GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

82 hedge funds and large institutions have $36.2M invested in Gabelli Utility Trust in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
26
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
Aristides Capital
Kentucky
$853K
2
LPL Financial
2
LPL Financial
California
$6.12M
3
CA
3
CoreCap Advisors
Michigan
$336K
4
VAG
4
VisionPoint Advisory Group
Texas
$240K
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$91.5K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.28M
2
AWS
2
Atria Wealth Solutions
New York
$659K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$313K
5
PI
5
PFG Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$225K – – –
PCM
27
Piedmont Capital Management
Montana
$218K – – –
BCM
28
Brookstone Capital Management
Illinois
$204K +$19.5K +3,262 +11%
MML Investors Services
29
MML Investors Services
Massachusetts
$203K +$62.8K +10,862 +45%
UBS Group
30
UBS Group
Switzerland
$187K -$11.9K -2,063 -6%
LFG
31
Leverty Financial Group
Wisconsin
$185K – – –
HH
32
Hilltop Holdings
Texas
$173K +$22.1K +3,823 +15%
KAS
33
Kestra Advisory Services
Texas
$143K -$5.15K -892 -3%
GLA
34
Good Life Advisors
Pennsylvania
$138K +$4.09K +708 +3%
VFPW
35
Vantage Financial Partners (Wisconsin)
Wisconsin
$124K +$254 +44 +0.2%
NA
36
NewEdge Advisors
Louisiana
$112K -$14.1K -2,446 -11%
EWS
37
Eagle Wealth Strategies
New Jersey
$107K – – –
KWA
38
Kellett Wealth Advisors
Ohio
$105K -$29.6K -5,130 -22%
CIG
39
Cascade Investment Group
Colorado
$105K – – –
Stifel Financial
40
Stifel Financial
Missouri
$103K +$35.5K +6,156 +52%
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$91.5K +$91.5K +15,298 New
DADC
42
D.A. Davidson & Co
Montana
$91.5K +$4.01K +695 +5%
SF
43
Synovus Financial
Georgia
$89.3K – – –
AWM
44
Accurate Wealth Management
Florida
$88.5K – – –
KPWS
45
Kestra Private Wealth Services
Texas
$84.4K +$1.3K +225 +2%
BWM
46
BNC Wealth Management
Oregon
$84K -$13.7K -2,370 -14%
RFA
47
Rollins Financial Advisors
New York
$82.9K – – –
PAG
48
Private Advisor Group
New Jersey
$82.4K +$519 +90 +0.6%
SWP
49
Stratos Wealth Partners
Ohio
$77.5K +$77.5K +13,435 New
HF
50
HRT Financial
New York
$77K +$77K +13,489 New
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