Gabelli Utility TrustGUT
13F holders, Q2 2024 (June 30)82holders +2
11new positions
8sold out
3famous investors
$5.92avg. 13F price*
At the end of Q2 2024, 82 institutions reported holding Gabelli Utility Trust (GUT) in their 13F filings, up 2 from Q1 2024. 11 opened new positions and 8 sold out. The largest holders were Commonwealth Equity Services, LLC ($7.6M), LPL Financial LLC ($6.1M) and Morgan Stanley ($5.0M). 3 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Gabelli Utility Trust
- CUSIP
- 36240A101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $1.3M |
| Exits | 8 | $486K |
All 13F filers, Q1 2024 → Q2 2024: 403,538 shares bought and 347,063 shares sold, net +56,475 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 82 holders
| Commonwealth Equity Services, LLC | 0.01% | Add +0.9% | 1,281,776 | $7.6M |
| LPL Financial LLC | 0.00% | Add +5.2% | 1,034,479 | $6.1M |
| Morgan Stanley | 0.00% | Reduce -0.4% | 851,862 | $5.0M |
| GAMCO Investors | 0.02% | No change | 275,853 | $1.6M |
| Virtue Capital Management, LLC | 0.22% | No change | 211,635 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -36.7% | 215,771 | $1.3M |
| Aristides Capital LLC | 0.36% | New | 144,083 | $853K |
| Janney Montgomery Scott LLC | 0.00% | Add +3.7% | 129,091 | $764K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.1% | 125,846 | $745K |
| Balboa Wealth Partners | 0.20% | Add +2.7% | 125,694 | $744K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -39.5% | 111,237 | $659K |
| MAS Advisors LLC | 1.52% | Add +3.3% | 107,533 | $637K |
| International Assets Investment Management, LLC | 0.06% | No change | 99,197 | $587K |
| Bank of America Corp. | 0.00% | Reduce -3.1% | 89,431 | $529K |
| Cetera Investment Advisers | 0.00% | Reduce -11.8% | 87,544 | $518K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -1.6% | 73,305 | $434K |
| Raymond James & Associates | 0.00% | Add +14.3% | 68,514 | $406K |
| Creative Planning | 0.00% | Reduce -1.4% | 58,918 | $349K |
| CoreCap Advisors, LLC | 0.03% | Add +154.4% | 56,716 | $336K |
| Royal Bank of Canada | 0.00% | Reduce -24.2% | 53,000 | $313K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +5.1% | 51,808 | $307K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +24.6% | 45,764 | $271K |
| Rothschild Investment LLC | 0.02% | No change | 44,199 | $262K |
| Balefire, LLC | 0.09% | Add +113.2% | 40,555 | $240K |
| Wealth Quarterback LLC | 0.13% | Reduce -1.9% | 39,162 | $232K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 37,956 | $225K |
| Piedmont Capital Management, LLC | 0.15% | No change | 39,392 | $218K |
| Brookstone Capital Management | 0.00% | Add +10.6% | 33,300 | $204K |
| MML Investors Services, LLC | 0.00% | Add +44.8% | 34,215 | $203K |
| UBS Group AG | 0.00% | Reduce -6.0% | 31,542 | $187K |
| Leverty Financial Group, LLC | 0.11% | No change | 31,267 | $185K |
| Hilltop Holdings Inc. | 0.02% | Add +14.6% | 29,214 | $173K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.5% | 24,214 | $143K |
| Good Life Advisors, LLC | 0.01% | Add +3.0% | 23,382 | $138K |
| Vantage Financial Partners, LLC | 0.03% | Add +0.2% | 20,916 | $124K |
| NewEdge Advisors, LLC | 0.00% | Reduce -11.2% | 18,889 | $112K |
| Eagle Wealth Strategies LLC | 0.09% | No change | 18,138 | $107K |
| Kellett Wealth Advisors, LLC | 0.09% | Reduce -21.9% | 17,808 | $105K |
| Cascade Investment Group, Inc. | 0.08% | No change | 17,716 | $105K |
| Stifel Financial Corp. | 0.00% | Add +52.3% | 17,474 | $103K |
| CIBC Private Wealth Group LLC | 0.00% | New | 14,910 | $92K |
| D.A. Davidson & Co. | 0.00% | Add +4.6% | 15,463 | $92K |
| Synovus Financial Corp. | 0.00% | No change | 15,076 | $89K |
| Accurate Wealth Management, LLC | 0.02% | No change | 14,500 | $88K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +1.6% | 14,261 | $84K |
| BNC Wealth Management, LLC | 0.03% | Reduce -14.0% | 14,196 | $84K |
| Rollins Financial Advisors, LLC | 0.01% | No change | 14,000 | $83K |
| Private Advisor Group, LLC | 0.00% | Add +0.6% | 13,913 | $82K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 13,095 | $78K |
| HRT Financial LP | 0.00% | New | 13,147 | $77K |
| Wedbush Securities Inc. | 0.00% | Reduce -22.3% | 12,625 | $75K |
| Captrust Financial Advisors | 0.00% | Add +0.8% | 11,695 | $69K |
| Sonora Investment Management Group, LLC | 0.01% | No change | 12,015 | $67K |
| Pinnacle Associates Ltd. | 0.00% | No change | 11,164 | $66K |
| Trek Financial, LLC | 0.01% | No change | 11,060 | $65K |
| Fisher Asset Management | 0.00% | New | 10,261 | $61K |
| Citadel Advisors | 0.00% | New | 10,007 | $59K |
| Liberty Capital Management, Inc. | 0.01% | No change | 10,000 | $59K |
| Wells Fargo & Company | 0.00% | Add +959700.0% | 9,598 | $57K |
| Global Retirement Partners, LLC | 0.00% | No change | 7,417 | $44K |
| Motco | 0.00% | No change | 7,277 | $43K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 5,882 | $35K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +601.0% | 5,867 | $35K |
| Register Financial Advisors LLC | 0.02% | Add +0.9% | 5,251 | $31K |
| Resources Management Corp. /CT/ | 0.00% | No change | 3,420 | $20K |
| Pathway Financial Advisers, LLC | 0.01% | Add +2.2% | 3,326 | $20K |
| Fifth Third Bancorp | 0.00% | No change | 2,500 | $15K |
| Principal Securities, Inc. | 0.00% | Add +2.7% | 1,847 | $11K |
| M&R Capital Management Inc. | 0.00% | Reduce -0.4% | 1,785 | $11K |
| Cwm, LLC | 0.00% | Add +39.6% | 1,703 | $10K |
| Peoples Bank | 0.01% | No change | 1,500 | $9K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 720 | $4K |
| Laurel Wealth Advisors LLC | 0.00% | New | 369 | $2K |
| Community Bank, N.A. | 0.00% | No change | 330 | $2K |
| EdgeRock Capital LLC | 0.00% | New | 321 | $2K |
| Harbour Investments, Inc. | 0.00% | New | 264 | $2K |
| Allworth Financial LP | 0.00% | No change | 200 | $1K |
| US Bancorp \de | 0.00% | No change | 138 | $817 |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 126 | $746 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 120 | $710 |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 68 | $403 |
| FMR LLC | 0.00% | New | 1 | $6 |
"% of holder's portfolio" is GUT's weight in each manager's 13F, not the share of Gabelli Utility Trust the manager owns.