GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

80 hedge funds and large institutions have $38.8M invested in Gabelli Utility Trust in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
80
Holders Change
+7
Holders Change %
+9.59%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
26
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
Atria Wealth Solutions
New York
$1.11M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.59M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$838K
5
AWM
5
AE Wealth Management
Kansas
$125K

Top Sellers

1
RMC
1
Resources Management Corp
Connecticut
$232K
2
IAIM
2
International Assets Investment Management
Florida
$893K
3
HH
3
Hilltop Holdings
Texas
$884K
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$899K
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
51
Pinnacle Associates
New York
$79.8K +$79.8K +11,454 New
VFPW
52
Vantage Financial Partners (Wisconsin)
Wisconsin
$78.1K +$78.1K +11,203 New
KAS
53
Kestra Advisory Services
Texas
$76.8K -$3.16K -453 -4%
DADC
54
D.A. Davidson & Co
Montana
$71.6K -$22.1K -3,166 -24%
LCM
55
Liberty Capital Management
Michigan
$71.5K – – –
GRP
56
Global Retirement Partners
California
$65.6K – – –
RFA
57
Register Financial Advisors
Georgia
$36K +$237 +34 +0.7%
SS
58
Sunbelt Securities
Texas
$31.7K +$31.7K +4,580 New
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$27K +$27K +3,899 New
NA
60
NewEdge Advisors
Louisiana
$23.2K – – –
PFA
61
Pathway Financial Advisers
Indiana
$21.5K +$355 +51 +2%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$17.9K – – –
Fidelity Investments
63
Fidelity Investments
Massachusetts
$15K +$15K +2,154 New
MRCM
64
M&R Capital Management
New Jersey
$11.7K +$216 +31 +2%
CWA
65
Clearview Wealth Advisors
Oregon
$9.95K +$223 +32 +2%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$8.63K – – –
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$8.52K +$201 +28,904 +2%
HI
68
Harbour Investments
Wisconsin
$7.56K +$7.56K +1,086 New
TWM
69
Tradition Wealth Management
Minnesota
$7K +$45 +6 +0.6%
BWAM
70
Boyd Watterson Asset Management
Ohio
$5.15K – – –
LFG
71
Larson Financial Group
Missouri
$3.58K – – –
AWM
72
Avior Wealth Management
Nebraska
$3.43K – – –
CB
73
Community Bank
New York
$2.36K – – –
ASN
74
Advisory Services Network
Georgia
$2.02K – – –
AAS
75
Ameritas Advisory Services
Nebraska
$1.41K +$1.41K +205 New
1 2
3
4