How many institutions own GUT stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own GUT shares is 98, representing 7.85% of the company's common stock.

Who are the major shareholders selling The Gabelli Utility Trust stock?

BAIRD FINANCIAL GROUP, INC., in the last quarter, reduced its stake in GUT by -12.46% restricting it's holding to 35.83 thousand shares of worth nearly $217.48K. STRATOS WEALTH PARTNERS, LTD. also lessened -5.03% of the GUT shares from its portfolio, reducing its holding to 36.44 thousand shares of worth $221.22K. STEWARD PARTNERS INVESTMENT ADVISORY, LLC also shunned GUT shares holding by -15.49% last quarter which brought its holding to 80.58 thousand shares worth $489.12K.

Investors who are buying GUT stock?

As per its latest 13F filing, VISIONPOINT ADVISORY GROUP, LLC increased its stake in GUT by 1.51% in the last quarter. The institutional holder raised its holding to 68.6 thousand shares having worth more than $416.38K. ROYAL BANK OF CANADA also added 2.81% more shares of GUT to its portfolio, raising its holding to 41.17 thousand shares of worth $250.00K. BANK OF AMERICA CORP /DE/ also increased its GUT shares holding by 3.05% which brought its holding to 32.88 thousand shares worth $199.58K.

GUT's major insiders: who are they?

The insider with the most stakes in GUT is GABELLI MARIO J , director at the company. Additionally, GUT stock is highly held by director Nakamura Kuni and director ZIZZA SALVATORE J among others.

Did an insider recently sell GUT stock?

Company executives, directors, and other insiders own 1.1% percent of The Gabelli Utility Trust's stock. Within the last six months, there have been 0 transaction(s) in which GUT insiders have sold stock, totaling 0 shares. Insiders that have sold shares include BANK OF AMERICA CORP /DE/, GABELLI MARIO J, and CONN JAMES P.

Which insider recently purchased GUT stock?

There have been 0 transaction(s) during the past 6-months in which The Gabelli Utility Trust insiders have bought stock, totalling 0 shares

How much of GUT does insiders own?

Around 0 The Gabelli Utility Trust shares are held by insiders, which represents about 1.1% of GUT stock.

Who is the insider with the largest stake?

GUT director, GABELLI MARIO J holds the largest portfolio of the company's shares. GUT shares owned by GABELLI total nearly 211.2 thousand.

Which institution holds the most shares in GUT?

VISIONPOINT ADVISORY GROUP, LLC is the largest institutional owner in GUT which holds 68.6 thousand shares worth $416.38K or 0.07% of the total GUT shares outstanding followed by ROYAL BANK OF CANADA with ownership of 41.17 thousand shares representing 0.04% of the GUT ownership. BANK OF AMERICA CORP /DE/ is the third largest stakeholder with 32.88 thousand shares or 0.04% of the ownership worth more than $199.58K.

Is The Gabelli Utility Trust stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the GUT is concerned, it is a stock which is not optionable.

Is there a short position on GUT's shares?

Number of GUT shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding GUT shares are there?

As of today, null shares of GUT are outstanding.

Is there many float in GUT stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, GUT has null shares in float.

GUT short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for GUT is null.

Gabelli Utility Trust (GUT) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

1.1% Percentage of Shares held by All Insiders

7.85% Percentage of Shares held by All Institutions

7.93% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 7.85% of GUT shares are held by financial institutions. VISIONPOINT ADVISORY GROUP, LLC is the top corporate investor, holding 68.6K shares valued at $416.38K. A 0.07% stake in The Gabelli Utility Trust is owned by the company. ROYAL BANK OF CANADA owns 41.17K shares valued at $250.00K, which translates its holding of 0.04% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	VISIONPOINT ADVISORY GROUP, LLC	0.07%	68.6K	416.38K	1.02K	+1.51%
Sep 30, 2025	ROYAL BANK OF CANADA	0.04%	41.17K	250K	1.13K	+2.81%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.04%	32.88K	199.58K	972	+3.05%
Sep 30, 2025	UBS GROUP AG	0.03%	32.51K	197.35K	1.29K	+4.11%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.04%	35.83K	217.48K	-5.1K	-12.46%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.39%	358.52K	2.18M	128.51K	+55.87%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.04%	36.44K	221.22K	-1.93K	-5.03%
Sep 30, 2025	WEALTH QUARTERBACK LLC	0.04%	40.3K	244.61K	12	+0.03%
Sep 30, 2025	PINES WEALTH MANAGEMENT, LLC	0.05%	50K	303.5K	50K	+100.00%
Sep 30, 2025	CREATIVE PLANNING	0.06%	59.01K	358.17K	863	+1.48%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.07%	63.79K	387.19K	22.52K	+54.58%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.08%	70.17K	425.94K	19.81K	+39.32%
Sep 30, 2025	MAS ADVISORS LLC	0.08%	74.51K	452.29K	6.92K	+10.24%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.09%	80.58K	489.12K	-14.77K	-15.49%
Sep 30, 2025	CORECAP ADVISORS, LLC	0.07%	68.97K	418.62K	-4.1K	-5.61%
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.1%	94.63K	551.51K	0	0
Sep 30, 2025	LPL FINANCIAL LLC	1.05%	981.22K	5.96M	42.92K	+4.57%
Sep 30, 2025	EVERSTAR ASSET MANAGEMENT, LLC	0.01%	10.05K	61K	0	0
Sep 30, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.01%	10.43K	63.29K	0	0
Sep 30, 2025	TREK FINANCIAL, LLC	0.01%	11.06K	67.13K	0	0
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.01%	12.17K	73.87K	-50.76K	-80.66%
Sep 30, 2025	PFG INVESTMENTS, LLC	0.01%	12.41K	75.34K	2.03K	+19.52%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.01%	12.59K	76.39K	12.59K	+100.00%
Sep 30, 2025		0.01%	13.22K	80.26K	13.22K	+100.00%
Sep 30, 2025	MACH-1 FINANCIAL GROUP, LLC	0.01%	13.22K	80.26K	13.22K	+100.00%
Sep 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.01%	13.5K	81.95K	13.5K	+100.00%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.02%	15.32K	93K	129	+0.85%
Sep 30, 2025	SONORA INVESTMENT MANAGEMENT GROUP, LLC	0.02%	15.92K	96.63K	0	0
Sep 30, 2025	VANTAGE FINANCIAL PARTNERS, LLC	0.02%	17.51K	106.29K	-961	-5.20%
Sep 30, 2025	LEVERTY FINANCIAL GROUP, LLC	0.03%	31.27K	189.79K	0	0
Sep 30, 2025	WEDBUSH SECURITIES INC	0.05%	47.12K	286K	7.45K	+18.78%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.63%	1.52M	9.24M	-58.27K	-3.69%
Sep 30, 2025	CASCADE INVESTMENT GROUP, INC.	0.02%	17.89K	108.58K	0	0
Sep 30, 2025	REGISTER FINANCIAL ADVISORS LLC	0.02%	18.05K	109.57K	439	+2.49%
Sep 30, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.02%	22.57K	137.01K	22.57K	+100.00%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	23.66K	143.59K	0	0
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.03%	25.15K	152.65K	88	+0.35%
Sep 30, 2025	BALBOA WEALTH PARTNERS	0.12%	108.88K	660.92K	-3.56K	-3.17%
Sep 30, 2025	EAGLE WEALTH STRATEGIES LLC	0.02%	18.14K	110.1K	0	0
Sep 30, 2025	ROTHSCHILD INVESTMENT LLC	0.04%	41.29K	250.66K	-2.1K	-4.84%
Sep 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.06%	52.7K	319.86K	68	+0.13%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	61.37K	370.67K	-4.92K	-7.42%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.13%	122.74K	745.05K	19.01K	+18.33%
Sep 30, 2025	VIRTUE CAPITAL MANAGEMENT, LLC	0.19%	176.49K	1.07M	-35.15K	-16.61%
Sep 30, 2025	COCO ENTERPRISES, LLC	0.03%	27.44K	166.27K	0	0
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.15%	136.75K	830K	-1.84K	-1.33%
Sep 30, 2025	AMERIFLEX GROUP, INC.	0.02%	19.2K	116.54K	19.2K	+100.00%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.11%	101.1K	613.64K	-3.65K	-3.48%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.13%	117.97K	716.1K	-14.2K	-10.74%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.03%	27.71K	168.17K	-3.85K	-12.20%
Sep 30, 2025	MOTCO	0.02%	14.28K	86.66K	0	0
Sep 30, 2025	GAMCO INVESTORS, INC. ET AL	0.36%	331.02K	2.01M	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.34%	316.53K	1.88M	43.62K	+15.98%
Sep 30, 2025	MORGAN STANLEY	0.85%	792.9K	4.81M	-13.33K	-1.65%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.02%	14.64K	88.84K	-3.34K	-18.59%
Sep 30, 2025	ELITE WEALTH MANAGEMENT, INC.	0.06%	57.1K	346.6K	0	0
Sep 30, 2025	VALLEY BROOK CAPITAL GROUP, INC.	0.02%	15K	91.05K	-2K	-11.76%
Sep 30, 2025	SYNOVUS FINANCIAL CORP	0.02%	15.08K	91.51K	0	0
Sep 30, 2025	ACCURATE WEALTH MANAGEMENT, LLC	0.02%	16.44K	99.6K	11	+0.07%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.02%	16.95K	102.89K	7	+0.04%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.05%	41.27K	239.34K	-2.63K	-5.99%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.06%	50.37K	292.12K	13.12K	+35.24%
Jun 30, 2025	ELITE WEALTH MANAGEMENT, INC.	0.06%	57.1K	331.18K	57.1K	+100.00%
Jun 30, 2025	CREATIVE PLANNING	0.07%	58.14K	337.23K	-2.5K	-4.12%
Jun 30, 2025	VALLEY BROOK CAPITAL GROUP, INC.	0.02%	17K	98.6K	17K	+100.00%
Jun 30, 2025	CASCADE INVESTMENT GROUP, INC.	0.02%	17.89K	103.75K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.05%	40.04K	232K	-200	-0.50%
Jun 30, 2025	ACCURATE WEALTH MANAGEMENT, LLC	0.02%	16.42K	99.04K	12	+0.07%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.12%	103.73K	601.63K	2.04K	+2.01%
Jun 30, 2025	BALBOA WEALTH PARTNERS	0.13%	112.45K	652.18K	-14.56K	-11.46%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.15%	132.17K	766.59K	1.58K	+1.21%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.16%	138.59K	804K	5.77K	+4.34%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.31%	272.91K	1.58M	76.07K	+38.64%
Jun 30, 2025	VIRTUE CAPITAL MANAGEMENT, LLC	0.24%	211.64K	1.23M	0	0
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.26%	230.01K	1.33M	28.8K	+14.31%
Jun 30, 2025	GAMCO INVESTORS, INC. ET AL	0.38%	331.02K	1.92M	-1.51K	-0.45%
Jun 30, 2025	MORGAN STANLEY	0.92%	806.23K	4.68B	31.25K	+4.03%
Jun 30, 2025	ARLINGTON CAPITAL MANAGEMENT, INC.	0.08%	68.56K	397.67K	1.3K	+1.93%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.08%	67.92K	393.92K	-26.45K	-28.03%
Jun 30, 2025	MAS ADVISORS LLC	0.08%	67.59K	392.03K	2.25K	+3.44%
Jun 30, 2025	LPL FINANCIAL LLC	1.07%	938.3K	5.44M	-20.14K	-2.10%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.8%	1.58M	9.16M	22.86K	+1.47%
Jun 30, 2025	VANTAGE FINANCIAL PARTNERS, LLC	0.02%	18.47K	107.13K	-2.59K	-12.29%
Jun 30, 2025	MARINER, LLC	0.02%	19.17K	111.21K	367	+1.95%
Jun 30, 2025	GOOD LIFE ADVISORS, LLC	0.02%	20.98K	121.7K	1.89K	+9.88%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.05%	40.93K	237.38K	40.93K	+100.00%
Jun 30, 2025	LEVERTY FINANCIAL GROUP, LLC	0.04%	31.27K	181.35K	0	0
Jun 30, 2025	STIFEL FINANCIAL CORP	0.04%	31.56K	183.02K	-10.9K	-25.68%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.04%	31.91K	185.06K	11.72K	+58.05%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.04%	38.38K	222.58K	21.96K	+133.71%
Jun 30, 2025	EAGLE WEALTH STRATEGIES LLC	0.02%	18.14K	105.2K	0	0
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	66.29K	390.44K	4.72K	+7.66%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.05%	39.67K	230K	11.25K	+39.59%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	46.18K	267.87K	46.18K	+100.00%
Jun 30, 2025	VISIONPOINT ADVISORY GROUP, LLC	0.08%	67.57K	391.93K	8.1K	+13.62%
Jun 30, 2025	D.A. DAVIDSON & CO.	0.02%	16.94K	98.27K	8	+0.05%
Jun 30, 2025	REGISTER FINANCIAL ADVISORS LLC	0.02%	17.61K	102.15K	17.61K	+100.00%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.02%	17.98K	104K	-10.26K	-36.34%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	23.66K	137.2K	0	0
Jun 30, 2025	COCO ENTERPRISES, LLC	0.03%	27.44K	159.14K	2.73K	+11.04%
Jun 30, 2025	UBS GROUP AG	0.04%	31.23K	181.12K	2.5K	+8.70%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.03%	25.06K	145.36K	88	+0.35%
Jun 30, 2025	WEALTH QUARTERBACK LLC	0.05%	40.29K	233.66K	431	+1.08%
Jun 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.06%	52.63K	305.24K	73	+0.14%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.07%	62.93K	364.98K	700	+1.12%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.08%	73.07K	423.78K	-1.4K	-1.88%
Jun 30, 2025	MISSION WEALTH MANAGEMENT, LP	0.09%	74.8K	433.84K	74.8K	+100.00%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.11%	95.35K	553.03K	-8.65K	-8.32%
Jun 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.11%	94.63K	548.86K	2.82K	+3.07%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.12%	104.74K	607.5K	20.16K	+23.84%
Jun 30, 2025	ROTHSCHILD INVESTMENT LLC	0.05%	43.39K	251.69K	0	0
Mar 31, 2025	TOWNSQUARE CAPITAL LLC	0.07%	59.47K	317.59K	59.47K	+100.00%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.05%	42.46K	226.73K	-10.75K	-20.21%
Mar 31, 2025	MORGAN STANLEY	0.88%	774.99K	4.14M	15.95K	+2.10%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	201.21K	1.07M	78.89K	+64.50%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.15%	132.82K	709K	1.02K	+0.78%
Mar 31, 2025	ARLINGTON CAPITAL MANAGEMENT, INC.	0.08%	67.27K	359.21K	-695	-1.02%
Mar 31, 2025	MAS ADVISORS LLC	0.07%	65.34K	348.93K	-16.22K	-19.88%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.77%	1.56M	8.31M	-1.38K	-0.09%
Mar 31, 2025	COCO ENTERPRISES, LLC	0.03%	24.71K	124.29K	0	0
Mar 31, 2025	BALBOA WEALTH PARTNERS	0.14%	127K	678.2K	-352	-0.28%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.07%	62.23K	332.29K	62.23K	+100.00%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.02%	16.94K	90.44K	468	+2.84%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.02%	16.42K	87.68K	3.18K	+24.02%
Mar 31, 2025		0.02%	16.25K	86.78K	-1.5K	-8.45%
Mar 31, 2025	VIRTU FINANCIAL LLC	0.02%	15.15K	81K	15.15K	+100.00%
Mar 31, 2025	ROTHSCHILD INVESTMENT LLC	0.05%	43.39K	231.72K	-215	-0.49%
Mar 31, 2025	ACCURATE WEALTH MANAGEMENT, LLC	0.02%	16.41K	86.33K	12	+0.07%
Mar 31, 2025	SIT INVESTMENT ASSOCIATES INC	0.58%	510.83K	2.73M	-978.88K	-65.71%
Mar 31, 2025	GAMCO INVESTORS, INC. ET AL	0.38%	332.53K	1.78M	1.51K	+0.46%
Mar 31, 2025	VIRTUE CAPITAL MANAGEMENT, LLC	0.24%	211.64K	1.13M	0	0
Mar 31, 2025	UBS GROUP AG	0.03%	28.73K	153.41K	-6.4K	-18.22%
Mar 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.1%	91.81K	490.27K	-7.31K	-7.37%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.22%	196.85K	1.05M	8.42K	+4.47%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.12%	101.69K	543.01K	7.64K	+8.12%
Mar 31, 2025	LPL FINANCIAL LLC	1.09%	958.43K	5.12M	9.82K	+1.04%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.15%	130.59K	697.37K	-647	-0.49%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.12%	104K	555.36K	16.5K	+18.86%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.11%	94.37K	503.92K	-29.38K	-23.74%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.1%	84.58K	451.65K	66.25K	+361.47%
Mar 31, 2025	CORECAP ADVISORS, LLC	0.08%	74.47K	397.65K	0	0
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	61.57K	328.8K	-36.22K	-37.03%
Mar 31, 2025	CREATIVE PLANNING	0.07%	60.65K	323.85K	-1.85K	-2.96%
Mar 31, 2025	VISIONPOINT ADVISORY GROUP, LLC	0.07%	59.47K	317.59K	1.3K	+2.24%
Mar 31, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.06%	52.55K	280.64K	-1.43K	-2.65%
Mar 31, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.05%	44.79K	239.16K	44.79K	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.05%	43.9K	234.41K	2.57K	+6.23%
Mar 31, 2025	ROYAL BANK OF CANADA	0.05%	40.24K	215K	-3.18K	-7.32%
Mar 31, 2025	WEALTH QUARTERBACK LLC	0.05%	39.86K	212.82K	232	+0.59%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.04%	37.24K	198.88K	-633	-1.67%
Mar 31, 2025	LEVERTY FINANCIAL GROUP, LLC	0.04%	31.27K	166.97K	0	0
Mar 31, 2025	WEDBUSH SECURITIES INC	0.03%	28.42K	152K	-7K	-19.77%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.03%	28.24K	151K	7	+0.02%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.03%	24.97K	133.35K	3.89K	+18.43%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	23.66K	126.32K	0	0
Mar 31, 2025	VANTAGE FINANCIAL PARTNERS, LLC	0.02%	21.06K	112.45K	50	+0.24%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.02%	20.19K	107.81K	1.11K	+5.84%
Mar 31, 2025	GOOD LIFE ADVISORS, LLC	0.02%	19.1K	101.98K	-1.23K	-6.05%
Mar 31, 2025	MARINER, LLC	0.02%	18.81K	100.43K	18.81K	+100.00%
Mar 31, 2025	EAGLE WEALTH STRATEGIES LLC	0.02%	18.14K	96.86K	0	0
Mar 31, 2025	CASCADE INVESTMENT GROUP, INC.	0.02%	17.89K	95.52K	0	0
Mar 31, 2024	D.A. DAVIDSON & CO.	0.02%	14.79K	82.07K	1.34K	+9.98%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.03%	25.08K	139.22K	1.05K	+4.36%
Mar 31, 2024	HILLTOP HOLDINGS INC.	0.03%	25.49K	141.46K	325	+1.29%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.04%	29.21K	162.13K	4.68K	+19.08%
Mar 31, 2024	CETERA ADVISORS LLC	0.06%	48.77K	270.67K	48.77K	+100.00%
Mar 31, 2024	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.07%	49.31K	273.66K	3.5K	+7.64%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.12%	92.32K	512.4K	15.17K	+19.66%
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.13%	99.2K	547.57K	2K	+2.06%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.17%	124.46K	691K	-292	-0.23%
Mar 31, 2024	BALBOA WEALTH PARTNERS	0.16%	122.39K	679.27K	20.65K	+20.30%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.02%	12.5K	69.37K	12.5K	+100.00%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.02%	13.83K	76.74K	91	+0.66%
Mar 31, 2024	ROLLINS FINANCIAL ADVISORS, LLC	0.02%	14K	77.7K	14K	+100.00%
Mar 31, 2024	CREATIVE PLANNING	0.08%	59.76K	331.67K	9.87K	+19.78%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.18%	134.04K	744K	-5.29K	-3.80%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.24%	183.82K	1.02M	28.82K	+18.59%
Mar 31, 2024	GAMCO INVESTORS, INC. ET AL	0.37%	275.85K	1.53M	0	0
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.45%	340.7K	1.89M	24.63K	+7.79%
Mar 31, 2024	LPL FINANCIAL LLC	1.31%	983.23K	5.46M	-144.07K	-12.78%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	1.69%	1.27M	7.05M	1.27M	+100.00%
Mar 31, 2024	MOTCO	0.01%	7.28K	40.39K	-4.88K	-40.15%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	7.42K	41.16K	0	0
Mar 31, 2024	LIBERTY CAPITAL MANAGEMENT, INC.	0.01%	10K	55.5K	0	0
Mar 31, 2024	TREK FINANCIAL, LLC	0.01%	11.06K	61.38K	0	0
Mar 31, 2024	PINNACLE ASSOCIATES LTD	0.01%	11.16K	61.96K	0	0
Mar 31, 2024	STIFEL FINANCIAL CORP	0.02%	11.47K	63.68K	100	+0.88%
Mar 31, 2024	SONORA INVESTMENT MANAGEMENT GROUP, LLC	0.02%	12.02K	66.68K	0	0
Mar 31, 2024	VIRTUE CAPITAL MANAGEMENT, LLC	0.28%	211.64K	1.17M	211.64K	+100.00%
Mar 31, 2024	MORGAN STANLEY	1.14%	855.34K	4.75M	3.29K	+0.39%
Mar 31, 2024	KESTRA PRIVATE WEALTH SERVICES, LLC	0.02%	14.04K	77.93K	229	+1.66%
Mar 31, 2024	ACCURATE WEALTH MANAGEMENT, LLC	0.02%	14.5K	80.33K	0	0
Mar 31, 2024	SYNOVUS FINANCIAL CORP	0.02%	15.08K	83.67K	0	0
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.02%	16.15K	89.62K	16.15K	+100.00%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.02%	16.25K	90K	0	0
Mar 31, 2024	BNC WEALTH MANAGEMENT, LLC	0.02%	16.51K	91.61K	-2.36K	-12.51%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.04%	29.6K	164.3K	29.6K	+100.00%
Mar 31, 2024	BROOKSTONE CAPITAL MANAGEMENT	0.04%	30.12K	167.17K	6.53K	+27.69%
Mar 31, 2024	LEVERTY FINANCIAL GROUP, LLC	0.04%	31.27K	173.53K	0	0
Mar 31, 2024	UBS GROUP AG	0.04%	33.55K	186.22K	3.53K	+11.75%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.05%	36.71K	203.76K	5.19K	+16.45%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.05%	37.96K	210.66K	0	0
Mar 31, 2024	COCO ENTERPRISES, LLC	0.05%	39.39K	218.23K	0	0
Mar 31, 2024	WEALTH QUARTERBACK LLC	0.05%	39.94K	221.64K	3.01K	+8.15%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.08%	59.94K	332.66K	-354	-0.59%
Mar 31, 2024	ROYAL BANK OF CANADA	0.09%	69.9K	388K	-14.7K	-17.37%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.1%	74.51K	413.5K	-1.08K	-1.43%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.13%	99.22K	550.66K	38.02K	+62.13%
Mar 31, 2024	MAS ADVISORS LLC	0.14%	104.14K	577.96K	26.93K	+34.87%
Mar 31, 2024	PFG INVESTMENTS, LLC	0.02%	17.37K	96.43K	17.37K	+100.00%
Mar 31, 2024	CASCADE INVESTMENT GROUP, INC.	0.02%	17.72K	98.32K	0	0
Mar 31, 2024	EAGLE WEALTH STRATEGIES LLC	0.02%	18.14K	100.12K	0	0
Mar 31, 2024	VISIONPOINT ADVISORY GROUP, LLC	0.03%	19.02K	105.56K	1.61K	+9.23%
Mar 31, 2024	VANTAGE FINANCIAL PARTNERS, LLC	0.03%	20.87K	115.85K	-1.25K	-5.63%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.03%	21.27K	118.06K	18.02K	+554.55%
Mar 31, 2024	GOOD LIFE ADVISORS, LLC	0.03%	22.69K	125.94K	376	+1.68%
Mar 31, 2024	KELLETT WEALTH ADVISORS, LLC	0.03%	22.81K	126.58K	-3.39K	-12.95%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.03%	23.63K	131K	308	+1.32%
Dec 31, 2023	VANTAGE FINANCIAL PARTNERS, LLC	0.03%	22.12K	119.88K	40	+0.18%
Dec 31, 2023	GOOD LIFE ADVISORS, LLC	0.03%	22.32K	120.96K	344	+1.57%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.03%	23.32K	126K	-6.32K	-21.31%
Dec 31, 2023	BROOKSTONE CAPITAL MANAGEMENT	0.03%	23.59K	127.85K	2.43K	+11.49%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.09%	75.59K	409.69K	-15.24K	-16.78%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.03%	24.04K	130.28K	13.44K	+126.80%
Dec 31, 2023	HILLTOP HOLDINGS INC.	0.03%	25.16K	136.38K	-16.43K	-39.50%
Dec 31, 2023	KELLETT WEALTH ADVISORS, LLC	0.03%	26.2K	142K	26.2K	+100.00%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.03%	28.75K	155.81K	4.01K	+16.19%
Dec 31, 2023	CORECAP ADVISORS, LLC	0.03%	29.9K	162.03K	0	0
Dec 31, 2023	UBS GROUP AG	0.03%	30.03K	162.74K	-17.85K	-37.29%
Dec 31, 2023	LEVERTY FINANCIAL GROUP, LLC	0.04%	31.27K	169.47K	0	0
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.04%	31.53K	170.89K	4.95K	+18.61%
Dec 31, 2023	VIRTU FINANCIAL LLC	0.04%	34.47K	187K	562	+1.66%
Dec 31, 2023	WEALTH QUARTERBACK LLC	0.04%	36.93K	200.14K	1.23K	+3.45%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.04%	37.96K	205.72K	-2.29K	-5.70%
Dec 31, 2023	COCO ENTERPRISES, LLC	0.05%	39.39K	213.51K	0	0
Dec 31, 2023	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.05%	45.81K	248.28K	2.07K	+4.74%
Dec 31, 2023	CREATIVE PLANNING	0.06%	49.89K	270.42K	1.19K	+2.45%
Dec 31, 2023	RIVERVIEW TRUST CO	0.06%	50.95K	276.17K	0	0
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.07%	60.29K	326.79K	-461	-0.76%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.07%	61.2K	331.69K	33	+0.05%
Dec 31, 2023		0.02%	18.14K	98.31K	18.14K	+100.00%
Dec 31, 2023	ACCURATE WEALTH MANAGEMENT, LLC	0.02%	14.5K	78.3K	0	0
Dec 31, 2023	BNC WEALTH MANAGEMENT, LLC	0.02%	18.87K	102.26K	0	0
Dec 31, 2023	SYNOVUS FINANCIAL CORP	0.02%	15.08K	81.71K	0	0
Dec 31, 2023	WEDBUSH SECURITIES INC	0.02%	16.25K	88K	-2.1K	-11.44%
Dec 31, 2023	RETIREMENT FINANCIAL SOLUTIONS, LLC	0.02%	18.28K	99.08K	1.03K	+5.97%
Dec 31, 2023	VISIONPOINT ADVISORY GROUP, LLC	0.02%	17.41K	94.38K	92	+0.53%
Dec 31, 2023	CASCADE INVESTMENT GROUP, INC.	0.02%	17.72K	96.02K	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.09%	77.16K	418.18K	-47.54K	-38.12%
Dec 31, 2023	MAS ADVISORS LLC	0.09%	77.21K	418.48K	-22.68K	-22.70%
Dec 31, 2023	ROYAL BANK OF CANADA	0.1%	84.59K	459K	-42.24K	-33.31%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.11%	97.2K	526.81K	3K	+3.18%
Dec 31, 2023	BALBOA WEALTH PARTNERS	0.12%	101.74K	551.43K	6.88K	+7.25%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.14%	124.75K	676K	-2.45K	-1.93%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	139.34K	755K	584	+0.42%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.18%	155K	840.12K	22.84K	+17.28%
Dec 31, 2023	GAMCO INVESTORS, INC. ET AL	0.32%	275.85K	1.5M	0	0
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.36%	316.07K	1.71M	-66.11K	-17.30%
Dec 31, 2023	MORGAN STANLEY	0.98%	852.05K	4.62M	37.98K	+4.67%
Dec 31, 2023	LPL FINANCIAL LLC	1.3%	1.13M	6.11M	-27.49K	-2.38%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.03%	24.53K	132.96K	9.1K	+58.92%
Dec 31, 2023	MARINER, LLC	0.01%	12.11K	65.63K	12.11K	+100.00%
Dec 31, 2023	MOTCO	0.01%	12.16K	65.9K	0	0
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.01%	12.79K	69.31K	12.79K	+100.00%
Dec 31, 2023	D.A. DAVIDSON & CO.	0.02%	13.44K	72.87K	1.49K	+12.47%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.02%	13.74K	74.44K	83	+0.61%
Dec 31, 2023	KESTRA PRIVATE WEALTH SERVICES, LLC	0.02%	13.81K	74.87K	209	+1.54%

Insiders

Among the GUT insiders holding of 1.1% of the stake in company, GABELLI MARIO J, director, holds the largest shares of 211.2K. NAKAMURA KUNI, director, is the second largest GUT insider with ownership of 3.9K shares. ZIZZA SALVATORE J, director, stands third with possession of 3.84K shares of that stake.

Insiders	Designation	Shares Held
GABELLI MARIO J	director	211.2K
NAKAMURA KUNI	director	3.9K
ZIZZA SALVATORE J	director	3.84K
COLAVITA ANTHONY J	director	800
ALPERT BRUCE N	President	700
PUSTORINO ANTHONY R	director	616
SCHACHTER DAVID I	Vice President	375
BALL JOHN CHESTER	President & Treasurer	46
BANK OF AMERICA CORP /DE/	10 percent owner	0
CONN JAMES P	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 22, 2024	BANK OF AMERICA CORP /DE/	SALE	99.92	20.25M	2.02B	0
Nov 06, 2024	BANK OF AMERICA CORP /DE/	SALE	5.04	5	25.18	0
Nov 05, 2024	BANK OF AMERICA CORP /DE/	PURCHASE	5.04	5	25.19	5
Jun 28, 2024	BANK OF AMERICA CORP /DE/	SALE	23.77	263	6.25K	0
Jun 17, 2024	BANK OF AMERICA CORP /DE/	SALE	6.00	50	299.75	0
Jun 13, 2024	BANK OF AMERICA CORP /DE/	PURCHASE	5.95	50	297.5	50
Feb 22, 2024	BALL JOHN CHESTER	PURCHASE	5.57	46	255.99	46
Feb 18, 2021	GABELLI MARIO J	SALE	8.01	24.8K	198.75K	211.2K
Apr 30, 2020	GABELLI MARIO J	SALE	6.86	4K	27.44K	236K
Jan 21, 2020	GABELLI MARIO J	SALE	7.87	5K	39.37K	240K
Dec 20, 2019	GABELLI MARIO J	SALE	7.66	4K	30.64K	252K
Dec 18, 2019	GABELLI MARIO J	SALE	7.31	4K	29.22K	256K
Dec 16, 2019	GABELLI MARIO J	SALE	7.33	4K	29.32K	260K
Dec 03, 2019	GABELLI MARIO J	SALE	7.70	8K	61.57K	264K
Dec 02, 2019	GABELLI MARIO J	SALE	7.72	7K	54.06K	245K
May 22, 2018	CONN JAMES P	SALE	0.04	1K	40.2	0
May 14, 2018	GABELLI MARIO J	SALE	0.05	272K	14.31K	0
Apr 24, 2018	BANK OF AMERICA CORP /DE/	SALE	0.04	4	0.14	0
Nov 27, 2017	GABELLI MARIO J	SALE	7.04	1.15K	8.09K	272K
May 31, 2016	ALPERT BRUCE N	PURCHASE	25.00	700	17.5K	700
Apr 05, 2016	BANK OF AMERICA CORP /DE/	SALE	25.50	34	867	0
Apr 04, 2016	BANK OF AMERICA CORP /DE/	PURCHASE	25.68	34	873.12	34
Dec 16, 2015	BANK OF AMERICA CORP /DE/	SALE	25.38	200	5.08K	0
Dec 15, 2015	BANK OF AMERICA CORP /DE/	PURCHASE	25.84	200	5.17K	200
Apr 28, 2015	BANK OF AMERICA CORP /DE/	SALE	25.51	320	8.16K	0
Apr 27, 2015	BANK OF AMERICA CORP /DE/	PURCHASE	25.51	2K	51.02K	2K
Aug 04, 2014	CONN JAMES P	SALE	7.11	5.65K	40.19K	1K
May 30, 2014	CONN JAMES P	SALE	25.32	1K	25.32K	0
May 19, 2014	NAKAMURA KUNI	PURCHASE	7.04	1.7K	11.97K	3.9K
Mar 26, 2013	ZIZZA SALVATORE J	PURCHASE	26.09	1.59K	41.43K	3.84K
Mar 20, 2013	ZIZZA SALVATORE J	PURCHASE	25.74	232	5.97K	2.26K
Mar 18, 2013	ZIZZA SALVATORE J	PURCHASE	25.74	265	6.82K	2.02K
Mar 05, 2013	NAKAMURA KUNI	PURCHASE	6.78	2.2K	14.92K	2.2K
Mar 04, 2013	ZIZZA SALVATORE J	PURCHASE	25.89	1.76K	45.51K	1.76K
Mar 30, 2011	BANK OF AMERICA CORP /DE/	SALE	6.65	184	1.22K	0
Sep 20, 2010	BANK OF AMERICA CORP /DE/	SALE	6.14	257	1.58K	0
Aug 20, 2010	BANK OF AMERICA CORP /DE/	SALE	7.85	1.41K	11.07K	0
Apr 30, 2010	BANK OF AMERICA CORP /DE/	SALE	8.10	888	7.19K	0
Apr 21, 2010	BANK OF AMERICA CORP /DE/	PURCHASE	8.24	888	7.32K	888
Apr 15, 2010	BANK OF AMERICA CORP /DE/	SALE	8.19	35	286.65	0
Dec 09, 2009	BANK OF AMERICA CORP /DE/	SALE	8.97	900	8.07K	0
Dec 03, 2009	BANK OF AMERICA CORP /DE/	SALE	8.48	200	1.7K	0
Feb 17, 2009	ALPERT BRUCE N	SALE	7.30	1.54K	11.26K	0
Feb 04, 2009	ALPERT BRUCE N	SALE	7.00	900	6.3K	1.54K
Oct 30, 2008	ALPERT BRUCE N	SALE	8.08	1.1K	8.89K	2.44K
Sep 24, 2008	ALPERT BRUCE N	SALE	9.52	100	952	3.54K
Sep 23, 2008	ALPERT BRUCE N	SALE	9.50	100	950	3.64K
Nov 27, 2007	ALPERT BRUCE N	SALE	22.10	1K	22.1K	0
Nov 26, 2007	ALPERT BRUCE N	SALE	21.93	3K	65.8K	1K
Oct 15, 2007	COLAVITA ANTHONY J	PURCHASE	22.56	400	9.03K	800
Nov 26, 2004	ALPERT BRUCE N	PURCHASE	7.00	686	4.8K	3.43K
Nov 26, 2004	ZIZZA SALVATORE J	PURCHASE	7.00	871	6.1K	4.36K
Nov 26, 2004	CONN JAMES P	PURCHASE	7.00	1.11K	7.76K	5.54K
Nov 26, 2004	GABELLI MARIO J	PURCHASE	7.00	1.61K	11.28K	8.1K
Nov 26, 2004	PUSTORINO ANTHONY R	PURCHASE	7.00	124	868	616
Nov 26, 2004	COLAVITA ANTHONY J	PURCHASE	7.00	1.38K	9.65K	6.89K
Nov 26, 2004	SCHACHTER DAVID I	PURCHASE	7.00	75	525	375
Jan 08, 2004	GABELLI MARIO J	SALE	9.45	2.24K	21.2K	289.56K
Oct 03, 2003	GABELLI MARIO J	PURCHASE	7.00	70.25K	491.76K	182.1K
Oct 03, 2003	ZIZZA SALVATORE J	PURCHASE	7.00	1.34K	9.35K	3.48K
Oct 03, 2003	ALPERT BRUCE N	PURCHASE	7.00	1.05K	7.36K	2.74K
Sep 25, 2003	ZIZZA SALVATORE J	PURCHASE	7.00	537	3.76K	2.15K
Sep 25, 2003	GABELLI MARIO J	PURCHASE	7.00	14	98	56
Sep 25, 2003	COLAVITA ANTHONY J	PURCHASE	7.00	1.38K	9.65K	5.51K
Sep 25, 2003	CONN JAMES P	PURCHASE	7.00	1.11K	7.76K	4.43K
Sep 25, 2003	ALPERT BRUCE N	PURCHASE	7.00	423	2.96K	1.69K
Sep 24, 2003	SCHACHTER DAVID I	SALE	7.00	300	2.1K	0

Frequently Asked Questions