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
Q4 2023 vs. Q3 2023
How the institutions holding Gabelli Utility Trust changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 87 | 1 | 83 | −3 |
| Shares | 6.21M | 52.2K | 6.03M | −124.0K (−2.0%) |
| Value | $33.0M | $277.0K | $32.7M | −$28.2K (−0.1%) |
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (12)
Institutions that held Gabelli Utility Trust at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Significant Wealth Partners LLC | 163,469 | $886.0K | 0.64% |
| Rothschild Investment LLC | 44,199 | $239.6K | 0.02% |
| Kellett Schaffner Wealth Advisors LLC | 26,200 | $142.0K | 0.11% |
| Eagle Wealth Strategies LLC | 18,138 | $98.3K | 0.06% |
| Wolverine Asset Management LLC | 12,788 | $69.3K | 0.00% |
| Mariner, LLC | 12,109 | $65.6K | 0.00% |
| Nomura Holdings Inc | 11,300 | $61.2K | 0.00% |
| Principal Securities, Inc. | 1,747 | $9.47K | 0.00% |
| EdgeRock Capital LLC | 338 | $1.81K | 0.00% |
| JPMorgan Chase & Co | 333 | $1.80K | 0.00% |
| Advisory Services Network, LLC | 283 | $1.53K | 0.00% |
| FMR LLC | 1 | $5 | 0.00% |
Sold out (15)
Institutions that held Gabelli Utility Trust at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Susquehanna International Group, LLP | 31,314 | $166.0K |
| Regions Financial Corp | 20,000 | $106.0K |
| AE Wealth Management LLC | 17,588 | $93.2K |
| Kovack Advisors, Inc. | 17,125 | $90.8K |
| Rollins Financial | 14,000 | $74.2K |
| Cetera Advisors LLC | 12,239 | $64.9K |
| Kingsview Wealth Management, LLC | 11,612 | $61.5K |
| Envestnet Portfolio Solutions, Inc. | 10,681 | $56.6K |
| PFG Investments, LLC | 10,029 | $53.2K |
| Register Financial Advisors LLC | 5,112 | $27.1K |
| NBC Securities, Inc. | 3,426 | $18.0K |
| Tradition Wealth Management, LLC | 928 | $5.00K |
| Tower Research Capital LLC (TRC) | 902 | $4.78K |
| Cary Street Partner Investment Advisory LLC | 691 | $3.66K |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 479 | $2.54K |
Not filed for Q4 2023 yet (1)
Institutions that held Gabelli Utility Trust at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Rothschild Investment Corp | 52,199 | $277.0K |