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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1 | $3 | 0.00% | +1 | Added |
| Huntington National Bank | – | $11 | 0.00% | – | – |
| West Branch Capital LLC | 27 | $145 | 0.00% | +27 | New |
| Federation des caisses Desjardins du Quebec | 68 | $363 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 120 | $641 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 126 | $673 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 133 | $711 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 138 | $737 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 200 | $1.06K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 330 | $1.76K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 344 | $1.84K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 720 | $3.85K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 1,000 | $5.34K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,102 | $5.88K | 0.00% | +349+46.3% | Added |
| Principal Securities, Inc. | 1,955 | $9.84K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 2,276 | $12.0K | 0.00% | −486−17.6% | Reduced |
| CWM, LLC | 2,468 | $13.0K | 0.00% | +1,985+411.0% | Added |
| Fifth Third Bancorp | 2,500 | $13.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,662 | $14.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 4,519 | $24.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,750 | $25.4K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 5,000 | $26.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| Foundations Investment Advisors, LLC | 10,005 | $53.4K | 0.00% | +10,005 | New |
| Everstar Asset Management, LLC | 10,050 | $53.7K | 0.04% | −5,000−33.2% | Reduced |
| PFG Investments, LLC | 10,323 | $55.1K | 0.00% | +60+0.6% | Added |
| One Capital Management, LLC | 10,485 | $56.0K | 0.00% | +287+2.8% | Added |
| Rollins Financial Advisors, LLC | 11,000 | $58.7K | 0.01% | −3,000−21.4% | Reduced |
| BCJ Capital Management, LLC | 11,060 | $59.1K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 11,066 | $59.1K | 0.00% | +74+0.7% | Added |
| Captrust Financial Advisors | 11,649 | $62.2K | 0.00% | +11+0.1% | Added |
| Dynamic Advisor Solutions LLC | 12,505 | $66.8K | 0.00% | +12,505 | New |
| Motco | 14,277 | $76.2K | 0.01% | +7,000+96.2% | Added |
| Sonora Investment Management Group, LLC | 14,419 | $77.0K | 0.01% | 00.0% | Unchanged |
| Synovus Financial Corp | 15,076 | $80.5K | 0.00% | −72−0.5% | Reduced |
| Virtu Financial LLC | 15,154 | $81.0K | 0.00% | +15,154 | New |
| Accurate Wealth Management, LLC | 16,412 | $86.3K | 0.02% | +12+0.1% | Added |
| Ameriflex Group, Inc. | 16,250 | $86.8K | 0.04% | −1,500−8.5% | Reduced |
| Stratos Wealth Partners, LTD. | 16,420 | $87.7K | 0.00% | +3,180+24.0% | Added |
| D.A. Davidson & Co. | 16,935 | $90.4K | 0.00% | +468+2.8% | Added |
| Cascade Investment Group, Inc. | 17,888 | $95.5K | 0.07% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 18,138 | $96.9K | 0.06% | 00.0% | Unchanged |
| Mariner, LLC | 18,807 | $100.4K | 0.00% | +18,807 | New |
| Good Life Advisors, LLC | 19,097 | $102.0K | 0.01% | −1,229−6.0% | Reduced |
| Bank of America Corp | 20,188 | $107.8K | 0.00% | +1,114+5.8% | Added |
| Vantage Financial Partners, LLC | 21,059 | $112.5K | 0.03% | +50+0.2% | Added |
| Coco Enterprises, LLC | 24,710 | $124.3K | 0.09% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 23,656 | $126.3K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 24,973 | $133.4K | 0.00% | +3,887+18.4% | Added |
| MML Investors Services, LLC | 28,241 | $151.0K | 0.00% | +70.0% | Added |
| Wedbush Securities Inc | 28,415 | $152.0K | 0.01% | −7,000−19.8% | Reduced |
| UBS Group AG | 28,728 | $153.4K | 0.00% | −6,401−18.2% | Reduced |
| Leverty Financial Group, LLC | 31,267 | $167.0K | 0.07% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 37,243 | $198.9K | 0.00% | −633−1.7% | Reduced |
| Wealth Quarterback LLC | 39,855 | $212.8K | 0.12% | +232+0.6% | Added |
| Royal Bank of Canada | 40,244 | $215.0K | 0.00% | −3,180−7.3% | Reduced |
| Stifel Financial Corp | 42,458 | $226.7K | 0.00% | −10,754−20.2% | Reduced |
| Rothschild Investment LLC | 43,394 | $231.7K | 0.02% | −215−0.5% | Reduced |
| Envestnet Asset Management Inc | 43,896 | $234.4K | 0.00% | +2,573+6.2% | Added |
| Integrity Alliance, LLC. | 44,787 | $239.2K | 0.01% | +44,787 | New |
| Nations Financial Group Inc, | 52,554 | $280.6K | 0.02% | −1,428−2.6% | 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 |
| Creative Planning | 60,645 | $323.8K | 0.00% | −1,851−3.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 61,573 | $328.8K | 0.00% | −36,216−37.0% | Reduced |
| Fisher Asset Management, LLC | 62,227 | $332.3K | 0.00% | +62,227 | New |
| MAS Advisors LLC | 65,343 | $348.9K | 0.54% | −16,218−19.9% | Reduced |
| Arlington Capital Management, Inc. | 67,267 | $359.2K | 0.27% | −695−1.0% | Reduced |
| CoreCap Advisors, LLC | 74,466 | $397.6K | 0.02% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 84,579 | $451.7K | 0.01% | +66,251+361.5% | Added |
| International Assets Investment Management, LLC | 91,812 | $490.3K | 0.04% | −7,310−7.4% | Reduced |
| Atria Wealth Solutions, Inc. | 94,367 | $503.9K | 0.01% | −29,383−23.7% | Reduced |
| Raymond James Financial Inc | 101,687 | $543.0K | 0.00% | +7,637+8.1% | Added |
| Steward Partners Investment Advisory, LLC | 104,000 | $555.4K | 0.00% | +16,500+18.9% | Added |
| Balboa Wealth Partners | 127,004 | $678.2K | 0.16% | −352−0.3% | Reduced |
| Cetera Investment Advisers | 130,594 | $697.4K | 0.00% | −647−0.5% | Reduced |
| Janney Montgomery Scott LLC | 132,823 | $709.0K | 0.00% | +1,023+0.8% | Added |
| Advisor Group Holdings, Inc. | 196,845 | $1.05M | 0.00% | +8,420+4.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 201,210 | $1.07M | 0.00% | +78,894+64.5% | Added |
| Virtue Capital Management, LLC | 211,635 | $1.13M | 0.13% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 332,530 | $1.78M | 0.02% | +1,507+0.5% | Added |
| Sit Investment Associates Inc | 510,827 | $2.73M | 0.06% | −978,876−65.7% | Reduced |
| Morgan Stanley | 774,986 | $4.14M | 0.00% | +15,949+2.1% | Added |
| LPL Financial LLC | 958,433 | $5.12M | 0.00% | +9,819+1.0% | Added |
| Commonwealth Equity Services, LLC | 1,556,779 | $8.31M | 0.01% | −1,379−0.1% | Reduced |
| 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 |