Gabelli Utility TrustGUT
13F holders, Q3 2025 (September 30)98holders +7
17new positions
9sold out
2famous investors
$7.22avg. 13F price*
At the end of Q3 2025, 98 institutions reported holding Gabelli Utility Trust (GUT) in their 13F filings, up 7 from Q2 2025. 17 opened new positions and 9 sold out. The largest holders were Commonwealth Equity Services, LLC ($9.2M), Virtue Capital Management, LLC ($8.0M) and LPL Financial LLC ($6.0M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $1.0M |
| Exits | 9 | $1.3M |
All 13F filers, Q2 2025 → Q3 2025: 467,610 shares bought and 591,061 shares sold, net −123,451 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 98 holders
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.7% | 1,521,376 | $9.2M |
| Virtue Capital Management, LLC | 1.27% | Reduce -77.5% | 47,622 | $8.0M |
| LPL Financial LLC | 0.00% | Add +4.6% | 981,217 | $6.0M |
| Morgan Stanley | 0.00% | Reduce -1.6% | 792,897 | $4.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +55.9% | 358,517 | $2.2M |
| GAMCO Investors | 0.02% | No change | 331,023 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +16.0% | 316,528 | $1.9M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.3% | 136,753 | $830K |
| Raymond James Financial Inc. | 0.00% | Add +18.3% | 122,743 | $745K |
| Cetera Investment Advisers | 0.00% | Reduce -10.7% | 117,974 | $716K |
| Balboa Wealth Partners | 0.11% | Reduce -3.2% | 108,883 | $661K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -3.5% | 101,095 | $614K |
| International Assets Investment Management, LLC | 0.04% | No change | 94,631 | $552K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -15.5% | 80,580 | $489K |
| MAS Advisors LLC | 0.72% | Add +10.2% | 74,512 | $452K |
| Kestra Advisory Services, LLC | 0.00% | Add +39.3% | 70,172 | $426K |
| CoreCap Advisors, LLC | 0.02% | Reduce -5.6% | 68,966 | $419K |
| Balefire, LLC | 0.08% | Add +1.5% | 68,597 | $416K |
| Envestnet Asset Management Inc. | 0.00% | Add +54.6% | 63,788 | $387K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -7.4% | 61,370 | $371K |
| Creative Planning | 0.00% | Add +1.5% | 59,007 | $358K |
| Elite Wealth Management, Inc. | 0.09% | No change | 57,100 | $347K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +0.1% | 52,695 | $320K |
| Pines Wealth Management, LLC | 0.10% | New | 50,000 | $304K |
| Wedbush Securities Inc. | 0.01% | Add +18.8% | 47,115 | $286K |
| Rothschild Investment LLC | 0.01% | Reduce -4.8% | 41,294 | $251K |
| Royal Bank of Canada | 0.00% | Add +2.8% | 41,169 | $250K |
| Wealth Quarterback LLC | 0.09% | Add +0.0% | 40,298 | $245K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -5.0% | 36,444 | $221K |
| Baird Financial Group, Inc. | 0.00% | Reduce -12.5% | 35,829 | $217K |
| Bank of America Corp. | 0.00% | Add +3.0% | 32,880 | $200K |
| UBS Group AG | 0.00% | Add +4.1% | 32,513 | $197K |
| Leverty Financial Group, LLC | 0.05% | No change | 31,267 | $190K |
| Stifel Financial Corp. | 0.00% | Reduce -12.2% | 27,705 | $168K |
| Piedmont Capital Management, LLC | 0.09% | No change | 27,437 | $166K |
| Private Advisor Group, LLC | 0.00% | Add +0.3% | 25,149 | $153K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 23,656 | $144K |
| Integrity Alliance, Llc. | 0.01% | New | 22,571 | $137K |
| Ameriflex Group, Inc. | 0.04% | New | 19,200 | $117K |
| Eagle Wealth Strategies LLC | 0.05% | No change | 18,138 | $110K |
| Register Financial Advisors LLC | 0.04% | Add +2.5% | 18,051 | $110K |
| Cascade Investment Group, Inc. | 0.07% | No change | 17,888 | $109K |
| Vantage Financial Partners, LLC | 0.02% | Reduce -5.2% | 17,510 | $106K |
| D.A. Davidson & Co. | 0.00% | Add +0.0% | 16,950 | $103K |
| Accurate Wealth Management, LLC | 0.01% | Add +0.1% | 16,435 | $100K |
| Sonora Investment Management Group, LLC | 0.01% | No change | 15,919 | $97K |
| Dynamic Advisor Solutions LLC | 0.00% | Add +0.8% | 15,322 | $93K |
| Synovus Financial Corp. | 0.00% | No change | 15,076 | $92K |
| Valley Brook Capital Group, Inc. | 0.06% | Reduce -11.8% | 15,000 | $91K |
| MML Investors Services, LLC | 0.00% | Reduce -18.6% | 14,635 | $89K |
| Motco | 0.01% | No change | 14,277 | $87K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 13,500 | $82K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 13,500 | $82K |
| Mach-1 Financial Group, LLC | 0.01% | New | 13,222 | $80K |
| Integrity Advisory Solutions, LLC | 0.01% | — | 13,222 | $80K |
| HighTower Advisors, LLC | 0.00% | New | 12,585 | $76K |
| PFG Investments, LLC | 0.00% | Add +19.5% | 12,412 | $75K |
| Fisher Asset Management | 0.00% | Reduce -80.7% | 12,170 | $74K |
| Captrust Financial Advisors | 0.00% | Reduce -0.6% | 11,594 | $70K |
| Ameriprise Financial Inc. | 0.00% | New | 11,517 | $70K |
| Trek Financial, LLC | 0.00% | No change | 11,060 | $67K |
| Jane Street Group, LLC | 0.00% | Add +7.4% | 11,030 | $67K |
| Moloney Securities Asset Management, LLC | 0.01% | No change | 10,426 | $63K |
| Mariner, LLC | 0.00% | Reduce -46.9% | 10,174 | $62K |
| Everstar Asset Management, LLC | 0.03% | No change | 10,050 | $61K |
| Liberty Capital Management, Inc. | 0.01% | No change | 10,000 | $61K |
| Moors & Cabot, Inc. | 0.00% | No change | 10,000 | $61K |
| Global Retirement Partners, LLC | 0.00% | No change | 8,593 | $52K |
| Anchor Investment Management, LLC | 0.00% | No change | 5,000 | $30K |
| NewEdge Advisors, LLC | 0.00% | No change | 4,750 | $29K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 4,344 | $26K |
| Scarborough Advisors, LLC | 0.00% | Add +2.5% | 3,869 | $23K |
| Pathway Financial Advisers, LLC | 0.01% | New | 3,722 | $23K |
| IFP Advisors, Inc | 0.00% | No change | 2,662 | $16K |
| Fifth Third Bancorp | 0.00% | No change | 2,500 | $15K |
| Cwm, LLC | 0.00% | Add +2.9% | 2,539 | $15K |
| Arax Advisory Partners | 0.00% | New | 2,301 | $14K |
| Principal Securities, Inc. | 0.00% | Add +2.7% | 2,126 | $13K |
| Wells Fargo & Company | 0.00% | Add +38.3% | 1,949 | $12K |
| Lanark Financial, Inc. | 0.00% | New | 1,921 | $12K |
| Resources Management Corp. /CT/ | 0.00% | No change | 1,601 | $10K |
| AdvisorNet Financial, Inc | 0.00% | Add +2.5% | 1,440 | $9K |
| Root Financial Partners, LLC | 0.00% | New | 1,359 | $8K |
| Allworth Financial LP | 0.00% | No change | 1,202 | $7K |
| MTM Investment Management, LLC | 0.00% | No change | 922 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -55.4% | 753 | $5K |
| Assetmark, Inc. | 0.00% | New | 730 | $4K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 720 | $4K |
| Rockefeller Capital Management L.P. | 0.00% | New | 395 | $2K |
| Highline Wealth Partners LLC | 0.00% | New | 380 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 344 | $2K |
| Community Bank, N.A. | 0.00% | No change | 330 | $2K |
| Advisory Services Network, LLC | 0.00% | New | 283 | $2K |
| US Bancorp \de | 0.00% | No change | 138 | $838 |
| MAI Capital Management | 0.00% | No change | 133 | $808 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 120 | $728 |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 68 | $413 |
| Sound Income Strategies, LLC | 0.00% | New | 55 | $330 |
"% of holder's portfolio" is GUT's weight in each manager's 13F, not the share of Gabelli Utility Trust the manager owns.