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Get Institutions for : 
Gabelli Utility Trust (GUT)  
$6.10 0.05 (0.79%) as of 4:30 Thu 7/25


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 80    8
Total shares held : 
 5,959,761  
% of shares held : 
 13.83%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 -341,163  
% of shares held change : 
   -0.79%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $5.51  
Last Quarter's Ending Price : 
 $5.55  
Last Quarter's Average Price : 
 $5.42  
Change from last quarter's     
avg. price to the last closing  : 
0.68 (12.51%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 48,211
 0.81%
 
Increased Positions :
28
 154,653
 2.59%
 
Unchanged Positions :
27
 742,770
 12.46%
 
Decreased Positions :
18
-387,901
-6.51%
 
Closed Positions :
15
-156,126
-2.62%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 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. 954 - 2024-03-31 1,269,814 $7,047,000 41,271
   LPL FINANCIAL CORP 1699 - 2024-03-31 983,226 $5,457,000 -144,068
   MORGAN STANLEY 3863 - 2024-03-31 855,341 $4,747,000 3,287
   Advisor Group Holdings Inc. 1732 - 2024-03-31 340,701 $1,891,000 24,634
   GAMCO INVESTORS INC ET AL 529 - 2024-03-31 275,853 $1,531,000 0
   Virtue Capital Management LLC 89 *New 2024-03-31 211,635 $1,168,000 211,635
   Atria Wealth Solutions Inc. 892 - 2024-03-31 183,822 $1,020,000 28,818
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1931 - 2024-03-31 134,043 $744,000 -5,292
   JANNEY MONTGOMERY SCOTT LLC 1721 - 2024-03-31 124,459 $691,000 -292
   Balboa Wealth Partners 96 - 2024-03-31 122,390 $679,000 20,650
   MAS Advisors LLC 32 - 2024-03-31 104,137 $578,000 26,926
   Cetera Investment Advisers 2506 - 2024-03-31 99,219 $551,000 38,022
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 346 - 2024-03-31 99,197 $548,000 2,000
   BANK OF AMERICA CORP /DE/ 4383 - 2024-03-31 92,324 $512,000 15,169
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2613 - 2024-06-30 73,305 $434,000 -1,200
   RAYMOND JAMES & ASSOCIATES 3143 - 2024-06-30 68,514 $406,000 8,575
   ROYAL BANK OF CANADA 3626 - 2024-03-31 69,895 $388,000 -14,695
   CREATIVE PLANNING 2156 - 2024-03-31 59,761 $332,000 9,869
   ROTHSCHILD INVESTMENT CORP /IL 346 - 2023-09-30 52,199 $277,000 0
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 544 - 2024-03-31 49,308 $274,000 3,500
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2027 - 2024-06-30 45,764 $271,000 9,050
   MULTIFINANCIAL SECURITIES CORP 1988 - 2024-03-31 48,770 $271,000 48,770
   Wealth Quarterback LLC 106 - 2024-03-31 39,935 $222,000 3,009
   Coco Enterprises LLC 45 - 2024-03-31 39,392 $218,000 0
   PNC FINANCIAL SERVICES GROUP INC 2133 - 2024-03-31 37,956 $211,000 0
   Brookstone Capital Management 898 - 2024-06-30 33,300 $204,000 3,179
   UBS Group AG 4731 - 2024-03-31 33,553 $186,000 3,528
   Leverty Financial Group LLC 31 - 2024-06-30 31,267 $185,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4619 - 2024-03-31 29,604 $164,000 29,604
   FINANCIAL NETWORK 2614 - 2024-03-31 29,212 $162,000 4,680
   CoreCap Advisors LLC 565 - 2023-12-31 29,895 $162,000 0
   HILLTOP HOLDINGS INC. 604 - 2024-03-31 25,488 $141,000 325
   Kestra Advisory Services LLC 2316 - 2024-03-31 25,084 $139,000 1,048
   Good Life Advisors LLC 448 - 2024-06-30 23,382 $138,000 690
   MML INVESTORS SERVICES LLC 2388 - 2024-03-31 23,629 $131,000 308
   Kellett Schaffner Wealth Advisors LLC 81 - 2024-03-31 22,808 $127,000 -3,392
   Goss Wealth Management LLC 1996 - 2024-03-31 21,273 $118,000 18,023
   Vantage Financial Partners LLC 139 - 2024-03-31 20,873 $116,000 -1,245
   EAGLE WEALTH STRATEGIES LLC 86 - 2024-06-30 18,138 $107,000 0
   VisionPoint Advisory Group LLC 201 - 2024-03-31 19,020 $106,000 1,607
   CASCADE INVESTMENT GROUP INC. 128 - 2024-06-30 17,716 $105,000 0
   PFG Investments LLC 964 - 2024-03-31 17,374 $96,000 17,374
   BNC WEALTH MANAGEMENT LLC 99 - 2024-03-31 16,506 $92,000 -2,361
   Baird Financial Group Inc. 1719 *New 2024-03-31 16,147 $90,000 16,147
   WEDBUSH MORGAN SECURITIES INC 1185 - 2024-03-31 16,250 $90,000 0
   Accurate Wealth Management LLC 325 - 2024-06-30 14,500 $88,000 0
   SYNOVUS FINANCIAL CORP 832 - 2024-03-31 15,076 $84,000 0
   DAVIDSON D A & CO 1322 - 2024-03-31 14,786 $82,000 1,342
   KESTRA PRIVATE WEALTH SERVICES LLC 1241 - 2024-03-31 14,042 $78,000 229
   Rollins Financial Advisors LLC 119 *New 2024-03-31 14,000 $78,000 14,000
   Private Advisor Group LLC 2208 - 2024-03-31 13,826 $77,000 91
   ENVESTNET ASSET MANAGEMENT INC 4051 *New 2024-03-31 12,499 $69,000 12,499
   Sonora Investment Management Group LLC 247 - 2024-06-30 12,015 $67,000 0
   STIFEL FINANCIAL CORP 3222 - 2024-03-31 11,474 $64,000 100
   CAPTRUST FINANCIAL ADVISORS 2066 - 2024-03-31 11,608 $64,000 -17,140
   PINNACLE ASSOCIATES LTD 820 - 2024-03-31 11,164 $62,000 0
   VIRTU FINANCIAL LLC 988 - 2024-03-31 10,925 $61,000 -23,549
   BCJ Capital Management LLC 381 - 2024-03-31 11,060 $61,000 0
   LIBERTY CAPITAL MANAGEMENT INC 154 - 2024-03-31 10,000 $56,000 0
   HIGHLANDER CAPITAL MANAGEMENT, LLC 266 - 2024-03-31 8,968 $50,000 0
   Global Retirement Partners LLC 1478 - 2024-03-31 7,417 $41,000 0
   MOTCO 349 - 2024-03-31 7,277 $40,000 -4,882
   Register Financial Advisors LLC 400 - 2024-06-30 5,251 $31,000 46
   RESOURCES MANAGEMENT CORP /CT/ /ADV 338 - 2024-03-31 3,420 $19,000 -5,156
   Pathway Financial Advisers LLC 298 - 2024-03-31 3,255 $18,000 72
   FIFTH THIRD BANCORP 1774 - 2024-03-31 2,500 $14,000 0
   M&R CAPITAL MANAGEMENT INC 356 - 2024-06-30 1,785 $11,000 -7
   PRINCIPAL SECURITIES INC. 2312 - 2024-03-31 1,798 $10,000 51
   Peoples Bank/KS 214 - 2024-06-30 1,500 $9,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2742 - 2024-03-31 837 $5,000 -1,644
   BOYD WATTERSON ASSET MANAGEMENT LLC/OH 346 - 2024-03-31 720 $4,000 0
   Larson Financial Group LLC 1269 - 2024-03-31 514 $3,000 14
   HARBOUR INVESTMENTS INC. 2599 - 2023-12-31 575 $3,000 -532
   Community Bank N.A. 392 - 2024-03-31 330 $2,000 0
   CAROLINAS WEALTH CONSULTING LLC 843 - 2024-03-31 126 $1,000 0
   US BANCORP 3727 - 2024-03-31 138 $1,000 0
   SOA Wealth Advisors LLC. 732 - 2024-06-30 120 $1,000 0
   HANSON MCCLAIN, INC. 3155 *New 2024-03-31 200 $1,000 200
   Nemes Rush Group LLC 594 - 2024-03-31 173 $1,000 -1,648
   PROEQUITIES INC. 2814 - 2024-03-31 0 $0 0
   J P MORGAN CHASE & CO 5744 *Closed 2024-03-31 0 $0 -333
   FMR LLC 5038 *Closed 2024-03-31 0 $0 -1
   RETIREMENT FINANCIAL SOLUTIONS LLC 43 *Closed 2024-03-31 0 $0 -18,280
   NOMURA HOLDINGS INC 1148 *Closed 2024-03-31 0 $0 -11,300
   ADVISORY SERVICES NETWORK, LLC 3455 *Closed 2024-03-31 0 $0 -283
   WELLS FARGO & CO/MN 6786 - 2024-03-31 1 $0 -3,020
   Rollins Financial 113 *Closed 2023-12-31 0 $0 -14,000
   Benchmark Investment Advisors LLC 321 *Closed 2024-03-31 0 $0 -11,060
   CWM LLC 4294 - 2024-06-30 1,703 $0 483
   EdgeRock Capital LLC 310 *Closed 2024-03-31 0 $0 -338
   MARINER WEALTH ADVISORS, LLC 3260 *Closed 2024-03-31 0 $0 -12,109
   NBC SECURITIES INC. 2093 *Closed 2024-06-30 0 $0 -150
   WOLVERINE ASSET MANAGEMENT LLC 1236 *Closed 2024-03-31 0 $0 -12,788
   Significant Wealth Partners LLC 196 *Closed 2024-03-31 0 $0 -163,469
   Federation des caisses Desjardins du Quebec 2250 - 2024-03-31 68 $0 0
  95 Records found
  1    
  Page 1 of 1
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