GABELLI UTILITY TRUST - GUT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,300,372 | 7,841 | 0.01% | 0.01% | 1 | -221,004 | -14.53% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Reduced | 943,220 | 5,687 | 0.0% | 0.0% | 2 | -37,997 | -3.87% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 942,529 | 5,683 | 0.0% | 0.0% | 3 | +149,632 | 18.87% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 411,891 | 2,483 | 0.0% | 0.0% | 4 | +95,363 | 30.13% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 410,070 | 2,473 | 0.01% | 0.01% | 5 | +51,553 | 14.38% | Q4 2025 | Feb 05, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 331,023 | 1,996 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Plus Group Wealth Advisors LLC | History | New | 178,016 | 1,073 | 1.19% | — | 7 | +178,016 | New | Q4 2025 | Feb 05, 2026 |
| Cetera Investment Advisers | History | Added to | 152,030 | 916 | 0.0% | 0.0% | 8 | +34,056 | 28.87% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 135,986 | 820 | 0.0% | 0.0% | 9 | -767 | -0.56% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 128,308 | 773 | 0.0% | 0.0% | 10 | +5,565 | 4.53% | Q4 2025 | Feb 18, 2026 |
| Balboa Wealth Partners | History | Reduced | 104,579 | 630 | 0.1% | 0.11% | 11 | -4,304 | -3.95% | Q4 2025 | Jan 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 101,690 | 603 | 0.01% | 0.01% | 12 | +595 | 0.59% | Q4 2025 | Feb 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 94,631 | 570 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Virtue Capital Management, LLC | History | Added to | 91,666 | 555 | 0.09% | 1.27% | 14 | +44,044 | 92.49% | Q4 2025 | Feb 18, 2026 |
| CoreCap Advisors, LLC | History | Added to | 77,366 | 466 | 0.02% | 0.02% | 15 | +8,400 | 12.18% | Q4 2025 | Jan 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 76,644 | 462 | 0.0% | 0.0% | 16 | +6,472 | 9.22% | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 74,355 | 448 | 0.01% | 0.01% | 17 | +27,240 | 57.82% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 72,030 | 434 | 0.0% | 0.0% | 18 | -8,550 | -10.61% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 65,989 | 401 | 0.0% | 0.0% | 19 | +4,619 | 7.53% | Q4 2025 | Jan 08, 2026 |
| Kovack Advisors, Inc. | History | New | 58,582 | 353 | 0.02% | — | 20 | +58,582 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 57,888 | 349 | 0.0% | 0.0% | 21 | -5,900 | -9.25% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Reduced | 57,326 | 345 | 0.0% | 0.0% | 22 | -1,681 | -2.85% | Q4 2025 | Feb 17, 2026 |
| Balefire, LLC | History | Reduced | 54,658 | 329 | 0.06% | 0.08% | 23 | -13,939 | -20.32% | Q4 2025 | Jan 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 52,741 | 318 | 0.02% | 0.02% | 24 | +46 | 0.09% | Q4 2025 | Jan 26, 2026 |
| Pines Wealth Management, LLC | History | No change | 50,000 | 301 | 0.1% | 0.1% | 25 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 45,760 | 275 | 0.0% | 0.0% | 26 | +34,166 | 294.69% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 41,294 | 249 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Wealth Quarterback LLC | History | Added to | 40,659 | 245 | 0.09% | 0.09% | 28 | +361 | 0.9% | Q4 2025 | Jan 15, 2026 |
| ROYAL BANK OF CANADA | History | New | 39,576 | 239 | 0.0% | — | 29 | +39,576 | New | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 35,859 | 216 | 0.0% | 0.0% | 30 | +30 | 0.08% | Q4 2025 | Feb 13, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 33,481 | 204 | 0.03% | 0.01% | 31 | +17,046 | 103.72% | Q4 2025 | Jan 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 33,531 | 202 | 0.0% | 0.0% | 32 | +9,875 | 41.74% | Q4 2025 | Feb 06, 2026 |
| Leverty Financial Group, LLC | History | No change | 31,267 | 188 | 0.04% | 0.05% | 33 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 29,628 | 178 | 0.0% | 0.0% | 34 | -3,252 | -9.89% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 29,528 | 178 | 0.0% | 0.0% | 35 | -2,985 | -9.18% | Q4 2025 | Jan 29, 2026 |
| Compound Planning, Inc. | History | New | 27,980 | 168 | 0.0% | — | 37 | +27,980 | New | Q4 2025 | Feb 19, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 27,982 | 168 | 0.0% | 0.0% | 36 | -8,462 | -23.22% | Q4 2025 | Jan 20, 2026 |
| Piedmont Capital Management, LLC | History | No change | 27,437 | 165 | 0.08% | 0.09% | 38 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 26,555 | 160 | 0.0% | 0.0% | 39 | -1,150 | -4.15% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 25,233 | 152 | 0.0% | 0.0% | 40 | +84 | 0.33% | Q4 2025 | Feb 17, 2026 |
| RKL Wealth Management LLC | History | New | 25,000 | 150 | 0.01% | — | 41 | +25,000 | New | Q4 2025 | Feb 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 24,458 | 147 | 0.0% | 0.0% | 42 | +7,508 | 44.29% | Q4 2025 | Jan 29, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 22,632 | 136 | 0.0% | 0.01% | 43 | +61 | 0.27% | Q4 2025 | Feb 09, 2026 |
| Zinnia Wealth Advisory, LLC | History | New | 19,378 | 116 | 0.13% | — | 44 | +19,378 | New | Q4 2025 | Feb 13, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | No change | 18,138 | 109 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 17,751 | 107 | 0.0% | 0.0% | 47 | +2,429 | 15.85% | Q4 2025 | Jan 09, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | No change | 17,888 | 107 | 0.07% | 0.07% | 46 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Focus Partners Wealth | History | New | 17,654 | 106 | 0.0% | — | 48 | +17,654 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 17,189 | 103 | 0.0% | 0.0% | 49 | +12,439 | 261.87% | Q4 2025 | Feb 18, 2026 |
| PFG Investments, LLC | History | Added to | 17,155 | 103 | 0.0% | 0.0% | 50 | +4,743 | 38.21% | Q4 2025 | Jan 26, 2026 |
| Vantage Financial Partners, LLC | History | Reduced | 16,771 | 101 | 0.02% | 0.02% | 51 | -739 | -4.22% | Q4 2025 | Feb 03, 2026 |
| Register Financial Advisors LLC | History | Reduced | 16,470 | 99 | 0.04% | 0.04% | 52 | -1,581 | -8.76% | Q4 2025 | Jan 21, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 16,048 | 97 | 0.01% | — | 53 | +16,048 | New | Q4 2025 | Jan 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 15,430 | 93 | 0.0% | — | 54 | +15,430 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 15,413 | 92 | 0.0% | 0.0% | 55 | +4,383 | 39.74% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 15,076 | 90 | 0.0% | — | 57 | +15,076 | New | Q4 2025 | Feb 18, 2026 |
| Valley Brook Capital Group, Inc. | History | No change | 15,000 | 90 | 0.06% | 0.06% | 56 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 14,911 | 89 | 0.01% | 0.01% | 58 | +1,689 | 12.77% | Q4 2025 | Feb 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 14,642 | 88 | 0.0% | 0.0% | 59 | +7 | 0.05% | Q4 2025 | Feb 13, 2026 |
| MOTCO | History | No change | 14,277 | 86 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 13,500 | 81 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 13,500 | 81 | 0.0% | 0.01% | 62 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 13,306 | 80 | 0.0% | 0.0% | 63 | +721 | 5.73% | Q4 2025 | Feb 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 12,982 | 78 | 0.0% | 0.0% | 64 | +1,465 | 12.72% | Q4 2025 | Feb 17, 2026 |
| Composition Wealth, LLC | History | New | 11,930 | 71 | 0.0% | — | 65 | +11,930 | New | Q4 2025 | Feb 02, 2026 |
| Mariner, LLC | History | Added to | 11,455 | 69 | 0.0% | 0.0% | 66 | +1,281 | 12.59% | Q4 2025 | Feb 13, 2026 |
| Trek Financial, LLC | History | No change | 11,060 | 66 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Liberty Capital Management, Inc. | History | No change | 10,000 | 60 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Moors & Cabot, Inc. | History | No change | 10,000 | 60 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 9,600 | 57 | 0.03% | 0.04% | 70 | -9,600 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Anchor Investment Management, LLC | History | No change | 5,000 | 30 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 4,344 | 26 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Scarborough Advisors, LLC | History | Added to | 3,966 | 23 | 0.0% | 0.0% | 73 | +97 | 2.51% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2,689 | 16 | 0.0% | — | 76 | +2,689 | New | Q4 2025 | Jan 21, 2026 |
| CWM, LLC | History | Added to | 2,699 | 16 | 0.0% | 0.0% | 74 | +160 | 6.3% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | No change | 2,662 | 16 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,500 | 15 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Arax Advisory Partners | History | No change | 2,301 | 13 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,925 | 11 | 0.0% | 0.0% | 79 | +4 | 0.21% | Q4 2025 | Jan 29, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 1,601 | 10 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,476 | 8 | 0.0% | 0.0% | 81 | +36 | 2.5% | Q4 2025 | Jan 20, 2026 |
| Root Financial Partners, LLC | History | Reduced | 1,332 | 8 | 0.0% | 0.0% | 82 | -27 | -1.99% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 1,202 | 7 | 0.0% | — | 83 | +1,202 | New | Q4 2025 | Feb 05, 2026 |
| MTM Investment Management, LLC | History | No change | 922 | 5 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 720 | 4 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 753 | 4 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | No change | 730 | 4 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 541 | 3 | 0.0% | 0.0% | 88 | -1,408 | -72.24% | Q4 2025 | Feb 13, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 618 | 3 | 0.0% | — | 89 | +618 | New | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | New | 450 | 2 | 0.0% | — | 92 | +450 | New | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 344 | 2 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 395 | 2 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 380 | 2 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| COMERICA BANK | History | New | 258 | 1 | 0.0% | — | 94 | +258 | New | Q4 2025 | Jan 29, 2026 |
| Community Bank, N.A. | History | No change | 330 | 1 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Elite Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -57,100 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,222 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,170 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Everstar Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,050 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,593 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,722 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,126 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -283 | -100.0% | Q3 2025 | Nov 18, 2025 |
| OPTIMA CAPITAL LLC | History | New | 90 | 0 | — | — | — | +90 | New | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | No change | 138 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | No change | 133 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 55 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 120 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 68 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |