Gabelli Utility Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 1.28 M | $7.74 M | -1.66% | 1.43% |
| LPL FINANCIAL LLC | 05/06/2026 | 949.99 K | $5.75 M | 0.72% | 1.07% |
| MORGAN STANLEY | 05/15/2026 | 927.81 K | $5.61 M | -1.56% | 1.04% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 596.50 K | $3.61 M | 45.46% | 0.67% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 479.66 K | $2.90 M | 16.45% | 0.54% |
| GAMCO INVESTORS, INC. ET AL | 05/14/2026 | 331.02 K | $2.00 M | 0.00% | 0.37% |
| 04/07/2026 | 179.27 K | $1.08 M | 0.71% | 0.20% | |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 176.62 K | $1.07 M | 16.18% | 0.20% |
| ARLINGTON CAPITAL MANAGEMENT, INC. | 05/01/2026 | 147.07 K | $889.74 K | 100.00% | 0.16% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 138.49 K | $838.00 K | 1.84% | 0.16% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 130.00 K | $786.53 K | 1.32% | 0.15% |
| BALBOA WEALTH PARTNERS | 04/16/2026 | 113.26 K | $685.21 K | 8.30% | 0.13% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 99.79 K | $603.74 K | 28.99% | 0.11% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 94.09 K | $569.00 K | 26.54% | 0.11% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 89.63 K | $536.89 K | -5.28% | 0.10% |
| ROYAL BANK OF CANADA | 05/15/2026 | 80.08 K | $485.00 K | 102.35% | 0.09% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 77.39 K | $468.23 K | 33.70% | 0.09% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 70.01 K | $423.54 K | -8.66% | 0.08% |
| VIRTUE CAPITAL MANAGEMENT, LLC | 05/07/2026 | 57.37 K | $340.17 K | -37.42% | 0.06% |
| CREATIVE PLANNING | 05/12/2026 | 56.83 K | $343.82 K | -0.87% | 0.06% |
| VISIONPOINT ADVISORY GROUP, LLC | 05/07/2026 | 55.84 K | $337.85 K | 2.17% | 0.06% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 04/15/2026 | 52.74 K | $319.09 K | 0.00% | 0.06% |
| KOVACK ADVISORS, INC. | 05/13/2026 | 52.05 K | $314.71 K | -11.15% | 0.06% |
| PINES WEALTH MANAGEMENT, LLC | 04/08/2026 | 50.00 K | $302.50 K | 0.00% | 0.06% |
| WEALTH QUARTERBACK LLC | 04/09/2026 | 47.10 K | $284.96 K | 15.84% | 0.05% |
| ROTHSCHILD INVESTMENT LLC | 05/07/2026 | 46.29 K | $280.08 K | 12.11% | 0.05% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 42.69 K | $258.26 K | 52.55% | 0.05% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 37.56 K | $227.23 K | 4.74% | 0.04% |
| ACCURATE WEALTH MANAGEMENT, LLC | 04/23/2026 | 35.10 K | $214.10 K | 4.83% | 0.04% |
| CORE WEALTH ADVISORS, INC. | 05/18/2026 | 34.62 K | $209.47 K | 100.00% | 0.04% |
| BISON WEALTH, LLC | 05/15/2026 | 31.52 K | $198.90 K | 100.00% | 0.04% |
| ATOMI FINANCIAL GROUP, INC. | 05/14/2026 | 31.30 K | $189.36 K | 11.86% | 0.04% |
| LEVERTY FINANCIAL GROUP, LLC | 04/09/2026 | 31.27 K | $189.17 K | 0.00% | 0.04% |
| COLONY GROUP, LLC | 05/15/2026 | 28.30 K | $171.24 K | 60.32% | 0.03% |
| UBS GROUP AG | 05/05/2026 | 27.95 K | $169.07 K | -5.36% | 0.03% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 27.78 K | $165.86 K | -57.90% | 0.03% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 26.63 K | $161.09 K | -10.13% | 0.03% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 25.57 K | $154.71 K | -3.70% | 0.03% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 25.11 K | $151.92 K | 2.67% | 0.03% |
| RKL WEALTH MANAGEMENT LLC | 04/24/2026 | 25.00 K | $151.25 K | 0.00% | 0.03% |
| COCO ENTERPRISES, LLC | 05/15/2026 | 24.98 K | $149.86 K | -8.97% | 0.03% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 24.00 K | $145.20 K | -66.68% | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 23.66 K | $143.12 K | -29.45% | 0.03% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 05/11/2026 | 22.91 K | $138.59 K | 1.21% | 0.03% |
| MARINER, LLC | 05/13/2026 | 21.67 K | $131.13 K | 89.21% | 0.02% |
| VALLEY BROOK CAPITAL GROUP, INC. | 05/08/2026 | 21.00 K | $127.05 K | 40.00% | 0.02% |
| SILVER OAK SECURITIES, INCORPORATED | 04/20/2026 | 20.55 K | $124.30 K | 28.03% | 0.02% |
| PLANCORP, LLC | 04/14/2026 | 19.65 K | $119.88 K | 100.00% | 0.02% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 04/08/2026 | 19.38 K | $117.26 K | 9.19% | 0.02% |
| EAGLE WEALTH STRATEGIES LLC | 04/10/2026 | 18.14 K | $109.74 K | 0.00% | 0.02% |
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Gabelli Utility Trust institutional Ownership - FAQ's
During the previous two years, 141 institutional investors and hedge funds held shares of Gabelli Utility Trust. The most heavily invested institutionals were:
COMMONWEALTH EQUITY SERVICES, LLC: 1.28 M
LPL Financial LLC: 949,990
MORGAN STANLEY: 927,814
Cambridge Investment Research Advisors, Inc.: 596,499
ADVISOR GROUP HOLDINGS, INC.: 479,661
GAMCO INVESTORS, INC. ET AL: 331,023
8.20% of Gabelli Utility Trust stock is owned by institutional investors.
Institutional investors have bought a total of 8.13 M shares in the last 24 months. This purchase volume represents approximately $49.17 M in transactions.