Gabelli Utility Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 1.38 M | $9.08 M | 48.56% | 1.55% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 1.26 M | $8.30 M | -1.48% | 1.42% |
| LPL FINANCIAL LLC | 08/07/2026 | 947.88 K | $6.25 M | -0.22% | 1.07% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 599.88 K | $3.95 M | 0.57% | 0.67% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 472.65 K | $3.11 M | -1.46% | 0.53% |
| GAMCO INVESTORS, INC. ET AL | 08/12/2026 | 331.02 K | $2.18 M | 0.00% | 0.37% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 225.79 K | $1.49 M | 501.17% | 0.25% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 188.27 K | $1.24 M | 6.60% | 0.21% |
| PLUS GROUP WEALTH ADVISORS LLC | 07/13/2026 | 187.85 K | $1.24 M | 4.78% | 0.21% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 163.48 K | $1.08 M | 63.83% | 0.18% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 141.87 K | $935.00 K | 2.44% | 0.16% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 125.17 K | $824.88 K | -3.72% | 0.14% |
| BALBOA WEALTH PARTNERS | 08/10/2026 | 110.44 K | $727.82 K | -2.49% | 0.12% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 100.92 K | $665.07 K | 100.00% | 0.11% |
| ENVESTNET ASSET MANAGEMENT INC | 09/23/2026 | 100.39 K | $661.57 K | 29.71% | 0.11% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 97.59 K | $643.00 K | 3.72% | 0.11% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 86.03 K | $563.50 K | -4.02% | 0.10% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 73.31 K | $483.14 K | 4.72% | 0.08% |
| IGNITE PLANNERS, LLC | 07/23/2026 | 65.82 K | $318.56 K | 100.00% | 0.07% |
| KOVACK ADVISORS, INC. | 07/29/2026 | 64.03 K | $421.84 K | 23.02% | 0.07% |
| CORE WEALTH ADVISORS, INC. | 08/11/2026 | 58.16 K | $383.29 K | 67.99% | 0.07% |
| VIRTUE CAPITAL MANAGEMENT, LLC | 08/05/2026 | 57.37 K | $378.04 K | 0.00% | 0.06% |
| BALEFIRE, LLC | 07/07/2026 | 57.02 K | $375.73 K | 2.10% | 0.06% |
| CREATIVE PLANNING | 08/13/2026 | 56.92 K | $375.08 K | 0.15% | 0.06% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 07/23/2026 | 54.70 K | $360.49 K | 3.72% | 0.06% |
| MARINER, LLC | 08/13/2026 | 51.58 K | $339.88 K | 137.96% | 0.06% |
| PINES WEALTH MANAGEMENT, LLC | 07/22/2026 | 50.00 K | $329.50 K | 0.00% | 0.06% |
| ROYAL BANK OF CANADA | 08/14/2026 | 47.58 K | $314.00 K | -40.59% | 0.05% |
| BISON WEALTH, LLC | 07/07/2026 | 46.77 K | $313.83 K | 48.38% | 0.05% |
| ROTHSCHILD INVESTMENT LLC | 08/06/2026 | 46.29 K | $305.08 K | 0.00% | 0.05% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 46.11 K | $303.88 K | 8.02% | 0.05% |
| ACCURATE WEALTH MANAGEMENT, LLC | 07/15/2026 | 41.24 K | $282.49 K | 17.50% | 0.05% |
| WEALTH QUARTERBACK LLC | 07/27/2026 | 40.98 K | $270.08 K | -12.99% | 0.05% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 37.60 K | $257.56 K | 35.34% | 0.04% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 36.85 K | $242.84 K | 140.54% | 0.04% |
| LEVERTY FINANCIAL GROUP, LLC | 07/10/2026 | 31.27 K | $206.05 K | 0.00% | 0.04% |
| COMPOUND PLANNING, INC. | 08/04/2026 | 30.70 K | $202.28 K | -1.93% | 0.03% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 08/19/2026 | 30.08 K | $198.25 K | 100.00% | 0.03% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 27.42 K | $180.69 K | 7.22% | 0.03% |
| SEQUOIA FINANCIAL ADVISORS, LLC | 07/17/2026 | 26.87 K | $177.06 K | 100.00% | 0.03% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 25.58 K | $168.59 K | -3.92% | 0.03% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 25.12 K | $165.53 K | 0.03% | 0.03% |
| RKL WEALTH MANAGEMENT LLC | 08/11/2026 | 25.00 K | $164.75 K | 0.00% | 0.03% |
| PIEDMONT CAPITAL MANAGEMENT, LLC | 08/13/2026 | 24.98 K | $164.54 K | 0.00% | 0.03% |
| UBS GROUP AG | 08/13/2026 | 24.95 K | $164.39 K | -10.74% | 0.03% |
| NUVEEN, LLC | 08/11/2026 | 24.57 K | $161.89 K | 100.00% | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 23.66 K | $155.89 K | 0.00% | 0.03% |
| VALLEY BROOK CAPITAL GROUP, INC. | 07/27/2026 | 23.50 K | $154.87 K | 11.90% | 0.03% |
| INTEGRITY ALLIANCE, LLC. | 07/31/2026 | 22.45 K | $147.97 K | -1.97% | 0.03% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 07/07/2026 | 21.11 K | $139.12 K | 8.92% | 0.02% |
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Gabelli Utility Trust institutional Ownership - FAQ's
During the previous two years, 122 institutional investors and hedge funds held shares of Gabelli Utility Trust. The most heavily invested institutionals were:
COMMONWEALTH EQUITY SERVICES, LLC: 1.28 M
Cambridge Investment Research Advisors, Inc.: 631,746
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 86,031
Kestra Advisory Services, LLC: 72,518
Virtue Capital Management, LLC: 57,365
Creative Planning: 57,012
9.26% of Gabelli Utility Trust stock is owned by institutional investors.
Institutional investors have bought a total of 8.30 M shares in the last 24 months. This purchase volume represents approximately $50.18 M in transactions.