GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

71 hedge funds and large institutions have $46M invested in Gabelli Utility Trust in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
26
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HH
1
Hilltop Holdings
Texas
$1.15M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.9M
3
MA
3
MAS Advisors
Florida
$993K
4
FIA
4
Foundations Investment Advisors
Arizona
$1.33M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.88M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$3.59M
2
UBS Group
2
UBS Group
Switzerland
$580K
3
NA
3
NewEdge Advisors
Louisiana
$0
4
AWA
4
Arete Wealth Advisors
Illinois
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
26
Kovack Advisors
Florida
$219K +$7.58K +1,129 +4%
NFG
27
Nations Financial Group
Iowa
$219K +$77.5K +11,542 +55%
LFG
28
Leverty Financial Group
Wisconsin
$215K – – –
Goldman Sachs
29
Goldman Sachs
New York
$199K – – –
AWS
30
Atria Wealth Solutions
New York
$197K +$197K +29,269 New
CA
31
CoreCap Advisors
Michigan
$173K – – –
BWM
32
BNC Wealth Management
Oregon
$166K -$4.4K -656 -3%
GLA
33
Good Life Advisors
Pennsylvania
$154K +$3.24K +481 +2%
TF
34
Trek Financial
Arizona
$138K -$9.98K -1,485 -7%
CAN
35
Cetera Advisor Networks
California
$122K +$21.3K +3,163 +21%
MML Investors Services
36
MML Investors Services
Massachusetts
$119K +$2.29K +341 +2%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$117K +$117K +17,333 New
Stifel Financial
38
Stifel Financial
Missouri
$116K +$4.44K +659 +4%
HighTower Advisors
39
HighTower Advisors
Illinois
$111K +$111K +16,824 New
SF
40
Synovus Financial
Georgia
$104K – – –
DC
41
Davenport & Co
Virginia
$102K – – –
Creative Planning
42
Creative Planning
Kansas
$99K +$228 +34 +0.2%
RF
43
Rollins Financial
Georgia
$97K – – –
PAG
44
Private Advisor Group
New Jersey
$94K +$15.2K +2,253 +19%
KAS
45
Kestra Advisory Services
Texas
$92K -$182 -27 -0.2%
KPWS
46
Kestra Private Wealth Services
Texas
$89K +$1.01K +151 +1%
M
47
MOTCO
Texas
$84K – – –
SIMG
48
Sonora Investment Management Group
Arizona
$82K – – –
RMC
49
Resources Management Corp
Connecticut
$77K – – –
DADC
50
D.A. Davidson & Co
Montana
$71K +$27 +4 +0%
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2
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