Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i The Gabelli Utility Trust inkluderar Core Wealth Advisors, Inc., Armis Advisers, LLC, Plancorp, LLC, XTX Topco Ltd, IFG Advisory, LLC, och Comerica Bank .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
