2,167−6.4% | Reduced |
| Leverty Financial Group, LLC | 31,267 | $223.6K | 0.18% | 00.0% | Unchanged |
| Captrust Financial Advisors | 28,758 | $205.6K | 0.00% | −11,643−28.8% | Reduced |
| MML Investors Services, LLC | 28,362 | $203.0K | 0.00% | +10,747+61.0% | Added |
| BNC Wealth Management, LLC | 24,176 | $172.9K | 0.10% | +37+0.2% | Added |
| Kovack Advisors, Inc. | 23,443 | $167.6K | 0.02% | −7,244−23.6% | Reduced |
| Good Life Advisors, LLC | 23,278 | $166.4K | 0.02% | +666+2.9% | Added |
| Cetera Advisor Networks LLC | 22,063 | $157.8K | 0.00% | +1,608+7.9% | Added |
| BCJ Capital Management, LLC | 19,109 | $136.6K | 0.01% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 17,900 | $130.3K | 0.04% | −1,500−7.7% | Reduced |
| Cascade Investment Group, Inc. | 17,716 | $126.7K | 0.12% | 00.0% | Unchanged |
| AE Wealth Management LLC | 17,452 | $124.8K | 0.00% | +17,452 | New |
| Private Advisor Group, LLC | 16,611 | $118.8K | 0.00% | +10+0.1% | Added |
| Retirement Financial Solutions, LLC | 16,477 | $117.8K | 0.09% | +16,477 | New |
| Susquehanna International Group, LLP | 16,360 | $117.0K | 0.00% | +16,360 | New |
| Wedbush Securities Inc | 16,250 | $116.0K | 0.01% | +16,250 | New |
| Synovus Financial Corp | 15,076 | $107.8K | 0.00% | 00.0% | Unchanged |
| Brookstone Capital Management | 15,171 | $107.7K | 0.00% | +1,430+10.4% | Added |
| Stifel Financial Corp | 14,878 | $106.4K | 0.00% | 00.0% | Unchanged |
| Rollins Financial | 14,000 | $100.1K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 13,263 | $94.8K | 0.00% | +157+1.2% | Added |
| Motco | 12,159 | $86.9K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 12,015 | $85.9K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 11,164 | $79.8K | 0.00% | +11,164 | New |
| Vantage Financial Partners, LLC | 10,919 | $78.1K | 0.03% | +10,919 | New |
| Kestra Advisory Services, LLC | 10,735 | $76.8K | 0.00% | −441−3.9% | Reduced |
| D.A. Davidson & Co. | 10,013 | $71.6K | 0.00% | −3,085−23.6% | Reduced |
| Liberty Capital Management, Inc. | 10,000 | $71.5K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 9,505 | $65.6K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 5,041 | $36.0K | 0.03% | +33+0.7% | Added |
| Sunbelt Securities, Inc. | 4,464 | $31.6K | 0.01% | +4,464 | New |
| CWM, LLC | 3,800 | $27.0K | 0.00% | +3,800 | New |
| GWM Advisors LLC | 3,250 | $23.2K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 3,008 | $21.5K | 0.01% | +50+1.7% | Added |
| Fifth Third Bancorp | 2,500 | $17.9K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,099 | $15.0K | 0.00% | +2,099 | New |
| M&R Capital Management Inc | 1,638 | $11.7K | 0.00% | +30+1.9% | Added |
| Clearview Wealth Advisors LLC | 1,391 | $9.95K | 0.01% | +31+2.3% | Added |
| Northwestern Mutual Wealth Management Co | 1,207 | $8.63K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,058 | $7.56K | 0.00% | +1,058 | New |
| Tradition Wealth Management, LLC | 916 | $7.00K | 0.00% | +6+0.7% | Added |
| Boyd Watterson Asset Management LLC | 720 | $5.15K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 500 | $3.58K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 479 | $3.42K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 330 | $2.36K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 283 | $2.02K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 200 | $1.41K | 0.00% | +200 | New |
| US Bancorp | 138 | $987 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 126 | $901 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 120 | $858 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 100 | $715 | 0.00% | +100 | New |
| Federation des caisses Desjardins du Quebec | 68 | $486 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $264 | 0.00% | – | – |
| Resources Management Corp | 506 | – | – | −10,677−95.5% | Reduced |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −19,740−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −960−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −395−100.0% | Sold out |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |