Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in The Gabelli Utility Trust includono 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, e MorganRosel Wealth Management, LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
