MAS Advisors’s Gabelli Utility Trust GUT Stock Holding History

MAS Advisors’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 Q3	$452K	Buy	74,512 +6,921	+10%	+$41.6K	0.72%	36
2025 Q2	$392K	Buy	67,591 +2,248	+3%	+$12.2K	0.64%	42
2025 Q1	$349K	Sell	65,343 -16,218	-20%	-$87.1K	0.54%	44
2024 Q4	$410K	Sell	81,561 -25,972	-24%	-$135K	0.69%	36
2024 Q3	$559K	Sell	107,533 -2,796	-3%	-$16.2K	1.19%	26
2024 Q2	$637K	Buy	110,329 +3,484	+3%	+$19.8K	1.52%	21
2024 Q1	$578K	Buy	106,845 +27,627	+35%	+$146K	0.67%	32
2023 Q4	$418K	Sell	79,218 -23,266	-23%	-$131K	0.54%	42
2023 Q3	$529K	Sell	102,484 -4,872	-5%	-$32.2K	0.76%	31
2023 Q2	$709K	Sell	107,356 -67,933	-39%	-$459K	0.99%	30
2023 Q1	$1.22M	Buy	175,289 +1,307	+0.8%	+$9.27K	1.19%	29
2022 Q4	$1.27M	Buy	173,982 +26,307	+18%	+$181K	1.2%	30
2022 Q3	$993K	Buy	147,675 +62,441	+73%	+$460K	0.67%	42
2022 Q2	$564K	Buy	85,234 +74,016	+660%	+$508K	0.51%	46
2022 Q1	$78K	Buy	+11,218	New	+$86.5K	0.06%	90

Other funds holding GUT

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

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

MAS Advisors's GUT Position: Q3 2025 in Review

MAS Advisors increased its Gabelli Utility Trust (GUT) stake by 10% in Q3 2025, buying an estimated $41.6K and bringing the position to 74,512 shares worth $452K. The position accounts for 0.72% of the portfolio, ranked #36.

MAS Advisors first reported a position in GUT in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.27M in Q4 2022. 98 funds tracked by Wall St. Rank hold GUT as of Q3 2025.

MAS Advisors held 74,512 shares of Gabelli Utility Trust worth $452K as of Q3 2025.
MAS Advisors bought 6,921 Gabelli Utility Trust shares in Q3 2025, an estimated $41.6K.
Gabelli Utility Trust made up 0.72% of MAS Advisors's portfolio in Q3 2025, its #36 holding.
MAS Advisors first reported a position in Gabelli Utility Trust in Q1 2022 and has held it in 15 quarters since.
MAS Advisors's Gabelli Utility Trust position peaked at $1.27M in Q4 2022.
98 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q3 2025.

Based on MAS Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.