GABELLI UTILITY TRUST - GUT
Detailed investor-level table based on 13F positions.
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 | 1,278,764 | 7,736 | 0.01% | 0.01% | 1 | -21,608 | -1.66% | Q1 2026 | Apr 27, 2026 |
| LPL Financial LLC | History | Added to | 949,990 | 5,747 | 0.0% | 0.0% | 2 | +6,770 | 0.72% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Reduced | 927,814 | 5,613 | 0.0% | 0.0% | 3 | -14,715 | -1.56% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 596,499 | 3,609 | 0.01% | 0.01% | 4 | +186,429 | 45.46% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 479,661 | 2,901 | 0.0% | 0.0% | 5 | +67,770 | 16.45% | Q1 2026 | May 15, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 331,023 | 2,002 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Plus Group Wealth Advisors LLC | History | Added to | 179,271 | 1,084 | 1.19% | 1.19% | 7 | +1,255 | 0.7% | Q1 2026 | Apr 07, 2026 |
| Cetera Investment Advisers | History | Added to | 176,621 | 1,068 | 0.0% | 0.0% | 8 | +24,591 | 16.18% | Q1 2026 | May 13, 2026 |
| Arlington Capital Management, Inc. | History | New | 147,065 | 889 | 0.5% | — | 9 | +147,065 | New | Q1 2026 | May 01, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 138,486 | 838 | 0.0% | 0.0% | 10 | +2,500 | 1.84% | Q1 2026 | Apr 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 130,004 | 786 | 0.0% | 0.0% | 11 | +1,696 | 1.32% | Q1 2026 | May 14, 2026 |
| Balboa Wealth Partners | History | Added to | 113,258 | 685 | 0.11% | 0.1% | 12 | +8,679 | 8.3% | Q1 2026 | Apr 16, 2026 |
| CoreCap Advisors, LLC | History | Added to | 99,791 | 603 | 0.02% | 0.02% | 13 | +22,425 | 28.99% | Q1 2026 | Apr 07, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 94,087 | 569 | 0.02% | 0.01% | 14 | +19,732 | 26.54% | Q1 2026 | Apr 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 89,631 | 536 | 0.04% | 0.04% | 15 | -5,000 | -5.28% | Q1 2026 | May 01, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 80,083 | 485 | 0.0% | 0.0% | 16 | +40,507 | 102.35% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 77,394 | 468 | 0.0% | 0.0% | 17 | +19,506 | 33.7% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 70,007 | 423 | 0.0% | 0.0% | 18 | -6,637 | -8.66% | Q1 2026 | Apr 30, 2026 |
| Creative Planning | History | Reduced | 56,830 | 343 | 0.0% | 0.0% | 19 | -496 | -0.87% | Q1 2026 | May 12, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 57,365 | 340 | 0.05% | 0.09% | 20 | -34,301 | -37.42% | Q1 2026 | May 07, 2026 |
| Balefire, LLC | History | Added to | 55,844 | 337 | 0.06% | 0.06% | 21 | +1,186 | 2.17% | Q1 2026 | May 07, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 52,741 | 319 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 52,049 | 314 | 0.02% | 0.02% | 23 | -6,533 | -11.15% | Q1 2026 | May 12, 2026 |
| Pines Wealth Management, LLC | History | No change | 50,000 | 302 | 0.1% | 0.1% | 24 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Wealth Quarterback LLC | History | Added to | 47,101 | 284 | 0.11% | 0.09% | 25 | +6,442 | 15.84% | Q1 2026 | Apr 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 46,294 | 280 | 0.01% | 0.01% | 26 | +5,000 | 12.11% | Q1 2026 | May 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 42,687 | 258 | 0.0% | 0.0% | 27 | +14,705 | 52.55% | Q1 2026 | Apr 28, 2026 |
| Baird Financial Group, Inc. | History | Added to | 37,559 | 227 | 0.0% | 0.0% | 28 | +1,700 | 4.74% | Q1 2026 | May 14, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 35,098 | 214 | 0.03% | 0.03% | 29 | +1,617 | 4.83% | Q1 2026 | Apr 22, 2026 |
| Core Wealth Advisors, Inc. | History | New | 34,623 | 209 | 0.05% | — | 30 | +34,623 | New | Q1 2026 | May 15, 2026 |
| Bison Wealth, LLC | History | New | 31,521 | 198 | 0.02% | — | 31 | +31,521 | New | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Added to | 31,298 | 189 | 0.01% | 0.0% | 33 | +3,318 | 11.86% | Q1 2026 | May 14, 2026 |
| Leverty Financial Group, LLC | History | No change | 31,267 | 189 | 0.04% | 0.04% | 32 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Focus Partners Wealth | History | Added to | 28,303 | 171 | 0.0% | 0.0% | 34 | +10,649 | 60.32% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 27,945 | 169 | 0.0% | 0.0% | 35 | -1,583 | -5.36% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 27,782 | 165 | 0.0% | 0.0% | 36 | -38,207 | -57.9% | Q1 2026 | Apr 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 26,627 | 161 | 0.0% | 0.0% | 37 | -3,001 | -10.13% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 25,572 | 154 | 0.0% | 0.0% | 38 | -983 | -3.7% | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 25,111 | 151 | 0.0% | 0.0% | 39 | +653 | 2.67% | Q1 2026 | May 05, 2026 |
| RKL Wealth Management LLC | History | No change | 25,000 | 151 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Piedmont Capital Management, LLC | History | Reduced | 24,977 | 149 | 0.08% | 0.08% | 41 | -2,460 | -8.97% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 24,000 | 145 | 0.0% | 0.0% | 42 | -48,030 | -66.68% | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 23,656 | 143 | 0.0% | 0.0% | 43 | -9,875 | -29.45% | Q1 2026 | May 08, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 22,906 | 138 | 0.01% | 0.0% | 44 | +274 | 1.21% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 21,674 | 131 | 0.0% | 0.0% | 45 | +10,219 | 89.21% | Q1 2026 | May 13, 2026 |
| Valley Brook Capital Group, Inc. | History | Added to | 21,000 | 127 | 0.09% | 0.06% | 46 | +6,000 | 40.0% | Q1 2026 | May 08, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 20,546 | 124 | 0.01% | 0.01% | 47 | +4,498 | 28.03% | Q1 2026 | Apr 20, 2026 |
| Plancorp, LLC | History | New | 19,652 | 119 | 0.0% | — | 48 | +19,652 | New | Q1 2026 | Apr 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 19,382 | 117 | 0.0% | 0.0% | 49 | +1,631 | 9.19% | Q1 2026 | Apr 08, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | No change | 18,138 | 109 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Reduced | 17,762 | 107 | 0.07% | 0.07% | 51 | -126 | -0.7% | Q1 2026 | May 13, 2026 |
| PFG Investments, LLC | History | Added to | 17,169 | 103 | 0.0% | 0.0% | 52 | +14 | 0.08% | Q1 2026 | Apr 27, 2026 |
| Register Financial Advisors LLC | History | Added to | 16,885 | 102 | 0.04% | 0.04% | 53 | +415 | 2.52% | Q1 2026 | Apr 15, 2026 |
| Vantage Financial Partners, LLC | History | No change | 16,771 | 101 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Private Advisor Group, LLC | History | Reduced | 15,320 | 92 | 0.0% | 0.0% | 55 | -9,913 | -39.29% | Q1 2026 | Apr 24, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 15,076 | 91 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Zinnia Wealth Advisory, LLC | History | Reduced | 15,017 | 90 | 0.1% | 0.13% | 57 | -4,361 | -22.5% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 14,365 | 86 | 0.0% | 0.0% | 58 | -277 | -1.89% | Q1 2026 | May 04, 2026 |
| MOTCO | History | No change | 14,277 | 86 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| XTX Topco Ltd | History | New | 13,630 | 82 | 0.0% | — | 60 | +13,630 | New | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 13,500 | 81 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 13,500 | 81 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 11,559 | 69 | 0.0% | — | 63 | +11,559 | New | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 11,350 | 68 | 0.0% | 0.0% | 64 | -1,956 | -14.7% | Q1 2026 | May 05, 2026 |
| Herold Advisors, Inc. | History | New | 11,212 | 67 | 0.01% | — | 65 | +11,212 | New | Q1 2026 | May 14, 2026 |
| Trek Financial, LLC | History | No change | 11,060 | 66 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Liberty Capital Management, Inc. | History | No change | 10,000 | 60 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Moors & Cabot, Inc. | History | No change | 10,000 | 60 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 9,600 | 58 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | New | 5,143 | 31 | 0.09% | — | 70 | +5,143 | New | Q1 2026 | May 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 4,344 | 26 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Scarborough Advisors, LLC | History | Added to | 4,065 | 24 | 0.0% | 0.0% | 72 | +99 | 2.5% | Q1 2026 | May 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,758 | 16 | 0.0% | 0.0% | 73 | +258 | 10.32% | Q1 2026 | May 01, 2026 |
| IFP Advisors, Inc | History | No change | 2,662 | 16 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 2,611 | 15 | 0.0% | 0.0% | 76 | -2,389 | -47.78% | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | Reduced | 2,539 | 15 | 0.0% | 0.0% | 75 | -160 | -5.93% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,929 | 11 | 0.0% | 0.0% | 77 | +4 | 0.21% | Q1 2026 | Apr 14, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 1,601 | 10 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,513 | 9 | 0.0% | 0.0% | 79 | +37 | 2.51% | Q1 2026 | Apr 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,437 | 8 | 0.0% | 0.0% | 80 | +684 | 90.84% | Q1 2026 | May 07, 2026 |
| Root Financial Partners, LLC | History | No change | 1,332 | 8 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | No change | 1,202 | 7 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MTM Investment Management, LLC | History | No change | 922 | 5 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ASSETMARK, INC | History | No change | 730 | 4 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 344 | 2 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 395 | 2 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 450 | 2 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 380 | 2 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| COMERICA BANK | History | No change | 258 | 1 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Community Bank, N.A. | History | No change | 330 | 1 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -101,690 | -100.0% | Q1 2026 | Apr 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -45,760 | -100.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,189 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,430 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,413 | -100.0% | Q1 2026 | May 12, 2026 |
| Integrity Advisory Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,911 | -100.0% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,982 | -100.0% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,930 | -100.0% | Q1 2026 | Apr 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,689 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -2,301 | -100.0% | Q1 2026 | May 13, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -720 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -618 | -100.0% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1 | 0 | — | 0.0% | — | -540 | -99.82% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | — | — | -138 | -100.0% | Q1 2026 | May 14, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -90 | -100.0% | Q1 2026 | May 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | No change | 133 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | No change | 55 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 120 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 68 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |