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Get Institutions for : 
Gabelli Utility Trust (GUT)  
$5.49 0.03 (0.55%) as of 4:30 Wed 3/27


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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
$4.84  
Last Quarter's Ending Price : 
$5.42  
Last Quarter's Average Price
$5.76  
Change from last quarter's     
avg. price to the last closing  : 
0.27 (4.69%)  




 
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: 
3-31-2022 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 the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   COMMONWEALTH EQUITY SERVICES LLC. 926 - 2023-12-31 1,228,543 $6,659,000 11,941
   LPL FINANCIAL CORP 1551 - 2023-12-31 1,127,294 $6,110,000 -27,489
   MORGAN STANLEY 3900 - 2023-12-31 852,054 $4,618,000 37,981
   Advisor Group Holdings Inc. 1980 - 2023-12-31 316,067 $1,713,000 -66,111
   GAMCO INVESTORS INC ET AL 526 - 2023-12-31 275,853 $1,495,000 0
   Significant Wealth Partners LLC 45 - 2023-12-31 163,469 $886,000 0
   Atria Wealth Solutions Inc. 931 - 2023-12-31 155,004 $840,000 22,843
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1826 - 2023-12-31 139,335 $755,000 584
   JANNEY MONTGOMERY SCOTT LLC 1679 - 2023-12-31 124,751 $676,000 -2,449
   Balboa Wealth Partners 102 - 2023-12-31 101,740 $551,000 6,875
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC - 2023-12-31 97,197 $527,000 3,000
   ROYAL BANK OF CANADA 3725 - 2023-12-31 84,590 $459,000 -42,242
   BANK OF AMERICA CORP /DE/ 4587 - 2023-12-31 77,155 $418,000 -47,537
   MAS Advisors LLC 42 - 2023-12-31 77,211 $418,000 -22,676
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2511 - 2023-12-31 75,589 $410,000 -15,241
   Cetera Investment Advisers 1719 - 2023-12-31 61,197 $332,000 33
   RAYMOND JAMES & ASSOCIATES 3182 - 2023-12-31 60,293 $327,000 -461
   ROTHSCHILD INVESTMENT CORP /IL 346 - 2023-09-30 52,199 $277,000 0
   Riverview Trust Co - 2023-12-31 50,954 $276,000 0
   CREATIVE PLANNING 2152 - 2023-12-31 49,892 $270,000 1,191
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 554 - 2023-12-31 45,808 $248,000 2,072
   Coco Enterprises LLC 48 - 2023-12-31 39,392 $214,000 0
   PNC FINANCIAL SERVICES GROUP INC 2120 - 2023-12-31 37,956 $206,000 -2,293
   Wealth Quarterback LLC 112 - 2023-12-31 36,926 $200,000 1,232
   VIRTU FINANCIAL LLC 852 - 2023-12-31 34,474 $187,000 562
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2089 - 2023-12-31 31,529 $171,000 4,948
   Leverty Financial Group LLC 32 - 2023-12-31 31,267 $169,000 0
   UBS Group AG 4666 - 2023-12-31 30,025 $163,000 -17,854
   CoreCap Advisors LLC 565 - 2023-12-31 29,895 $162,000 0
   CAPTRUST FINANCIAL ADVISORS 2443 - 2023-12-31 28,748 $156,000 4,005
   Kellett Schaffner Wealth Advisors LLC 77 - 2023-12-31 26,200 $142,000 26,200
   HILLTOP HOLDINGS INC. 571 - 2023-12-31 25,163 $136,000 -16,432
   FINANCIAL NETWORK 2604 - 2023-12-31 24,532 $133,000 9,095
   Kestra Advisory Services LLC 2156 - 2023-12-31 24,036 $130,000 13,438
   Brookstone Capital Management 823 - 2023-12-31 23,589 $128,000 2,431
   MML INVESTORS SERVICES LLC 2357 - 2023-12-31 23,321 $126,000 -6,317
   Good Life Advisors LLC 423 - 2023-12-31 22,316 $121,000 344
   Vantage Financial Partners LLC 128 - 2023-12-31 22,118 $120,000 40
   BNC WEALTH MANAGEMENT LLC 94 - 2023-12-31 18,867 $102,000 0
   RETIREMENT FINANCIAL SOLUTIONS LLC 47 - 2023-12-31 18,280 $99,000 1,030
   EAGLE WEALTH STRATEGIES LLC 96 - 2023-12-31 18,138 $98,000 0
   CASCADE INVESTMENT GROUP INC. 134 - 2023-12-31 17,716 $96,000 0
   VisionPoint Advisory Group LLC 193 - 2023-12-31 17,413 $94,000 92
   WEDBUSH MORGAN SECURITIES INC 1042 - 2023-12-31 16,250 $88,000 -2,100
   SYNOVUS FINANCIAL CORP 809 - 2023-12-31 15,076 $82,000 0
   Accurate Wealth Management LLC 268 - 2023-12-31 14,500 $78,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC 1140 - 2023-12-31 13,813 $75,000 209
   Private Advisor Group LLC 2132 - 2023-12-31 13,735 $74,000 83
   DAVIDSON D A & CO 1304 - 2023-12-31 13,444 $73,000 1,491
   WOLVERINE ASSET MANAGEMENT LLC 651 *New 2023-12-31 12,788 $69,000 12,788
   MARINER WEALTH ADVISORS, LLC 2906 *New 2023-12-31 12,109 $66,000 12,109
   MOTCO 268 - 2023-12-31 12,159 $66,000 0
   Sonora Investment Management Group LLC 240 - 2023-12-31 12,015 $65,000 0
   STIFEL FINANCIAL CORP 3191 - 2023-12-31 11,374 $62,000 0
   NOMURA HOLDINGS INC 981 *New 2023-12-31 11,300 $61,000 11,300
   PINNACLE ASSOCIATES LTD 801 - 2023-12-31 11,164 $61,000 0
   Benchmark Investment Advisors LLC 318 *New 2023-12-31 11,060 $60,000 11,060
   BCJ Capital Management LLC 305 - 2023-12-31 11,060 $60,000 -3,692
   LIBERTY CAPITAL MANAGEMENT INC - 2023-12-31 10,000 $54,000 0
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 8,968 $49,000 1,700
   RESOURCES MANAGEMENT CORP /CT/ /ADV 289 - 2023-12-31 8,576 $46,000 105
   Global Retirement Partners LLC 1451 - 2023-12-31 7,417 $39,000 -2,088
   Goss Wealth Management LLC 2586 - 2023-12-31 3,250 $18,000 0
   WELLS FARGO & CO/MN 5029 - 2023-12-31 3,021 $16,000 -111,934
   FIFTH THIRD BANCORP 1867 - 2023-12-31 2,500 $14,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2495 - 2023-12-31 2,481 $13,000 -453
   Nemes Rush Group LLC 421 - 2023-12-31 1,821 $10,000 1,648
   M&R CAPITAL MANAGEMENT INC 415 - 2023-12-31 1,746 $9,000 41
   PRINCIPAL SECURITIES INC. 2289 - 2023-12-31 1,747 $9,000 0
   Peoples Bank/KS 220 - 2023-12-31 1,500 $8,000 0
   BOYD WATTERSON ASSET MANAGEMENT LLC/OH 337 - 2023-12-31 720 $4,000 0
   Larson Financial Group LLC 1313 - 2023-12-31 500 $3,000 0
   HARBOUR INVESTMENTS INC. 2599 - 2023-12-31 575 $3,000 -532
   ADVISORY SERVICES NETWORK, LLC 3319 *New 2023-12-31 283 $2,000 283
   EdgeRock Capital LLC 277 *New 2023-12-31 338 $2,000 338
   J P MORGAN CHASE & CO 5366 *New 2023-12-31 333 $2,000 333
   Community Bank N.A. 396 - 2023-12-31 330 $2,000 0
   SOA Wealth Advisors LLC. 750 - 2023-12-31 120 $1,000 0
   CAROLINAS WEALTH CONSULTING LLC 897 - 2023-12-31 126 $1,000 0
   US BANCORP 3756 - 2023-12-31 138 $1,000 0
   NBC SECURITIES INC. 2063 *Closed 2023-12-31 0 $0 -3,426
   FMR LLC 4672 - 2023-12-31 1 $0 1
   Kingsview Wealth Management LLC 956 *Closed 2023-12-31 0 $0 -11,612
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 822 *Closed 2023-12-31 0 $0 -691
   TOWER RESEARCH CAPITAL LLC 5773 *Closed 2023-12-31 0 $0 -902
   PROEQUITIES INC. 4653 - 2023-12-31 0 $0 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6338 *Closed 2023-12-31 0 $0 -31,314
   AE Wealth Management LLC 2201 *Closed 2023-12-31 0 $0 -17,588
   PFG Investments LLC 528 *Closed 2023-12-31 0 $0 -10,029
   Envestnet Portfolio Solutions Inc. 1588 *Closed 2023-12-31 0 $0 -10,681
   Nelson Van Denburg & Campbell Wealth Management Gr 1642 *Closed 2023-12-31 0 $0 -479
   Kovack Advisors Inc. 607 *Closed 2023-12-31 0 $0 -17,125
   Rollins Financial 113 *Closed 2023-12-31 0 $0 -14,000
   MULTIFINANCIAL SECURITIES CORP 1803 *Closed 2023-12-31 0 $0 -12,239
   Register Financial Advisors LLC 647 *Closed 2023-12-31 0 $0 -5,112
   Tradition Wealth Management LLC 1342 *Closed 2023-12-31 0 $0 -928
   REGIONS FINANCIAL CORP 831 *Closed 2023-12-31 0 $0 -20,000

  97 Records found
  1    
  Page 1 of 1
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