GUT
The Gabelli Utility Trust
1W: +0.8%
1M: -8.6%
3M: -10.7%
YTD: -0.2%
1Y: +0.8%
3Y: +22.9%
5Y: +11.0%
$5.95
+0.25 (+4.39%)
Pre-Market: $5.73 (-0.22, -3.70%)
Weekly Expected Move ±4.1%
$5
$6
$6
$6
$6
Institutional Ownership — GUT
109
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
53M
Total Invested
16
New Positions
36
Increased
26
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (119 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,378,379 | 8M | +450,565 | +48.6% | 60Q | SEC ↗ |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 1,259,813 | 7M | -18,951 | -1.5% | 35Q | SEC ↗ |
| 3 | LPL Financial LLC | 947,879 | 6M | -2,111 | -0.2% | 61Q | SEC ↗ |
| 4 | Cambridge Investment Research Advisors | 599,876 | 4M | +3,377 | +0.6% | 25Q | SEC ↗ |
| 5 | OSAIC HOLDINGS, INC. | 472,647 | 3M | -7,014 | -1.5% | 26Q | SEC ↗ |
| 6 | GAMCO INVESTORS, INC. ET AL | 331,023 | 2M | — | +0.0% | 16Q | SEC ↗ |
| 7 | Baird Financial Group, Inc. | 225,794 | 1M | +188,235 | +501.2% | 5Q | SEC ↗ |
| 8 | Cetera Investment Advisers | 188,270 | 1M | +11,649 | +6.6% | 23Q | SEC ↗ |
| 9 | Plus Group Wealth Advisors LLC | 187,849 | 1M | +8,578 | +4.8% | 3Q | SEC ↗ |
| 10 | CoreCap Advisors, LLC | 163,484 | 973K | +63,693 | +63.8% | 13Q | SEC ↗ |
| 11 | Janney Montgomery Scott LLC | 141,870 | 844K | +3,384 | +2.4% | 45Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 125,172 | 745K | -4,832 | -3.7% | 7Q | SEC ↗ |
| 13 | Balboa Wealth Partners | 110,443 | 657K | -2,815 | -2.5% | 16Q | SEC ↗ |
| 14 | J.W. COLE ADVISORS, INC. NEW | 100,922 | 600K | — | +0.0% | 1Q | SEC ↗ |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 100,389 | 597K | +22,995 | +29.7% | 8Q | SEC ↗ |
| 16 | WEDBUSH SECURITIES INC | 97,586 | 581K | +3,499 | +3.7% | 7Q | SEC ↗ |
| 17 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 86,031 | 512K | -3,600 | -4.0% | 26Q | SEC ↗ |
| 18 | Kestra Advisory Services, LLC | 73,314 | 436K | +3,307 | +4.7% | 24Q | SEC ↗ |
| 19 | Ignite Planners, LLC NEW | 65,818 | 392K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Kovack Advisors, Inc. | 64,031 | 381K | +11,982 | +23.0% | 3Q | SEC ↗ |
| 21 | Core Wealth Advisors, Inc. | 58,163 | 346K | +23,540 | +68.0% | 2Q | SEC ↗ |
| 22 | Virtue Capital Management, LLC | 57,365 | 341K | — | +0.0% | 10Q | SEC ↗ |
| 23 | Balefire, LLC | 57,016 | 339K | +1,172 | +2.1% | 13Q | SEC ↗ |
| 24 | Creative Planning | 56,917 | 339K | +87 | +0.2% | 22Q | SEC ↗ |
| 25 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 54,701 | 325K | +1,960 | +3.7% | 17Q | SEC ↗ |
| 26 | Mariner, LLC | 51,575 | 307K | +29,901 | +138.0% | 6Q | SEC ↗ |
| 27 | Pines Wealth Management, LLC | 50,000 | 298K | — | +0.0% | 4Q | SEC ↗ |
| 28 | ROYAL BANK OF CANADA | 47,576 | 283K | -32,507 | -40.6% | 67Q | SEC ↗ |
| 29 | Bison Wealth, LLC | 46,771 | 278K | +15,250 | +48.4% | 2Q | SEC ↗ |
| 30 | ROTHSCHILD INVESTMENT LLC | 46,294 | 275K | — | +0.0% | 11Q | SEC ↗ |
| 31 | Stratos Wealth Partners, LTD. | 46,112 | 274K | +3,425 | +8.0% | 9Q | SEC ↗ |
| 32 | Accurate Wealth Management, LLC | 41,239 | 245K | +6,141 | +17.5% | 15Q | SEC ↗ |
| 33 | Wealth Quarterback LLC | 40,983 | 244K | -6,118 | -13.0% | 17Q | SEC ↗ |
| 34 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 37,600 | 224K | +9,818 | +35.3% | 12Q | SEC ↗ |
| 35 | Private Advisor Group, LLC | 36,850 | 219K | +21,530 | +140.5% | 20Q | SEC ↗ |
| 36 | Leverty Financial Group, LLC | 31,267 | 186K | — | +0.0% | 19Q | SEC ↗ |
| 37 | Compound Planning, Inc. | 30,695 | 183K | -603 | -1.9% | 3Q | SEC ↗ |
| 38 | Kingsview Wealth Management, LLC NEW | 30,084 | 179K | — | +0.0% | 1Q | SEC ↗ |
| 39 | STIFEL FINANCIAL CORP | 27,419 | 163K | +1,847 | +7.2% | 17Q | SEC ↗ |
| 40 | Sequoia Financial Advisors, LLC NEW | 26,868 | 160K | — | +0.0% | 1Q | SEC ↗ |
| 41 | BANK OF AMERICA CORP /DE | 25,583 | 152K | -1,044 | -3.9% | 15Q | SEC ↗ |
| 42 | D.A. DAVIDSON & CO. | 25,118 | 149K | +7 | +0.0% | 17Q | SEC ↗ |
| 43 | RKL Wealth Management LLC | 25,000 | 149K | — | +0.0% | 3Q | SEC ↗ |
| 44 | Piedmont Capital Management, LLC | 24,977 | 149K | — | +0.0% | 20Q | SEC ↗ |
| 45 | UBS Group AG | 24,945 | 148K | -3,000 | -10.7% | 47Q | SEC ↗ |
| 46 | Nuveen, LLC NEW | 24,566 | 146K | — | +0.0% | 1Q | SEC ↗ |
| 47 | PNC Financial Services Group, Inc. | 23,656 | 141K | — | +0.0% | 15Q | SEC ↗ |
| 48 | Valley Brook Capital Group, Inc. | 23,500 | 140K | +2,500 | +11.9% | 5Q | SEC ↗ |
| 49 | INTEGRITY ALLIANCE, LLC. | 22,454 | 134K | -452 | -2.0% | 4Q | SEC ↗ |
| 50 | Dynamic Advisor Solutions LLC | 21,111 | 126K | +1,729 | +8.9% | 6Q | SEC ↗ |
Recent Activity
New Positions (16)
| Holder | Shares | Value |
|---|---|---|
| J.W. COLE ADVISORS, INC. | 100,922 | 600K |
| Ignite Planners, LLC | 65,818 | 392K |
| Kingsview Wealth Management, LLC | 30,084 | 179K |
| Sequoia Financial Advisors, LLC | 26,868 | 160K |
| Nuveen, LLC | 24,566 | 146K |
| HRT FINANCIAL LP | 18,051 | 107K |
| JANE STREET GROUP, LLC | 13,767 | 82K |
| Belpointe Asset Management LLC | 11,399 | 68K |
| Turner Financial Group, Inc. | 11,222 | 67K |
| Ellis Investment Partners, LLC | 10,384 | 62K |
| Liberty Capital Management, Inc. | 10,000 | 60K |
| BROWN BROTHERS HARRIMAN & CO | 5,640 | 34K |
| Quantum Portfolio Management LLC | 4,948 | 29K |
| Arax Advisory Partners | 2,301 | 14K |
| Highland Investment Advisors LLC | 2,017 | 12K |
| JONES FINANCIAL COMPANIES LLLP | 597 | 4K |
Sold Out (19)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Arlington Capital Management, Inc. | 147,065 | 875K |
| CAPTRUST FINANCIAL ADVISORS | 45,760 | 272K |
| SILVER OAK SECURITIES, INCORPORATED | 20,546 | 122K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 15,430 | 92K |
| Integrity Advisory Solutions, LLC | 14,911 | 89K |
| AMERIPRISE FINANCIAL INC | 12,982 | 77K |
| Composition Wealth, LLC | 11,930 | 71K |
| Scarborough Advisors, LLC | 4,065 | 24K |
| FLAGSHIP HARBOR ADVISORS, LLC | 2,689 | 16K |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 1,601 | 10K |
| Root Financial Partners, LLC | 1,332 | 8K |
| BOYD WATTERSON ASSET MANAGEMENT LLC | 720 | 4K |
| Commonwealth Retirement Investments | 618 | 4K |
| HIGHLINE WEALTH PARTNERS LLC | 380 | 2K |
| Community Bank, N.A. | 330 | 2K |
| US BANCORP \DE | 138 | 1K |
| MAI Capital Management | 133 | 1K |
| OPTIMA CAPITAL LLC | 90 | 1K |
| Sound Income Strategies, LLC | 55 | 0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +450,565 | +48.6% | 1,378,379 |
| Baird Financial Group, Inc. | +188,235 | +501.2% | 225,794 |
| CoreCap Advisors, LLC | +63,693 | +63.8% | 163,484 |
| Mariner, LLC | +29,901 | +138.0% | 51,575 |
| Core Wealth Advisors, Inc. | +23,540 | +68.0% | 58,163 |
| ENVESTNET ASSET MANAGEMENT INC | +22,995 | +29.7% | 100,389 |
| Private Advisor Group, LLC | +21,530 | +140.5% | 36,850 |
| Bison Wealth, LLC | +15,250 | +48.4% | 46,771 |
| Kovack Advisors, Inc. | +11,982 | +23.0% | 64,031 |
| Cetera Investment Advisers | +11,649 | +6.6% | 188,270 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +9,818 | +35.3% | 37,600 |
| Plus Group Wealth Advisors LLC | +8,578 | +4.8% | 187,849 |
| Accurate Wealth Management, LLC | +6,141 | +17.5% | 41,239 |
| WEDBUSH SECURITIES INC | +3,499 | +3.7% | 97,586 |
| Stratos Wealth Partners, LTD. | +3,425 | +8.0% | 46,112 |
| Janney Montgomery Scott LLC | +3,384 | +2.4% | 141,870 |
| Cambridge Investment Research Advis | +3,377 | +0.6% | 599,876 |
| Kestra Advisory Services, LLC | +3,307 | +4.7% | 73,314 |
| Valley Brook Capital Group, Inc. | +2,500 | +11.9% | 23,500 |
| FIFTH THIRD BANCORP | +2,000 | +72.5% | 4,758 |
Biggest Decreases (18)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ROYAL BANK OF CANADA | -32,507 | -40.6% | 47,576 |
| COMMONWEALTH EQUITY SERVICES, LLC | -18,951 | -1.5% | 1,259,813 |
| NewEdge Advisors, LLC | -11,317 | -64.1% | 6,350 |
| Focus Partners Wealth | -10,649 | -37.6% | 17,654 |
| OSAIC HOLDINGS, INC. | -7,014 | -1.5% | 472,647 |
| Wealth Quarterback LLC | -6,118 | -13.0% | 40,983 |
| RAYMOND JAMES FINANCIAL INC | -4,832 | -3.7% | 125,172 |
| Steward Partners Investment Advisor | -3,984 | -16.6% | 20,016 |
| INTERNATIONAL ASSETS INVESTMENT MAN | -3,600 | -4.0% | 86,031 |
| UBS Group AG | -3,000 | -10.7% | 24,945 |
| Balboa Wealth Partners | -2,815 | -2.5% | 110,443 |
| LPL Financial LLC | -2,111 | -0.2% | 947,879 |
| BANK OF AMERICA CORP /DE | -1,044 | -3.9% | 25,583 |
| XTX Topco Ltd | -717 | -5.3% | 12,913 |
| Compound Planning, Inc. | -603 | -1.9% | 30,695 |
| INTEGRITY ALLIANCE, LLC. | -452 | -2.0% | 22,454 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -353 | -24.6% | 1,084 |
| CWM, LLC | -160 | -5.9% | 2,539 |