PA
GUT

Pinnacle Associates’s Gabelli Utility Trust GUT Stock Holding History

Pinnacle Associates’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
2025
Q1 		– Sell
-11,164
Closed -$56.2K – 847
2024
Q4 		$56.2K Hold
11,164
– – ﹤0.01% 825
2024
Q3 		$60.5K Sell
11,164
-290
-3% -$1.68K ﹤0.01% 788
2024
Q2 		$66.1K Hold
11,454
– – ﹤0.01% 800
2024
Q1 		$62K Hold
11,454
– – ﹤0.01% 822
2023
Q4 		$60.5K Hold
11,454
– – ﹤0.01% 802
2023
Q3 		$59.2K Hold
11,454
– – ﹤0.01% 796
2023
Q2 		$75.7K Hold
11,454
– – ﹤0.01% 798
2023
Q1 		$79.8K Buy
+11,454
New +$81.2K ﹤0.01% 753

Other funds holding GUT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Pinnacle Associates's GUT Position: Q1 2025 in Review

Pinnacle Associates sold out of Gabelli Utility Trust (GUT) in Q1 2025, closing a stake of 11,164 shares — an estimated $56.2K sold.

Pinnacle Associates first reported a position in GUT in Q1 2023 and held it in 8 quarters. The position peaked at $79.8K in Q1 2023. 85 funds tracked by Wall St. Rank hold GUT as of Q1 2025.

  • Pinnacle Associates reported no remaining Gabelli Utility Trust position as of Q1 2025 after selling out during the quarter.
  • Pinnacle Associates sold 11,164 Gabelli Utility Trust shares in Q1 2025, an estimated $56.2K.
  • Pinnacle Associates first reported a position in Gabelli Utility Trust in Q1 2023 and held it in 8 quarters.
  • Pinnacle Associates's Gabelli Utility Trust position peaked at $79.8K in Q1 2023.
  • 85 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2025.

Based on Pinnacle Associates's 13F filing for Q1 2025, filed 6 May 2025.