Hilltop Holdings’s Gabelli Utility Trust GUT Stock Holding History

Hilltop Holdings’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	-27,917	Closed	-$140K	–	874
2024 Q4	$140K	Sell	27,917 -1,985	-7%	-$10.3K	0.01%	820
2024 Q3	$155K	Sell	29,902 -72	-0.2%	-$416	0.01%	792
2024 Q2	$173K	Buy	29,974 +3,823	+15%	+$21.7K	0.02%	580
2024 Q1	$141K	Buy	26,151 +334	+1%	+$1.76K	0.01%	608
2023 Q4	$136K	Sell	25,817 -16,859	-40%	-$94.7K	0.02%	571
2023 Q3	$220K	Buy	42,676 +1,183	+3%	+$7.82K	0.03%	520
2023 Q2	$274K	Sell	41,493 -85,403	-67%	-$577K	0.03%	450
2023 Q1	$884K	Sell	126,896 -46,063	-27%	-$327K	0.12%	185
2022 Q4	$1.27M	Buy	172,959 +1,879	+1%	+$12.9K	0.16%	135
2022 Q3	$1.15M	Buy	+171,080	New	+$1.26M	0.16%	135

Other funds holding GUT

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Hilltop Holdings's GUT Position: Q1 2025 in Review

Hilltop Holdings sold out of Gabelli Utility Trust (GUT) in Q1 2025, closing a stake of 27,917 shares — an estimated $140K sold.

Hilltop Holdings first reported a position in GUT in Q3 2022 and held it in 10 quarters. The position peaked at $1.27M in Q4 2022. 85 funds tracked by Wall St. Rank hold GUT as of Q1 2025.

Hilltop Holdings reported no remaining Gabelli Utility Trust position as of Q1 2025 after selling out during the quarter.
Hilltop Holdings sold 27,917 Gabelli Utility Trust shares in Q1 2025, an estimated $140K.
Hilltop Holdings first reported a position in Gabelli Utility Trust in Q3 2022 and held it in 10 quarters.
Hilltop Holdings's Gabelli Utility Trust position peaked at $1.27M in Q4 2022.
85 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2025.

Based on Hilltop Holdings's 13F filing for Q1 2025, filed 15 May 2025.