Gabelli Utility TrustGUT
13F holders, Q1 2026 (March 31)93holders −8
8new positions
13sold out
1famous investor
$6.05avg. 13F price*
At the end of Q1 2026, 93 institutions reported holding Gabelli Utility Trust (GUT) in their 13F filings, down 8 from Q4 2025. 8 opened new positions and 13 sold out. The largest holders were Commonwealth Equity Services, LLC ($7.7M), LPL Financial LLC ($5.7M) and Morgan Stanley ($5.6M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.7M |
| Exits | 13 | $1.3M |
All 13F filers, Q4 2025 → Q1 2026: 746,146 shares bought and 437,823 shares sold, net +308,323 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 93 holders
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.7% | 1,278,764 | $7.7M |
| LPL Financial LLC | 0.00% | Add +0.7% | 949,990 | $5.7M |
| Morgan Stanley | 0.00% | Reduce -1.6% | 927,814 | $5.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +45.5% | 596,499 | $3.6M |
| Osaic Holdings, Inc. | 0.00% | Add +16.4% | 479,661 | $2.9M |
| GAMCO Investors | 0.02% | No change | 331,023 | $2.0M |
| Plus Group Wealth Advisors LLC | 1.19% | Add +0.7% | 179,271 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +16.2% | 176,621 | $1.1M |
| Arlington Capital Management, Inc. | 0.50% | New | 147,065 | $890K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.8% | 138,486 | $838K |
| Raymond James Financial Inc. | 0.00% | Add +1.3% | 130,004 | $787K |
| Balboa Wealth Partners | 0.12% | Add +8.3% | 113,258 | $685K |
| CoreCap Advisors, LLC | 0.02% | Add +29.0% | 99,791 | $604K |
| Wedbush Securities Inc. | 0.02% | Add +26.5% | 94,087 | $569K |
| International Assets Investment Management, LLC | 0.04% | Reduce -5.3% | 89,631 | $537K |
| Royal Bank of Canada | 0.00% | Add +102.3% | 80,083 | $485K |
| Envestnet Asset Management Inc. | 0.00% | Add +33.7% | 77,394 | $468K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -8.7% | 70,007 | $424K |
| Creative Planning | 0.00% | Reduce -0.9% | 56,830 | $344K |
| Virtue Capital Management, LLC | 0.05% | Reduce -37.4% | 57,365 | $340K |
| Balefire, LLC | 0.06% | Add +2.2% | 55,844 | $338K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 52,741 | $319K |
| Kovack Advisors, Inc. | 0.02% | Reduce -11.2% | 52,049 | $315K |
| Pines Wealth Management, LLC | 0.10% | No change | 50,000 | $303K |
| Wealth Quarterback LLC | 0.11% | Add +15.8% | 47,101 | $285K |
| Rothschild Investment LLC | 0.01% | Add +12.1% | 46,294 | $280K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +52.5% | 42,687 | $258K |
| Baird Financial Group, Inc. | 0.00% | Add +4.7% | 37,559 | $227K |
| Accurate Wealth Management, LLC | 0.03% | Add +4.8% | 35,098 | $214K |
| Core Wealth Advisors, Inc. | 0.05% | New | 34,623 | $209K |
| Bison Wealth, LLC | 0.02% | New | 31,521 | $199K |
| Compound Planning, Inc. | 0.01% | Add +11.9% | 31,298 | $189K |
| Leverty Financial Group, LLC | 0.04% | No change | 31,267 | $189K |
| Focus Partners Wealth | 0.00% | Add +60.3% | 28,303 | $171K |
| UBS Group AG | 0.00% | Reduce -5.4% | 27,945 | $169K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -57.9% | 27,782 | $166K |
| Bank of America Corp. | 0.00% | Reduce -10.1% | 26,627 | $161K |
| Stifel Financial Corp. | 0.00% | Reduce -3.7% | 25,572 | $155K |
| D.A. Davidson & Co. | 0.00% | Add +2.7% | 25,111 | $152K |
| RKL Wealth Management LLC | 0.01% | No change | 25,000 | $151K |
| Piedmont Capital Management, LLC | 0.08% | Reduce -9.0% | 24,977 | $150K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -66.7% | 24,000 | $145K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -29.4% | 23,656 | $143K |
| Integrity Alliance, Llc. | 0.01% | Add +1.2% | 22,906 | $139K |
| Mariner, LLC | 0.00% | Add +89.2% | 21,674 | $131K |
| Valley Brook Capital Group, Inc. | 0.09% | Add +40.0% | 21,000 | $127K |
| Silver Oak Securities, Incorporated | 0.01% | Add +28.0% | 20,546 | $124K |
| Plancorp, LLC | 0.00% | New | 19,652 | $120K |
| Dynamic Advisor Solutions LLC | 0.00% | Add +9.2% | 19,382 | $117K |
| Eagle Wealth Strategies LLC | 0.05% | No change | 18,138 | $110K |
| Cascade Investment Group, Inc. | 0.07% | Reduce -0.7% | 17,762 | $107K |
| NewEdge Advisors, LLC | 0.00% | Add +2.8% | 17,667 | $107K |
| PFG Investments, LLC | 0.00% | Add +0.1% | 17,169 | $104K |
| Register Financial Advisors LLC | 0.04% | Add +2.5% | 16,885 | $102K |
| Private Advisor Group, LLC | 0.00% | Reduce -39.3% | 15,320 | $93K |
| Pinnacle Financial Partners, Inc. | 0.00% | No change | 15,076 | $91K |
| Zinnia Wealth Advisory, LLC | 0.10% | Reduce -22.5% | 15,017 | $91K |
| MML Investors Services, LLC | 0.00% | Reduce -1.9% | 14,365 | $87K |
| Motco | 0.01% | No change | 14,277 | $86K |
| XTX Topco Ltd | 0.00% | New | 13,630 | $82K |
| Elevation Point Wealth Partners, LLC | 0.00% | No change | 13,500 | $82K |
| Vestmark Advisory Solutions, Inc. | 0.00% | No change | 13,500 | $82K |
| Mercer Global Advisors Inc. | 0.00% | New | 11,559 | $70K |
| HighTower Advisors, LLC | 0.00% | Reduce -14.7% | 11,350 | $69K |
| Herold Advisors, Inc. | 0.01% | New | 11,212 | $68K |
| Trek Financial, LLC | 0.00% | No change | 11,060 | $67K |
| Moors & Cabot, Inc. | 0.00% | No change | 10,000 | $61K |
| Ameriflex Group, Inc. | 0.03% | No change | 9,600 | $58K |
| IFG Advisory, LLC | 0.09% | New | 5,143 | $31K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 4,344 | $26K |
| Scarborough Advisors, LLC | 0.00% | Add +2.5% | 4,065 | $25K |
| Fifth Third Bancorp | 0.00% | Add +10.3% | 2,758 | $17K |
| IFP Advisors, Inc | 0.00% | No change | 2,662 | $16K |
| Anchor Investment Management, LLC | 0.00% | Reduce -47.8% | 2,611 | $16K |
| Cwm, LLC | 0.00% | Reduce -5.9% | 2,539 | $15K |
| Lanark Financial, Inc. | 0.00% | Add +0.2% | 1,929 | $12K |
| Resources Management Corp. /CT/ | 0.00% | No change | 1,601 | $10K |
| AdvisorNet Financial, Inc | 0.00% | Add +2.5% | 1,513 | $9K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +90.8% | 1,437 | $9K |
| Root Financial Partners, LLC | 0.00% | No change | 1,332 | $8K |
| Allworth Financial LP | 0.00% | No change | 1,202 | $7K |
| MTM Investment Management, LLC | 0.00% | No change | 922 | $6K |
| Assetmark, Inc. | 0.00% | No change | 730 | $4K |
| Farther Finance Advisors, LLC | 0.00% | No change | 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 |
| MAI Capital Management | 0.00% | No change | 133 | $805 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 120 | $726 |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 68 | $411 |
| Sound Income Strategies, LLC | 0.00% | No change | 55 | $329 |
| Wells Fargo & Company | 0.00% | Reduce -99.8% | 1 | $6 |
"% of holder's portfolio" is GUT's weight in each manager's 13F, not the share of Gabelli Utility Trust the manager owns.