Gabelli Utility TrustGUT
13F holders, Q3 2024 (September 30)92holders +10
15new positions
6sold out
2famous investors
$5.20avg. 13F price*
At the end of Q3 2024, 92 institutions reported holding Gabelli Utility Trust (GUT) in their 13F filings, up 10 from Q2 2024. 15 opened new positions and 6 sold out. The largest holders were Commonwealth Equity Services, LLC ($6.9M), LPL Financial LLC ($5.1M) and Morgan Stanley ($4.4M). 2 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Gabelli Utility Trust
- CUSIP
- 36240A101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $6.2M |
| Exits | 6 | $1.1M |
All 13F filers, Q2 2024 → Q3 2024: 1,395,875 shares bought and 377,984 shares sold, net +1,017,891 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 92 holders
| Commonwealth Equity Services, LLC | 0.01% | Add +3.6% | 1,327,391 | $6.9M |
| LPL Financial LLC | 0.00% | Reduce -5.9% | 973,364 | $5.1M |
| Morgan Stanley | 0.00% | Add +0.3% | 854,735 | $4.4M |
| Alpine Global Management, LLC | 0.58% | New | 436,411 | $2.3M |
| Boothbay Fund Management, LLC | 0.07% | New | 425,685 | $2.2M |
| GAMCO Investors | 0.01% | No change | 275,853 | $1.4M |
| Virtue Capital Management, LLC | 0.22% | No change | 211,635 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -28.0% | 155,332 | $808K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +16.3% | 129,371 | $673K |
| Balboa Wealth Partners | 0.17% | Add +2.4% | 128,694 | $669K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.3% | 128,725 | $669K |
| Cetera Investment Advisers | 0.00% | Add +44.7% | 126,686 | $659K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -9.6% | 113,821 | $592K |
| MAS Advisors LLC | 1.19% | No change | 107,533 | $559K |
| International Assets Investment Management, LLC | 0.04% | No change | 99,197 | $516K |
| Raymond James & Associates | 0.00% | Add +10.7% | 75,814 | $394K |
| CoreCap Advisors, LLC | 0.02% | Add +31.3% | 74,466 | $387K |
| Bank of America Corp. | 0.00% | Reduce -18.6% | 72,790 | $379K |
| Wolverine Asset Management LLC | 0.04% | New | 72,748 | $378K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -4.0% | 70,385 | $366K |
| Susquehanna International Group, LLP | 0.00% | New | 59,785 | $311K |
| Creative Planning | 0.00% | Add +0.1% | 59,004 | $307K |
| Arlington Capital Management, Inc. | 0.24% | New | 54,999 | $286K |
| Innova Wealth Partners | 0.24% | New | 54,999 | $286K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +4.1% | 53,932 | $280K |
| Balefire, LLC | 0.09% | Add +21.9% | 49,418 | $257K |
| Good Life Advisors, LLC | 0.02% | Add +107.3% | 48,466 | $252K |
| Royal Bank of Canada | 0.00% | Reduce -11.5% | 46,888 | $244K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.2% | 45,860 | $238K |
| Rothschild Investment LLC | 0.01% | Reduce -2.7% | 43,019 | $224K |
| Kestra Advisory Services, LLC | 0.00% | Add +60.9% | 38,954 | $203K |
| Wealth Quarterback LLC | 0.10% | Reduce -3.8% | 37,691 | $196K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.8% | 37,656 | $196K |
| MML Investors Services, LLC | 0.00% | Add +4.2% | 35,643 | $185K |
| UBS Group AG | 0.00% | Add +2.0% | 32,178 | $167K |
| Leverty Financial Group, LLC | 0.09% | No change | 31,267 | $163K |
| Hilltop Holdings Inc. | 0.01% | Add +2.4% | 29,902 | $155K |
| Brookstone Capital Management | 0.00% | Reduce -10.9% | 29,667 | $154K |
| Envestnet Asset Management Inc. | 0.00% | New | 29,497 | $153K |
| Synovus Financial Corp. | 0.00% | Add +79.8% | 27,102 | $141K |
| Piedmont Capital Management, LLC | 0.08% | Reduce -37.3% | 24,710 | $127K |
| Stifel Financial Corp. | 0.00% | Add +26.0% | 22,018 | $114K |
| Vantage Financial Partners, LLC | 0.03% | Add +0.2% | 20,959 | $109K |
| Everstar Asset Management, LLC | 0.06% | — | 18,150 | $94K |
| Eagle Wealth Strategies LLC | 0.07% | No change | 18,138 | $94K |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.8% | 17,407 | $91K |
| Kellett Wealth Advisors, LLC | 0.06% | Reduce -3.9% | 17,108 | $89K |
| Cascade Investment Group, Inc. | 0.07% | Reduce -3.5% | 17,087 | $89K |
| Weiss Asset Management LP | 0.00% | New | 16,188 | $84K |
| D.A. Davidson & Co. | 0.00% | Add +0.1% | 15,470 | $80K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 14,910 | $78K |
| Pure Financial Advisors, LLC | 0.00% | New | 14,909 | $78K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +1.6% | 14,488 | $75K |
| Accurate Wealth Management, LLC | 0.01% | No change | 14,500 | $74K |
| Rollins Financial Advisors, LLC | 0.01% | No change | 14,000 | $73K |
| Private Advisor Group, LLC | 0.00% | Add +0.6% | 13,999 | $73K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +1.1% | 13,240 | $69K |
| Citadel Advisors | 0.00% | Add +22.2% | 12,230 | $64K |
| BNC Wealth Management, LLC | 0.02% | Reduce -15.2% | 12,046 | $63K |
| Sonora Investment Management Group, LLC | 0.00% | No change | 12,015 | $62K |
| Pinnacle Associates Ltd. | 0.00% | No change | 11,164 | $61K |
| Captrust Financial Advisors | 0.00% | Reduce -0.6% | 11,627 | $60K |
| Trek Financial, LLC | 0.00% | No change | 11,060 | $58K |
| PFG Investments, LLC | 0.00% | New | 10,016 | $52K |
| Liberty Capital Management, Inc. | 0.01% | No change | 10,000 | $52K |
| Global Retirement Partners, LLC | 0.00% | No change | 7,417 | $39K |
| Motco | 0.00% | No change | 7,277 | $38K |
| Fifth Third Bancorp | 0.00% | Add +186.9% | 7,172 | $37K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.7% | 6,494 | $34K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 5,882 | $31K |
| Register Financial Advisors LLC | 0.01% | Add +0.9% | 5,299 | $28K |
| Quarry LP | 0.01% | New | 4,333 | $23K |
| Pathway Financial Advisers, LLC | 0.01% | Add +2.1% | 3,397 | $18K |
| Resources Management Corp. /CT/ | 0.00% | Reduce -19.2% | 2,762 | $14K |
| IFP Advisors, Inc | 0.00% | New | 2,662 | $14K |
| Principal Securities, Inc. | 0.00% | Add +2.8% | 1,898 | $10K |
| M&R Capital Management Inc. | 0.00% | Add +2.5% | 1,829 | $10K |
| Peoples Bank | 0.00% | Reduce -33.3% | 1,000 | $5K |
| Assetmark, Inc. | 0.00% | New | 1,000 | $5K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 720 | $4K |
| Wells Fargo & Company | 0.00% | Reduce -92.6% | 711 | $4K |
| Cwm, LLC | 0.00% | Reduce -71.6% | 483 | $3K |
| Community Bank, N.A. | 0.00% | No change | 330 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 264 | $1K |
| Allworth Financial LP | 0.00% | No change | 200 | $1K |
| Nemes Rush Group LLC | 0.00% | New | 173 | $960 |
| US Bancorp \de | 0.00% | No change | 138 | $718 |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 126 | $656 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 120 | $624 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 97 | $504 |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 68 | $354 |
| FMR LLC | 0.00% | No change | 1 | $5 |
"% of holder's portfolio" is GUT's weight in each manager's 13F, not the share of Gabelli Utility Trust the manager owns.