LPL Financial LLC

Position in GUT — Gabelli Utility Trust

CIK 1403438 FORT MILL, SC

Position in GUT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$6,246,522

+$499,083 QoQ

Shares Held

947,879

-0.2% QoQ

Ownership

1.06%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

of 98 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LPL Financial LLC holds $3,331,719,240 across 411 Asset Management names. GUT ranks #127 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	213,723	$205,507,487
2	BX	Blackstone Inc.	1,695,516	$199,511,367
3	PFG	Principal Financial Group Inc	1,134,085	$122,231,681
4	PDI	PIMCO Dynamic Income Fund	5,545,160	$92,604,172
5	ARCC	Ares Capital Corp	4,029,149	$74,660,130
6	BPRE	Bluerock Private Real Estate Fund	5,496,468	$71,509,048
7	PHYS	Sprott Physical Gold Trust	2,315,840	$69,868,892
8	KKR	KKR & Co. Inc.	679,426	$62,357,718

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,246,522	947,879	-0.2%	Shares	Sole	2026-08-07
2026-03-31	$5,747,439	949,990	+0.7%	Shares	Sole	2026-05-06
2025-12-31	$5,687,616	943,220	-3.9%	Shares	Sole	2026-02-11
2025-09-30	$5,955,987	981,217	+4.6%	Shares	Sole	2025-11-12
2025-06-30	$5,442,111	938,295	-2.1%	Shares	Sole	2025-08-12
2025-03-31	$5,118,032	958,433	+1.0%	Shares	Sole	2025-05-07
2024-12-31	$4,771,528	948,614	-2.5%	Shares	Sole	2025-02-11
2024-09-30	$5,061,492	973,364	-5.9%	Shares	Sole	2024-11-08
2024-06-30	$5,968,943	1,034,479	+5.2%	Shares	Sole	2024-08-07
2024-03-31	$5,318,662	983,226	-12.8%	Shares	Sole	2024-05-10
2023-12-31	$5,955,156	1,127,294	-2.4%	Shares	Sole	2024-02-14
2023-09-30	$5,965,262	1,154,783	-0.3%	Shares	Sole	2023-11-13
2023-06-30	$7,656,207	1,158,592	+0.4%	Shares	Sole	2023-07-31
2023-03-31	$8,039,354	1,153,621	+1.1%	Shares	Sole	2023-05-10
2022-12-31	$8,349,859	1,140,738	-1.9%	Shares	Sole	2023-02-07
2022-09-30	$7,822,037	1,163,111	+2.4%	Shares	Sole	2022-11-14
2022-06-30	$7,529,961	1,136,135	+17.9%	Shares	Sole	2022-08-12
2022-03-31	$6,705,573	963,569	+2.7%	Shares	Sole	2022-05-16
2021-12-31	$7,536,992	938,464	-2.2%	Shares	Sole	2022-02-14
2021-09-30	$7,361,536	959,708	+0.4%	Shares	Sole	2021-11-15
2021-06-30	$7,413,862	955,604	+21.1%	Shares	Sole	2021-08-13
2021-03-31	$5,321,448	788,994	+0.5%	Shares	Sole	2021-05-14
2020-12-31	$6,212,370	784,965	-0.2%	Shares	Sole	2021-02-12
2020-09-30	$5,795,931	786,593	-4.3%	Shares	Sole	2020-11-09
2020-06-30	$5,768,728	822,049	+1.5%	Shares	Sole	2020-08-13
2020-03-31	$4,619,780	810,232	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.