Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w The Gabelli Utility Trust, to m.in Core Wealth Advisors, Inc., Armis Advisers, LLC, Plancorp, LLC, XTX Topco Ltd, IFG Advisory, LLC, i Comerica Bank .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
