LPL Financial
GUT

LPL Financial’s Gabelli Utility Trust GUT Stock Holding History

LPL Financial’s Portfolio GUT Stock Details GUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.75M Buy
949,990
+6,770
+0.7% +$41K ﹤0.01% 2505
2025
Q4 		$5.69M Sell
943,220
-37,997
-4% -$229K ﹤0.01% 2422
2025
Q3 		$5.96M Buy
981,217
+42,922
+5% +$258K ﹤0.01% 2314
2025
Q2 		$5.44M Sell
938,295
-20,138
-2% -$109K ﹤0.01% 2230
2025
Q1 		$5.12M Buy
958,433
+9,819
+1% +$52.8K ﹤0.01% 2130
2024
Q4 		$4.77M Sell
948,614
-24,750
-3% -$128K ﹤0.01% 2120
2024
Q3 		$5.06M Sell
973,364
-88,011
-8% -$509K ﹤0.01% 1981
2024
Q2 		$6.12M Buy
1,061,375
+52,585
+5% +$299K ﹤0.01% 1710
2024
Q1 		$5.46M Sell
1,008,790
-147,814
-13% -$781K ﹤0.01% 1711
2023
Q4 		$6.11M Sell
1,156,604
-28,203
-2% -$158K ﹤0.01% 1558
2023
Q3 		$6.12M Sell
1,184,807
-3,908
-0.3% -$25.8K ﹤0.01% 1472
2023
Q2 		$7.86M Buy
1,188,715
+5,100
+0.4% +$34.4K 0.01% 1285
2023
Q1 		$8.25M Buy
1,183,615
+13,218
+1% +$93.8K 0.01% 1205
2022
Q4 		$8.57M Sell
1,170,397
-22,955
-2% -$158K 0.01% 1117
2022
Q3 		$8.03M Buy
1,193,352
+27,677
+2% +$204K 0.01% 1076
2022
Q2 		$7.73M Buy
1,165,675
+177,053
+18% +$1.21M 0.01% 1111
2022
Q1 		$6.88M Buy
988,622
+25,758
+3% +$199K 0.01% 1244
2021
Q4 		$7.73M Sell
962,864
-21,796
-2% -$172K 0.01% 1175
2021
Q3 		$7.55M Buy
984,660
+4,210
+0.4% +$33K 0.01% 1113
2021
Q2 		$7.61M Buy
980,450
+170,942
+21% +$1.23M 0.01% 1070
2021
Q1 		$5.46M Buy
809,508
+4,134
+0.5% +$31.3K 0.01% 1169
2020
Q4 		$6.37M Sell
805,374
-1,670
-0.2% -$12.6K 0.01% 983
2020
Q3 		$5.95M Sell
807,044
-36,378
-4% -$272K 0.01% 871
2020
Q2 		$5.92M Buy
843,422
+12,124
+1% +$81.5K 0.01% 793
2020
Q1 		$4.74M Buy
831,298
+10,324
+1% +$74.3K 0.01% 777
2019
Q4 		$6.22M Buy
820,974
+469,544
+134% +$3.48M 0.01% 752
2019
Q3 		$2.54M Buy
351,430
+163,362
+87% +$1.14M 0.01% 1113
2019
Q2 		$1.28M Buy
188,068
+142,924
+317% +$966K ﹤0.01% 1556
2019
Q1 		$306K Buy
45,144
+2,339
+5% +$14.9K ﹤0.01% 2614
2018
Q4 		$248K Sell
42,805
-13,492
-24% -$79.8K ﹤0.01% 2621
2018
Q3 		$319K Buy
56,297
+8,822
+19% +$50.4K ﹤0.01% 2634
2018
Q2 		$273K Buy
47,475
+14,008
+42% +$80.6K ﹤0.01% 2736
2018
Q1 		$203K Buy
33,467
+7,964
+31% +$53.7K ﹤0.01% 2949
2017
Q4 		$176K Sell
25,503
-17,581
-41% -$121K ﹤0.01% 2843
2017
Q3 		$296K Sell
43,084
-51
-0.1% -$348 ﹤0.01% 2367
2017
Q2 		$293K Sell
43,135
-60,260
-58% -$402K ﹤0.01% 2307
2017
Q1 		$692K Buy
103,395
+4,183
+4% +$26.8K ﹤0.01% 1527
2016
Q4 		$612K Sell
99,212
-8,399
-8% -$52.3K ﹤0.01% 1563
2016
Q3 		$707K Buy
107,611
+2,831
+3% +$18.6K 0.01% 1450
2016
Q2 		$711K Sell
104,780
-77,181
-42% -$481K 0.01% 1406
2016
Q1 		$1.08M Buy
181,961
+1,800
+1% +$10.4K ﹤0.01% 1612
2015
Q4 		$1M Buy
180,161
+80,507
+81% +$460K ﹤0.01% 1678
2015
Q3 		$547K Sell
99,654
-625,232
-86% -$3.67M ﹤0.01% 1707
2015
Q2 		$4.38M Buy
724,886
+75,737
+12% +$518K 0.02% 570
2015
Q1 		$4.54M Sell
649,149
-61,835
-9% -$436K 0.02% 560
2014
Q4 		$5.07M Buy
710,984
+117,135
+20% +$823K 0.03% 482
2014
Q3 		$4.13M Buy
593,849
+146,929
+33% +$1.03M 0.02% 538
2014
Q2 		$3.2M Buy
446,920
+271,492
+155% +$1.86M 0.02% 654
2014
Q1 		$1.16M Sell
175,428
-926
-0.5% -$5.93K 0.01% 1168
2013
Q4 		$1.1M Sell
176,354
-11,717
-6% -$73.2K 0.01% 1187
2013
Q3 		$1.17M Sell
188,071
-2,067
-1% -$13.1K 0.01% 1094
2013
Q2 		$1.2M Buy
+190,138
New +$1.26M 0.01% 1001

Other funds holding GUT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial's GUT Position: Q1 2026 in Review

LPL Financial increased its Gabelli Utility Trust (GUT) stake by 0.72% in Q1 2026, buying an estimated $41K and bringing the position to 949,990 shares worth $5.75M. The position accounts for ﹤0.01% of the portfolio, ranked #2505.

LPL Financial first reported a position in GUT in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.57M in Q4 2022. 93 funds tracked by Wall St. Rank hold GUT as of Q1 2026.

  • LPL Financial held 949,990 shares of Gabelli Utility Trust worth $5.75M as of Q1 2026.
  • LPL Financial bought 6,770 Gabelli Utility Trust shares in Q1 2026, an estimated $41K.
  • Gabelli Utility Trust made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2505 holding.
  • LPL Financial first reported a position in Gabelli Utility Trust in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Gabelli Utility Trust position peaked at $8.57M in Q4 2022.
  • 93 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.