Gabelli Utility TrustGUT
13F holders, Q2 2025 (June 30)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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $1.8M |
| Exits | 9 | $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.