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Gabelli Utility Trust (GUT)

CUSIP: 36240A101 | US | Financial Services · Asset Management | Small Cap | 330 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC1,276,256
0.0% of portfolio›$7.3M
Cambridge Investment Research Advisors, Inc.631,746
0.0% of portfolio›$3.6M
CoreCap Advisors, LLC252,884
0.0% of portfolio›$1.4M
Plus Group Wealth Advisors LLC200,954
1.0% of portfolio›$1.1M
J.W. Cole Advisors, Inc.109,852
0.0% of portfolio›$625.1K
Balboa Wealth Partners107,342
0.1% of portfolio›$610.8K
Wedbush Securities Inc103,673
0.0% of portfolio›$590.0K
International Assets Investment Management, LLC86,031
0.0% of portfolio›$490.4K
Kestra Advisory Services, LLC72,518
0.0% of portfolio›$412.6K
Wealth Enhancement Advisory Services, LLC65,604
0.0% of portfolio›$394.9K
Pines Wealth Management, LLC60,000
0.1% of portfolio›$341.4K
Balefire, LLC57,606
0.1% of portfolio›$327.8K
Virtue Capital Management, LLC57,365
0.0% of portfolio›$326.4K
Creative Planning57,012
0.0% of portfolio›$324.4K
Nations Financial Group Inc,54,701
0.0% of portfolio›$311.3K
Accurate Wealth Management, LLC46,944
0.0% of portfolio›$270.9K
Bison Wealth, LLC46,771
0.0% of portfolio›$274.5K
Wealth Quarterback LLC40,953
0.1% of portfolio›$233.0K
Leverty Financial Group, LLC31,267
0.0% of portfolio›$177.9K
Compound Planning, Inc.30,747
0.0% of portfolio›$174.9K
D.A. Davidson & Co.25,126
0.0% of portfolio›$143.0K
RKL Wealth Management LLC25,000
0.0% of portfolio›$142.3K
Valley Brook Capital Group, Inc.23,500
0.1% of portfolio›$133.7K
Integrity Alliance, Llc.22,739
0.0% of portfolio›$129.4K
Dynamic Advisor Solutions LLC21,842
0.0% of portfolio›$124.3K
Plancorp, LLC19,652
0.0% of portfolio›$104.4K
Eagle Wealth Strategies LLC18,138
0.0% of portfolio›$103.2K
Register Financial Advisors LLC17,705
0.0% of portfolio›$100.7K
Cascade Investment Group, Inc.15,419
0.0% of portfolio›$87.7K
Herold Advisors, Inc.15,212
0.0% of portfolio›$86.6K
Elevation Point Wealth Partners, LLC13,500
0.0% of portfolio›$76.8K
Trek Financial, LLC11,060
0.0% of portfolio›$62.9K
Ellis Investment Partners, LLC11,052
0.0% of portfolio›$62.9K
Liberty Capital Management, Inc.10,000
0.0% of portfolio›$56.9K
Fifth Third Bancorp4,770
0.0% of portfolio›$27.1K
Farmers & Merchants Investments Inc4,344
0.0% of portfolio›$24.7K
Pathway Financial Advisers, LLC4,044
0.0% of portfolio›$23.0K
IFP Advisors, Inc2,662
0.0% of portfolio›$15.1K
Lanark Financial, Inc.1,937
0.0% of portfolio›$11.0K
Root Financial Partners, LLC1,332
0.0% of portfolio›$7.6K
MTM Investment Management, LLC922
0.0% of portfolio›$5.2K
Assetmark, Inc621
0.0% of portfolio›$3.5K
Farther Finance Advisors, LLC450
0.0% of portfolio›$2.6K
Highline Wealth Partners LLC435
0.0% of portfolio›$2.5K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
1,276,256$7.3M0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
631,746$3.6M0.0%ETFLowFairfield, IA2026-11-02
CoreCap Advisors, LLC
252,884$1.4M0.0%ETFMediumSouthfield, MI2026-10-08
Plus Group Wealth Advisors LLC
200,954$1.1M1.0%ETFLowBelgium, WI2026-10-19
J.W. Cole Advisors, Inc.
109,852$625.1K0.0%IndexLowTampa, FL2026-11-05
Balboa Wealth Partners
107,342$610.8K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Wedbush Securities Inc
103,673$590.0K0.0%CoreLowPasadena, CA2026-10-22
International Assets Investment Management, LLC
86,031$490.4K0.0%CoreVery HighOrlando, FL2026-11-02
Kestra Advisory Services, LLC
72,518$412.6K0.0%CoreLowAustin, TX2026-11-02
Wealth Enhancement Advisory Services, LLC
65,604$394.9K0.0%CoreLowPlymouth, MN2026-10-13
Pines Wealth Management, LLC
60,000$341.4K0.1%GrowthLowSouthern Pines, NC2026-10-21
Balefire, LLC
57,606$327.8K0.1%ETFMediumDallas, TX2026-10-09
Virtue Capital Management, LLC
57,365$326.4K0.0%GrowthHighBrentwood, TN2026-10-29
Creative Planning
57,012$324.4K0.0%IndexVery LowOverland Park, KS2026-11-02
Nations Financial Group Inc,
54,701$311.3K0.0%CoreLowCedar Rapids, IA2026-11-05
Accurate Wealth Management, LLC
46,944$270.9K0.0%CoreMediumWesley Chapel, FL2026-10-20
Bison Wealth, LLC
46,771$274.5K0.0%GrowthMediumAtlanta, GA2026-10-13
Wealth Quarterback LLC
40,953$233.0K0.1%ETFMediumToms River, NJ2026-10-20
Leverty Financial Group, LLC
31,267$177.9K0.0%ETFVery LowHudson, WI2026-10-08
Compound Planning, Inc.
30,747$174.9K0.0%CoreLowNew York, NY2026-11-05
D.A. Davidson & Co.
25,126$143.0K0.0%CoreLowGreat Falls, MT2026-10-28
RKL Wealth Management LLC
25,000$142.3K0.0%ETFVery LowLancaster, PA2026-10-16
Valley Brook Capital Group, Inc.
23,500$133.7K0.1%GrowthVery LowVenetia, PA2026-10-26
Integrity Alliance, Llc.
22,739$129.4K0.0%ETFMediumUrbandale, IA2026-10-29
Dynamic Advisor Solutions LLC
21,842$124.3K0.0%ETFLowPhoenix, AZ2026-10-13
Plancorp, LLC
19,652$104.4K0.0%ETFLowSaint Louis, MO2026-11-03
Eagle Wealth Strategies LLC
18,138$103.2K0.0%ETFVery LowMullica Hill, NJ2026-10-20
Register Financial Advisors LLC
17,705$100.7K0.0%GARPLowAtlanta, GA2026-10-23
Cascade Investment Group, Inc.
15,419$87.7K0.0%CoreLowColorado Springs, CO2026-10-13
Herold Advisors, Inc.
15,212$86.6K0.0%CoreLowNew York, NY2026-10-19
Elevation Point Wealth Partners, LLC
13,500$76.8K0.0%CoreHighDenver, CO2026-11-05
Trek Financial, LLC
11,060$62.9K0.0%ETFHighScottsdale, AZ2026-10-29
Ellis Investment Partners, LLC
11,052$62.9K0.0%ETFLowBerwyn, PA2026-10-21
Liberty Capital Management, Inc.
10,000$56.9K0.0%CoreVery LowBirmingham, MI2026-11-02
Fifth Third Bancorp
4,770$27.1K0.0%IndexVery LowCincinnati, OH2026-11-05
Farmers & Merchants Investments Inc
4,344$24.7K0.0%CoreVery LowLincoln, NE2026-10-22
Pathway Financial Advisers, LLC
4,044$23.0K0.0%CoreLowAuburn, IN2026-10-27
IFP Advisors, Inc
2,662$15.1K0.0%GrowthLowTampa, FL2026-10-16
Lanark Financial, Inc.
1,937$11.0K0.0%CoreMediumBirmingham, AL2026-10-26
Root Financial Partners, LLC
1,332$7.6K0.0%ETFMediumEncinitas, CA2026-10-21
MTM Investment Management, LLC
922$5.2K0.0%CoreVery LowSpartanburg, SC2026-10-30
Assetmark, Inc
621$3.5K0.0%ETFLowConcord, CA2026-10-21
Farther Finance Advisors, LLC
450$2.6K0.0%IndexLowSan Francisco, CA2026-10-08
Highline Wealth Partners LLC
435$2.5K0.0%ETFMediumSherman Oaks, CA2026-10-19