GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

82 hedge funds and large institutions have $37.3M invested in Gabelli Utility Trust in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 15 closing their positions.

Holders
82
Holders Change
-4
Holders Change %
-4.65%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
28
Reduced
19
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.24M
2
KWA
2
Kellett Wealth Advisors
Ohio
$142K
3
AWS
3
Atria Wealth Solutions
New York
$840K
4
KAS
4
Kestra Advisory Services
Texas
$130K
5
WAM
5
Wolverine Asset Management
Illinois
$69.3K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$16.4K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.71M
3
Bank of America
3
Bank of America
North Carolina
$418K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$459K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$171K +$26.8K +5,077 +19%
LFG
27
Leverty Financial Group
Wisconsin
$169K – – –
UBS Group
28
UBS Group
Switzerland
$163K -$96.8K -18,318 -37%
CA
29
CoreCap Advisors
Michigan
$162K – – –
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$156K +$21.7K +4,109 +16%
KWA
31
Kellett Wealth Advisors
Ohio
$142K +$142K +26,881 New
HH
32
Hilltop Holdings
Texas
$136K -$89.1K -16,859 -40%
CAN
33
Cetera Advisor Networks
California
$133K +$49.3K +9,332 +59%
KAS
34
Kestra Advisory Services
Texas
$130K +$72.8K +13,787 +127%
BCM
35
Brookstone Capital Management
Illinois
$128K +$13.2K +2,494 +11%
MML Investors Services
36
MML Investors Services
Massachusetts
$126K -$34.1K -6,482 -21%
GLA
37
Good Life Advisors
Pennsylvania
$121K +$1.87K +353 +2%
VFPW
38
Vantage Financial Partners (Wisconsin)
Wisconsin
$120K +$217 +41 +0.2%
BWM
39
BNC Wealth Management
Oregon
$102K – – –
RFS
40
Retirement Financial Solutions
Tennessee
$99.1K +$5.58K +1,056 +6%
EWS
41
Eagle Wealth Strategies
New Jersey
$98.3K +$98.3K +18,610 New
CIG
42
Cascade Investment Group
Colorado
$96K – – –
VAG
43
VisionPoint Advisory Group
Texas
$94.4K +$502 +95 +0.5%
WS
44
Wedbush Securities
California
$88K -$11.4K -2,154 -11%
SF
45
Synovus Financial
Georgia
$81.7K – – –
AWM
46
Accurate Wealth Management
Florida
$78.3K – – –
KPWS
47
Kestra Private Wealth Services
Texas
$74.9K +$1.13K +214 +2%
PAG
48
Private Advisor Group
New Jersey
$74.4K +$449 +85 +0.6%
DADC
49
D.A. Davidson & Co
Montana
$72.9K +$8.08K +1,530 +12%
WAM
50
Wolverine Asset Management
Illinois
$69.3K +$69.3K +13,120 New
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