Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i The Gabelli Utility Trust inkluderar Mission Wealth Management, Lp, Elite Wealth Management, Inc., Valley Brook Capital Group, Inc., Trust Co Of Vermont, Moloney Securities Asset Management, LLC, Jane Street Group, Llc, Scarborough Advisors, LLC, MTM Investment Management, LLC, och MorganRosel Wealth Management, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 94 631 | 3,07 | 549 | 11,84 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 579 641 | 1,47 | 9 | 12,50 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 74 800 | 434 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 409 | 140 800,00 | 8 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 46 184 | 268 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 405 | 8 | ||||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 40 286 | 1,08 | 234 | 9,91 | ||||
| 2025-07-24 | 13F | Elite Wealth Management, Inc. | 57 100 | 331 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 16 943 | 0,05 | 98 | 8,89 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10 266 | 60 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 240 | 1 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 10 385 | 0,60 | 60 | 9,09 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 62 927 | 1,12 | 365 | 9,64 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8 593 | 15,86 | 50 | 32,43 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 10 426 | 60 | ||||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 491 | 3 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 132 170 | 1,21 | 767 | 9,90 | ||||
| 2025-07-25 | 13F | Valley Brook Capital Group, Inc. | 17 000 | 99 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 25 061 | 0,35 | 145 | 9,02 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 40 928 | 237 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 11 223 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 103 729 | 2,01 | 602 | 10,68 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 38 375 | 133,71 | 223 | 155,17 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 17 612 | 102 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11 660 | 0,09 | 68 | 8,06 | ||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 15 919 | 10,40 | 92 | 21,05 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 39 665 | 39,59 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 50 366 | 35,24 | 292 | 47,47 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 230 009 | 14,31 | 1 | 0,00 | ||||
| 2025-07-16 | 13F | Arlington Capital Management, Inc. | 68 564 | 1,93 | 398 | 10,58 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 67 591 | 3,44 | 392 | 12,64 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 66 288 | 7,66 | 390 | 18,90 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 687 | 53,09 | 10 | 80,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 31 228 | 8,70 | 181 | 18,30 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 27 437 | 11,04 | 159 | 28,23 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 31 908 | 58,05 | 185 | 72,90 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 272 910 | 38,64 | 1 583 | 50,52 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 202 | 501,00 | 7 | 500,00 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 14 674 | 85 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 806 231 | 4,03 | 4 676 | 13,00 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 3 776 | 22 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 20 983 | 9,88 | 122 | 19,80 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 19 174 | 1,95 | 111 | 11,00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 15 193 | 21,50 | 88 | 33,33 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 16 424 | 0,07 | 99 | 15,12 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 104 742 | 23,84 | 608 | 34,59 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 071 | 5,93 | 12 | 33,33 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 67 574 | 13,62 | 392 | 23,34 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 922 | 5 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 52 627 | 0,14 | 305 | 8,93 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 138 593 | 4,34 | 1 |
