Gabelli Utility TrustGUT
13F holders, Q4 2025 (December 31)101holders +3
12new positions
8sold out
1famous investor
$6.03avg. 13F price*
At the end of Q4 2025, 101 institutions reported holding Gabelli Utility Trust (GUT) in their 13F filings, up 3 from Q3 2025. 12 opened new positions and 8 sold out. The largest holders were Commonwealth Equity Services, LLC ($7.8M), LPL Financial LLC ($5.7M) and Morgan Stanley ($5.7M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $1.1M |
| Exits | 8 | $651K |
All 13F filers, Q3 2025 → Q4 2025: 702,899 shares bought and 432,205 shares sold, net +270,694 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 101 holders
| Commonwealth Equity Services, LLC | 0.01% | Reduce -14.5% | 1,300,372 | $7.8M |
| LPL Financial LLC | 0.00% | Reduce -3.9% | 943,220 | $5.7M |
| Morgan Stanley | 0.00% | Add +18.9% | 942,529 | $5.7M |
| Osaic Holdings, Inc. | 0.00% | Add +30.1% | 411,891 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +14.4% | 410,070 | $2.5M |
| GAMCO Investors | 0.02% | No change | 331,023 | $2.0M |
| Plus Group Wealth Advisors LLC | 1.19% | — | 178,016 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +28.9% | 152,030 | $917K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.6% | 135,986 | $820K |
| Raymond James Financial Inc. | 0.00% | Add +4.5% | 128,308 | $774K |
| Balboa Wealth Partners | 0.10% | Reduce -4.0% | 104,579 | $631K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.6% | 101,690 | $603K |
| International Assets Investment Management, LLC | 0.04% | No change | 94,631 | $571K |
| Virtue Capital Management, LLC | 0.09% | Add +92.5% | 91,666 | $555K |
| CoreCap Advisors, LLC | 0.02% | Add +12.2% | 77,366 | $467K |
| Kestra Advisory Services, LLC | 0.00% | Add +9.2% | 76,644 | $462K |
| Wedbush Securities Inc. | 0.01% | Add +57.8% | 74,355 | $448K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -10.6% | 72,030 | $434K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.5% | 65,989 | $402K |
| Kovack Advisors, Inc. | 0.02% | New | 58,582 | $353K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.3% | 57,888 | $349K |
| Creative Planning | 0.00% | Reduce -2.9% | 57,326 | $346K |
| Balefire, LLC | 0.06% | Reduce -20.3% | 54,658 | $330K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +0.1% | 52,741 | $318K |
| Pines Wealth Management, LLC | 0.10% | No change | 50,000 | $302K |
| Captrust Financial Advisors | 0.00% | Add +294.7% | 45,760 | $276K |
| Rothschild Investment LLC | 0.01% | No change | 41,294 | $249K |
| Wealth Quarterback LLC | 0.09% | Add +0.9% | 40,659 | $245K |
| Royal Bank of Canada | 0.00% | Reduce -3.9% | 39,576 | $239K |
| Baird Financial Group, Inc. | 0.00% | Add +0.1% | 35,859 | $216K |
| Accurate Wealth Management, LLC | 0.03% | Add +103.7% | 33,481 | $205K |
| PNC Financial Services Group, Inc. | 0.00% | Add +41.7% | 33,531 | $202K |
| Leverty Financial Group, LLC | 0.05% | No change | 31,267 | $189K |
| Bank of America Corp. | 0.00% | Reduce -9.9% | 29,628 | $179K |
| UBS Group AG | 0.00% | Reduce -9.2% | 29,528 | $178K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -23.2% | 27,982 | $169K |
| Compound Planning, Inc. | 0.01% | New | 27,980 | $169K |
| Piedmont Capital Management, LLC | 0.08% | No change | 27,437 | $165K |
| Stifel Financial Corp. | 0.00% | Reduce -4.2% | 26,555 | $160K |
| Private Advisor Group, LLC | 0.00% | Add +0.3% | 25,233 | $152K |
| RKL Wealth Management LLC | 0.01% | New | 25,000 | $151K |
| D.A. Davidson & Co. | 0.00% | Add +44.3% | 24,458 | $147K |
| Integrity Alliance, Llc. | 0.01% | Add +0.3% | 22,632 | $136K |
| Zinnia Wealth Advisory, LLC | 0.13% | — | 19,378 | $117K |
| Eagle Wealth Strategies LLC | 0.05% | No change | 18,138 | $109K |
| Cascade Investment Group, Inc. | 0.07% | No change | 17,888 | $108K |
| Dynamic Advisor Solutions LLC | 0.00% | Add +15.8% | 17,751 | $107K |
| Focus Partners Wealth | 0.00% | New | 17,654 | $106K |
| NewEdge Advisors, LLC | 0.00% | Add +261.9% | 17,189 | $104K |
| PFG Investments, LLC | 0.00% | Add +38.2% | 17,155 | $103K |
| Vantage Financial Partners, LLC | 0.02% | Reduce -4.2% | 16,771 | $101K |
| Register Financial Advisors LLC | 0.04% | Reduce -8.8% | 16,470 | $99K |
| Silver Oak Securities, Incorporated | 0.01% | New | 16,048 | $97K |
| Susquehanna International Group, LLP | 0.00% | New | 15,430 | $93K |
| Jane Street Group, LLC | 0.00% | Add +39.7% | 15,413 | $93K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 15,076 | $91K |
| Valley Brook Capital Group, Inc. | 0.06% | No change | 15,000 | $90K |
| Integrity Advisory Solutions, LLC | 0.01% | Add +12.8% | 14,911 | $90K |
| MML Investors Services, LLC | 0.00% | Add +0.1% | 14,642 | $88K |
| Motco | 0.01% | No change | 14,277 | $86K |
| Elevation Point Wealth Partners, LLC | 0.00% | No change | 13,500 | $81K |
| Vestmark Advisory Solutions, Inc. | 0.00% | No change | 13,500 | $81K |
| HighTower Advisors, LLC | 0.00% | Add +5.7% | 13,306 | $80K |
| Ameriprise Financial Inc. | 0.00% | Add +12.7% | 12,982 | $78K |
| Composition Wealth, LLC | 0.00% | New | 11,930 | $72K |
| Mariner, LLC | 0.00% | Add +12.6% | 11,455 | $69K |
| Trek Financial, LLC | 0.00% | No change | 11,060 | $67K |
| Liberty Capital Management, Inc. | 0.01% | No change | 10,000 | $60K |
| Moors & Cabot, Inc. | 0.00% | No change | 10,000 | $60K |
| Ameriflex Group, Inc. | 0.03% | Reduce -50.0% | 9,600 | $58K |
| Anchor Investment Management, LLC | 0.00% | No change | 5,000 | $30K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 4,344 | $26K |
| Scarborough Advisors, LLC | 0.00% | Add +2.5% | 3,966 | $24K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 2,689 | $16K |
| IFP Advisors, Inc | 0.00% | No change | 2,662 | $16K |
| Cwm, LLC | 0.00% | Add +6.3% | 2,699 | $16K |
| Fifth Third Bancorp | 0.00% | No change | 2,500 | $15K |
| Arax Advisory Partners | 0.00% | No change | 2,301 | $14K |
| Lanark Financial, Inc. | 0.00% | Add +0.2% | 1,925 | $12K |
| Resources Management Corp. /CT/ | 0.00% | No change | 1,601 | $10K |
| AdvisorNet Financial, Inc | 0.00% | Add +2.5% | 1,476 | $9K |
| Root Financial Partners, LLC | 0.00% | Reduce -2.0% | 1,332 | $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% | No change | 753 | $5K |
| Assetmark, Inc. | 0.00% | No change | 730 | $4K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 720 | $4K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 618 | $4K |
| Wells Fargo & Company | 0.00% | Reduce -72.2% | 541 | $3K |
| Farther Finance Advisors, LLC | 0.00% | New | 450 | $3K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 395 | $2K |
| Highline Wealth Partners LLC | 0.00% | No change | 380 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 344 | $2K |
| Community Bank, N.A. | 0.00% | No change | 330 | $2K |
| Comerica Bank | 0.00% | New | 258 | $2K |
| US Bancorp \de | 0.00% | No change | 138 | $832 |
| MAI Capital Management | 0.00% | No change | 133 | $802 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 120 | $724 |
| Optima Capital LLC | 0.00% | New | 90 | $543 |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 68 | $410 |
| Sound Income Strategies, LLC | 0.00% | No change | 55 | $338 |
"% of holder's portfolio" is GUT's weight in each manager's 13F, not the share of Gabelli Utility Trust the manager owns.