Gabelli Utility TrustGUT
13F holders, Q4 2024 (December 31)84holders −8
12new positions
18sold out
1famous investor
$5.03avg. 13F price*
At the end of Q4 2024, 84 institutions reported holding Gabelli Utility Trust (GUT) in their 13F filings, down 8 from Q3 2024. 12 opened new positions and 18 sold out. The largest holders were Commonwealth Equity Services, LLC ($7.8M), Sit Investment Associates Inc. ($7.5M) and LPL Financial LLC ($4.8M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $8.8M |
| Exits | 18 | $5.8M |
All 13F filers, Q3 2024 → Q4 2024: 2,226,618 shares bought and 1,485,159 shares sold, net +741,459 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 84 holders
| Commonwealth Equity Services, LLC | 0.01% | Add +17.4% | 1,558,158 | $7.8M |
| Sit Investment Associates Inc. | 0.17% | New | 1,489,703 | $7.5M |
| LPL Financial LLC | 0.00% | Reduce -2.5% | 948,614 | $4.8M |
| Morgan Stanley | 0.00% | Reduce -11.2% | 759,037 | $3.8M |
| GAMCO Investors | 0.02% | Add +20.0% | 331,023 | $1.7M |
| Virtue Capital Management, LLC | 0.21% | No change | 211,635 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +21.3% | 188,425 | $948K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.4% | 131,800 | $663K |
| Cetera Investment Advisers | 0.00% | Add +3.6% | 131,241 | $660K |
| Balboa Wealth Partners | 0.15% | Reduce -1.0% | 127,356 | $641K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -4.3% | 123,750 | $622K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.5% | 122,316 | $615K |
| International Assets Investment Management, LLC | 0.04% | Reduce -0.1% | 99,122 | $507K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +113.2% | 97,789 | $492K |
| Raymond James Financial Inc. | 0.00% | — | 94,050 | $473K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 87,500 | $440K |
| MAS Advisors LLC | 0.69% | Reduce -24.1% | 81,561 | $410K |
| CoreCap Advisors, LLC | 0.02% | No change | 74,466 | $375K |
| Arlington Capital Management, Inc. | 0.24% | Add +23.6% | 67,962 | $342K |
| Nomura Holdings Inc. | 0.00% | New | 64,230 | $323K |
| Creative Planning | 0.00% | Add +5.9% | 62,496 | $314K |
| Balefire, LLC | 0.10% | Add +17.7% | 58,171 | $297K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +0.1% | 53,982 | $272K |
| Stifel Financial Corp. | 0.00% | Add +141.7% | 53,212 | $268K |
| Rothschild Investment LLC | 0.01% | Add +1.4% | 43,609 | $219K |
| Royal Bank of Canada | 0.00% | Reduce -7.4% | 43,424 | $218K |
| Envestnet Asset Management Inc. | 0.00% | Add +40.1% | 41,323 | $208K |
| Wealth Quarterback LLC | 0.09% | Add +5.1% | 39,623 | $199K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.8% | 37,876 | $191K |
| Wedbush Securities Inc. | 0.01% | New | 35,415 | $178K |
| UBS Group AG | 0.00% | Add +9.2% | 35,129 | $177K |
| Leverty Financial Group, LLC | 0.08% | No change | 31,267 | $157K |
| MML Investors Services, LLC | 0.00% | Reduce -20.8% | 28,234 | $142K |
| Hilltop Holdings Inc. | 0.01% | Reduce -6.6% | 27,917 | $140K |
| Piedmont Capital Management, LLC | 0.08% | No change | 24,710 | $126K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -37.2% | 23,656 | $119K |
| Private Advisor Group, LLC | 0.00% | Add +50.6% | 21,086 | $106K |
| Vantage Financial Partners, LLC | 0.03% | Add +0.2% | 21,009 | $106K |
| Good Life Advisors, LLC | 0.01% | Reduce -58.1% | 20,326 | $102K |
| Ameriflex Group, Inc. | 0.04% | — | 17,750 | $97K |
| Bank of America Corp. | 0.00% | Reduce -73.8% | 19,074 | $96K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 18,328 | $92K |
| Marex Group Ltd | 0.00% | New | 18,187 | $91K |
| Eagle Wealth Strategies LLC | 0.07% | No change | 18,138 | $91K |
| Cascade Investment Group, Inc. | 0.06% | Add +4.7% | 17,888 | $90K |
| Accurate Wealth Management, LLC | 0.02% | Add +13.1% | 16,400 | $89K |
| D.A. Davidson & Co. | 0.00% | Add +6.4% | 16,467 | $83K |
| Synovus Financial Corp. | 0.00% | Reduce -44.1% | 15,148 | $76K |
| Everstar Asset Management, LLC | 0.05% | Reduce -17.1% | 15,050 | $76K |
| Sonora Investment Management Group, LLC | 0.01% | Add +20.0% | 14,419 | $73K |
| Rollins Financial Advisors, LLC | 0.01% | No change | 14,000 | $70K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 13,240 | $67K |
| Kingswood Wealth Advisors, LLC | 0.00% | New | 12,263 | $62K |
| Captrust Financial Advisors | 0.00% | Add +0.1% | 11,638 | $59K |
| Pinnacle Associates Ltd. | 0.00% | No change | 11,164 | $56K |
| Trek Financial, LLC | 0.00% | No change | 11,060 | $56K |
| Mercer Global Advisors Inc. | 0.00% | New | 10,992 | $55K |
| Wolverine Asset Management LLC | 0.00% | Reduce -84.9% | 10,979 | $55K |
| PFG Investments, LLC | 0.00% | Add +2.5% | 10,263 | $52K |
| One Capital Management, LLC | 0.00% | New | 10,198 | $51K |
| Liberty Capital Management, Inc. | 0.01% | No change | 10,000 | $50K |
| Global Retirement Partners, LLC | 0.00% | No change | 7,417 | $37K |
| Motco | 0.00% | No change | 7,277 | $37K |
| Anchor Investment Management, LLC | 0.00% | New | 5,000 | $25K |
| NewEdge Advisors, LLC | 0.00% | Reduce -72.7% | 4,750 | $24K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -23.2% | 4,519 | $23K |
| Resources Management Corp. /CT/ | 0.00% | No change | 2,762 | $14K |
| Pathway Financial Advisers, LLC | 0.00% | Reduce -18.2% | 2,780 | $14K |
| IFP Advisors, Inc | 0.00% | No change | 2,662 | $13K |
| Fifth Third Bancorp | 0.00% | Reduce -65.1% | 2,500 | $13K |
| Principal Securities, Inc. | 0.00% | Add +3.0% | 1,955 | $10K |
| Peoples Bank | 0.00% | No change | 1,000 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -88.4% | 753 | $4K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 720 | $4K |
| Cwm, LLC | 0.00% | No change | 483 | $2K |
| Harbour Investments, Inc. | 0.00% | Add +30.3% | 344 | $2K |
| Community Bank, N.A. | 0.00% | No change | 330 | $2K |
| Allworth Financial LP | 0.00% | No change | 200 | $1K |
| Lee Danner & Bass Inc. | 0.00% | New | 200 | $1K |
| US Bancorp \de | 0.00% | No change | 138 | $694 |
| MAI Capital Management | 0.00% | New | 133 | $669 |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 126 | $634 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 120 | $604 |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 68 | $342 |
"% of holder's portfolio" is GUT's weight in each manager's 13F, not the share of Gabelli Utility Trust the manager owns.