GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

81 hedge funds and large institutions have $41.2M invested in Gabelli Utility Trust in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
26
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$8.32M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.55M
3
EWM
3
Empirical Wealth Management
Washington
$93K
4
VFPW
4
Vantage Financial Partners (Wisconsin)
Wisconsin
$149K
5
BCM
5
Brookstone Capital Management
Illinois
$180K

Top Sellers

1
FIA
1
Foundations Investment Advisors
Arizona
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.03M
3
HH
3
Hilltop Holdings
Texas
$274K
4
MA
4
MAS Advisors
Florida
$709K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$76.8K
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$226K 33,366 +5,004 +18%
KWA
27
Kellett Wealth Advisors
Ohio
$215K 31,712 – –
LFG
28
Leverty Financial Group
Wisconsin
$212K 31,267 – –
CA
29
CoreCap Advisors
Michigan
$212K 31,245 +31,245 New
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$198K 29,141 +383 +1%
BCM
31
Brookstone Capital Management
Illinois
$180K 25,707 +10,536 +69%
CAN
32
Cetera Advisor Networks
California
$160K 23,563 +1,500 +7%
VFPW
33
Vantage Financial Partners (Wisconsin)
Wisconsin
$149K 22,044 +11,125 +102%
GLA
34
Good Life Advisors
Pennsylvania
$145K 21,359 -1,919 -8%
WS
35
Wedbush Securities
California
$139K 20,550 +4,300 +26%
TF
36
Trek Financial
Arizona
$130K 19,109 – –
KA
37
Kovack Advisors
Florida
$129K 18,993 -4,450 -19%
BWM
38
BNC Wealth Management
Oregon
$128K 18,826 -5,350 -22%
AWM
39
Accurate Wealth Management
Florida
$123K 17,900 – –
CIG
40
Cascade Investment Group
Colorado
$120K 17,716 – –
AWM
41
AE Wealth Management
Kansas
$119K 17,493 +41 +0.2%
RFS
42
Retirement Financial Solutions
Tennessee
$114K 16,856 +379 +2%
PAG
43
Private Advisor Group
New Jersey
$113K 16,621 +10 +0.1%
SF
44
Synovus Financial
Georgia
$102K 15,076 – –
RF
45
Rollins Financial
Georgia
$94.9K 14,000 – –
EWM
46
Empirical Wealth Management
Washington
$93K 13,720 +13,720 New
KPWS
47
Kestra Private Wealth Services
Texas
$91.1K 13,430 +167 +1%
Stifel Financial
48
Stifel Financial
Missouri
$90.7K 13,374 -1,504 -10%
M
49
MOTCO
Texas
$82.4K 12,159 – –
SIMG
50
Sonora Investment Management Group
Arizona
$81.5K 12,015 – –
1
2
3 4