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
Q3 2023 vs. Q2 2023
How the institutions holding Gabelli Utility Trust changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 82 | 87 | +5 |
| Shares | 6.07M | 6.21M | +132.6K (+2.2%) |
| Value | $41.2M | $33.0M | −$8.20M (−19.9%) |
New holders (13)
Institutions that held Gabelli Utility Trust at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Riverview Trust Co | 50,954 | $270.1K | 0.24% |
| Virtu Financial LLC | 33,912 | $180.0K | 0.02% |
| Susquehanna International Group, LLP | 31,314 | $166.0K | 0.00% |
| Wealth Enhancement Advisory Services, LLC | 26,581 | $140.9K | 0.00% |
| Regions Financial Corp | 20,000 | $106.0K | 0.00% |
| Cetera Advisors LLC | 12,239 | $64.9K | 0.00% |
| Kingsview Wealth Management, LLC | 11,612 | $61.5K | 0.00% |
| Envestnet Portfolio Solutions, Inc. | 10,681 | $56.6K | 0.00% |
| PFG Investments, LLC | 10,029 | $53.2K | 0.01% |
| Highlander Capital Management, LLC | 7,268 | $39.0K | 0.02% |
| NBC Securities, Inc. | 3,426 | $18.0K | 0.00% |
| Pathway Financial Advisers, LLC | 3,116 | $16.5K | 0.01% |
| Peoples Bank | 1,500 | $7.95K | 0.01% |
Sold out (8)
Institutions that held Gabelli Utility Trust at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Kellett Schaffner Wealth Advisors LLC | 31,712 | $215.0K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,720 | $93.0K |
| Envestnet Asset Management Inc | 11,327 | $76.8K |
| Safeguard Financial, LLC | 5,712 | $38.0K |
| Sunbelt Securities, Inc. | 4,464 | $30.3K |
| CWM, LLC | 3,800 | $26.0K |
| Clearview Wealth Advisors LLC | 1,423 | $9.65K |
| FMR LLC | 1 | $7 |