GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

80 hedge funds and large institutions have $38.8M invested in Gabelli Utility Trust in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
80
Holders Change
+7
Holders Change %
+9.59%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
26
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
Atria Wealth Solutions
New York
$1.11M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.59M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$838K
5
AWM
5
AE Wealth Management
Kansas
$125K

Top Sellers

1
RMC
1
Resources Management Corp
Connecticut
$232K
2
IAIM
2
International Assets Investment Management
Florida
$893K
3
HH
3
Hilltop Holdings
Texas
$884K
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$899K
Name Holding Trade Value Shares
Change 		Shares
Change %
WQ
26
Wealth Quarterback
New Jersey
$256K -$3.54K -508 -1%
RMC
27
Resources Management Corp
Connecticut
$232K -$4.9M -10,955 -95%
KWA
28
Kellett Wealth Advisors
Ohio
$227K -$15.5K -2,223 -6%
LFG
29
Leverty Financial Group
Wisconsin
$224K – – –
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$206K -$83.2K -11,945 -29%
MML Investors Services
31
MML Investors Services
Massachusetts
$203K +$76.9K +11,026 +61%
BWM
32
BNC Wealth Management
Oregon
$173K +$265 +38 +0.2%
KA
33
Kovack Advisors
Florida
$168K -$51.8K -7,432 -24%
GLA
34
Good Life Advisors
Pennsylvania
$166K +$4.76K +683 +3%
CAN
35
Cetera Advisor Networks
California
$158K +$11.5K +1,650 +8%
TF
36
Trek Financial
Arizona
$137K – – –
AWM
37
Accurate Wealth Management
Florida
$130K -$10.9K -1,539 -8%
CIG
38
Cascade Investment Group
Colorado
$127K – – –
AWM
39
AE Wealth Management
Kansas
$125K +$125K +17,906 New
PAG
40
Private Advisor Group
New Jersey
$119K +$70 +10 +0.1%
RFS
41
Retirement Financial Solutions
Tennessee
$118K +$118K +16,905 New
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$117K +$117K +16,785 New
WS
43
Wedbush Securities
California
$116K +$116K +16,673 New
SF
44
Synovus Financial
Georgia
$108K – – –
BCM
45
Brookstone Capital Management
Illinois
$108K +$10.2K +1,467 +10%
Stifel Financial
46
Stifel Financial
Missouri
$106K – – –
RF
47
Rollins Financial
Georgia
$100K – – –
KPWS
48
Kestra Private Wealth Services
Texas
$94.8K +$1.12K +161 +1%
M
49
MOTCO
Texas
$86.9K – – –
SIMG
50
Sonora Investment Management Group
Arizona
$85.9K – – –
1
2
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