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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Kingsview Wealth Management, LlcBuy+30,08430,084$198.25KQ2 2026Aug 19, 2026
Mercer Global Advisors IncBuy+109+0.9%11,668$76.89KQ2 2026Aug 19, 2026
Royal Bank Of CanadaSell-32,507-40.6%47,576$314.00KQ2 2026Aug 14, 2026
Hrt Financial LpBuy+18,05118,051$118.00KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+13,76713,767$90.72KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-7,014-1.5%472,647$3.11MQ2 2026Aug 14, 2026
Quantum Portfolio Management LlcBuy+4,9484,948$32.61KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-4,832-3.7%125,172$824.88KQ2 2026Aug 14, 2026
Bank Of America CorpSell-1,044-3.9%25,583$168.59KQ2 2026Aug 14, 2026
Xtx Topco LtdSell-717-5.3%12,913$85.10KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+597597$3.85KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+542+54200.0%543$3.58KQ2 2026Aug 14, 2026
Morgan StanleyBuy+450,565+48.6%1,378,379$9.08MQ2 2026Aug 13, 2026
Mariner, LlcBuy+29,901+138.0%51,575$339.88KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-3,984-16.6%20,016$131.91KQ2 2026Aug 13, 2026
Ubs Group AgSell-3,000-10.7%24,945$164.39KQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+10+2.5%405$2.67KQ2 2026Aug 13, 2026
Baird Financial Group, Inc.Buy+188,235+501.2%225,794$1.49MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+11,649+6.6%188,270$1.24MQ2 2026Aug 12, 2026
Focus Partners WealthSell-10,649-37.6%17,654$116.34KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+6,3506,350$41.85KQ2 2026Aug 12, 2026
Brown Brothers Harriman & CoBuy+5,6405,640$37.17KQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+1,847+7.2%27,419$180.69KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+103+29.9%447$2.95KQ2 2026Aug 12, 2026
Nuveen, LlcBuy+24,56624,566$161.89KQ2 2026Aug 11, 2026
Core Wealth Advisors, Inc.Buy+23,540+68.0%58,163$383.29KQ2 2026Aug 11, 2026
Stratos Wealth Partners, Ltd.Buy+3,425+8.0%46,112$303.88KQ2 2026Aug 11, 2026
Balboa Wealth PartnersSell-2,815-2.5%110,443$727.82KQ2 2026Aug 10, 2026
Arax Advisory PartnersBuy+2,3012,301$15.16KQ2 2026Aug 10, 2026
Lpl Financial LlcSell-2,111-0.2%947,879$6.25MQ2 2026Aug 07, 2026
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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.