GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

73 hedge funds and large institutions have $49.3M invested in Gabelli Utility Trust in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAIM
1
International Assets Investment Management
Florida
$2.67M
2
FIA
2
Foundations Investment Advisors
Arizona
$1.99M
3
AWS
3
Atria Wealth Solutions
New York
$591K
4
Creative Planning
4
Creative Planning
Kansas
$360K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$741K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$5.99M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.86M
4
UBS Group
4
UBS Group
Switzerland
$458K
5
LPL Financial
5
LPL Financial
California
$8.57M
Name Market Value Shares Shares
Change 		Shares
Change %
NFG
26
Nations Financial Group
Iowa
$284K 37,779 +6,000 +19%
WQ
27
Wealth Quarterback
New Jersey
$272K 36,248 -2,032 -5%
KWA
28
Kellett Wealth Advisors
Ohio
$254K 33,879 – –
LFG
29
Leverty Financial Group
Wisconsin
$235K 31,267 – –
KA
30
Kovack Advisors
Florida
$230K 30,687 -1,113 -4%
CA
31
CoreCap Advisors
Michigan
$186K 24,810 -250 -1%
BWM
32
BNC Wealth Management
Oregon
$181K 24,139 +37 +0.2%
GLA
33
Good Life Advisors
Pennsylvania
$170K 22,612 +357 +2%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$163K 21,716 +21,716 New
CAN
35
Cetera Advisor Networks
California
$154K 20,455 +2,803 +16%
AWM
36
Accurate Wealth Management
Florida
$149K 19,400 +19,400 New
Goldman Sachs
37
Goldman Sachs
New York
$148K 19,740 -9,038 -31%
TF
38
Trek Financial
Arizona
$144K 19,109 -905 -5%
CIG
39
Cascade Investment Group
Colorado
$133K 17,716 +17,716 New
MML Investors Services
40
MML Investors Services
Massachusetts
$132K 17,615 +356 +2%
SF
41
Synovus Financial
Georgia
$113K 15,076 – –
Stifel Financial
42
Stifel Financial
Missouri
$112K 14,878 -1,905 -11%
BCM
43
Brookstone Capital Management
Illinois
$107K 13,741 +13,741 New
RF
44
Rollins Financial
Georgia
$105K 14,000 – –
KPWS
45
Kestra Private Wealth Services
Texas
$98.4K 13,106 +157 +1%
DADC
46
D.A. Davidson & Co
Montana
$98.4K 13,098 +2,754 +27%
M
47
MOTCO
Texas
$91.3K 12,159 – –
SIMG
48
Sonora Investment Management Group
Arizona
$90.2K 12,015 – –
RMC
49
Resources Management Corp
Connecticut
$84K 11,183 – –
KAS
50
Kestra Advisory Services
Texas
$83.9K 11,176 -2,106 -16%
1
2
3 4