Gabelli Utility Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 1.52 M | $9.24 M | -3.69% | 1.63% |
| LPL FINANCIAL LLC | 11/12/2025 | 981.22 K | $5.96 M | 4.57% | 1.05% |
| MORGAN STANLEY | 11/14/2025 | 792.90 K | $4.81 M | -1.65% | 0.85% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 358.52 K | $2.18 M | 55.87% | 0.39% |
| GAMCO INVESTORS, INC. ET AL | 11/12/2025 | 331.02 K | $2.01 M | 0.00% | 0.36% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 316.53 K | $1.88 M | 15.98% | 0.34% |
| VIRTUE CAPITAL MANAGEMENT, LLC | 10/31/2025 | 176.49 K | $1.07 M | -16.61% | 0.19% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 136.75 K | $830.00 K | -1.33% | 0.15% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 122.74 K | $745.05 K | 18.33% | 0.13% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 117.97 K | $716.10 K | -10.74% | 0.13% |
| BALBOA WEALTH PARTNERS | 11/06/2025 | 108.88 K | $660.92 K | -3.17% | 0.12% |
| J.W. COLE ADVISORS, INC. | 11/05/2025 | 101.10 K | $613.64 K | -3.48% | 0.11% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/31/2025 | 94.63 K | $551.51 K | 0.00% | 0.10% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 80.58 K | $489.12 K | -15.49% | 0.09% |
| MAS ADVISORS LLC | 10/28/2025 | 74.51 K | $452.29 K | 10.24% | 0.08% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 70.17 K | $425.94 K | 39.32% | 0.08% |
| CORECAP ADVISORS, LLC | 10/22/2025 | 68.97 K | $418.62 K | -5.61% | 0.07% |
| VISIONPOINT ADVISORY GROUP, LLC | 10/08/2025 | 68.60 K | $416.38 K | 1.51% | 0.07% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 63.79 K | $387.19 K | 54.58% | 0.07% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 61.37 K | $370.67 K | -7.42% | 0.07% |
| CREATIVE PLANNING | 11/14/2025 | 59.01 K | $358.17 K | 1.48% | 0.06% |
| ELITE WEALTH MANAGEMENT, INC. | 10/27/2025 | 57.10 K | $346.60 K | 0.00% | 0.06% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10/28/2025 | 52.70 K | $319.86 K | 0.13% | 0.06% |
| PINES WEALTH MANAGEMENT, LLC | 11/03/2025 | 50.00 K | $303.50 K | 100.00% | 0.05% |
| WEDBUSH SECURITIES INC | 11/06/2025 | 47.12 K | $286.00 K | 18.78% | 0.05% |
| ROTHSCHILD INVESTMENT LLC | 11/07/2025 | 41.29 K | $250.66 K | -4.84% | 0.04% |
| ROYAL BANK OF CANADA | 11/14/2025 | 41.17 K | $250.00 K | 2.81% | 0.04% |
| WEALTH QUARTERBACK LLC | 10/20/2025 | 40.30 K | $244.61 K | 0.03% | 0.04% |
| STRATOS WEALTH PARTNERS, LTD. | 11/06/2025 | 36.44 K | $221.22 K | -5.03% | 0.04% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 35.83 K | $217.48 K | -12.46% | 0.04% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 32.88 K | $199.58 K | 3.05% | 0.04% |
| UBS GROUP AG | 11/13/2025 | 32.51 K | $197.35 K | 4.11% | 0.03% |
| LEVERTY FINANCIAL GROUP, LLC | 10/08/2025 | 31.27 K | $189.79 K | 0.00% | 0.03% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 27.71 K | $168.17 K | -12.20% | 0.03% |
| COCO ENTERPRISES, LLC | 11/07/2025 | 27.44 K | $166.27 K | 0.00% | 0.03% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 25.15 K | $152.65 K | 0.35% | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 23.66 K | $143.59 K | 0.00% | 0.03% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 11/14/2025 | 22.57 K | $137.01 K | 100.00% | 0.02% |
| AMERIFLEX GROUP, INC. | 11/12/2025 | 19.20 K | $116.54 K | 100.00% | 0.02% |
| EAGLE WEALTH STRATEGIES LLC | 11/07/2025 | 18.14 K | $110.10 K | 0.00% | 0.02% |
| REGISTER FINANCIAL ADVISORS LLC | 10/30/2025 | 18.05 K | $109.57 K | 2.49% | 0.02% |
| CASCADE INVESTMENT GROUP, INC. | 10/29/2025 | 17.89 K | $108.58 K | 0.00% | 0.02% |
| VANTAGE FINANCIAL PARTNERS, LLC | 11/05/2025 | 17.51 K | $106.29 K | -5.20% | 0.02% |
| D.A. DAVIDSON & CO. | 10/22/2025 | 16.95 K | $102.89 K | 0.04% | 0.02% |
| ACCURATE WEALTH MANAGEMENT, LLC | 10/20/2025 | 16.44 K | $99.60 K | 0.07% | 0.02% |
| SONORA INVESTMENT MANAGEMENT GROUP, LLC | 10/07/2025 | 15.92 K | $96.63 K | 0.00% | 0.02% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 10/09/2025 | 15.32 K | $93.00 K | 0.85% | 0.02% |
| SYNOVUS FINANCIAL CORP | 11/07/2025 | 15.08 K | $91.51 K | 0.00% | 0.02% |
| VALLEY BROOK CAPITAL GROUP, INC. | 11/04/2025 | 15.00 K | $91.05 K | -11.76% | 0.02% |
| MML INVESTORS SERVICES, LLC | 11/14/2025 | 14.64 K | $88.84 K | -18.59% | 0.02% |
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Gabelli Utility Trust institutional Ownership - FAQ's
During the previous two years, 105 institutional investors and hedge funds held shares of Gabelli Utility Trust. The most heavily invested institutionals were:
Balboa Wealth Partners: 104,579
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 94,631
Pines Wealth Management, LLC: 50,000
Wealth Quarterback LLC: 40,659
Leverty Financial Group, LLC: 31,267
Dynamic Advisor Solutions LLC: 17,751
7.29% of Gabelli Utility Trust stock is owned by institutional investors.
Institutional investors have bought a total of 6.38 M shares in the last 24 months. This purchase volume represents approximately $38.45 M in transactions.