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 Sep 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 1 signal
Latest parsed ownership date
30 Sep 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 Sep 2026
3/4/5 13F Highest disclosed value: $10,106,863 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 $10.11M.

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 $10.11M
COMMONWEALTH EQUITY SERVICES, LLC $7.26M
Mario J. Gabelli $6.42M
LPL Financial LLC $5.35M
GAMCO INVESTORS, INC. ET AL $1.88M

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
—
denominator unverified
—
20,249,064 shares
— 11 Oct 2023
MORGAN STANLEY
13F
Company
13F
—
denominator unverified
$10,106,863
1,776,249 shares
— 30 Sep 2026
COMMONWEALTH EQUITY SERVICES, LLC
13F
Company
13F
—
denominator unverified
$7,261,895
1,276,256 shares
— 30 Sep 2026
Mario J. Gabelli
3/4/5
Director, Control Person of Adviser
—
denominator unverified
$6,424,445
1,284,889 shares
— 25 Oct 2024
LPL Financial LLC
13F
Company
13F
—
denominator unverified
$5,353,152
940,800 shares
— 30 Sep 2026
GAMCO INVESTORS, INC. ET AL
13F
Company
13F
—
denominator unverified
$1,883,521
331,023 shares
— 30 Sep 2026
CoreCap Advisors, LLC
13F
Company
13F
—
denominator unverified
$1,438,910
252,884 shares
— 30 Sep 2026
Cetera Investment Advisers
13F
Company
13F
—
denominator unverified
$1,170,603
205,729 shares
— 30 Sep 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

No eligible buy or sell activity is available for this window. No eligible Buy or Sell transactions are available in this dataset since 15 Nov 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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