Gabelli Utility TrustGUT
13F holders, Q1 2024 (March 31)80holders
1famous investor
$5.55avg. 13F price*
At the end of Q1 2024, 80 institutions reported holding Gabelli Utility Trust (GUT) in their 13F filings. The largest holders were Commonwealth Equity Services, LLC ($7.0M), LPL Financial LLC ($5.5M) and Morgan Stanley ($4.7M). 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
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.7M |
| Exits | 11 | $1.5M |
Ownership 80 holders
| Commonwealth Equity Services, LLC | 0.01% | Add +3.4% | 1,269,814 | $7.0M |
| LPL Financial LLC | 0.00% | Reduce -12.8% | 983,226 | $5.5M |
| Morgan Stanley | 0.00% | Add +0.4% | 855,341 | $4.7M |
| Osaic Holdings, Inc. | 0.00% | Add +7.8% | 340,701 | $1.9M |
| GAMCO Investors | 0.02% | No change | 275,853 | $1.5M |
| Virtue Capital Management, LLC | 0.21% | New | 211,635 | $1.2M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +18.6% | 183,822 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.8% | 134,043 | $744K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.2% | 124,459 | $691K |
| Balboa Wealth Partners | 0.22% | Add +20.3% | 122,390 | $679K |
| MAS Advisors LLC | 0.67% | Add +34.9% | 104,137 | $578K |
| Cetera Investment Advisers | 0.00% | Add +62.1% | 99,219 | $551K |
| International Assets Investment Management, LLC | 0.06% | Add +2.1% | 99,197 | $548K |
| Bank of America Corp. | 0.00% | Add +19.7% | 92,324 | $512K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -1.4% | 74,505 | $414K |
| Royal Bank of Canada | 0.00% | Reduce -17.4% | 69,895 | $388K |
| Raymond James & Associates | 0.00% | Reduce -0.6% | 59,939 | $333K |
| Creative Planning | 0.00% | Add +19.8% | 59,761 | $332K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +7.6% | 49,308 | $274K |
| Rothschild Investment LLC | 0.02% | No change | 44,199 | $245K |
| Wealth Quarterback LLC | 0.12% | Add +8.2% | 39,935 | $222K |
| Piedmont Capital Management, LLC | 0.15% | No change | 39,392 | $218K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 37,956 | $211K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +16.4% | 36,714 | $204K |
| UBS Group AG | 0.00% | Add +11.8% | 33,553 | $186K |
| Leverty Financial Group, LLC | 0.10% | No change | 31,267 | $174K |
| Brookstone Capital Management | 0.00% | Add +27.7% | 30,121 | $167K |
| Susquehanna International Group, LLP | 0.00% | New | 29,604 | $164K |
| Hilltop Holdings Inc. | 0.02% | Add +1.3% | 25,488 | $141K |
| Kestra Advisory Services, LLC | 0.00% | Add +4.4% | 25,084 | $139K |
| MML Investors Services, LLC | 0.00% | Add +1.3% | 23,629 | $131K |
| Kellett Wealth Advisors, LLC | 0.09% | Reduce -12.9% | 22,808 | $127K |
| Good Life Advisors, LLC | 0.01% | Add +1.7% | 22,692 | $126K |
| CoreCap Advisors, LLC | 0.01% | Reduce -25.4% | 22,295 | $124K |
| NewEdge Advisors, LLC | 0.00% | Add +554.5% | 21,273 | $118K |
| Vantage Financial Partners, LLC | 0.03% | Reduce -5.6% | 20,873 | $116K |
| Balefire, LLC | 0.04% | Add +9.2% | 19,020 | $106K |
| Eagle Wealth Strategies LLC | 0.08% | No change | 18,138 | $100K |
| Cascade Investment Group, Inc. | 0.07% | No change | 17,716 | $98K |
| PFG Investments, LLC | 0.01% | New | 17,374 | $96K |
| BNC Wealth Management, LLC | 0.04% | Reduce -12.5% | 16,506 | $92K |
| Wedbush Securities Inc. | 0.00% | No change | 16,250 | $90K |
| Baird Financial Group, Inc. | 0.00% | New | 16,147 | $90K |
| Synovus Financial Corp. | 0.00% | No change | 15,076 | $84K |
| D.A. Davidson & Co. | 0.00% | Add +10.0% | 14,786 | $82K |
| Accurate Wealth Management, LLC | 0.02% | No change | 14,500 | $80K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +1.7% | 14,042 | $78K |
| Rollins Financial Advisors, LLC | 0.01% | New | 14,000 | $78K |
| Private Advisor Group, LLC | 0.00% | Add +0.7% | 13,826 | $77K |
| Envestnet Asset Management Inc. | 0.00% | New | 12,499 | $69K |
| Sonora Investment Management Group, LLC | 0.01% | No change | 12,015 | $67K |
| Captrust Financial Advisors | 0.00% | Reduce -59.6% | 11,608 | $64K |
| Stifel Financial Corp. | 0.00% | Add +0.9% | 11,474 | $64K |
| Pinnacle Associates Ltd. | 0.00% | No change | 11,164 | $62K |
| Trek Financial, LLC | 0.00% | No change | 11,060 | $61K |
| Virtu Financial LLC | 0.00% | Reduce -68.3% | 10,925 | $61K |
| Liberty Capital Management, Inc. | 0.01% | No change | 10,000 | $56K |
| Highlander Capital Management, LLC | 0.02% | No change | 8,968 | $50K |
| Global Retirement Partners, LLC | 0.00% | No change | 7,417 | $41K |
| Motco | 0.00% | Reduce -40.1% | 7,277 | $40K |
| Register Financial Advisors LLC | 0.01% | New | 5,205 | $29K |
| Resources Management Corp. /CT/ | 0.00% | Reduce -60.1% | 3,420 | $19K |
| Pathway Financial Advisers, LLC | 0.01% | Add +2.3% | 3,255 | $18K |
| Fifth Third Bancorp | 0.00% | No change | 2,500 | $14K |
| Principal Securities, Inc. | 0.00% | Add +2.9% | 1,798 | $10K |
| M&R Capital Management Inc. | 0.00% | Add +2.6% | 1,792 | $10K |
| Peoples Bank | 0.01% | No change | 1,500 | $8K |
| Cwm, LLC | 0.00% | New | 1,220 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -66.3% | 837 | $5K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 720 | $4K |
| Larson Financial Group LLC | 0.00% | Add +2.8% | 514 | $3K |
| Community Bank, N.A. | 0.00% | No change | 330 | $2K |
| Allworth Financial LP | 0.00% | New | 200 | $1K |
| Lanark Financial, Inc. | 0.00% | New | 150 | $1K |
| Nemes Rush Group LLC | 0.00% | Reduce -90.5% | 173 | $961 |
| US Bancorp \de | 0.00% | No change | 138 | $766 |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 126 | $699 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 120 | $666 |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 68 | $377 |
| Wells Fargo & Company | 0.00% | Reduce -100.0% | 1 | $3 |
"% of holder's portfolio" is GUT's weight in each manager's 13F, not the share of Gabelli Utility Trust the manager owns.