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, Q1 2025
Institutional positions in Gabelli Utility Trust as of Mar 31, 2025. 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
- +1 vs. Q4 2024
- Shares held
- 7.04M
- −800.0K (−10.2%) vs. Q4 2024
- Total value
- $37.6M
- −$1.88M (−4.8%) vs. Q4 2024
- New holders
- 9
- 27 more added
- Sold out
- 8
- 23 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Gabelli Utility Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 1,556,779 | $8.31M | 0.01% | −1,379−0.1% | Reduced |
| LPL Financial LLC | 958,433 | $5.12M | 0.00% | +9,819+1.0% | Added |
| Morgan Stanley | 774,986 | $4.14M | 0.00% | +15,949+2.1% | Added |
| Sit Investment Associates Inc | 510,827 | $2.73M | 0.06% | −978,876−65.7% | Reduced |
| Gamco Investors, Inc. Et Al | 332,530 | $1.78M | 0.02% | +1,507+0.5% | Added |
| Virtue Capital Management, LLC | 211,635 | $1.13M | 0.13% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 201,210 | $1.07M | 0.00% | +78,894+64.5% | Added |
| Advisor Group Holdings, Inc. | 196,845 | $1.05M | 0.00% | +8,420+4.5% | Added |
| Janney Montgomery Scott LLC | 132,823 | $709.0K | 0.00% | +1,023+0.8% | Added |
| Cetera Investment Advisers | 130,594 | $697.4K | 0.00% | −647−0.5% | Reduced |
| Balboa Wealth Partners | 127,004 | $678.2K | 0.16% | −352−0.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 104,000 | $555.4K | 0.00% | +16,500+18.9% | Added |
| Raymond James Financial Inc | 101,687 | $543.0K | 0.00% | +7,637+8.1% | Added |
| Atria Wealth Solutions, Inc. | 94,367 | $503.9K | 0.01% | −29,383−23.7% | Reduced |
| International Assets Investment Management, LLC | 91,812 | $490.3K | 0.04% | −7,310−7.4% | Reduced |
| J.W. Cole Advisors, Inc. | 84,579 | $451.7K | 0.01% | +66,251+361.5% | Added |
| CoreCap Advisors, LLC | 74,466 | $397.6K | 0.02% | 00.0% | Unchanged |
| Arlington Capital Management, Inc. | 67,267 | $359.2K | 0.27% | −695−1.0% | Reduced |
| MAS Advisors LLC | 65,343 | $348.9K | 0.54% | −16,218−19.9% | Reduced |
| Fisher Asset Management, LLC | 62,227 | $332.3K | 0.00% | +62,227 | New |
| Wealth Enhancement Advisory Services, LLC | 61,573 | $328.8K | 0.00% | −36,216−37.0% | Reduced |
| Creative Planning | 60,645 | $323.8K | 0.00% | −1,851−3.0% | Reduced |
| VisionPoint Advisory Group, LLC | 59,473 | $317.6K | 0.11% | +1,302+2.2% | Added |
| TownSquare Capital, LLC | 59,473 | $317.6K | 0.00% | +59,473 | New |
| Nations Financial Group Inc, | 52,554 | $280.6K | 0.02% | −1,428−2.6% | Reduced |
| Integrity Alliance, LLC. | 44,787 | $239.2K | 0.01% | +44,787 | New |
| Envestnet Asset Management Inc | 43,896 | $234.4K | 0.00% | +2,573+6.2% | Added |
| Rothschild Investment LLC | 43,394 | $231.7K | 0.02% | −215−0.5% | Reduced |
| Stifel Financial Corp | 42,458 | $226.7K | 0.00% | −10,754−20.2% | Reduced |
| Royal Bank of Canada | 40,244 | $215.0K | 0.00% | −3,180−7.3% | Reduced |
| Wealth Quarterback LLC | 39,855 | $212.8K | 0.12% | +232+0.6% | Added |
| Kestra Advisory Services, LLC | 37,243 | $198.9K | 0.00% | −633−1.7% | Reduced |
| Leverty Financial Group, LLC | 31,267 | $167.0K | 0.07% | 00.0% | Unchanged |
| UBS Group AG | 28,728 | $153.4K | 0.00% | −6,401−18.2% | Reduced |
| Wedbush Securities Inc | 28,415 | $152.0K | 0.01% | −7,000−19.8% | Reduced |
| MML Investors Services, LLC | 28,241 | $151.0K | 0.00% | +70.0% | Added |
| Private Advisor Group, LLC | 24,973 | $133.4K | 0.00% | +3,887+18.4% | Added |
| The PNC Financial Services Group, Inc. | 23,656 | $126.3K | 0.00% | 00.0% | Unchanged |
| Coco Enterprises, LLC | 24,710 | $124.3K | 0.09% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 21,059 | $112.5K | 0.03% | +50+0.2% | Added |
| Bank of America Corp | 20,188 | $107.8K | 0.00% | +1,114+5.8% | Added |
| Good Life Advisors, LLC | 19,097 | $102.0K | 0.01% | −1,229−6.0% | Reduced |
| Mariner, LLC | 18,807 | $100.4K | 0.00% | +18,807 | New |
| Eagle Wealth Strategies LLC | 18,138 | $96.9K | 0.06% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 17,888 | $95.5K | 0.07% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 16,935 | $90.4K | 0.00% | +468+2.8% | Added |
| Stratos Wealth Partners, LTD. | 16,420 | $87.7K | 0.00% | +3,180+24.0% | Added |
| Ameriflex Group, Inc. | 16,250 | $86.8K | 0.04% | −1,500−8.5% | Reduced |
| Accurate Wealth Management, LLC | 16,412 | $86.3K | 0.02% | +12+0.1% | Added |
| Virtu Financial LLC | 15,154 | $81.0K | 0.00% | +15,154 | New |
| Synovus Financial Corp | 15,076 | $80.5K | 0.00% | −72−0.5% | Reduced |
| Sonora Investment Management Group, LLC | 14,419 | $77.0K | 0.01% | 00.0% | Unchanged |
| Motco | 14,277 | $76.2K | 0.01% | +7,000+96.2% | Added |
| Dynamic Advisor Solutions LLC | 12,505 | $66.8K | 0.00% | +12,505 | New |
| Captrust Financial Advisors | 11,649 | $62.2K | 0.00% | +11+0.1% | Added |
| Mercer Global Advisors Inc | 11,066 | $59.1K | 0.00% | +74+0.7% | Added |
| BCJ Capital Management, LLC | 11,060 | $59.1K | 0.00% | 00.0% | Unchanged |
| Rollins Financial Advisors, LLC | 11,000 | $58.7K | 0.01% | −3,000−21.4% | Reduced |
| One Capital Management, LLC | 10,485 | $56.0K | 0.00% | +287+2.8% | Added |
| PFG Investments, LLC | 10,323 | $55.1K | 0.00% | +60+0.6% | Added |
| Everstar Asset Management, LLC | 10,050 | $53.7K | 0.04% | −5,000−33.2% | Reduced |
| Foundations Investment Advisors, LLC | 10,005 | $53.4K | 0.00% | +10,005 | New |
| Liberty Capital Management, Inc. | 10,000 | $53.4K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,000 | $53.4K | 0.00% | +10,000 | New |
| Anchor Investment Management, LLC | 5,000 | $26.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,750 | $25.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 4,519 | $24.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,662 | $14.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,500 | $13.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,468 | $13.0K | 0.00% | +1,985+411.0% | Added |
| Resources Management Corp | 2,276 | $12.0K | 0.00% | −486−17.6% | Reduced |
| Principal Securities, Inc. | 1,955 | $9.84K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,102 | $5.88K | 0.00% | +349+46.3% | Added |
| Peoples Bank | 1,000 | $5.34K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 720 | $3.85K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 344 | $1.84K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 330 | $1.76K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 200 | $1.06K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 138 | $737 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 133 | $711 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 126 | $673 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 120 | $641 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 68 | $363 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 27 | $145 | 0.00% | +27 | New |
| Huntington National Bank | – | $11 | 0.00% | – | – |
| Wells Fargo & Company | 1 | $3 | 0.00% | +1 | Added |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −64,230−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −27,917−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −18,187−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −12,263−100.0% | Sold out |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −11,164−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −10,979−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −2,780−100.0% | Sold out |
| Lee Danner & Bass Inc | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |