GABELLI UTILITY TRUST (GUT) Institutional Ownership Changes & 13F Activity
GABELLI UTILITY TRUST (GUT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Baird Financial Group, Inc., Royal Bank Of Canada, Kingsview Wealth Management, Llc, and Mariner, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Kingsview Wealth Management, Llc | Buy | +30,084 | — | 30,084 | $198.25K | Q2 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Buy | +109 | +0.9% | 11,668 | $76.89K | Q2 2026 | Aug 19, 2026 |
| Royal Bank Of Canada | Sell | -32,507 | -40.6% | 47,576 | $314.00K | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +18,051 | — | 18,051 | $118.00K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +13,767 | — | 13,767 | $90.72K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -7,014 | -1.5% | 472,647 | $3.11M | Q2 2026 | Aug 14, 2026 |
| Quantum Portfolio Management Llc | Buy | +4,948 | — | 4,948 | $32.61K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -4,832 | -3.7% | 125,172 | $824.88K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -1,044 | -3.9% | 25,583 | $168.59K | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Sell | -717 | -5.3% | 12,913 | $85.10K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +597 | — | 597 | $3.85K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +542 | +54200.0% | 543 | $3.58K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +450,565 | +48.6% | 1,378,379 | $9.08M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +29,901 | +138.0% | 51,575 | $339.88K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -3,984 | -16.6% | 20,016 | $131.91K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -3,000 | -10.7% | 24,945 | $164.39K | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +10 | +2.5% | 405 | $2.67K | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | Buy | +188,235 | +501.2% | 225,794 | $1.49M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +11,649 | +6.6% | 188,270 | $1.24M | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | Sell | -10,649 | -37.6% | 17,654 | $116.34K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +6,350 | — | 6,350 | $41.85K | Q2 2026 | Aug 12, 2026 |
| Brown Brothers Harriman & Co | Buy | +5,640 | — | 5,640 | $37.17K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +1,847 | +7.2% | 27,419 | $180.69K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +103 | +29.9% | 447 | $2.95K | Q2 2026 | Aug 12, 2026 |
| Nuveen, Llc | Buy | +24,566 | — | 24,566 | $161.89K | Q2 2026 | Aug 11, 2026 |
| Core Wealth Advisors, Inc. | Buy | +23,540 | +68.0% | 58,163 | $383.29K | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, Ltd. | Buy | +3,425 | +8.0% | 46,112 | $303.88K | Q2 2026 | Aug 11, 2026 |
| Balboa Wealth Partners | Sell | -2,815 | -2.5% | 110,443 | $727.82K | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | Buy | +2,301 | — | 2,301 | $15.16K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Sell | -2,111 | -0.2% | 947,879 | $6.25M | Q2 2026 | Aug 07, 2026 |
Frequently asked questions about GUT activity
Which institutional owners are buying GUT?
Institutional owners buying GUT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in GUT activity?
"Buy" means an investor increased their reported position in GUT compared to the prior reporting period. This reflects growing exposure to GABELLI UTILITY TRUST (GUT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in GUT increasing?
Institutional interest in GUT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
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