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Disclosery

GUT GABELLI UTIL TR

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COM (common), issuer CIK 1080720

86 managers (86 13F filers) reported a position in GUT shares at 2024-12-31, 7,851,086 shares in all. 12 filers opened a position and 18 filers sold out during the quarter.

Managers
86
13F filers
86
New
12
Added
26
Reduced
22
Sold out
18
Shares held by filers
7,851,086

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
COMMONWEALTH EQUITY SERVICES, LLC1,558,158$7.84M0.01%+230,76713F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC1,489,703$7.49M0.17%new13F-HRTimelineGroup
LPL Financial LLC948,614$4.77M<0.01%-24,75013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY759,037$3.82M<0.01%-95,69813F-HR/ATimelineGroup
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)331,023$1.67M0.02%+55,17013F-HRTimelineGroup
Virtue Capital Management, LLC211,635$1.06M0.21%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.188,425$948K<0.01%+33,09313F-HR/ATimelineGroup
Janney Montgomery Scott LLC131,800$663K<0.01%+3,07513F-HRTimeline
Cetera Investment Advisers131,241$660K<0.01%+4,55513F-HRTimeline
Balboa Wealth Partners127,356$641K0.15%-1,33813F-HRTimeline
Atria Wealth Solutions, Inc.123,750$622K0.01%-5,62113F-HRTimeline
Cambridge Investment Research Advisors,…122,316$615K<0.01%+8,49513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…99,122$507K0.04%-416,70013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…97,789$492K<0.01%+51,92913F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC94,050$473K<0.01%13F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…87,500$440K<0.01%new13F-HRTimeline
MAS Advisors LLC81,561$410K0.69%-25,97213F-HRTimeline
CoreCap Advisors, LLC74,466$375K0.02%013F-HRTimeline
Arlington Capital Management, Inc.67,962$342K0.24%+12,96313F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD64,230$323K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning62,496$314K<0.01%+3,49213F-HRTimelineGroup
Balefire, LLC58,171$297K0.1%+8,75313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV53,982$272K0.02%+5013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP53,212$268K<0.01%+31,19413F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC43,609$219K0.01%+59013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA43,424$218K<0.01%-3,46413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC41,323$208K<0.01%+11,82613F-HRTimelineGroup
Wealth Quarterback LLC39,623$199K0.09%+1,93213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding37,876$191K-15,566Timeline
WEDBUSH SECURITIES INC35,415$178K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG35,129$177K<0.01%+2,95113F-HRTimelineGroup
Leverty Financial Group, LLC31,267$157K0.08%013F-HRTimeline
MML INVESTORS SERVICES, LLC28,234$142K<0.01%-7,40913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.27,917$140K0.01%-1,98513F-HRTimelineGroup
Piedmont Capital Management, LLC24,710$126K0.08%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…23,656$119K<0.01%-14,00013F-HRTimelineGroup
Private Advisor Group, LLC21,086$106K<0.01%+7,08713F-HRTimeline
Vantage Financial Partners, LLC21,009$106K0.03%+5013F-HRTimeline
Good Life Advisors, LLC20,326$102K0.01%-28,14013F-HRTimeline
AMERIFLEX GROUP, INC.17,750$97.3K0.04%13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/19,074$95.9K<0.01%-53,71613F-HRTimelineGroup
J.W. COLE ADVISORS, INC.18,328$92.2K<0.01%new13F-HRTimeline
Marex Group Ltdin group Marex Group Ltd18,187$91.5K<0.01%new13F-HRTimelineGroup
EAGLE WEALTH STRATEGIES LLC18,138$91.2K0.07%013F-HRTimeline
CASCADE INVESTMENT GROUP, INC.17,888$90K0.06%+80113F-HRTimeline
Accurate Wealth Management, LLC16,400$89.1K0.02%+1,90013F-HRTimeline
D.A. DAVIDSON & CO.16,467$82.8K<0.01%+99713F-HRTimeline
SYNOVUS FINANCIAL CORP15,148$76.2K<0.01%-11,95413F-HRTimeline
Everstar Asset Management, LLC15,050$75.7K0.05%-3,10013F-HRTimeline
Sonora Investment Management Group, LLC14,419$72.5K0.01%+2,40413F-HRTimeline
Rollins Financial Advisors, LLC14,000$70.4K0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,240$66.6K<0.01%013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC12,263$61.7K<0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS11,638$58.5K<0.01%+1113F-HRTimeline
PINNACLE ASSOCIATES LTD11,164$56.2K<0.01%013F-HRTimeline
Trek Financial, LLC11,060$55.6K<0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,992$55.3K<0.01%new13F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC10,979$55.2K<0.01%-61,76913F-HRTimelineGroup
PFG Investments, LLC10,263$51.6K<0.01%+24713F-HRTimeline
One Capital Management, LLC10,198$51.3K<0.01%new13F-HRTimeline
Liberty Capital Management, Inc.10,000$50.3K0.01%013F-HRTimeline
Global Retirement Partners, LLC7,417$37.3K<0.01%013F-HRTimeline
MOTCO7,277$36.6K<0.01%013F-HRTimeline
Anchor Investment Management, LLC5,000$25.1K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC4,750$23.9K<0.01%-12,65713F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…4,519$22.7K<0.01%-1,36313F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV2,762$14K<0.01%013F-HRTimeline
Pathway Financial Advisers, LLC2,780$14K<0.01%-61713F-HRTimeline
IFP Advisors, Inc2,662$13.4K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,500$12.6K<0.01%-4,67213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,955$9.84K<0.01%+5713F-HRTimelineGroup
Peoples Bank/KS1,000$5.02K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…753$3.79K<0.01%-5,74113F-HRTimelineGroup
BOYD WATTERSON ASSET MANAGEMENT LLC/OH720$3.62K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC483$2K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.344$1.73K<0.01%+8013F-HRTimeline
Community Bank, N.A.330$1.66K<0.01%013F-HRTimeline
Allworth Financial LP200$1.09K<0.01%013F-HRTimeline
LEE DANNER & BASS INC200$1.01K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\138$694<0.01%013F-HRTimelineGroup
MAI Capital Management133$669<0.01%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC126$634<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.120$604<0.01%013F-HR/ATimeline
Federation des caisses Desjardins du Qu…68$342<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$1<0.01%-71113F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.