GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

82 hedge funds and large institutions have $34.1M invested in Gabelli Utility Trust in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 11 closing their positions.

Holders
82
Holders Change
–
Holders Change %
0%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
29
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VCM
1
Virtue Capital Management
Tennessee
$1.17M
2
CA
2
Cetera Advisors
Colorado
$271K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.05M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$551K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$164K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.75M
2
SWP
2
Significant Wealth Partners
Illinois
$0
3
LPL Financial
3
LPL Financial
California
$5.46M
4
RTC
4
Riverview Trust Company
Washington
$0
5
VF
5
Virtu Financial
New York
$61K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$186K +$19.6K +3,619 +12%
LFG
27
Leverty Financial Group
Wisconsin
$174K – – –
BCM
28
Brookstone Capital Management
Illinois
$167K +$36.3K +6,702 +28%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$164K +$164K +30,374 New
CAN
30
Cetera Advisor Networks
California
$162K +$26K +4,802 +19%
HH
31
Hilltop Holdings
Texas
$141K +$1.81K +334 +1%
KAS
32
Kestra Advisory Services
Texas
$139K +$5.82K +1,075 +4%
MML Investors Services
33
MML Investors Services
Massachusetts
$131K +$1.71K +316 +1%
KWA
34
Kellett Wealth Advisors
Ohio
$127K -$18.8K -3,480 -13%
GLA
35
Good Life Advisors
Pennsylvania
$126K +$2.09K +386 +2%
CA
36
CoreCap Advisors
Michigan
$124K -$42.2K -7,797 -25%
NA
37
NewEdge Advisors
Louisiana
$118K +$100K +18,491 +554%
VFPW
38
Vantage Financial Partners (Wisconsin)
Wisconsin
$116K -$6.91K -1,277 -6%
VAG
39
VisionPoint Advisory Group
Texas
$106K +$8.92K +1,649 +9%
EWS
40
Eagle Wealth Strategies
New Jersey
$100K – – –
CIG
41
Cascade Investment Group
Colorado
$98.3K – – –
PI
42
PFG Investments
New York
$96.4K +$96.4K +17,826 New
BWM
43
BNC Wealth Management
Oregon
$91.6K -$13.1K -2,423 -13%
WS
44
Wedbush Securities
California
$90K – – –
Baird Financial Group
45
Baird Financial Group
Wisconsin
$89.6K +$89.6K +16,567 New
SF
46
Synovus Financial
Georgia
$83.7K – – –
DADC
47
D.A. Davidson & Co
Montana
$82.1K +$7.44K +1,376 +10%
AWM
48
Accurate Wealth Management
Florida
$80.3K – – –
KPWS
49
Kestra Private Wealth Services
Texas
$77.9K +$1.27K +235 +2%
RFA
50
Rollins Financial Advisors
New York
$77.7K +$77.7K +14,364 New
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