GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

86 hedge funds and large institutions have $33M invested in Gabelli Utility Trust in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+5
Holders Change %
+6.17%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
24
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RTC
1
Riverview Trust Company
Washington
$270K
2
Bank of America
2
Bank of America
North Carolina
$661K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.03M
4
VF
4
Virtu Financial
New York
$180K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$166K

Top Sellers

1
KWA
1
Kellett Wealth Advisors
Ohio
$0
2
IAIM
2
International Assets Investment Management
Florida
$576K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$672K
4
EWM
4
Empirical Wealth Management
Washington
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WQ
26
Wealth Quarterback
New Jersey
$189K -$3.94K -762 -2%
VF
27
Virtu Financial
New York
$180K +$180K +34,794 New
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$166K +$166K +32,128 New
LFG
29
Leverty Financial Group
Wisconsin
$166K – – –
CA
30
CoreCap Advisors
Michigan
$158K -$7.16K -1,385 -4%
MML Investors Services
31
MML Investors Services
Massachusetts
$157K -$19.7K -3,825 -11%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$141K +$141K +27,272 New
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$131K -$23.3K -4,513 -15%
BCM
34
Brookstone Capital Management
Illinois
$122K -$26.3K -4,667 -18%
VFPW
35
Vantage Financial Partners (Wisconsin)
Wisconsin
$117K +$181 +35 +0.2%
GLA
36
Good Life Advisors
Pennsylvania
$116K +$3.25K +629 +3%
RFC
37
Regions Financial Corp
Alabama
$106K +$106K +20,520 New
BWM
38
BNC Wealth Management
Oregon
$100K +$222 +43 +0.2%
WS
39
Wedbush Securities
California
$97K -$11.6K -2,257 -11%
CIG
40
Cascade Investment Group
Colorado
$93.9K – – –
AWM
41
AE Wealth Management
Kansas
$93.2K +$501 +97 +0.5%
VAG
42
VisionPoint Advisory Group
Texas
$91.8K +$46.2K +8,945 +101%
RFS
43
Retirement Financial Solutions
Tennessee
$91.4K +$2.09K +405 +2%
KA
44
Kovack Advisors
Florida
$90.8K -$9.9K -1,917 -10%
AWM
45
Accurate Wealth Management
Florida
$85.1K -$20K -3,488 -19%
CAN
46
Cetera Advisor Networks
California
$81.8K -$43.1K -8,338 -34%
SF
47
Synovus Financial
Georgia
$79.9K – – –
TF
48
Trek Financial
Arizona
$78.2K -$23.1K -4,470 -23%
RF
49
Rollins Financial
Georgia
$74.2K – – –
PAG
50
Private Advisor Group
New Jersey
$72.4K -$15.7K -3,046 -18%
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2
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