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Get Institutions for : 
Gabelli Utility Trust (GUT)  
$5.55 0.00 (0.00%) as of 4:30 Wed 4/24


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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  : 
0.21 (3.65%)  




 
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
   MORGAN STANLEY 3900 - 2023-12-31 852,054 $4,618,000 37,981
   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
   Balboa Wealth Partners 102 - 2023-12-31 101,740 $551,000 6,875
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 346 - 2024-03-31 99,197 $548,000 2,000
   Cetera Investment Advisers 1719 - 2023-12-31 61,197 $332,000 33
   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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2162 - 2024-03-31 36,714 $204,000 5,185
   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
   Brookstone Capital Management 880 - 2024-03-31 30,121 $167,000 6,532
   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
   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
   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
   RETIREMENT FINANCIAL SOLUTIONS LLC 47 - 2023-12-31 18,280 $99,000 1,030
   VisionPoint Advisory Group LLC 193 - 2023-12-31 17,413 $94,000 92
   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
   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
   Register Financial Advisors LLC 410 - 2024-03-31 5,205 $29,000 5,205
   Nemes Rush Group LLC 421 - 2023-12-31 1,821 $10,000 1,648
   M&R CAPITAL MANAGEMENT INC 360 - 2024-03-31 1,792 $10,000 46
   NBC SECURITIES INC. 2034 - 2024-03-31 150 $1,000 150

  30 Records found
  1    
  Page 1 of 1
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