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, Q4 2024
Institutional positions in Gabelli Utility Trust as of Dec 31, 2024. 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
- 86
- −4 vs. Q3 2024
- Shares held
- 7.85M
- +436.6K (+5.9%) vs. Q3 2024
- Total value
- $39.5M
- +$3.65M (+10.2%) vs. Q3 2024
- New holders
- 14
- 26 more added
- Sold out
- 18
- 22 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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, Q4 2024
Shares, value and share of portfolio for each institution holding Gabelli Utility Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 1,558,158 | $7.84M | 0.01% | +230,767+17.4% | Added |
| Sit Investment Associates Inc | 1,489,703 | $7.49M | 0.17% | +1,489,703 | New |
| LPL Financial LLC | 948,614 | $4.77M | 0.00% | −24,750−2.5% | Reduced |
| Morgan Stanley | 759,037 | $3.82M | 0.00% | −95,698−11.2% | Reduced |
| Gamco Investors, Inc. Et Al | 331,023 | $1.67M | 0.02% | +55,170+20.0% | Added |
| Virtue Capital Management, LLC | 211,635 | $1.06M | 0.21% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 188,425 | $947.8K | 0.00% | +33,093+21.3% | Added |
| Janney Montgomery Scott LLC | 131,800 | $663.0K | 0.00% | +3,075+2.4% | Added |
| Cetera Investment Advisers | 131,241 | $660.1K | 0.00% | +4,555+3.6% | Added |
| Balboa Wealth Partners | 127,356 | $640.6K | 0.15% | −1,338−1.0% | Reduced |
| Atria Wealth Solutions, Inc. | 123,750 | $622.5K | 0.01% | −5,621−4.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 122,316 | $615.0K | 0.00% | +8,495+7.5% | Added |
| International Assets Investment Management, LLC | 99,122 | $506.5K | 0.04% | −416,700−80.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 97,789 | $491.9K | 0.00% | +51,929+113.2% | Added |
| Raymond James Financial Inc | 94,050 | $473.1K | 0.00% | +94,050 | New |
| Steward Partners Investment Advisory, LLC | 87,500 | $440.1K | 0.00% | +87,500 | New |
| MAS Advisors LLC | 81,561 | $410.3K | 0.69% | −25,972−24.2% | Reduced |
| CoreCap Advisors, LLC | 74,466 | $374.6K | 0.02% | 00.0% | Unchanged |
| Arlington Capital Management, Inc. | 67,962 | $341.8K | 0.24% | +12,963+23.6% | Added |
| Nomura Holdings Inc | 64,230 | $323.1K | 0.00% | +64,230 | New |
| Creative Planning | 62,496 | $314.4K | 0.00% | +3,492+5.9% | Added |
| VisionPoint Advisory Group, LLC | 58,171 | $297.3K | 0.10% | +8,753+17.7% | Added |
| Nations Financial Group Inc, | 53,982 | $271.5K | 0.02% | +50+0.1% | Added |
| Stifel Financial Corp | 53,212 | $267.7K | 0.00% | +31,194+141.7% | Added |
| Rothschild Investment LLC | 43,609 | $219.4K | 0.01% | +590+1.4% | Added |
| Royal Bank of Canada | 43,424 | $218.0K | 0.00% | −3,464−7.4% | Reduced |
| Envestnet Asset Management Inc | 41,323 | $207.9K | 0.00% | +11,826+40.1% | Added |
| Wealth Quarterback LLC | 39,623 | $199.3K | 0.09% | +1,932+5.1% | Added |
| Kestra Advisory Services, LLC | 37,876 | $190.5K | 0.00% | −1,078−2.8% | Reduced |
| Wedbush Securities Inc | 35,415 | $178.0K | 0.01% | +35,415 | New |
| UBS Group AG | 35,129 | $176.7K | 0.00% | +2,951+9.2% | Added |
| Leverty Financial Group, LLC | 31,267 | $157.3K | 0.08% | 00.0% | Unchanged |
| MML Investors Services, LLC | 28,234 | $142.0K | 0.00% | −7,409−20.8% | Reduced |
| Hilltop Holdings Inc. | 27,917 | $140.4K | 0.01% | −1,985−6.6% | Reduced |
| Coco Enterprises, LLC | 24,710 | $126.3K | 0.08% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 23,656 | $119.0K | 0.00% | −14,000−37.2% | Reduced |
| Private Advisor Group, LLC | 21,086 | $106.1K | 0.00% | +7,087+50.6% | Added |
| Vantage Financial Partners, LLC | 21,009 | $105.7K | 0.03% | +50+0.2% | Added |
| Good Life Advisors, LLC | 20,326 | $102.2K | 0.01% | −28,140−58.1% | Reduced |
| Ameriflex Group, Inc. | 17,750 | $97.3K | 0.04% | +17,750 | New |
| Bank of America Corp | 19,074 | $95.9K | 0.00% | −53,716−73.8% | Reduced |
| J.W. Cole Advisors, Inc. | 18,328 | $92.2K | 0.00% | +18,328 | New |
| Marex Group plc | 18,187 | $91.5K | 0.00% | +18,187 | New |
| Eagle Wealth Strategies LLC | 18,138 | $91.2K | 0.07% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 17,888 | $90.0K | 0.06% | +801+4.7% | Added |
| Accurate Wealth Management, LLC | 16,400 | $89.1K | 0.02% | +1,900+13.1% | Added |
| D.A. Davidson & Co. | 16,467 | $82.8K | 0.00% | +997+6.4% | Added |
| Synovus Financial Corp | 15,148 | $76.2K | 0.00% | −11,954−44.1% | Reduced |
| Everstar Asset Management, LLC | 15,050 | $75.7K | 0.05% | −3,100−17.1% | Reduced |
| Sonora Investment Management Group, LLC | 14,419 | $72.5K | 0.01% | +2,404+20.0% | Added |
| Rollins Financial Advisors, LLC | 14,000 | $70.4K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 13,240 | $66.6K | 0.00% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 12,263 | $61.7K | 0.00% | +12,263 | New |
| Captrust Financial Advisors | 11,638 | $58.5K | 0.00% | +11+0.1% | Added |
| Pinnacle Associates Ltd | 11,164 | $56.2K | 0.00% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 11,060 | $55.6K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,992 | $55.3K | 0.00% | +10,992 | New |
| Wolverine Asset Management LLC | 10,979 | $55.2K | 0.00% | −61,769−84.9% | Reduced |
| PFG Investments, LLC | 10,263 | $51.6K | 0.00% | +247+2.5% | Added |
| One Capital Management, LLC | 10,198 | $51.3K | 0.00% | +10,198 | New |
| Liberty Capital Management, Inc. | 10,000 | $50.3K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,417 | $37.3K | 0.00% | 00.0% | Unchanged |
| Motco | 7,277 | $36.6K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 5,000 | $25.1K | 0.00% | +5,000 | New |
| GWM Advisors LLC | 4,750 | $23.9K | 0.00% | −12,657−72.7% | Reduced |
| Farmers & Merchants Investments Inc | 4,519 | $22.7K | 0.00% | −1,363−23.2% | Reduced |
| Resources Management Corp | 2,762 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 2,780 | $14.0K | 0.00% | −617−18.2% | Reduced |
| IFP Advisors, Inc | 2,662 | $13.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,500 | $12.6K | 0.00% | −4,672−65.1% | Reduced |
| Principal Securities, Inc. | 1,955 | $9.84K | 0.00% | +57+3.0% | Added |
| Peoples Bank | 1,000 | $5.02K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 753 | $3.79K | 0.00% | −5,741−88.4% | Reduced |
| Boyd Watterson Asset Management LLC | 720 | $3.62K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 483 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 344 | $1.73K | 0.00% | +80+30.3% | Added |
| Community Bank, N.A. | 330 | $1.66K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 200 | $1.09K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 200 | $1.01K | 0.00% | +200 | New |
| US Bancorp | 138 | $694 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 133 | $669 | 0.00% | +133 | New |
| Carolinas Wealth Consulting LLC | 126 | $634 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 120 | $604 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 68 | $342 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $10 | 0.00% | – | – |
| Wells Fargo & Company | 0 | $1 | 0.00% | −711−100.0% | Reduced |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −436,411−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −425,685−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −59,785−100.0% | Sold out |
| Innova Wealth Partners | 0 | $0 | 0.00% | −54,999−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −29,667−100.0% | Sold out |
| Kellett Schaffner Wealth Advisors LLC | 0 | $0 | 0.00% | −17,108−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −16,188−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −14,910−100.0% | Sold out |
| Pure Financial Advisors, Inc. | 0 | $0 | 0.00% | −14,909−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −14,488−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −12,230−100.0% | Sold out |
| BNC Wealth Management, LLC | 0 | $0 | 0.00% | −12,046−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −5,299−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −4,333−100.0% | Sold out |