GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

81 hedge funds and large institutions have $41.2M invested in Gabelli Utility Trust in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
26
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$8.32M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.55M
3
EWM
3
Empirical Wealth Management
Washington
$93K
4
VFPW
4
Vantage Financial Partners (Wisconsin)
Wisconsin
$149K
5
BCM
5
Brookstone Capital Management
Illinois
$180K

Top Sellers

1
FIA
1
Foundations Investment Advisors
Arizona
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.03M
3
HH
3
Hilltop Holdings
Texas
$274K
4
MA
4
MAS Advisors
Florida
$709K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$76.8K
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$81.1K 11,956 +1,221 +11%
DADC
52
D.A. Davidson & Co
Montana
$78.8K 11,628 +1,615 +16%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$76.8K 11,327 -24,817 -69%
PA
54
Pinnacle Associates
New York
$75.7K 11,164 – –
LCM
55
Liberty Capital Management
Michigan
$67.8K 10,000 – –
GRP
56
Global Retirement Partners
California
$64.4K 9,505 – –
VAG
57
VisionPoint Advisory Group
Texas
$58.3K 8,602 +8,602 New
RMC
58
Resources Management Corp
Connecticut
$45K 6,701 +6,195 +1,224%
SF
59
Safeguard Financial
Wisconsin
$38K 5,712 +5,712 New
RFA
60
Register Financial Advisors
Georgia
$34.4K 5,076 +35 +0.7%
SS
61
Sunbelt Securities
Texas
$30.3K 4,464 – –
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$26K 3,800 – –
NA
63
NewEdge Advisors
Louisiana
$22K 3,250 – –
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$20.6K 3,037 +1,830 +152%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$17K 2,500 – –
MRCM
66
M&R Capital Management
New Jersey
$11.3K 1,671 +33 +2%
CWA
67
Clearview Wealth Advisors
Oregon
$9.65K 1,423 +32 +2%
HI
68
Harbour Investments
Wisconsin
$7.34K 1,082 +24 +2%
TWM
69
Tradition Wealth Management
Minnesota
$6K 922 +6 +0.7%
BWAM
70
Boyd Watterson Asset Management
Ohio
$4.88K 720 – –
CSPIA
71
Cary Street Partners Investment Advisory
Virginia
$4.69K 691 +691 New
LFG
72
Larson Financial Group
Missouri
$3.39K 500 – –
AWM
73
Avior Wealth Management
Nebraska
$3.25K 479 – –
CB
74
Community Bank
New York
$2.24K 330 – –
NRG
75
Nemes Rush Group
Michigan
$1.17K 173 +173 New
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3
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