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Get Institutions for : 
Gabelli Utility Trust (GUT)  
$6.03 0.09 (1.52%) as of 4:30 Thu 7/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 84    1
Total shares held : 
 7,033,525  
% of shares held : 
 16.32%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 -754,476  
% of shares held change : 
   -1.75%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $5.11  
Last Quarter's Ending Price : 
 $5.34  
Last Quarter's Average Price : 
 $5.37  
Change from last quarter's     
avg. price to the last closing  : 
0.66 (12.29%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 232,985
 3.31%
 
Increased Positions :
27
 265,947
 3.78%
 
Unchanged Positions :
26
 461,678
 6.56%
 
Decreased Positions :
22
-1,108,825
-15.76%
 
Closed Positions :
8
-144,583
-2.06%
 
Guru Positions :
1
62,227
 0.88%
 
View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for period: 3-31-2024 View holdings for period: 6-30-2024 View holdings for period: 9-30-2024 View holdings for period: 12-31-2024 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   COMMONWEALTH EQUITY SERVICES LLC. 952 - 2025-03-31 1,556,779 $8,313,000 -1,379
   LPL FINANCIAL CORP 2096 - 2025-03-31 958,433 $5,118,000 9,819
   MORGAN STANLEY 3980 - 2025-03-31 774,986 $4,138,000 15,949
   SIT INVESTMENT ASSOCIATES INC 274 - 2025-03-31 510,827 $2,728,000 -978,876
   GAMCO INVESTORS INC ET AL 498 - 2025-03-31 332,530 $1,776,000 1,507
   Virtue Capital Management LLC 128 - 2025-03-31 211,635 $1,130,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1766 - 2025-03-31 201,210 $1,074,000 78,894
   Advisor Group Holdings Inc. 2179 - 2025-03-31 196,845 $1,051,000 45,775
   JANNEY MONTGOMERY SCOTT LLC 1734 - 2025-03-31 132,823 $709,000 1,023
   Cetera Investment Advisers 2514 - 2025-03-31 130,594 $697,000 -647
   Balboa Wealth Partners 106 - 2025-03-31 127,004 $678,000 -352
   Steward Partners Investment Advisory LLC 1158 - 2025-03-31 104,000 $555,000 16,500
   RAYMOND JAMES FINANCIAL INC 3833 - 2025-03-31 101,687 $543,000 7,637
   Atria Wealth Solutions Inc. 1179 - 2025-03-31 94,367 $504,000 -29,383
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 407 - 2025-03-31 91,812 $490,000 -7,310
   J.W. COLE ADVISORS INC. 793 - 2025-03-31 84,579 $452,000 66,251
   CoreCap Advisors LLC 513 - 2025-03-31 74,466 $398,000 0
   Arlington Capital Management Inc. 43 - 2025-03-31 67,267 $359,000 -695
   MAS Advisors LLC 44 - 2025-03-31 65,343 $349,000 -16,218
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 878 *New 2025-03-31 62,227 $332,000 62,227
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2322 - 2025-03-31 61,573 $329,000 -36,216
   CREATIVE PLANNING 2665 - 2025-03-31 60,645 $324,000 -1,851
   VisionPoint Advisory Group LLC 159 - 2025-03-31 59,473 $318,000 1,302
   TOWNSQUARE CAPITAL LLC 1314 *New 2025-03-31 59,473 $318,000 59,473
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 549 - 2025-03-31 52,554 $281,000 -1,428
   INTEGRITY ALLIANCE LLC. 537 *New 2025-03-31 44,787 $239,000 44,787
   ENVESTNET ASSET MANAGEMENT INC 3927 - 2025-03-31 43,896 $234,000 2,573
   ROTHSCHILD INVESTMENT LLC 473 - 2025-03-31 43,394 $232,000 -215
   STIFEL FINANCIAL CORP 3095 - 2025-03-31 42,458 $227,000 -10,754
   ROYAL BANK OF CANADA 4136 - 2025-03-31 40,244 $215,000 -3,180
   Wealth Quarterback LLC 115 - 2025-03-31 39,855 $213,000 232
   Kestra Advisory Services LLC 2415 - 2025-03-31 37,243 $199,000 -633
   Leverty Financial Group LLC 38 - 2025-03-31 31,267 $167,000 0
   UBS Group AG 5376 - 2025-03-31 28,728 $153,000 -6,401
   WEDBUSH MORGAN SECURITIES INC 1023 - 2025-03-31 28,415 $152,000 -7,000
   MML INVESTORS SERVICES LLC 2566 - 2025-03-31 28,241 $151,000 7
   Private Advisor Group LLC 2140 - 2025-03-31 24,973 $133,000 3,887
   PNC FINANCIAL SERVICES GROUP INC 2490 - 2025-03-31 23,656 $126,000 0
   Coco Enterprises LLC 43 - 2025-03-31 24,710 $124,000 0
   Vantage Financial Partners LLC 185 - 2025-03-31 21,059 $112,000 50
   BANK OF AMERICA CORP /DE/ 5218 - 2025-03-31 20,188 $108,000 1,114
   Good Life Advisors LLC 483 - 2025-03-31 19,097 $102,000 -1,229
   MARINER WEALTH ADVISORS, LLC 3173 *New 2025-03-31 18,807 $100,000 18,807
   EAGLE WEALTH STRATEGIES LLC 95 - 2025-03-31 18,138 $97,000 0
   CASCADE INVESTMENT GROUP INC. 130 - 2025-03-31 17,888 $96,000 0
   DAVIDSON D A & CO 1361 - 2025-03-31 16,935 $90,000 468
   Stratos Wealth Partners LTD. 1306 - 2025-03-31 16,420 $88,000 3,180
   AMERIFLEX GROUP INC. 355 - 2025-03-31 16,250 $87,000 -1,500
   Accurate Wealth Management LLC 367 - 2025-03-31 16,412 $86,000 12
   SYNOVUS FINANCIAL CORP 879 - 2025-03-31 15,076 $81,000 -72
   VIRTU FINANCIAL LLC 936 *New 2025-03-31 15,154 $81,000 15,154
   Sonora Investment Management Group LLC 270 - 2025-03-31 14,419 $77,000 0
   MOTCO 255 - 2025-03-31 14,277 $76,000 7,000
   Dynamic Advisors Solutions LLC 825 *New 2025-03-31 12,505 $67,000 12,505
   CAPTRUST FINANCIAL ADVISORS 2251 - 2025-03-31 11,649 $62,000 11
   BCJ Capital Management LLC 370 - 2025-03-31 11,060 $59,000 0
   MERCER GLOBAL ADVISORS INC /ADV 2077 - 2025-03-31 11,066 $59,000 74
   Rollins Financial Advisors LLC 125 - 2025-03-31 11,000 $59,000 -3,000
   One Capital Management LLC 404 - 2025-03-31 10,485 $56,000 287
   PFG Investments LLC 961 - 2025-03-31 10,323 $55,000 60
   Foundations Investment Advisors LLC 831 *New 2025-03-31 10,005 $53,000 10,005
   LIBERTY CAPITAL MANAGEMENT INC 161 - 2025-03-31 10,000 $53,000 0
   Moors & Cabot Inc. 847 *New 2025-03-31 10,000 $53,000 10,000
   Global Retirement Partners LLC 1744 - 2024-12-31 7,417 $37,000 0
   Anchor Investment Management LLC 664 - 2025-03-31 5,000 $27,000 0
   Goss Wealth Management LLC 2733 - 2025-03-31 4,750 $25,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 520 - 2025-03-31 4,519 $24,000 0
   IFP Advisors Inc 2382 - 2025-03-31 2,662 $14,000 0
   CWM LLC 3910 - 2025-03-31 2,468 $13,000 1,985
   FIFTH THIRD BANCORP 1910 - 2025-03-31 2,500 $13,000 0
   RESOURCES MANAGEMENT CORP /CT/ /ADV 349 - 2025-03-31 2,276 $12,000 -486
   PRINCIPAL SECURITIES INC. 2494 - 2025-03-31 1,955 $10,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2879 - 2025-03-31 1,102 $6,000 349
   Peoples Bank/KS 294 - 2025-03-31 1,000 $5,000 0
   BOYD WATTERSON ASSET MANAGEMENT LLC/OH 341 - 2025-03-31 720 $4,000 0
   Community Bank N.A. 367 - 2025-03-31 330 $2,000 0
   HARBOUR INVESTMENTS INC. 3008 - 2025-03-31 344 $2,000 0
   CAROLINAS WEALTH CONSULTING LLC 882 - 2024-12-31 126 $1,000 0
   US BANCORP 3881 - 2025-03-31 138 $1,000 0
   MCCORMACK ADVISORS INTERNATIONAL 2885 - 2025-03-31 133 $1,000 0
   SOA Wealth Advisors LLC. 742 - 2025-03-31 120 $1,000 0
   HANSON MCCLAIN, INC. 3475 - 2025-03-31 200 $1,000 0
   Everstar Asset Management LLC 183 *Closed 2025-03-31 0 $0 -15,050
   HILLTOP HOLDINGS INC. 855 *Closed 2025-03-31 0 $0 -27,917
   PROEQUITIES INC. 1915 - 2025-03-31 0 $0 0
   LEE DANNER & BASS INC 309 *Closed 2025-03-31 0 $0 -200
   Pathway Financial Advisers LLC 350 *Closed 2025-03-31 0 $0 -2,780
   NOMURA HOLDINGS INC 1183 *Closed 2025-03-31 0 $0 -64,230
   WOLVERINE ASSET MANAGEMENT LLC 1011 *Closed 2025-03-31 0 $0 -10,979
   West Branch Capital LLC 512 *New 2025-03-31 27 $0 27
   KINGSWOOD WEALTH ADVISORS LLC 824 *Closed 2025-03-31 0 $0 -12,263
   PINNACLE ASSOCIATES LTD 846 *Closed 2025-03-31 0 $0 -11,164
   WELLS FARGO & CO/MN 6352 - 2025-03-31 1 $0 1
   Federation des caisses Desjardins du Quebec 2662 - 2025-03-31 68 $0 0
  94 Records found
  1    
  Page 1 of 1
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