Raymond James Financial
GUT

Raymond James Financial’s Gabelli Utility Trust GUT Stock Holding History

Raymond James 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 		$787K Buy
130,004
+1,696
+1% +$10.3K ﹤0.01% 4035
2025
Q4 		$774K Buy
128,308
+5,565
+5% +$33.5K ﹤0.01% 3961
2025
Q3 		$745K Buy
122,743
+19,014
+18% +$114K ﹤0.01% 3867
2025
Q2 		$602K Buy
103,729
+2,042
+2% +$11.1K ﹤0.01% 3896
2025
Q1 		$543K Buy
101,687
+7,637
+8% +$41K ﹤0.01% 3891
2024
Q4 		$473K Buy
+94,050
New +$488K ﹤0.01% 3946

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
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's GUT Position: Q1 2026 in Review

Raymond James Financial increased its Gabelli Utility Trust (GUT) stake by 1.3% in Q1 2026, buying an estimated $10.3K and bringing the position to 130,004 shares worth $787K. The position accounts for ﹤0.01% of the portfolio, ranked #4035.

Raymond James Financial first reported a position in GUT in Q4 2024 and has held it in 6 quarters since. 93 funds tracked by Wall St. Rank hold GUT as of Q1 2026.

  • Raymond James Financial held 130,004 shares of Gabelli Utility Trust worth $787K as of Q1 2026.
  • Raymond James Financial bought 1,696 Gabelli Utility Trust shares in Q1 2026, an estimated $10.3K.
  • Gabelli Utility Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4035 holding.
  • Raymond James Financial first reported a position in Gabelli Utility Trust in Q4 2024 and has held it in 6 quarters since.
  • 93 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.