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 2024 vs. Q3 2024
How the institutions holding Gabelli Utility Trust changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 93 | 3 | 86 | −4 |
| Shares | 7.56M | 148.0K | 7.85M | +436.6K (+5.9%) |
| Value | $36.6M | $769.8K | $39.5M | +$3.65M (+10.2%) |
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (14)
Institutions that held Gabelli Utility Trust at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Sit Investment Associates Inc | 1,489,703 | $7.49M | 0.17% |
| Raymond James Financial Inc | 94,050 | $473.1K | 0.00% |
| Steward Partners Investment Advisory, LLC | 87,500 | $440.1K | 0.00% |
| Nomura Holdings Inc | 64,230 | $323.1K | 0.00% |
| Wedbush Securities Inc | 35,415 | $178.0K | 0.01% |
| Ameriflex Group, Inc. | 17,750 | $97.3K | 0.04% |
| J.W. Cole Advisors, Inc. | 18,328 | $92.2K | 0.00% |
| Marex Group plc | 18,187 | $91.5K | 0.00% |
| Kingswood Wealth Advisors, LLC | 12,263 | $61.7K | 0.00% |
| Mercer Global Advisors Inc | 10,992 | $55.3K | 0.00% |
| One Capital Management, LLC | 10,198 | $51.3K | 0.00% |
| Anchor Investment Management, LLC | 5,000 | $25.1K | 0.00% |
| Lee Danner & Bass Inc | 200 | $1.01K | 0.00% |
| MAI Capital Management | 133 | $669 | 0.00% |
Sold out (18)
Institutions that held Gabelli Utility Trust at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Alpine Global Management, LLC | 436,411 | $2.27M |
| Boothbay Fund Management, LLC | 425,685 | $2.21M |
| Susquehanna International Group, LLP | 59,785 | $310.9K |
| Innova Wealth Partners | 54,999 | $286.0K |
| Brookstone Capital Management | 29,667 | $154.3K |
| Kellett Schaffner Wealth Advisors LLC | 17,108 | $89.0K |
| Weiss Asset Management LP | 16,188 | $84.2K |
| CIBC Private Wealth Group, LLC | 14,910 | $77.5K |
| Pure Financial Advisors, Inc. | 14,909 | $77.5K |
| Kestra Private Wealth Services, LLC | 14,488 | $75.3K |
| Citadel Advisors LLC | 12,230 | $63.6K |
| BNC Wealth Management, LLC | 12,046 | $62.6K |
| Register Financial Advisors LLC | 5,299 | $27.6K |
| Quarry LP | 4,333 | $22.5K |
| Assetmark, Inc | 1,000 | $5.20K |
| Nemes Rush Group LLC | 173 | $960 |
| Massmutual Trust Co FSB | 97 | $504 |
| FMR LLC | 1 | $5 |
Not filed for Q4 2024 yet (3)
Institutions that held Gabelli Utility Trust at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James & Associates | 75,814 | $394.2K |
| Raymond James Financial Services Advisors, Inc. | 70,385 | $366.0K |
| M&R Capital Management Inc | 1,829 | $9.51K |