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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 2023

Institutional positions in Gabelli Utility Trust as of Sep 30, 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
87
+5 vs. Q2 2023
Shares held
6.21M
+132.6K (+2.2%) vs. Q2 2023
Total value
$33.0M
−$8.20M (−19.9%) vs. Q2 2023
New holders
13
24 more added
Sold out
8
25 more reduced

Compare with Q2 2023: 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.

Institutional holdersQ3 2023: 87 institutions
Q1 2021: 62 institutionsQ2 2021: 63 institutionsQ3 2021: 64 institutionsQ4 2021: 72 institutionsQ1 2022: 73 institutionsQ2 2022: 71 institutionsQ3 2022: 72 institutionsQ4 2022: 74 institutionsQ1 2023: 81 institutionsQ2 2023: 82 institutionsQ3 2023: 87 institutionsQ4 2023: 83 institutionsQ1 2024: 81 institutionsQ2 2024: 83 institutionsQ3 2024: 93 institutionsQ4 2024: 86 institutionsQ1 2025: 86 institutionsQ2 2025: 92 institutionsQ3 2025: 99 institutionsQ4 2025: 102 institutionsQ1 2026: 94 institutionsQ2 2026: 100 institutions
Value heldQ3 2023: $33.0M
Q1 2021: $30.3MQ2 2021: $36.5MQ3 2021: $36.2MQ4 2021: $38.6MQ1 2022: $34.8MQ2 2022: $47.7MQ3 2022: $46.1MQ4 2022: $49.3MQ1 2023: $47.0MQ2 2023: $41.2MQ3 2023: $33.0MQ4 2023: $32.7MQ1 2024: $33.6MQ2 2024: $36.2MQ3 2024: $36.6MQ4 2024: $39.5MQ1 2025: $37.6MQ2 2025: $39.8MQ3 2025: $40.1MQ4 2025: $42.4MQ1 2026: $44.2MQ2 2026: $54.3M
Institutions holding GUT and their total value by quarter
QuarterHoldersValue
Q2 2026100$54.3M
Q1 202694$44.2M
Q4 2025102$42.4M
Q3 202599$40.1M
Q2 202592$39.8M
Q1 202586$37.6M
Q4 202486$39.5M
Q3 202493$36.6M
Q2 202483$36.2M
Q1 202481$33.6M
Q4 202383$32.7M
Q3 202387$33.0M
Q2 202382$41.2M
Q1 202381$47.0M
Q4 202274$49.3M
Q3 202272$46.1M
Q2 202271$47.7M
Q1 202273$34.8M
Q4 202172$38.6M
Q3 202164$36.2M
Q2 202163$36.5M
Q1 202162$30.3M

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Gabelli Utility Trust; share changes are against Q2 2023.

Institutions holding GUT in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Commonwealth Equity Services, LLC1,216,602$6.45M0.01%−10,877−0.9%Reduced
LPL Financial LLC1,154,783$6.12M0.00%−3,809−0.3%Reduced
Morgan Stanley814,073$4.31M0.00%−4,448−0.5%Reduced
Advisor Group Holdings, Inc.382,178$2.03M0.00%+34,421+9.9%Added
Gamco Investors, Inc. Et Al275,853$1.46M0.02%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.138,751$735.0K0.00%−1,215−0.9%Reduced
Atria Wealth Solutions, Inc.132,161$700.5K0.01%−1,773−1.3%Reduced
Janney Montgomery Scott LLC127,200$674.0K0.00%+1,657+1.3%Added
Royal Bank of Canada126,832$672.0K0.00%−24,563−16.2%Reduced
Bank of America Corp124,692$660.9K0.00%+41,076+49.1%Added
Wells Fargo & Company114,955$609.3K0.00%+11,069+10.7%Added
International Assets Investment Management, LLC94,197$576.5K0.08%−30,694−24.6%Reduced
MAS Advisors LLC99,887$529.4K0.76%−4,748−4.5%Reduced
Balboa Wealth Partners94,865$502.8K0.19%+8,875+10.3%Added
Raymond James Financial Services Advisors, Inc.90,830$481.4K0.00%−7,562−7.7%Reduced
Cetera Investment Advisers61,164$324.2K0.00%+280.0%Added
Raymond James & Associates60,754$322.0K0.00%−11,899−16.4%Reduced
Rothschild Investment Corp52,199$277.0K0.02%00.0%Unchanged
Riverview Trust Co50,954$270.1K0.24%+50,954New
Creative Planning48,701$258.1K0.00%−733−1.5%Reduced
UBS Group AG47,879$253.8K0.00%+10,218+27.1%Added
Nations Financial Group Inc,43,736$231.8K0.02%+1,750+4.2%Added
Hilltop Holdings Inc.41,595$220.5K0.03%+1,153+2.9%Added
The PNC Financial Services Group, Inc.40,249$213.3K0.00%+2,293+6.0%Added
Coco Enterprises, LLC39,392$208.8K0.17%00.0%Unchanged
Wealth Quarterback LLC35,694$189.2K0.16%−743−2.0%Reduced
Virtu Financial LLC33,912$180.0K0.02%+33,912New
Susquehanna International Group, LLP31,314$166.0K0.00%+31,314New
Leverty Financial Group, LLC31,267$165.7K0.12%00.0%Unchanged
CoreCap Advisors, LLC29,895$158.4K0.01%−1,350−4.3%Reduced
MML Investors Services, LLC29,638$157.0K0.00%−3,728−11.2%Reduced
Wealth Enhancement Advisory Services, LLC26,581$140.9K0.00%+26,581New
Captrust Financial Advisors24,743$131.1K0.00%−4,398−15.1%Reduced
Brookstone Capital Management21,158$122.3K0.00%−4,549−17.7%Reduced
Vantage Financial Partners, LLC22,078$117.0K0.05%+34+0.2%Added
Good Life Advisors, LLC21,972$116.5K0.01%+613+2.9%Added
Regions Financial Corp20,000$106.0K0.00%+20,000New
BNC Wealth Management, LLC18,867$100.0K0.05%+41+0.2%Added
Wedbush Securities Inc18,350$97.0K0.00%−2,200−10.7%Reduced
Cascade Investment Group, Inc.17,716$93.9K0.09%00.0%Unchanged
AE Wealth Management LLC17,588$93.2K0.00%+95+0.5%Added
VisionPoint Advisory Group, LLC17,321$91.8K0.04%+8,719+101.4%Added
Retirement Financial Solutions, LLC17,250$91.4K0.06%+394+2.3%Added
Kovack Advisors, Inc.17,125$90.8K0.01%−1,868−9.8%Reduced
Accurate Wealth Management, LLC14,500$85.1K0.03%−3,400−19.0%Reduced
Cetera Advisor Networks LLC15,437$81.8K0.00%−8,126−34.5%Reduced
Synovus Financial Corp15,076$79.9K0.00%00.0%Unchanged
BCJ Capital Management, LLC14,752$78.2K0.01%−4,357−22.8%Reduced
Rollins Financial14,000$74.2K0.02%00.0%Unchanged
Private Advisor Group, LLC13,652$72.4K0.00%−2,969−17.9%Reduced
Kestra Private Wealth Services, LLC13,604$72.1K0.00%+174+1.3%Added
Cetera Advisors LLC12,239$64.9K0.00%+12,239New
Motco12,159$64.4K0.00%00.0%Unchanged
Sonora Investment Management Group, LLC12,015$63.7K0.01%00.0%Unchanged
D.A. Davidson & Co.11,953$63.4K0.00%+325+2.8%Added
Kingsview Wealth Management, LLC11,612$61.5K0.00%+11,612New
Stifel Financial Corp11,374$60.3K0.00%−2,000−15.0%Reduced
Pinnacle Associates Ltd11,164$59.2K0.00%00.0%Unchanged
Envestnet Portfolio Solutions, Inc.10,681$56.6K0.00%+10,681New
Kestra Advisory Services, LLC10,598$56.2K0.00%−1,358−11.4%Reduced
PFG Investments, LLC10,029$53.2K0.01%+10,029New
Liberty Capital Management, Inc.10,000$53.0K0.02%00.0%Unchanged
Global Retirement Partners, LLC9,505$47.6K0.00%00.0%Unchanged
Resources Management Corp8,471$45.0K0.01%+1,770+26.4%Added
Highlander Capital Management, LLC7,268$39.0K0.02%+7,268New
Register Financial Advisors LLC5,112$27.1K0.02%+36+0.7%Added
NBC Securities, Inc.3,426$18.0K0.00%+3,426New
GWM Advisors LLC3,250$17.2K0.00%00.0%Unchanged
Pathway Financial Advisers, LLC3,116$16.5K0.01%+3,116New
Northwestern Mutual Wealth Management Co2,934$15.6K0.00%−103−3.4%Reduced
Fifth Third Bancorp2,500$13.3K0.00%00.0%Unchanged
M&R Capital Management Inc1,705$9.04K0.00%+34+2.0%Added
Peoples Bank1,500$7.95K0.01%+1,500New
Harbour Investments, Inc.1,107$5.87K0.00%+25+2.3%Added
Tradition Wealth Management, LLC928$5.00K0.00%+6+0.7%Added
Tower Research Capital LLC (TRC)902$4.78K0.00%+809+869.9%Added
Boyd Watterson Asset Management LLC720$3.82K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC691$3.66K0.00%00.0%Unchanged
Larson Financial Group LLC500$2.65K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC479$2.54K0.00%00.0%Unchanged
Community Bank, N.A.330$1.75K0.00%00.0%Unchanged
Nemes Rush Group LLC173$9170.00%00.0%Unchanged
Carolinas Wealth Consulting LLC126$7330.00%00.0%Unchanged
US Bancorp138$7310.00%00.0%Unchanged
SOA Wealth Advisors, LLC.120$6360.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec68$3600.00%00.0%Unchanged
Huntington National Bank–$1970.00%––
Kellett Schaffner Wealth Advisors LLC0$00.00%−31,712−100.0%Sold out
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management0$00.00%−13,720−100.0%Sold out
Envestnet Asset Management Inc0$00.00%−11,327−100.0%Sold out
Safeguard Financial, LLC0$00.00%−5,712−100.0%Sold out
Sunbelt Securities, Inc.0$00.00%−4,464−100.0%Sold out
CWM, LLC0$00.00%−3,800−100.0%Sold out
Clearview Wealth Advisors LLC0$00.00%−1,423−100.0%Sold out
FMR LLC0$00.00%−1−100.0%Sold out