Gabelli Utility TrustGUT

13F holders, Q2 2026 (June 30)
99holders +6
13new positions
9sold out
1famous investor
$6.58avg. 13F price*

At the end of Q2 2026, 99 institutions reported holding Gabelli Utility Trust (GUT) in their 13F filings, up 6 from Q1 2026. 13 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($9.1M), Commonwealth Equity Services, LLC ($8.3M) and LPL Financial LLC ($6.2M). One famous investor held it Mario Gabelli (0.0% of GAMCO Investors's portfolio).

Company
Gabelli Utility Trust
CUSIP
36240A101
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 80Q1 2024Q2 2024: 82Q2 2024Q3 2024: 92Q3 2024Q4 2024: 84Q4 2024Q1 2025: 85Q1 2025Q2 2025: 91Q2 2025Q3 2025: 98Q3 2025Q4 2025: 101Q4 2025Q1 2026: 93Q1 2026Q2 2026: 99Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions13$2.0M
Exits9$1.1M

All 13F filers, Q1 2026 → Q2 2026: 1,209,098 shares bought and 285,574 shares sold, net +923,524 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 99 holders

Morgan Stanley 0.00% Add +48.6% 1,378,379 $9.1M
Commonwealth Equity Services, LLC 0.01% Reduce -1.5% 1,259,813 $8.3M
LPL Financial LLC 0.00% Reduce -0.2% 947,879 $6.2M
Cambridge Investment Research Advisors, Inc. 0.01% Add +0.6% 599,876 $4.0M
Osaic Holdings, Inc. 0.00% Reduce -1.5% 472,647 $3.1M
GAMCO Investors 0.02% No change 331,023 $2.2M
Baird Financial Group, Inc. 0.00% Add +501.2% 225,794 $1.5M
Cetera Investment Advisers 0.00% Add +6.6% 188,270 $1.2M
Plus Group Wealth Advisors LLC 1.16% Add +4.8% 187,849 $1.2M
CoreCap Advisors, LLC 0.03% Add +63.8% 163,484 $1.1M
Janney Montgomery Scott LLC 0.00% Add +2.4% 141,870 $935K
Raymond James Financial Inc. 0.00% Reduce -3.7% 125,172 $825K
Balboa Wealth Partners 0.10% Reduce -2.5% 110,443 $728K
J.W. Cole Advisors, Inc. 0.01% New 100,922 $665K
Envestnet Asset Management Inc. 0.00% Add +29.7% 100,389 $662K
Wedbush Securities Inc. 0.02% Add +3.7% 97,586 $643K
International Assets Investment Management, LLC 0.03% Reduce -4.0% 86,031 $564K
Kestra Advisory Services, LLC 0.00% Add +4.7% 73,314 $483K
Kovack Advisors, Inc. 0.02% Add +23.0% 64,031 $422K
Core Wealth Advisors, Inc. 0.08% Add +68.0% 58,163 $383K
Virtue Capital Management, LLC 0.05% No change 57,365 $378K
Balefire, LLC 0.06% Add +2.1% 57,016 $376K
Creative Planning 0.00% Add +0.1% 56,917 $375K
Nations Financial Group Inc, /Ia/ 0.02% Add +3.7% 54,701 $360K
Mariner, LLC 0.00% Add +138.0% 51,575 $340K
Pines Wealth Management, LLC 0.09% No change 50,000 $330K
Ignite Planners, LLC 0.04% New 65,818 $319K
Royal Bank of Canada 0.00% Reduce -40.6% 47,576 $314K
Bison Wealth, LLC 0.03% Add +48.4% 46,771 $314K
Rothschild Investment LLC 0.01% No change 46,294 $305K
Stratos Wealth Partners, LTD. 0.00% Add +8.0% 46,112 $304K
Accurate Wealth Management, LLC 0.03% Add +17.5% 41,239 $282K
Wealth Quarterback LLC 0.08% Reduce -13.0% 40,983 $270K
Wealth Enhancement Advisory Services, LLC 0.00% Add +35.3% 37,600 $258K
Private Advisor Group, LLC 0.00% Add +140.5% 36,850 $243K
Leverty Financial Group, LLC 0.04% No change 31,267 $206K
Compound Planning, Inc. 0.01% Reduce -1.9% 30,695 $202K
Kingsview Wealth Management, LLC 0.00% New 30,084 $198K
Stifel Financial Corp. 0.00% Add +7.2% 27,419 $181K
Sequoia Financial Advisors, LLC 0.00% New 26,868 $177K
Bank of America Corp. 0.00% Reduce -3.9% 25,583 $169K
D.A. Davidson & Co. 0.00% Add +0.0% 25,118 $166K
RKL Wealth Management LLC 0.01% No change 25,000 $165K
Piedmont Capital Management, LLC 0.08% No change 24,977 $165K
UBS Group AG 0.00% Reduce -10.7% 24,945 $164K
Nuveen, LLC 0.00% New 24,566 $162K
PNC Financial Services Group, Inc. 0.00% No change 23,656 $156K
Valley Brook Capital Group, Inc. 0.09% Add +11.9% 23,500 $155K
Integrity Alliance, Llc. 0.00% Reduce -2.0% 22,454 $148K
Dynamic Advisor Solutions LLC 0.00% Add +8.9% 21,111 $139K
Plancorp, LLC 0.00% No change 19,652 $137K
Steward Partners Investment Advisory, LLC 0.00% Reduce -16.6% 20,016 $132K
Eagle Wealth Strategies LLC 0.05% No change 18,138 $120K
HRT Financial LP 0.00% New 18,051 $118K
Cascade Investment Group, Inc. 0.07% No change 17,762 $117K
Focus Partners Wealth 0.00% Reduce -37.6% 17,654 $116K
Register Financial Advisors LLC 0.04% Add +2.4% 17,293 $114K
PFG Investments, LLC 0.00% Add +0.1% 17,182 $113K
Zinnia Wealth Advisory, LLC 0.10% Add +0.4% 15,082 $99K
Pinnacle Financial Partners, Inc. 0.00% No change 15,076 $99K
MML Investors Services, LLC 0.00% Add +2.0% 14,657 $97K
Motco 0.01% No change 14,277 $94K
Jane Street Group, LLC 0.00% New 13,767 $91K
Elevation Point Wealth Partners, LLC 0.00% No change 13,500 $89K
Vestmark Advisory Solutions, Inc. 0.00% No change 13,500 $89K
XTX Topco Ltd 0.00% Reduce -5.3% 12,913 $85K
Mercer Global Advisors Inc. 0.00% Add +0.9% 11,668 $77K
Herold Advisors, Inc. 0.01% No change 11,212 $76K
Belpointe Asset Management LLC 0.00% New 11,399 $75K
HighTower Advisors, LLC 0.00% No change 11,350 $75K
Turner Financial Group, Inc. 0.07% — 11,222 $74K
Trek Financial, LLC 0.00% No change 11,060 $73K
Ellis Investment Partners, LLC 0.01% New 10,384 $68K
Liberty Capital Management, Inc. 0.01% — 10,000 $66K
Moors & Cabot, Inc. 0.00% No change 10,000 $66K
Ameriflex Group, Inc. 0.03% No change 9,600 $63K
NewEdge Advisors, LLC 0.00% Reduce -64.1% 6,350 $42K
Brown Brothers Harriman & Co. 0.00% New 5,640 $37K
IFG Advisory, LLC 0.00% No change 5,143 $34K
Quantum Portfolio Management LLC 0.01% New 4,948 $33K
Fifth Third Bancorp 0.00% Add +72.5% 4,758 $31K
Farmers & Merchants Investments Inc. 0.00% No change 4,344 $29K
IFP Advisors, Inc 0.00% No change 2,662 $18K
Anchor Investment Management, LLC 0.00% No change 2,611 $17K
Arax Advisory Partners 0.00% New 2,301 $15K
Highland Investment Advisors LLC 0.01% — 2,017 $13K
Lanark Financial, Inc. 0.00% Add +0.2% 1,933 $13K
AdvisorNet Financial, Inc 0.00% Add +2.4% 1,549 $10K
Allworth Financial LP 0.00% No change 1,202 $8K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -24.6% 1,084 $7K
MTM Investment Management, LLC 0.00% No change 922 $6K
Assetmark, Inc. 0.00% No change 730 $5K
Jones Financial Companies LLLP 0.00% New 597 $4K
Wells Fargo & Company 0.00% Add +54200.0% 543 $4K
Farther Finance Advisors, LLC 0.00% No change 450 $3K
Harbour Investments, Inc. 0.00% Add +29.9% 447 $3K
Rockefeller Capital Management L.P. 0.00% Add +2.5% 405 $3K
SOA Wealth Advisors, LLC. 0.00% No change 120 $791
Federation des caisses Desjardins du Quebec 0.00% No change 68 $448

"% of holder's portfolio" is GUT's weight in each manager's 13F, not the share of Gabelli Utility Trust the manager owns.