GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

73 hedge funds and large institutions have $49.3M invested in Gabelli Utility Trust in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAIM
1
International Assets Investment Management
Florida
$2.67M
2
FIA
2
Foundations Investment Advisors
Arizona
$1.99M
3
AWS
3
Atria Wealth Solutions
New York
$591K
4
Creative Planning
4
Creative Planning
Kansas
$360K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$741K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$5.99M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.86M
4
UBS Group
4
UBS Group
Switzerland
$458K
5
LPL Financial
5
LPL Financial
California
$8.57M
Name Market Value Shares Shares
Change 		Shares
Change %
LCM
51
Liberty Capital Management
Michigan
$75.1K 10,260 – –
GRP
52
Global Retirement Partners
California
$71.4K 9,752 – –
RFA
53
Register Financial Advisors
Georgia
$37.6K 5,138 +5,138 New
PFA
54
Pathway Financial Advisers
Indiana
$22.2K 3,035 +3,035 New
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$18.8K 2,565 +103 +4%
MRCM
56
M&R Capital Management
New Jersey
$12.1K 1,650 +32 +2%
CWA
57
Clearview Wealth Advisors
Oregon
$10.2K 1,395 +30 +2%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$9.07K 1,238 -436 -26%
TWM
59
Tradition Wealth Management
Minnesota
$7K 934 -4,226 -82%
BTI
60
Blue Trust Inc
Georgia
$7K 985 +985 New
IA
61
IFP Advisors
Florida
$6K 1,026 – –
BWAM
62
Boyd Watterson Asset Management
Ohio
$5.41K 739 +739 New
LFG
63
Larson Financial Group
Missouri
$3.76K 513 – –
AWM
64
Avior Wealth Management
Nebraska
$3.6K 491 – –
CB
65
Community Bank
New York
$2.48K 339 – –
ASN
66
Advisory Services Network
Georgia
$2.13K 290 +290 New
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$2K 405 – –
US Bancorp
68
US Bancorp
Minnesota
$1.04K 142 – –
CWC
69
Carolinas Wealth Consulting
North Carolina
$946 129 – –
SWA
70
SOA Wealth Advisors
New York
$901 123 – –
FDCDDQ
71
Federation des caisses Desjardins du Quebec
Quebec, Canada
$511 70 – –
HNB
72
Huntington National Bank
Ohio
– – – –
PAG
73
Private Advisor Group
New Jersey
$125 17,033 +3,088 +22%
NA
74
NewEdge Advisors
Louisiana
$24 3,335 +3,335 New
SIA
75
Sit Investment Associates
Minnesota
– – -534,067 Closed
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3
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