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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 0 | $1 | 0.00% | −711−100.0% | Reduced |
| Huntington National Bank | – | $10 | 0.00% | – | – |
| Federation des caisses Desjardins du Quebec | 68 | $342 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 120 | $604 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 126 | $634 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 133 | $669 | 0.00% | +133 | New |
| US Bancorp | 138 | $694 | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 200 | $1.01K | 0.00% | +200 | New |
| Allworth Financial LP | 200 | $1.09K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 330 | $1.66K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 344 | $1.73K | 0.00% | +80+30.3% | Added |
| CWM, LLC | 483 | $2.00K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 720 | $3.62K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 753 | $3.79K | 0.00% | −5,741−88.4% | Reduced |
| Peoples Bank | 1,000 | $5.02K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,955 | $9.84K | 0.00% | +57+3.0% | Added |
| Fifth Third Bancorp | 2,500 | $12.6K | 0.00% | −4,672−65.1% | Reduced |
| IFP Advisors, Inc | 2,662 | $13.4K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 2,780 | $14.0K | 0.00% | −617−18.2% | Reduced |
| Resources Management Corp | 2,762 | $14.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 4,519 | $22.7K | 0.00% | −1,363−23.2% | Reduced |
| GWM Advisors LLC | 4,750 | $23.9K | 0.00% | −12,657−72.7% | Reduced |
| Anchor Investment Management, LLC | 5,000 | $25.1K | 0.00% | +5,000 | New |
| Motco | 7,277 | $36.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,417 | $37.3K | 0.00% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 10,000 | $50.3K | 0.01% | 00.0% | Unchanged |
| One Capital Management, LLC | 10,198 | $51.3K | 0.00% | +10,198 | New |
| PFG Investments, LLC | 10,263 | $51.6K | 0.00% | +247+2.5% | Added |
| Wolverine Asset Management LLC | 10,979 | $55.2K | 0.00% | −61,769−84.9% | Reduced |
| Mercer Global Advisors Inc | 10,992 | $55.3K | 0.00% | +10,992 | New |
| BCJ Capital Management, LLC | 11,060 | $55.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 11,164 | $56.2K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 11,638 | $58.5K | 0.00% | +11+0.1% | Added |
| Kingswood Wealth Advisors, LLC | 12,263 | $61.7K | 0.00% | +12,263 | New |
| Stratos Wealth Partners, LTD. | 13,240 | $66.6K | 0.00% | 00.0% | Unchanged |
| Rollins Financial Advisors, LLC | 14,000 | $70.4K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 14,419 | $72.5K | 0.01% | +2,404+20.0% | Added |
| Everstar Asset Management, LLC | 15,050 | $75.7K | 0.05% | −3,100−17.1% | Reduced |
| Synovus Financial Corp | 15,148 | $76.2K | 0.00% | −11,954−44.1% | Reduced |
| D.A. Davidson & Co. | 16,467 | $82.8K | 0.00% | +997+6.4% | Added |
| Accurate Wealth Management, LLC | 16,400 | $89.1K | 0.02% | +1,900+13.1% | Added |
| Cascade Investment Group, Inc. | 17,888 | $90.0K | 0.06% | +801+4.7% | Added |
| Eagle Wealth Strategies LLC | 18,138 | $91.2K | 0.07% | 00.0% | Unchanged |
| Marex Group plc | 18,187 | $91.5K | 0.00% | +18,187 | New |
| J.W. Cole Advisors, Inc. | 18,328 | $92.2K | 0.00% | +18,328 | New |
| Bank of America Corp | 19,074 | $95.9K | 0.00% | −53,716−73.8% | Reduced |
| Ameriflex Group, Inc. | 17,750 | $97.3K | 0.04% | +17,750 | New |
| Good Life Advisors, LLC | 20,326 | $102.2K | 0.01% | −28,140−58.1% | Reduced |
| Vantage Financial Partners, LLC | 21,009 | $105.7K | 0.03% | +50+0.2% | Added |
| Private Advisor Group, LLC | 21,086 | $106.1K | 0.00% | +7,087+50.6% | Added |
| The PNC Financial Services Group, Inc. | 23,656 | $119.0K | 0.00% | −14,000−37.2% | Reduced |
| Coco Enterprises, LLC | 24,710 | $126.3K | 0.08% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 27,917 | $140.4K | 0.01% | −1,985−6.6% | Reduced |
| MML Investors Services, LLC | 28,234 | $142.0K | 0.00% | −7,409−20.8% | Reduced |
| Leverty Financial Group, LLC | 31,267 | $157.3K | 0.08% | 00.0% | Unchanged |
| UBS Group AG | 35,129 | $176.7K | 0.00% | +2,951+9.2% | Added |
| Wedbush Securities Inc | 35,415 | $178.0K | 0.01% | +35,415 | New |
| Kestra Advisory Services, LLC | 37,876 | $190.5K | 0.00% | −1,078−2.8% | Reduced |
| Wealth Quarterback LLC | 39,623 | $199.3K | 0.09% | +1,932+5.1% | Added |
| Envestnet Asset Management Inc | 41,323 | $207.9K | 0.00% | +11,826+40.1% | Added |
| Royal Bank of Canada | 43,424 | $218.0K | 0.00% | −3,464−7.4% | Reduced |
| Rothschild Investment LLC | 43,609 | $219.4K | 0.01% | +590+1.4% | Added |
| Stifel Financial Corp | 53,212 | $267.7K | 0.00% | +31,194+141.7% | Added |
| Nations Financial Group Inc, | 53,982 | $271.5K | 0.02% | +50+0.1% | Added |
| VisionPoint Advisory Group, LLC | 58,171 | $297.3K | 0.10% | +8,753+17.7% | Added |
| Creative Planning | 62,496 | $314.4K | 0.00% | +3,492+5.9% | Added |
| Nomura Holdings Inc | 64,230 | $323.1K | 0.00% | +64,230 | New |
| Arlington Capital Management, Inc. | 67,962 | $341.8K | 0.24% | +12,963+23.6% | Added |
| CoreCap Advisors, LLC | 74,466 | $374.6K | 0.02% | 00.0% | Unchanged |
| MAS Advisors LLC | 81,561 | $410.3K | 0.69% | −25,972−24.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 87,500 | $440.1K | 0.00% | +87,500 | New |
| Raymond James Financial Inc | 94,050 | $473.1K | 0.00% | +94,050 | New |
| Wealth Enhancement Advisory Services, LLC | 97,789 | $491.9K | 0.00% | +51,929+113.2% | Added |
| International Assets Investment Management, LLC | 99,122 | $506.5K | 0.04% | −416,700−80.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 122,316 | $615.0K | 0.00% | +8,495+7.5% | Added |
| Atria Wealth Solutions, Inc. | 123,750 | $622.5K | 0.01% | −5,621−4.3% | Reduced |
| Balboa Wealth Partners | 127,356 | $640.6K | 0.15% | −1,338−1.0% | Reduced |
| Cetera Investment Advisers | 131,241 | $660.1K | 0.00% | +4,555+3.6% | Added |
| Janney Montgomery Scott LLC | 131,800 | $663.0K | 0.00% | +3,075+2.4% | Added |
| Advisor Group Holdings, Inc. | 188,425 | $947.8K | 0.00% | +33,093+21.3% | Added |
| Virtue Capital Management, LLC | 211,635 | $1.06M | 0.21% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 331,023 | $1.67M | 0.02% | +55,170+20.0% | Added |
| Morgan Stanley | 759,037 | $3.82M | 0.00% | −95,698−11.2% | Reduced |
| LPL Financial LLC | 948,614 | $4.77M | 0.00% | −24,750−2.5% | Reduced |
| Sit Investment Associates Inc | 1,489,703 | $7.49M | 0.17% | +1,489,703 | New |
| Commonwealth Equity Services, LLC | 1,558,158 | $7.84M | 0.01% | +230,767+17.4% | Added |
| 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 |