SEC ownership of GABELLI UTILITY TRUST

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001080720.

Comparable stake leader

BANK OF AMERICA NA

Disclosed value leader

MORGAN STANLEY

Comparable rows

0/50

Latest evidence

30 Jun 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 1 signal
Latest parsed ownership date
30 Jun 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001080720
Issuer location
Rye, NY

Ownership snapshot

Top shareholders of GABELLI UTILITY TRUST (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
BANK OF AMERICA NA
Disclosed value leader
MORGAN STANLEY
Comparable rows
0/50
Latest evidence
30 Jun 2026
3/4/5 13F Highest disclosed value: $9,083,520 50 rows are not safely comparable across share classes. Showing 1-8 of 50 holder rows.

Quick read

MORGAN STANLEY has the largest disclosed position value at $9.08M.

0 of 50 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 MORGAN STANLEY's linked filing trail.
Disclosed position value Top 5
MORGAN STANLEY $9.08M
COMMONWEALTH EQUITY SERVICES, LLC $8.3M
Mario J. Gabelli $6.42M
LPL Financial LLC $6.25M
Cambridge Investment Research Adv... $3.95M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
BANK OF AMERICA NA
3/4/5
10%+ Owner
class O/S missing
20,249,064 shares
11 Oct 2023
MORGAN STANLEY
13F
Company
13F
class O/S missing
$9,083,520
1,378,379 shares
30 Jun 2026
COMMONWEALTH EQUITY SERVICES, LLC
13F
Company
13F
class O/S missing
$8,302,169
1,259,813 shares
30 Jun 2026
Mario J. Gabelli
3/4/5
Director, Control Person of Adviser
class O/S missing
$6,424,445
1,284,889 shares
25 Oct 2024
LPL Financial LLC
13F
Company
13F
class O/S missing
$6,246,523
947,879 shares
30 Jun 2026
Cambridge Investment Research Advisors, Inc.
13F
Company
13F
class O/S missing
$3,953,000
599,876 shares
30 Jun 2026
OSAIC HOLDINGS, INC.
13F
Company
13F
class O/S missing
$3,114,720
472,647 shares
30 Jun 2026
GAMCO INVESTORS, INC. ET AL
13F
Company
13F
class O/S missing
$2,181,442
331,023 shares
30 Jun 2026
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.

Forms 3/4/5 flow

Insider trading overview

Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 03 Sep 2025.

Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 0
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 0 $0 $0 $0
3-6 0 0 $0 $0 $0
6-9 0 0 $0 $0 $0
9-12 0 0 $0 $0 $0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-9 of 9 reporting-owner rows connected to GABELLI UTILITY TRUST. Open a relationship link for the CIK-to-CIK filing trail.

Rows
9
Largest Forms 3/4/5 holder
Mario J. Gabelli
Net 12M change
$0
Latest report
12 Aug 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Mario J. Gabelli Director, Control Person of Adviser $6,424,445 Mixed 25 Oct 2024
Salvatore J. Zizza Director $65,450 Mixed 25 Oct 2024
Kuni Nakamura Director $63,989 Mixed 25 Apr 2022
James P. Conn Director $7,535 Mixed 25 Oct 2024
John C. Ball President & Treasurer $686 Mixed 25 Oct 2024
BANK OF AMERICA CORP /DE/ 10%+ Owner $0 Mixed 21 Nov 2024
Bruce N. Alpert President Mixed 31 Jan 2022
BANK OF AMERICA NA 10%+ Owner Mixed 11 Oct 2023
J. Christopher Jackson Secretary Mixed 12 Aug 2026

Recent insider transactions for GABELLI UTILITY TRUST

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
No insider transactions were found in the last 12 months for this issuer.
* marks a reported price that did not pass the local price check.
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