Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em The Gabelli Utility Trust incluem Core Wealth Advisors, Inc., Armis Advisers, LLC, Plancorp, LLC, XTX Topco Ltd, IFG Advisory, LLC, e Comerica Bank .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Raymond James Financial Inc | 130,004 | 1.32 | 787 | 1.68 | ||||
| 2026-04-07 | 13F | Plus Group Wealth Advisors LLC | 179,271 | 0.70 | 1,085 | 1.03 | ||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 11,212 | 68 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 80,083 | 102.35 | 485 | 102.93 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 25,111 | 2.67 | 152 | 2.72 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 22,906 | 1.21 | 139 | 1.47 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 596,499 | 45.46 | 4 | 50.00 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2,758 | 10.32 | 17 | 6.67 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1,513 | 2.51 | 9 | 12.50 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 31,521 | 199 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 258 | 2 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 176,621 | 16.18 | 1,069 | 16.59 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 35,098 | 4.83 | 214 | 4.90 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 19,382 | 9.19 | 117 | 9.35 | ||||
| 2026-05-08 | 13F | Valley Brook Capital Group, Inc. | 21,000 | 40.00 | 127 | 41.11 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 5,143 | 31 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 99,791 | 28.99 | 604 | 29.40 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 949,990 | 0.72 | 5,747 | 1.06 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 20,546 | 28.03 | 124 | 27.84 | ||||
| 2026-04-09 | 13F | Wealth Quarterback LLC | 47,101 | 15.84 | 285 | 15.92 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 42,687 | 52.55 | 258 | 53.57 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1,929 | 0.21 | 12 | 0.00 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 16,885 | 2.52 | 102 | 3.03 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 13,630 | 82 | ||||||
| 2026-05-01 | 13F | Arlington Capital Management, Inc. | 147,065 | 890 | ||||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 113,258 | 8.30 | 685 | 8.73 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1,437 | 90.84 | 9 | 100.00 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 31,298 | 11.86 | 189 | 12.50 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 17,169 | 0.08 | 104 | 0.00 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 479,661 | 16.45 | 2,902 | 16.83 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 19,652 | 120 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 77,394 | 33.70 | 468 | 34.10 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 46,294 | 12.11 | 280 | 12.45 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 37,559 | 4.74 | 227 | 5.09 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 138,486 | 1.84 | 1 | |||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 55,844 | 2.17 | 338 | 2.43 | ||||
| 2026-05-15 | 13F | Core Wealth Advisors, Inc. | 34,623 | 209 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 11,559 | 70 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 94,087 | 26.54 | 1 | |||||
| 2026-05-13 | 13F | Mariner, LLC | 21,674 | 89.21 | 131 | 89.86 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 4,065 | 2.50 | 25 | 4.35 |
