Security key
36240A101
- Security type / class
- Equity / COM
- Total 13F shares
- 4,295,210
- Total 13F value
- $34,865,039
- Share change
- +58,950
- SEC-reported price per share
- $8.11
- Number of holders
- 60
- Value change
- +$550,560
- Number of buys
- 27
- Number of sells
- 15
Report period
Q4 2020
Institutions
60
Top holders
10
GUT full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2021
Previous quarter: Q3 2020
GABELLI UTILITY TRUST SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 36240A101
Recent filing periods:
Ownership snapshot
Top reported holders of GUT - GABELLI UTILITY TRUST - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
LPL Financial LLC
Disclosed value leader
LPL Financial LLC
Comparable rows
0/15
Latest evidence
30 Sep 2020
13F
Highest disclosed value: $5,947,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
LPL Financial LLC has the largest disclosed position value at $5.95M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens LPL Financial LLC's linked filing trail.
Disclosed position value
Top 5
LPL Financial LLC
$5.95M
MORGAN STANLEY
$5.88M
COMMONWEALTH EQUITY SERVICES, LLC
$4.56M
ROYAL BANK OF CANADA
$2.44M
Elevated Capital Advisors, LLC
$2.43M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| LPL Financial LLC |
13F
Company
|
—
class O/S missing
|
$5,947,000
786,593 shares
|
— | 30 Sep 2020 |
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$5,883,000
778,122 shares
|
— | 30 Sep 2020 |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
Company
|
—
class O/S missing
|
$4,561,000
603,377 shares
|
— | 30 Sep 2020 |
| ROYAL BANK OF CANADA |
13F
Company
|
—
class O/S missing
|
$2,443,000
323,128 shares
|
— | 30 Sep 2020 |
| Elevated Capital Advisors, LLC |
13F
Company
|
—
class O/S missing
|
$2,433,000
313,903 shares
|
— | 30 Sep 2020 |
| GAMCO INVESTORS, INC. ET AL |
13F
Company
|
—
class O/S missing
|
$1,792,000
237,044 shares
|
— | 30 Sep 2020 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2020
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
60
Shares
4,295,210
Rows available
60
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2020 vs Q3 2020 Across Filers
Q3 2020 holders
48
Q4 2020 holders
60
Holder diff
12
| Investor | Q3 2020 Shares | Q4 2020 Shares | Share Diff | Share Chg % | Q3 2020 value | Q4 2020 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend