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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 1,378,379 | 9,083 | 0.0% | 0.0% | 1 | +450,565 | 48.56% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,259,813 | 8,302 | 0.01% | 0.01% | 2 | -18,951 | -1.48% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | Reduced | 947,879 | 6,246 | 0.0% | 0.0% | 3 | -2,111 | -0.22% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 599,876 | 3,953 | 0.01% | 0.01% | 4 | +3,377 | 0.57% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 472,647 | 3,114 | 0.0% | 0.0% | 5 | -7,014 | -1.46% | Q2 2026 | Aug 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 331,023 | 2,181 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 225,794 | 1,487 | 0.0% | 0.0% | 7 | +188,235 | 501.17% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Added to | 188,270 | 1,240 | 0.0% | 0.0% | 8 | +11,649 | 6.6% | Q2 2026 | Aug 12, 2026 |
| Plus Group Wealth Advisors LLC | History | Added to | 187,849 | 1,237 | 1.16% | 1.19% | 9 | +8,578 | 4.78% | Q2 2026 | Jul 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 163,484 | 1,077 | 0.03% | 0.02% | 10 | +63,693 | 63.83% | Q2 2026 | Jul 06, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 141,870 | 935 | 0.0% | 0.0% | 11 | +3,384 | 2.44% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 125,172 | 824 | 0.0% | 0.0% | 12 | -4,832 | -3.72% | Q2 2026 | Aug 14, 2026 |
| Balboa Wealth Partners | History | Reduced | 110,443 | 727 | 0.1% | 0.11% | 13 | -2,815 | -2.49% | Q2 2026 | Aug 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 100,922 | 665 | 0.01% | — | 14 | +100,922 | New | Q2 2026 | Jul 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 100,389 | 661 | 0.0% | 0.0% | 15 | +22,995 | 29.71% | Q2 2026 | Sep 23, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 97,586 | 643 | 0.02% | 0.02% | 16 | +3,499 | 3.72% | Q2 2026 | Jul 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 86,031 | 563 | 0.03% | 0.04% | 17 | -3,600 | -4.02% | Q2 2026 | Jul 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 73,314 | 483 | 0.0% | 0.0% | 18 | +3,307 | 4.72% | Q2 2026 | Jul 28, 2026 |
| Kovack Advisors, Inc. | History | Added to | 64,031 | 421 | 0.02% | 0.02% | 19 | +11,982 | 23.02% | Q2 2026 | Jul 28, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 58,163 | 383 | 0.08% | 0.05% | 20 | +23,540 | 67.99% | Q2 2026 | Aug 11, 2026 |
| Virtue Capital Management, LLC | History | No change | 57,365 | 378 | 0.05% | 0.05% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Balefire, LLC | History | Added to | 57,016 | 375 | 0.06% | 0.06% | 23 | +1,172 | 2.1% | Q2 2026 | Jul 07, 2026 |
| Creative Planning | History | Added to | 56,917 | 375 | 0.0% | 0.0% | 22 | +87 | 0.15% | Q2 2026 | Aug 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 54,701 | 360 | 0.02% | 0.02% | 24 | +1,960 | 3.72% | Q2 2026 | Jul 23, 2026 |
| Mariner, LLC | History | Added to | 51,575 | 339 | 0.0% | 0.0% | 25 | +29,901 | 137.96% | Q2 2026 | Aug 13, 2026 |
| Pines Wealth Management, LLC | History | No change | 50,000 | 329 | 0.09% | 0.1% | 26 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ignite Planners, LLC | History | New | 65,818 | 318 | 0.04% | — | 27 | +65,818 | New | Q2 2026 | Jul 23, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 47,576 | 314 | 0.0% | 0.0% | 28 | -32,507 | -40.59% | Q2 2026 | Aug 14, 2026 |
| Bison Wealth, LLC | History | Added to | 46,771 | 313 | 0.03% | 0.02% | 29 | +15,250 | 48.38% | Q2 2026 | Jul 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 46,294 | 305 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 46,112 | 303 | 0.0% | 0.0% | 31 | +3,425 | 8.02% | Q2 2026 | Aug 11, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 41,239 | 282 | 0.03% | 0.03% | 32 | +6,141 | 17.5% | Q2 2026 | Jul 14, 2026 |
| Wealth Quarterback LLC | History | Reduced | 40,983 | 270 | 0.08% | 0.11% | 33 | -6,118 | -12.99% | Q2 2026 | Jul 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 37,600 | 257 | 0.0% | 0.0% | 34 | +9,818 | 35.34% | Q2 2026 | Jul 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 36,850 | 242 | 0.0% | 0.0% | 35 | +21,530 | 140.54% | Q2 2026 | Jul 27, 2026 |
| Leverty Financial Group, LLC | History | No change | 31,267 | 206 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Compound Planning, Inc. | History | Reduced | 30,695 | 202 | 0.01% | 0.01% | 37 | -603 | -1.93% | Q2 2026 | Aug 04, 2026 |
| Kingsview Wealth Management, LLC | History | New | 30,084 | 198 | 0.0% | — | 38 | +30,084 | New | Q2 2026 | Aug 18, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 27,419 | 180 | 0.0% | 0.0% | 39 | +1,847 | 7.22% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 26,868 | 177 | 0.0% | — | 40 | +26,868 | New | Q2 2026 | Jul 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 25,583 | 168 | 0.0% | 0.0% | 41 | -1,044 | -3.92% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 25,118 | 165 | 0.0% | 0.0% | 42 | +7 | 0.03% | Q2 2026 | Jul 24, 2026 |
| UBS Group AG | History | Reduced | 24,945 | 164 | 0.0% | 0.0% | 44 | -3,000 | -10.74% | Q2 2026 | Aug 13, 2026 |
| RKL Wealth Management LLC | History | No change | 25,000 | 164 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Piedmont Capital Management, LLC | History | No change | 24,977 | 164 | 0.08% | 0.08% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | New | 24,566 | 161 | 0.0% | — | 46 | +24,566 | New | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 23,656 | 155 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Valley Brook Capital Group, Inc. | History | Added to | 23,500 | 154 | 0.09% | 0.09% | 48 | +2,500 | 11.9% | Q2 2026 | Jul 27, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 22,454 | 147 | 0.0% | 0.01% | 49 | -452 | -1.97% | Q2 2026 | Jul 31, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 21,111 | 139 | 0.0% | 0.0% | 50 | +1,729 | 8.92% | Q2 2026 | Jul 07, 2026 |
| Plancorp, LLC | History | No change | 19,652 | 137 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 20,016 | 131 | 0.0% | 0.0% | 52 | -3,984 | -16.6% | Q2 2026 | Aug 13, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | No change | 18,138 | 119 | 0.05% | 0.05% | 53 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HRT FINANCIAL LP | History | New | 18,051 | 118 | 0.0% | — | 54 | +18,051 | New | Q2 2026 | Aug 14, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | No change | 17,762 | 117 | 0.07% | 0.07% | 55 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Focus Partners Wealth | History | Reduced | 17,654 | 116 | 0.0% | 0.0% | 56 | -10,649 | -37.62% | Q2 2026 | Aug 12, 2026 |
| Register Financial Advisors LLC | History | Added to | 17,293 | 113 | 0.03% | 0.04% | 57 | +408 | 2.42% | Q2 2026 | Jul 15, 2026 |
| PFG Investments, LLC | History | Added to | 17,182 | 113 | 0.0% | 0.0% | 58 | +13 | 0.08% | Q2 2026 | Jul 23, 2026 |
| Zinnia Wealth Advisory, LLC | History | Added to | 15,082 | 99 | 0.1% | 0.1% | 59 | +65 | 0.43% | Q2 2026 | Jul 30, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 15,076 | 99 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 14,657 | 96 | 0.0% | 0.0% | 61 | +292 | 2.03% | Q2 2026 | Aug 07, 2026 |
| MOTCO | History | No change | 14,277 | 94 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JANE STREET GROUP, LLC | History | New | 13,767 | 90 | 0.0% | — | 63 | +13,767 | New | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 13,500 | 88 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 13,500 | 88 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | Reduced | 12,913 | 85 | 0.0% | 0.0% | 66 | -717 | -5.26% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 11,668 | 76 | 0.0% | 0.0% | 67 | +109 | 0.94% | Q2 2026 | Aug 19, 2026 |
| Herold Advisors, Inc. | History | No change | 11,212 | 76 | 0.02% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Belpointe Asset Management LLC | History | New | 11,399 | 75 | 0.0% | — | 69 | +11,399 | New | Q2 2026 | Jul 31, 2026 |
| HighTower Advisors, LLC | History | No change | 11,350 | 74 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Turner Financial Group, Inc. | History | New | 11,222 | 73 | 0.07% | — | 71 | +11,222 | New | Q2 2026 | Aug 14, 2026 |
| Trek Financial, LLC | History | No change | 11,060 | 72 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ellis Investment Partners, LLC | History | New | 10,384 | 68 | 0.01% | — | 73 | +10,384 | New | Q2 2026 | Aug 05, 2026 |
| Liberty Capital Management, Inc. | History | New | 10,000 | 65 | 0.01% | — | 75 | +10,000 | New | Q2 2026 | Jul 17, 2026 |
| Moors & Cabot, Inc. | History | No change | 10,000 | 65 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 9,600 | 63 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 6,350 | 41 | 0.0% | 0.0% | 77 | -11,317 | -64.06% | Q2 2026 | Aug 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 5,640 | 37 | 0.0% | — | 78 | +5,640 | New | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | No change | 5,143 | 33 | 0.0% | 0.09% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantum Portfolio Management LLC | History | New | 4,948 | 32 | 0.01% | — | 80 | +4,948 | New | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 4,758 | 31 | 0.0% | 0.0% | 81 | +2,000 | 72.52% | Q2 2026 | Aug 05, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 4,344 | 28 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Anchor Investment Management, LLC | History | No change | 2,611 | 17 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| IFP Advisors, Inc | History | No change | 2,662 | 17 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arax Advisory Partners | History | New | 2,301 | 15 | 0.0% | — | 86 | +2,301 | New | Q2 2026 | Aug 10, 2026 |
| CWM, LLC | History | No change | 2,539 | 15 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Highland Investment Advisors LLC | History | New | 2,017 | 13 | 0.01% | — | 87 | +2,017 | New | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 1,933 | 12 | 0.0% | 0.0% | 88 | +4 | 0.21% | Q2 2026 | Jul 21, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,549 | 10 | 0.0% | 0.0% | 89 | +36 | 2.38% | Q2 2026 | Jul 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,084 | 7 | 0.0% | 0.0% | 90 | -353 | -24.57% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 1,202 | 7 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MTM Investment Management, LLC | History | No change | 922 | 6 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ASSETMARK, INC | History | No change | 730 | 4 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 597 | 3 | 0.0% | — | 95 | +597 | New | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 543 | 3 | 0.0% | — | 94 | +542 | 54200.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 447 | 2 | 0.0% | 0.0% | 96 | +103 | 29.94% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 405 | 2 | 0.0% | 0.0% | 97 | +10 | 2.53% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 450 | 2 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Arlington Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.5% | — | -147,065 | -100.0% | Q2 2026 | Jul 24, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.01% | — | -20,546 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,065 | -100.0% | Q2 2026 | Jul 21, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -1,601 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,332 | -100.0% | Q2 2026 | Jul 29, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -380 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Community Bank, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -330 | -100.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -133 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | — | — | -55 | -100.0% | Q2 2026 | Jul 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 120 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 68 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |