Gabelli Utility Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 1.30 M | $7.84 M | -14.53% | 1.40% |
| LPL FINANCIAL LLC | 02/11/2026 | 943.22 K | $5.69 M | -3.87% | 1.01% |
| MORGAN STANLEY | 02/13/2026 | 942.53 K | $5.68 M | 18.87% | 1.01% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 411.89 K | $2.48 M | 30.13% | 0.44% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 410.07 K | $2.47 M | 14.38% | 0.44% |
| GAMCO INVESTORS, INC. ET AL | 02/05/2026 | 331.02 K | $2.00 M | 0.00% | 0.36% |
| 02/05/2026 | 178.02 K | $1.07 M | 100.00% | 0.19% | |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 152.03 K | $916.74 K | 28.87% | 0.16% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 135.99 K | $820.00 K | -0.56% | 0.15% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 128.31 K | $773.70 K | 4.53% | 0.14% |
| BALBOA WEALTH PARTNERS | 01/16/2026 | 104.58 K | $630.61 K | -3.95% | 0.11% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 101.69 K | $603.08 K | 0.59% | 0.11% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 94.63 K | $570.62 K | 0.00% | 0.10% |
| VIRTUE CAPITAL MANAGEMENT, LLC | 02/18/2026 | 91.67 K | $555.50 K | 92.49% | 0.10% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 77.37 K | $466.52 K | 12.18% | 0.08% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 76.64 K | $462.16 K | 9.22% | 0.08% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 74.36 K | $448.00 K | 57.82% | 0.08% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 72.03 K | $434.34 K | -10.61% | 0.08% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 65.99 K | $401.87 K | 7.53% | 0.07% |
| KOVACK ADVISORS, INC. | 02/17/2026 | 58.58 K | $353.25 K | 100.00% | 0.06% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 57.89 K | $349.07 K | -9.25% | 0.06% |
| CREATIVE PLANNING | 02/17/2026 | 57.33 K | $345.68 K | -2.85% | 0.06% |
| VISIONPOINT ADVISORY GROUP, LLC | 01/12/2026 | 54.66 K | $329.59 K | -20.32% | 0.06% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 01/26/2026 | 52.74 K | $318.03 K | 0.09% | 0.06% |
| PINES WEALTH MANAGEMENT, LLC | 02/02/2026 | 50.00 K | $301.50 K | 0.00% | 0.05% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 45.76 K | $275.93 K | 294.69% | 0.05% |
| ROTHSCHILD INVESTMENT LLC | 02/10/2026 | 41.29 K | $249.00 K | 0.00% | 0.04% |
| WEALTH QUARTERBACK LLC | 01/15/2026 | 40.66 K | $245.17 K | 0.90% | 0.04% |
| ROYAL BANK OF CANADA | 02/17/2026 | 39.58 K | $239.00 K | -3.87% | 0.04% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 35.86 K | $216.23 K | 0.08% | 0.04% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 33.53 K | $202.19 K | 41.74% | 0.04% |
| ACCURATE WEALTH MANAGEMENT, LLC | 01/14/2026 | 33.48 K | $204.57 K | 103.72% | 0.04% |
| LEVERTY FINANCIAL GROUP, LLC | 01/09/2026 | 31.27 K | $188.54 K | 0.00% | 0.03% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 29.63 K | $178.66 K | -9.89% | 0.03% |
| UBS GROUP AG | 01/29/2026 | 29.53 K | $178.05 K | -9.18% | 0.03% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 27.98 K | $168.73 K | -23.22% | 0.03% |
| ATOMI FINANCIAL GROUP, INC. | 02/19/2026 | 27.98 K | $168.72 K | 100.00% | 0.03% |
| COCO ENTERPRISES, LLC | 02/13/2026 | 27.44 K | $165.45 K | 0.00% | 0.03% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 26.56 K | $160.13 K | -4.15% | 0.03% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 25.23 K | $152.16 K | 0.33% | 0.03% |
| RKL WEALTH MANAGEMENT LLC | 02/12/2026 | 25.00 K | $150.75 K | 100.00% | 0.03% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 24.46 K | $147.49 K | 44.30% | 0.03% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 02/09/2026 | 22.63 K | $136.47 K | 0.27% | 0.02% |
| 02/13/2026 | 19.38 K | $116.85 K | 100.00% | 0.02% | |
| EAGLE WEALTH STRATEGIES LLC | 01/06/2026 | 18.14 K | $109.37 K | 0.00% | 0.02% |
| CASCADE INVESTMENT GROUP, INC. | 01/22/2026 | 17.89 K | $107.87 K | 0.00% | 0.02% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 01/09/2026 | 17.75 K | $107.04 K | 15.85% | 0.02% |
| COLONY GROUP, LLC | 02/13/2026 | 17.65 K | $106.45 K | 100.00% | 0.02% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 17.19 K | $103.65 K | 261.87% | 0.02% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 17.16 K | $103.45 K | 38.21% | 0.02% |
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Gabelli Utility Trust institutional Ownership - FAQ's
During the previous two years, 143 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.: 596,499
Arlington Capital Management, Inc.: 147,065
Janney Montgomery Scott LLC: 138,486
Balboa Wealth Partners: 113,258
CoreCap Advisors, LLC: 99,791
7.55% of Gabelli Utility Trust stock is owned by institutional investors.
Institutional investors have bought a total of 8.09 M shares in the last 24 months. This purchase volume represents approximately $48.95 M in transactions.