Gabelli Utility TrustGUT
13F holders, Q1 2025 (March 31)85holders +1
9new positions
8sold out
2famous investors
$5.34avg. 13F price*
At the end of Q1 2025, 85 institutions reported holding Gabelli Utility Trust (GUT) in their 13F filings, up 1 from Q4 2024. 9 opened new positions and 8 sold out. The largest holders were Commonwealth Equity Services, LLC ($8.3M), LPL Financial LLC ($5.1M) and Morgan Stanley ($4.1M). 2 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.2M |
| Exits | 8 | $743K |
All 13F filers, Q4 2024 → Q1 2025: 461,577 shares bought and 1,261,545 shares sold, net −799,968 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.1% | 1,556,779 | $8.3M |
| LPL Financial LLC | 0.00% | Add +1.0% | 958,433 | $5.1M |
| Morgan Stanley | 0.00% | Add +2.1% | 774,986 | $4.1M |
| Sit Investment Associates Inc. | 0.06% | Reduce -65.7% | 510,827 | $2.7M |
| GAMCO Investors | 0.02% | Add +0.5% | 332,530 | $1.8M |
| Virtue Capital Management, LLC | 0.13% | No change | 211,635 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +64.5% | 201,210 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +4.5% | 196,845 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.8% | 132,823 | $709K |
| Cetera Investment Advisers | 0.00% | Reduce -0.5% | 130,594 | $697K |
| Balboa Wealth Partners | 0.16% | Reduce -0.3% | 127,004 | $678K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +18.9% | 104,000 | $555K |
| Raymond James Financial Inc. | 0.00% | Add +8.1% | 101,687 | $543K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -23.7% | 94,367 | $504K |
| International Assets Investment Management, LLC | 0.04% | Reduce -7.4% | 91,812 | $490K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +361.5% | 84,579 | $452K |
| CoreCap Advisors, LLC | 0.02% | No change | 74,466 | $398K |
| Arlington Capital Management, Inc. | 0.27% | Reduce -1.0% | 67,267 | $359K |
| MAS Advisors LLC | 0.54% | Reduce -19.9% | 65,343 | $349K |
| Fisher Asset Management | 0.00% | New | 62,227 | $332K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -37.0% | 61,573 | $329K |
| Creative Planning | 0.00% | Reduce -3.0% | 60,645 | $324K |
| Balefire, LLC | 0.11% | Add +2.2% | 59,473 | $318K |
| Townsquare Capital LLC | 0.00% | New | 59,473 | $318K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -2.6% | 52,554 | $281K |
| Integrity Alliance, Llc. | 0.01% | New | 44,787 | $239K |
| Envestnet Asset Management Inc. | 0.00% | Add +6.2% | 43,896 | $234K |
| Rothschild Investment LLC | 0.02% | Reduce -0.5% | 43,394 | $232K |
| Stifel Financial Corp. | 0.00% | Reduce -20.2% | 42,458 | $227K |
| Royal Bank of Canada | 0.00% | Reduce -7.3% | 40,244 | $215K |
| Wealth Quarterback LLC | 0.12% | Add +0.6% | 39,855 | $213K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.7% | 37,243 | $199K |
| Leverty Financial Group, LLC | 0.07% | No change | 31,267 | $167K |
| UBS Group AG | 0.00% | Reduce -18.2% | 28,728 | $153K |
| Wedbush Securities Inc. | 0.01% | Reduce -19.8% | 28,415 | $152K |
| MML Investors Services, LLC | 0.00% | Add +0.0% | 28,241 | $151K |
| Private Advisor Group, LLC | 0.00% | Add +18.4% | 24,973 | $133K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 23,656 | $126K |
| Piedmont Capital Management, LLC | 0.09% | No change | 24,710 | $124K |
| Vantage Financial Partners, LLC | 0.03% | Add +0.2% | 21,059 | $112K |
| Bank of America Corp. | 0.00% | Add +5.8% | 20,188 | $108K |
| Good Life Advisors, LLC | 0.01% | Reduce -6.0% | 19,097 | $102K |
| Mariner, LLC | 0.00% | New | 18,807 | $100K |
| Eagle Wealth Strategies LLC | 0.06% | No change | 18,138 | $97K |
| Cascade Investment Group, Inc. | 0.07% | No change | 17,888 | $96K |
| D.A. Davidson & Co. | 0.00% | Add +2.8% | 16,935 | $90K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +24.0% | 16,420 | $88K |
| Ameriflex Group, Inc. | 0.04% | Reduce -8.4% | 16,250 | $87K |
| Accurate Wealth Management, LLC | 0.02% | Add +0.1% | 16,412 | $86K |
| Virtu Financial LLC | 0.00% | New | 15,154 | $81K |
| Synovus Financial Corp. | 0.00% | Reduce -0.5% | 15,076 | $81K |
| Sonora Investment Management Group, LLC | 0.01% | No change | 14,419 | $77K |
| Motco | 0.01% | Add +96.2% | 14,277 | $76K |
| Dynamic Advisor Solutions LLC | 0.00% | New | 12,505 | $67K |
| Captrust Financial Advisors | 0.00% | Add +0.1% | 11,649 | $62K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.7% | 11,066 | $59K |
| Trek Financial, LLC | 0.00% | No change | 11,060 | $59K |
| Rollins Financial Advisors, LLC | 0.01% | Reduce -21.4% | 11,000 | $59K |
| One Capital Management, LLC | 0.00% | Add +2.8% | 10,485 | $56K |
| PFG Investments, LLC | 0.00% | Add +0.6% | 10,323 | $55K |
| Everstar Asset Management, LLC | 0.04% | Reduce -33.2% | 10,050 | $54K |
| Foundations Investment Advisors, LLC | 0.00% | New | 10,005 | $53K |
| Liberty Capital Management, Inc. | 0.01% | No change | 10,000 | $53K |
| Moors & Cabot, Inc. | 0.00% | New | 10,000 | $53K |
| Anchor Investment Management, LLC | 0.00% | No change | 5,000 | $27K |
| NewEdge Advisors, LLC | 0.00% | No change | 4,750 | $25K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 4,519 | $24K |
| IFP Advisors, Inc | 0.00% | No change | 2,662 | $14K |
| Fifth Third Bancorp | 0.00% | No change | 2,500 | $13K |
| Cwm, LLC | 0.00% | Add +411.0% | 2,468 | $13K |
| Resources Management Corp. /CT/ | 0.00% | Reduce -17.6% | 2,276 | $12K |
| Principal Securities, Inc. | 0.00% | No change | 1,955 | $10K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +46.4% | 1,102 | $6K |
| Peoples Bank | 0.00% | No change | 1,000 | $5K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 720 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 344 | $2K |
| Community Bank, N.A. | 0.00% | No change | 330 | $2K |
| Allworth Financial LP | 0.00% | No change | 200 | $1K |
| US Bancorp \de | 0.00% | No change | 138 | $737 |
| MAI Capital Management | 0.00% | No change | 133 | $711 |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 126 | $673 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 120 | $641 |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 68 | $363 |
| West Branch Capital LLC | 0.00% | New | 27 | $145 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 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.