Gabelli Utility TrustGUT

13F holders, Q2 2025 (June 30)
91holders +6
15new positions
9sold out
2famous investors
$5.80avg. 13F price*

At the end of Q2 2025, 91 institutions reported holding Gabelli Utility Trust (GUT) in their 13F filings, up 6 from Q1 2025. 15 opened new positions and 9 sold out. The largest holders were Commonwealth Equity Services, LLC ($9.2M), LPL Financial LLC ($5.4M) and Morgan Stanley ($4.7M). 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

050100150 Q1 2024: 80Q1 2024Q2 2024: 82Q2 2024Q3 2024: 92Q3 2024Q4 2024: 84Q4 2024Q1 2025: 85Q1 2025Q2 2025: 91Q2 2025Q3 2025: 98Q3 2025Q4 2025: 101Q4 2025Q1 2026: 93Q1 2026Q2 2026: 99Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions15$1.8M
Exits9$3.6M

All 13F filers, Q1 2025 → Q2 2025: 588,961 shares bought and 780,515 shares sold, net −191,554 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 91 holders

Commonwealth Equity Services, LLC 0.01% Add +1.5% 1,579,641 $9.2M
LPL Financial LLC 0.00% Reduce -2.1% 938,295 $5.4M
Morgan Stanley 0.00% Add +4.0% 806,231 $4.7M
GAMCO Investors 0.02% Reduce -0.5% 331,023 $1.9M
Osaic Holdings, Inc. 0.00% Add +38.6% 272,910 $1.6M
Cambridge Investment Research Advisors, Inc. 0.00% Add +14.3% 230,009 $1.3M
Virtue Capital Management, LLC 0.23% No change 211,635 $1.2M
Janney Montgomery Scott LLC 0.00% Add +4.3% 138,593 $804K
Cetera Investment Advisers 0.00% Add +1.2% 132,170 $767K
Balboa Wealth Partners 0.13% Reduce -11.5% 112,445 $652K
J.W. Cole Advisors, Inc. 0.01% Add +23.8% 104,742 $608K
Raymond James Financial Inc. 0.00% Add +2.0% 103,729 $602K
Steward Partners Investment Advisory, LLC 0.00% Reduce -8.3% 95,350 $553K
International Assets Investment Management, LLC 0.04% Add +3.1% 94,631 $549K
Mission Wealth Management, LP 0.01% New 74,800 $434K
CoreCap Advisors, LLC 0.02% Reduce -1.9% 73,066 $424K
Arlington Capital Management, Inc. 0.35% Add +1.9% 68,564 $398K
Atria Wealth Solutions, Inc. 0.01% Reduce -28.0% 67,917 $394K
MAS Advisors LLC 0.64% Add +3.4% 67,591 $392K
Balefire, LLC 0.09% Add +13.6% 67,574 $392K
Wealth Enhancement Advisory Services, LLC 0.00% Add +7.7% 66,288 $390K
Fisher Asset Management 0.00% Add +1.1% 62,927 $365K
Creative Planning 0.00% Reduce -4.1% 58,144 $337K
Elite Wealth Management, Inc. 0.11% New 57,100 $331K
Nations Financial Group Inc, /Ia/ 0.02% Add +0.1% 52,627 $305K
Kestra Advisory Services, LLC 0.00% Add +35.2% 50,366 $292K
Susquehanna International Group, LLP 0.00% New 46,184 $268K
Rothschild Investment LLC 0.02% No change 43,394 $252K
Envestnet Asset Management Inc. 0.00% Reduce -6.0% 41,265 $239K
Baird Financial Group, Inc. 0.00% New 40,928 $237K
Wealth Quarterback LLC 0.11% Add +1.1% 40,286 $234K
Royal Bank of Canada 0.00% Reduce -0.5% 40,044 $232K
Wedbush Securities Inc. 0.01% Add +39.6% 39,665 $230K
Stratos Wealth Partners, LTD. 0.00% Add +133.7% 38,375 $223K
Bank of America Corp. 0.00% Add +58.0% 31,908 $185K
Stifel Financial Corp. 0.00% Reduce -25.7% 31,555 $183K
Leverty Financial Group, LLC 0.05% No change 31,267 $181K
UBS Group AG 0.00% Add +8.7% 31,228 $181K
Piedmont Capital Management, LLC 0.09% Add +11.0% 27,437 $159K
Private Advisor Group, LLC 0.00% Add +0.3% 25,061 $145K
PNC Financial Services Group, Inc. 0.00% No change 23,656 $137K
Good Life Advisors, LLC 0.01% Add +9.9% 20,983 $122K
Mariner, LLC 0.00% Add +1.9% 19,174 $111K
Vantage Financial Partners, LLC 0.02% Reduce -12.3% 18,471 $107K
Eagle Wealth Strategies LLC 0.06% No change 18,138 $105K
MML Investors Services, LLC 0.00% Reduce -36.3% 17,978 $104K
Cascade Investment Group, Inc. 0.07% No change 17,888 $104K
Register Financial Advisors LLC 0.04% New 17,612 $102K
Accurate Wealth Management, LLC 0.02% Add +0.1% 16,424 $99K
Valley Brook Capital Group, Inc. 0.07% New 17,000 $99K
D.A. Davidson & Co. 0.00% Add +0.1% 16,943 $98K
Sonora Investment Management Group, LLC 0.01% Add +10.4% 15,919 $92K
Dynamic Advisor Solutions LLC 0.00% Add +21.5% 15,193 $88K
Synovus Financial Corp. 0.00% No change 15,076 $87K
Motco 0.01% No change 14,277 $86K
Trust Co. of Vermont 0.00% New 14,674 $85K
Virtu Financial LLC 0.00% Reduce -19.7% 12,172 $71K
Captrust Financial Advisors 0.00% Add +0.1% 11,660 $68K
HRT Financial LP 0.00% New 11,223 $65K
Trek Financial, LLC 0.00% No change 11,060 $64K
Moloney Securities Asset Management, LLC 0.01% New 10,426 $60K
PFG Investments, LLC 0.00% Add +0.6% 10,385 $60K
Jane Street Group, LLC 0.00% New 10,266 $60K
Everstar Asset Management, LLC 0.04% No change 10,050 $58K
Liberty Capital Management, Inc. 0.01% No change 10,000 $58K
Moors & Cabot, Inc. 0.00% No change 10,000 $58K
Global Retirement Partners, LLC 0.00% — 8,593 $50K
Anchor Investment Management, LLC 0.00% No change 5,000 $29K
NewEdge Advisors, LLC 0.00% No change 4,750 $28K
Farmers & Merchants Investments Inc. 0.00% Reduce -3.9% 4,344 $25K
Scarborough Advisors, LLC 0.00% New 3,776 $22K
IFP Advisors, Inc 0.00% No change 2,662 $15K
Fifth Third Bancorp 0.00% No change 2,500 $15K
Cwm, LLC 0.00% No change 2,468 $14K
Principal Securities, Inc. 0.00% Add +5.9% 2,071 $12K
Northwestern Mutual Wealth Management Co. 0.00% Add +53.1% 1,687 $10K
Resources Management Corp. /CT/ 0.00% Reduce -29.7% 1,601 $9K
Wells Fargo & Company 0.00% Add +140800.0% 1,409 $8K
AdvisorNet Financial, Inc 0.00% New 1,405 $8K
Allworth Financial LP 0.00% Add +501.0% 1,202 $7K
MTM Investment Management, LLC 0.00% New 922 $5K
Boyd Watterson Asset Management LLC 0.00% No change 720 $4K
MorganRosel Wealth Management, LLC 0.00% New 491 $3K
Harbour Investments, Inc. 0.00% No change 344 $2K
Community Bank, N.A. 0.00% No change 330 $2K
Ameritas Advisory Services, LLC 0.00% New 240 $1K
US Bancorp \de 0.00% No change 138 $800
MAI Capital Management 0.00% No change 133 $772
SOA Wealth Advisors, LLC. 0.00% No change 120 $696
Federation des caisses Desjardins du Quebec 0.00% No change 68 $394
West Branch Capital LLC 0.00% No change 27 $157

"% of holder's portfolio" is GUT's weight in each manager's 13F, not the share of Gabelli Utility Trust the manager owns.