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Gabelli Util TR

Q3 2024 vs Q4 2024

Comparing institutional holders between quarters

Quarters

Q4 2024Q3 2024
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
IFP Advisors, Inc
UNCHANGED
Shares2,665 from 2,665
Change0 (0%)
Value$2 (-$71)
Filed 2025-02-04
Quarry LP
CLOSED
Shares0 from 4,143,753
Change-4,143,753 (-100%)
Value$0 (-$114.0K)
Filed 2025-02-14
Absolute Investment Advisers, LLC
CLOSED
Shares0 from 3,500,400
Change-3,500,400 (-100%)
Value$0 (-$96.3K)
Filed 2025-01-24
Saba Capital Management, L.P.A
CLOSED
Shares0 from 1,918,007
Change-1,918,007 (-100%)
Value$0 (-$46.5K)
Filed 2025-02-14
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 1,335,245
Change-1,335,245 (-100%)
Value$0 (-$37)
Filed 2025-02-10
Alpine Global Management, LLC
CLOSED
Shares0 from 1,026,252
Change-1,026,252 (-100%)
Value$0 (-$28.2K)
Filed 2025-02-18
LPL Financial LLC
CLOSED
Shares0 from 946,585
Change-946,585 (-100%)
Value$0 (-$26.0K)
Filed 2025-02-11
Morgan Stanley
CLOSED
Shares0 from 648,802
Change-648,802 (-100%)
Value$0 (-$17.8K)
Filed 2025-05-15
Boothbay Fund Management, LLC
CLOSED
Shares0 from 442,500
Change-442,500 (-100%)
Value$0 (-$12.2K)
Filed 2025-02-14
UBS Group AG
CLOSED
Shares0 from 357,905
Change-357,905 (-100%)
Value$0 (-$10.0K)
Filed 2025-02-14
Virtu Financial LLC
CLOSED
Shares0 from 308,222
Change-308,222 (-100%)
Value$0 (-$8)
Filed 2025-02-11
Gamco Investors, Inc. ET AL
CLOSED
Shares0 from 275,853
Change-275,853 (-100%)
Value$0 (-$7.6K)
Filed 2025-02-13
Citadel Advisors LLC
CLOSED
Shares0 from 228,730
Change-228,730 (-100%)
Value$0 (-$6.3K)
Filed 2025-02-14
Cable Car Capital, LPA
CLOSED
Shares0 from 225,000
Change-225,000 (-100%)
Value$0 (-$6.2K)
Filed 2025-02-14
Osaic Holdings, Inc.
CLOSED
Shares0 from 149,470
Change-149,470 (-100%)
Value$0 (-$4.5K)
Filed 2025-06-06
Janney Montgomery Scott LLC
CLOSED
Shares0 from 128,245
Change-128,245 (-100%)
Value$0 (-$4)
Filed 2025-01-17
Balboa Wealth Partners
CLOSED
Shares0 from 127,695
Change-127,695 (-100%)
Value$0 (-$3.5K)
Filed 2025-02-10
Atria Wealth Solutions, Inc.
CLOSED
Shares0 from 123,655
Change-123,655 (-100%)
Value$0 (-$3.4K)
Filed 2025-01-31
MAS Advisors LLC
CLOSED
Shares0 from 107,610
Change-107,610 (-100%)
Value$0 (-$3.0K)
Filed 2025-01-27
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 106,220
Change-106,220 (-100%)
Value$0 (-$3)
Filed 2025-02-14
Cetera Investment Advisers
CLOSED
Shares0 from 104,365
Change-104,365 (-100%)
Value$0 (-$2.9K)
Filed 2025-02-14
Elequin Capital, LP
CLOSED
Shares0 from 100,000
Change-100,000 (-100%)
Value$0 (-$2.8K)
Filed 2025-02-18
Creative Planning
CLOSED
Shares0 from 59,000
Change-59,000 (-100%)
Value$0 (-$1.6K)
Filed 2025-02-14
Marco Investment Management LLC
CLOSED
Shares0 from 57,195
Change-57,195 (-100%)
Value$0 (-$1.6K)
Filed 2025-02-07
Nations Financial Group Inc,
CLOSED
Shares0 from 54,940
Change-54,940 (-100%)
Value$0 (-$1.5K)
Filed 2025-01-30
Balefire, LLC
CLOSED
Shares0 from 49,065
Change-49,065 (-100%)
Value$0 (-$1.3K)
Filed 2025-02-03
Good Life Advisors, LLC
CLOSED
Shares0 from 48,120
Change-48,120 (-100%)
Value$0 (-$1.3K)
Filed 2025-02-03
Rothschild Investment LLC
CLOSED
Shares0 from 43,030
Change-43,030 (-100%)
Value$0 (-$1.2K)
Filed 2025-02-04
StoneX Group Inc.
CLOSED
Shares0 from 40,597
Change-40,597 (-100%)
Value$0 (-$1.1K)
Filed 2025-08-13
CSS LLC
CLOSED
Shares0 from 40,590
Change-40,590 (-100%)
Value$0 (-$8.1K)
Filed 2025-02-18
Wealth Quarterback LLC
CLOSED
Shares0 from 38,485
Change-38,485 (-100%)
Value$0 (-$1.1K)
Filed 2025-01-31
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 37,660
Change-37,660 (-100%)
Value$0 (-$1.1K)
Filed 2025-02-07
MML Investors Services, LLC
CLOSED
Shares0 from 36,805
Change-36,805 (-100%)
Value$0 (-$1)
Filed 2025-02-13
Royal Bank of Canada
CLOSED
Shares0 from 30,425
Change-30,425 (-100%)
Value$0 (-$1.0K)
Filed 2025-02-14
Hilltop Holdings Inc.
CLOSED
Shares0 from 29,902
Change-29,902 (-100%)
Value$0 (-$822)
Filed 2025-02-14
Brookstone Capital Management
CLOSED
Shares0 from 29,685
Change-29,685 (-100%)
Value$0 (-$816)
Filed 2025-01-13
Synovus Financial Corp
CLOSED
Shares0 from 27,040
Change-27,040 (-100%)
Value$0 (-$744)
Filed 2025-02-13
Atlantic Trust Group, LLC
CLOSED
Shares0 from 25,895
Change-25,895 (-100%)
Value$0 (-$629)
Filed 2025-02-12
Stifel Financial Corp
CLOSED
Shares0 from 21,008
Change-21,008 (-100%)
Value$0 (-$580)
Filed 2025-02-13
Vantage Financial Partners, LLC
CLOSED
Shares0 from 20,960
Change-20,960 (-100%)
Value$0 (-$576)
Filed 2025-02-06
Two Sigma Securities, LLC
CLOSED
Shares0 from 19,390
Change-19,390 (-100%)
Value$0 (-$533)
Filed 2025-02-14
CoreCap Advisors, LLC
CLOSED
Shares0 from 18,875
Change-18,875 (-100%)
Value$0 (-$519)
Filed 2025-02-14
Everstar Asset Management, LLC
CLOSED
Shares0 from 18,150
Change-18,150 (-100%)
Value$0 (-$499)
Filed 2025-02-12
Eagle Wealth Strategies LLC
CLOSED
Shares0 from 18,140
Change-18,140 (-100%)
Value$0 (-$499)
Filed 2025-01-17
D.A. Davidson & Co.
CLOSED
Shares0 from 15,475
Change-15,475 (-100%)
Value$0 (-$426)
Filed 2025-01-31
Accurate Wealth Management, LLC
CLOSED
Shares0 from 14,500
Change-14,500 (-100%)
Value$0 (-$239)
Filed 2025-01-14
Rollins Financial Advisors, LLC
CLOSED
Shares0 from 14,000
Change-14,000 (-100%)
Value$0 (-$385)
Filed 2025-02-13
Allred Capital Management, LLC
CLOSED
Shares0 from 13,140
Change-13,140 (-100%)
Value$0 (-$361)
Filed 2025-02-13
Stratos Wealth Partners, Ltd.
CLOSED
Shares0 from 13,040
Change-13,040 (-100%)
Value$0 (-$359)
Filed 2025-01-27
Fifth Third Bancorp
CLOSED
Shares0 from 11,672
Change-11,672 (-100%)
Value$0 (-$321)
Filed 2025-01-21
Captrust Financial Advisors
CLOSED
Shares0 from 11,635
Change-11,635 (-100%)
Value$0 (-$320)
Filed 2025-02-14
Trek Financial, LLC
CLOSED
Shares0 from 11,075
Change-11,075 (-100%)
Value$0 (-$305)
Filed 2025-02-13
BNC Wealth Management, LLC
CLOSED
Shares0 from 10,690
Change-10,690 (-100%)
Value$0 (-$294)
Filed 2025-01-15
Envestnet Asset Management Inc
CLOSED
Shares0 from 10,018
Change-10,018 (-100%)
Value$0 (-$275)
Filed 2025-02-13
PFG Investments, LLC
CLOSED
Shares0 from 10,010
Change-10,010 (-100%)
Value$0 (-$275)
Filed 2025-01-22
Liberty Capital Management, Inc.
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$275)
Filed 2025-01-28
SIT Investment Associates Inc
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 ($0)
Filed 2025-02-13
Global Retirement Partners, LLC
CLOSED
Shares0 from 7,420
Change-7,420 (-100%)
Value$0 (-$204)
Filed 2025-01-31
Motco
CLOSED
Shares0 from 7,280
Change-7,280 (-100%)
Value$0 (-$200)
Filed 2025-02-05
Farmers & Merchants Investments Inc
CLOSED
Shares0 from 5,885
Change-5,885 (-100%)
Value$0 (-$162)
Filed 2025-01-28
Northwestern Mutual Wealth Management Co
CLOSED
Shares0 from 5,770
Change-5,770 (-100%)
Value$0 (-$159)
Filed 2025-02-11
Register Financial Advisors LLC
CLOSED
Shares0 from 5,285
Change-5,285 (-100%)
Value$0 (-$145)
Filed 2025-01-22
NewEdge Advisors, LLC
CLOSED
Shares0 from 4,750
Change-4,750 (-100%)
Value$0 (-$133)
Filed 2025-02-13
Pathway Financial Advisers, LLC
CLOSED
Shares0 from 3,375
Change-3,375 (-100%)
Value$0 (-$93)
Filed 2025-01-30
Resources Management Corp
CLOSED
Shares0 from 2,770
Change-2,770 (-100%)
Value$0 ($0)
Filed 2025-02-14
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,728
Change-2,728 (-100%)
Value$0 (-$99.2K)
Filed 2025-01-08
Principal Securities, Inc.
CLOSED
Shares0 from 1,885
Change-1,885 (-100%)
Value$0 (-$52)
Filed 2025-01-30
Assetmark, Inc
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$28)
Filed 2025-02-06
Boyd Watterson Asset Management LLC
CLOSED
Shares0 from 720
Change-720 (-100%)
Value$0 (-$20)
Filed 2025-02-03
Wells Fargo & Company
CLOSED
Shares0 from 720
Change-720 (-100%)
Value$0 (-$20)
Filed 2025-02-13
CWM, LLC
CLOSED
Shares0 from 485
Change-485 (-100%)
Value$0 ($0)
Filed 2025-02-04
Community Bank, N.A.
CLOSED
Shares0 from 330
Change-330 (-100%)
Value$0 (-$6)
Filed 2025-02-11
Allworth Financial LP
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$6)
Filed 2025-01-30
US Bancorp \de\
CLOSED
Shares0 from 140
Change-140 (-100%)
Value$0 (-$4)
Filed 2025-02-05
SOA Wealth Advisors, Llc.
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$3)
Filed 2025-02-06
Federation des caisses Desjardins du Quebec
CLOSED
Shares0 from 68
Change-68 (-100%)
Value$0 (-$2)
Filed 2025-02-14
Proequities, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2025-02-13
Status
IFP Advisors, Inc
UNCHANGED2,6652,66500%$73$2-$712025-02-04
Quarry LP
CLOSED04,143,753-4,143,753-100%$114.0K$0-$114.0K2025-02-14
Absolute Investment Advisers, LLC
CLOSED03,500,400-3,500,400-100%$96.3K$0-$96.3K2025-01-24
Saba Capital Management, L.P.A
CLOSED01,918,007-1,918,007-100%$46.5K$0-$46.5K2025-02-14
Commonwealth Equity Services, LLC
CLOSED01,335,245-1,335,245-100%$37$0-$372025-02-10
Alpine Global Management, LLC
CLOSED01,026,252-1,026,252-100%$28.2K$0-$28.2K2025-02-18
LPL Financial LLC
CLOSED0946,585-946,585-100%$26.0K$0-$26.0K2025-02-11
Morgan Stanley
CLOSED0648,802-648,802-100%$17.8K$0-$17.8K2025-05-15
Boothbay Fund Management, LLC
CLOSED0442,500-442,500-100%$12.2K$0-$12.2K2025-02-14
UBS Group AG
CLOSED0357,905-357,905-100%$10.0K$0-$10.0K2025-02-14
Virtu Financial LLC
CLOSED0308,222-308,222-100%$8$0-$82025-02-11
Gamco Investors, Inc. ET AL
CLOSED0275,853-275,853-100%$7.6K$0-$7.6K2025-02-13
Citadel Advisors LLC
CLOSED0228,730-228,730-100%$6.3K$0-$6.3K2025-02-14
Cable Car Capital, LPA
CLOSED0225,000-225,000-100%$6.2K$0-$6.2K2025-02-14
Osaic Holdings, Inc.
CLOSED0149,470-149,470-100%$4.5K$0-$4.5K2025-06-06
Janney Montgomery Scott LLC
CLOSED0128,245-128,245-100%$4$0-$42025-01-17
Balboa Wealth Partners
CLOSED0127,695-127,695-100%$3.5K$0-$3.5K2025-02-10
Atria Wealth Solutions, Inc.
CLOSED0123,655-123,655-100%$3.4K$0-$3.4K2025-01-31
MAS Advisors LLC
CLOSED0107,610-107,610-100%$3.0K$0-$3.0K2025-01-27
Cambridge Investment Research Advisors, Inc.
CLOSED0106,220-106,220-100%$3$0-$32025-02-14
Cetera Investment Advisers
CLOSED0104,365-104,365-100%$2.9K$0-$2.9K2025-02-14
Elequin Capital, LP
CLOSED0100,000-100,000-100%$2.8K$0-$2.8K2025-02-18
Creative Planning
CLOSED059,000-59,000-100%$1.6K$0-$1.6K2025-02-14
Marco Investment Management LLC
CLOSED057,195-57,195-100%$1.6K$0-$1.6K2025-02-07
Nations Financial Group Inc,
CLOSED054,940-54,940-100%$1.5K$0-$1.5K2025-01-30
Balefire, LLC
CLOSED049,065-49,065-100%$1.3K$0-$1.3K2025-02-03
Good Life Advisors, LLC
CLOSED048,120-48,120-100%$1.3K$0-$1.3K2025-02-03
Rothschild Investment LLC
CLOSED043,030-43,030-100%$1.2K$0-$1.2K2025-02-04
StoneX Group Inc.
CLOSED040,597-40,597-100%$1.1K$0-$1.1K2025-08-13
CSS LLC
CLOSED040,590-40,590-100%$8.1K$0-$8.1K2025-02-18
Wealth Quarterback LLC
CLOSED038,485-38,485-100%$1.1K$0-$1.1K2025-01-31
PNC Financial Services Group, Inc.
CLOSED037,660-37,660-100%$1.1K$0-$1.1K2025-02-07
MML Investors Services, LLC
CLOSED036,805-36,805-100%$1$0-$12025-02-13
Royal Bank of Canada
CLOSED030,425-30,425-100%$1.0K$0-$1.0K2025-02-14
Hilltop Holdings Inc.
CLOSED029,902-29,902-100%$822$0-$8222025-02-14
Brookstone Capital Management
CLOSED029,685-29,685-100%$816$0-$8162025-01-13
Synovus Financial Corp
CLOSED027,040-27,040-100%$744$0-$7442025-02-13
Atlantic Trust Group, LLC
CLOSED025,895-25,895-100%$629$0-$6292025-02-12
Stifel Financial Corp
CLOSED021,008-21,008-100%$580$0-$5802025-02-13
Vantage Financial Partners, LLC
CLOSED020,960-20,960-100%$576$0-$5762025-02-06
Two Sigma Securities, LLC
CLOSED019,390-19,390-100%$533$0-$5332025-02-14
CoreCap Advisors, LLC
CLOSED018,875-18,875-100%$519$0-$5192025-02-14
Everstar Asset Management, LLC
CLOSED018,150-18,150-100%$499$0-$4992025-02-12
Eagle Wealth Strategies LLC
CLOSED018,140-18,140-100%$499$0-$4992025-01-17
D.A. Davidson & Co.
CLOSED015,475-15,475-100%$426$0-$4262025-01-31
Accurate Wealth Management, LLC
CLOSED014,500-14,500-100%$239$0-$2392025-01-14
Rollins Financial Advisors, LLC
CLOSED014,000-14,000-100%$385$0-$3852025-02-13
Allred Capital Management, LLC
CLOSED013,140-13,140-100%$361$0-$3612025-02-13
Stratos Wealth Partners, Ltd.
CLOSED013,040-13,040-100%$359$0-$3592025-01-27
Fifth Third Bancorp
CLOSED011,672-11,672-100%$321$0-$3212025-01-21
Captrust Financial Advisors
CLOSED011,635-11,635-100%$320$0-$3202025-02-14
Trek Financial, LLC
CLOSED011,075-11,075-100%$305$0-$3052025-02-13
BNC Wealth Management, LLC
CLOSED010,690-10,690-100%$294$0-$2942025-01-15
Envestnet Asset Management Inc
CLOSED010,018-10,018-100%$275$0-$2752025-02-13
PFG Investments, LLC
CLOSED010,010-10,010-100%$275$0-$2752025-01-22
Liberty Capital Management, Inc.
CLOSED010,000-10,000-100%$275$0-$2752025-01-28
SIT Investment Associates Inc
CLOSED010,000-10,000-100%$0$0$02025-02-13
Global Retirement Partners, LLC
CLOSED07,420-7,420-100%$204$0-$2042025-01-31
Motco
CLOSED07,280-7,280-100%$200$0-$2002025-02-05
Farmers & Merchants Investments Inc
CLOSED05,885-5,885-100%$162$0-$1622025-01-28
Northwestern Mutual Wealth Management Co
CLOSED05,770-5,770-100%$159$0-$1592025-02-11
Register Financial Advisors LLC
CLOSED05,285-5,285-100%$145$0-$1452025-01-22
NewEdge Advisors, LLC
CLOSED04,750-4,750-100%$133$0-$1332025-02-13
Pathway Financial Advisers, LLC
CLOSED03,375-3,375-100%$93$0-$932025-01-30
Resources Management Corp
CLOSED02,770-2,770-100%$0$0$02025-02-14
International Assets Investment Management, LLC
CLOSED02,728-2,728-100%$99.2K$0-$99.2K2025-01-08
Principal Securities, Inc.
CLOSED01,885-1,885-100%$52$0-$522025-01-30
Assetmark, Inc
CLOSED01,000-1,000-100%$28$0-$282025-02-06
Boyd Watterson Asset Management LLC
CLOSED0720-720-100%$20$0-$202025-02-03
Wells Fargo & Company
CLOSED0720-720-100%$20$0-$202025-02-13
CWM, LLC
CLOSED0485-485-100%$0$0$02025-02-04
Community Bank, N.A.
CLOSED0330-330-100%$6$0-$62025-02-11
Allworth Financial LP
CLOSED0200-200-100%$6$0-$62025-01-30
US Bancorp \de\
CLOSED0140-140-100%$4$0-$42025-02-05
SOA Wealth Advisors, Llc.
CLOSED0120-120-100%$3$0-$32025-02-06
Federation des caisses Desjardins du Quebec
CLOSED068-68-100%$2$0-$22025-02-14
Proequities, Inc.
CLOSED000—$0$0$02025-02-13
Showing 77 of 77 institutions