The Gabelli Utility Trust (GUT) Institutional Ownership

$5.61
-0.04 (-0.71%)
(As of 04/30/2024 ET)

Institutional Ownership Changes (13F Filings) for The Gabelli Utility Trust (NYSE:GUT)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$6.29M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$1.91M
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GUT Institutional Buying and Selling by Quarter

The Gabelli Utility Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2024Commonwealth Equity Services LLC1,269,814$7.05M0.0%+3.4%0.000%
4/27/2024 Kellett Wealth Advisors LLC22,808$127K0.1%-12.9%0.000%
4/23/2024 Nations Financial Group Inc. IA ADV49,308$274K0.0%+7.6%0.000%
4/22/2024 PFG Investments LLC17,374$96K0.0%N/A0.000%
4/16/2024 Register Financial Advisors LLC5,205$29K0.0%N/A0.000%
4/15/2024 Brookstone Capital Management30,121$167K0.0%+27.7%0.000%
4/11/2024 International Assets Investment Management LLC99,197$548K0.0%+2.1%0.000%
3/27/2024Nomura Holdings Inc.11,300$61K0.0%N/A0.000%
3/22/2024PNC Financial Services Group Inc.37,956$206K0.0%-5.7%0.000%
2/12/2024Hilltop Holdings Inc.25,163$136K0.0%-39.5%0.000%
2/9/2024 Nations Financial Group Inc. IA ADV45,808$248K0.0%+4.7%0.000%
2/9/2024Balboa Wealth Partners101,740$551K0.2%+7.2%0.000%
2/8/2024Janney Montgomery Scott LLC124,751$676K0.0%-1.9%0.000%
2/8/2024MAS Advisors LLC77,211$418K0.5%-22.7%0.000%
2/5/2024 Eagle Wealth Strategies LLC18,138$98K0.1%N/A0.000%
2/2/2024Atria Wealth Solutions Inc.155,004$840K0.0%+17.3%0.000%
2/1/2024Wolverine Asset Management LLC12,788$69K0.0%N/A0.000%
2/1/2024Significant Wealth Partners LLC163,469$886K0.6%N/A0.000%
1/31/2024 Kellett Wealth Advisors LLC26,200$142K0.1%N/A0.000%
1/25/2024 International Assets Investment Management LLC97,197$527K0.0%+3.2%0.000%
1/24/2024 International Assets Investment Management LLC526,805$2.86M0.0%+459.3%0.000%
1/18/2024 Global Retirement Partners LLC7,417$39K0.0%-22.0%0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.75,589$410K0.0%-16.8%0.000%
1/11/2024 Brookstone Capital Management23,589$128K0.0%+11.5%0.000%
12/6/2023VisionPoint Advisory Group LLC17,321$92K0.0%+101.4%0.000%
11/13/2023LPL Financial LLC1,154,783$6.12M0.0%-0.3%0.000%
11/13/2023Envestnet Portfolio Solutions Inc.10,681$57K0.0%N/A0.000%
11/13/2023PNC Financial Services Group Inc.40,249$213K0.0%+6.0%0.000%
11/8/2023Atria Wealth Solutions Inc.132,161$700K0.0%-1.3%0.000%
11/7/2023Kingsview Wealth Management LLC11,612$62K0.0%N/A0.000%
11/6/2023 PFG Investments LLC10,029$53K0.0%N/A0.000%
11/3/2023Private Advisor Group LLC13,652$72K0.0%-17.9%0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.90,830$481K0.0%-7.7%0.000%
10/24/2023 Raymond James & Associates60,754$322K0.0%-16.4%0.000%
10/23/2023Balboa Wealth Partners94,865$503K0.2%+10.3%0.000%
10/23/2023 Accurate Wealth Management LLC14,500$85K0.0%-19.0%0.000%
10/23/2023Commonwealth Equity Services LLC1,216,602$6.45M0.0%-0.9%0.000%
10/17/2023 Riverview Trust Co50,954$270K0.2%N/A0.000%
10/10/2023 International Assets Investment Management LLC94,197$499K0.0%-24.6%0.000%
10/4/2023 International Assets Investment Management LLC94,197$499K0.0%-24.6%0.000%
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8/21/2023VisionPoint Advisory Group LLC8,602$58K0.0%N/A0.000%
8/11/2023D.A. Davidson & CO.11,628$79K0.0%+16.1%0.000%
8/10/2023Gamco Investors INC. ET AL275,853$1.87M0.0%-7.5%0.000%
8/10/2023Commonwealth Equity Services LLC1,227,479$8.32M0.0%+3.0%0.000%
8/10/2023MAS Advisors LLC104,635$709K1.0%-38.8%0.000%
8/8/2023Vantage Financial Partners LLC22,044$149K0.1%+101.9%0.000%
8/3/2023Atria Wealth Solutions Inc.133,934$908K0.0%+70.2%0.000%
7/31/2023LPL Financial LLC1,158,592$7.86M0.0%+0.4%0.000%
7/28/2023 BNC Wealth Management LLC18,826$128K0.1%-22.1%0.000%
7/25/2023 Raymond James Financial Services Advisors Inc.98,392$667K0.0%-16.1%0.000%
7/25/2023 Raymond James & Associates72,653$493K0.0%-17.6%0.000%
7/21/2023Creative Planning49,434$335K0.0%+3.6%0.000%
7/21/2023 Kovack Advisors Inc.18,993$129K0.0%-19.0%0.000%
7/11/2023 Brookstone Capital Management25,707$180K0.0%+69.4%0.000%
7/11/2023Good Life Advisors LLC21,359$145K0.0%-8.2%0.000%
5/12/2023Balboa Wealth Partners87,090$623K0.2%+9.1%0.000%
5/11/2023Commonwealth Equity Services LLC1,192,303$8.52M0.0%+2.4%0.000%
5/11/2023Resources Management Corp CT ADV506$232K0.0%-95.5%0.000%
5/10/2023LPL Financial LLC1,153,621$8.25M0.0%+1.1%0.000%
5/9/2023Wedbush Securities Inc.16,250$116K0.0%N/A0.000%
5/8/2023Vantage Financial Partners LLC10,919$78K0.0%N/A0.000%
5/5/2023 Pinnacle Associates Ltd.11,164$80K0.0%N/A0.000%
5/5/2023 Kellett Wealth Advisors LLC31,712$227K0.2%-6.4%0.000%
5/1/2023 CWM LLC3,800$27K0.0%N/A0.000%
4/28/2023Janney Montgomery Scott LLC125,785$899K0.0%-10.9%0.000%
4/26/2023Retirement Financial Solutions LLC16,477$118K0.1%N/A0.000%
4/25/2023Foundations Investment Advisors LLC276,675$1.98M0.1%+4.5%0.000%
4/25/2023D.A. Davidson & CO.10,013$72K0.0%-23.6%0.000%
4/21/2023 Kovack Advisors Inc.23,443$168K0.0%-23.6%0.000%
4/19/2023 International Assets Investment Management LLC124,891$893K0.1%-64.9%0.000%
4/14/2023AE Wealth Management LLC17,452$125K0.0%N/A0.000%
4/14/2023 Raymond James Financial Services Advisors Inc.117,264$838K0.0%+28.2%0.000%
4/13/2023 Accurate Wealth Management LLC17,900$130K0.0%-7.7%0.000%
2/27/2023Cascade Investment Group Inc.17,716$133K0.1%N/A0.000%
2/13/2023Gamco Investors INC. ET AL22,703$170K0.0%-91.8%0.000%
2/13/2023Atria Wealth Solutions Inc.78,684$591K0.0%+175.8%0.000%
2/10/2023Wealth Quarterback LLC36,248$272K0.2%-5.3%0.000%
2/10/2023Advisor Group Holdings Inc.316,662$2.38M0.0%+7.3%0.000%
2/8/2023 Raymond James Financial Services Advisors Inc.91,482$687K0.0%+6.1%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.98,715$741K0.0%+45.0%0.000%
2/7/2023 Nations Financial Group Inc. IA ADV37,779$284K0.0%+18.9%0.000%
2/7/2023Commonwealth Equity Services LLC1,164,132$8.74M0.0%+1.9%0.000%
2/7/2023LPL Financial LLC1,140,738$8.57M0.0%-1.9%0.000%
2/7/2023Envestnet Asset Management Inc.21,716$163K0.0%N/A0.000%
2/3/2023D.A. Davidson & CO.13,098$98K0.0%+26.6%0.000%
2/1/2023Janney Montgomery Scott LLC141,143$1.06M0.0%-2.9%0.000%
1/31/2023Kestra Advisory Services LLC11,176$84K0.0%-15.9%0.000%
1/30/2023 International Assets Investment Management LLC355,734$2.67M0.2%+141.3%0.000%
1/18/2023Private Advisor Group LLC16,601$125K0.0%+22.1%0.000%
1/11/2023 Accurate Wealth Management LLC19,400$149K0.1%N/A0.000%
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1/11/2023Foundations Investment Advisors LLC264,773$1.99M0.1%+37.5%0.000%
1/9/2023 Brookstone Capital Management13,741$107K0.0%N/A0.000%
11/15/2022Commonwealth Equity Services LLC1,142,576$7.88M0.0%+3.1%0.000%
11/14/2022 Nations Financial Group Inc. IA ADV31,779$219K0.0%+54.8%0.000%
11/10/2022 Kellett Schaffner Wealth Advisors LLC33,879$231K0.3%-22.9%0.000%
11/1/2022MAS Advisors LLC143,933$993K0.7%+73.3%0.000%
10/31/2022 International Assets Investment Management LLC147,399$1.02M0.2%+4.4%0.000%
10/25/2022Janney Montgomery Scott LLC145,383$1.00M0.0%+5.5%0.000%
10/25/2022 Raymond James & Associates88,136$608K0.0%-3.0%0.000%
10/25/2022 Raymond James Financial Services Advisors Inc.86,224$595K0.0%+16.7%0.000%
(Data available from 1/1/2016 forward)

GUT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GUT shares?

During the previous two years, 55 institutional investors and hedge funds held shares of The Gabelli Utility Trust. The most heavily invested institutionals were Sit Investment Associates Inc. ($8.97M), Commonwealth Equity Services LLC ($7.05M), LPL Financial LLC ($6.12M), Advisor Group Holdings Inc. ($2.38M), Foundations Investment Advisors LLC ($1.98M), Gamco Investors INC. ET AL ($1.87M), and Significant Wealth Partners LLC ($886K).Learn more on GUT's institutional investors.

Which institutional investors have been buying The Gabelli Utility Trust stock?

Of the 42 institutional investors that purchased The Gabelli Utility Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sit Investment Associates Inc. ($1.32M), International Assets Investment Management LLC ($652.21K), LPL Financial LLC ($190.42K), Foundations Investment Advisors LLC ($188.41K), Significant Wealth Partners LLC ($163.47K), Commonwealth Equity Services LLC ($161.04K), and Atria Wealth Solutions Inc. ($128.25K).

How much institutional buying is happening at The Gabelli Utility Trust?

Institutional investors have bought a total of 3,528,066 shares in the last 24 months. This purchase volume represents approximately $23.20M in transactions.

Which The Gabelli Utility Trust major shareholders have been selling company stock?

Of the 28 institutional investors that sold The Gabelli Utility Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($724.90K), International Assets Investment Management LLC ($406.76K), Gamco Investors INC. ET AL ($277.83K), MAS Advisors LLC ($88.89K), Kellett Schaffner Wealth Advisors LLC ($69.26K), Raymond James Financial Services Advisors Inc. ($41.68K), and Cetera Investment Advisers ($40.01K).

How much institutional selling is happening at The Gabelli Utility Trust?

Institutional investors have sold a total of 1,835,128 shares in the last 24 months. This volume of shares sold represents approximately $12.53M in transactions.


This page (NYSE:GUT) was last updated on 5/1/2024 by MarketBeat.com Staff

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