GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

86 hedge funds and large institutions have $33M invested in Gabelli Utility Trust in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
86
Holders Change
+5
Holders Change %
+6.17%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
24
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RTC
1
Riverview Trust Company
Washington
$270K
2
Bank of America
2
Bank of America
North Carolina
$661K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.03M
4
VF
4
Virtu Financial
New York
$180K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$166K

Top Sellers

1
KWA
1
Kellett Wealth Advisors
Ohio
$0
2
IAIM
2
International Assets Investment Management
Florida
$576K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$672K
4
EWM
4
Empirical Wealth Management
Washington
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
51
Kestra Private Wealth Services
Texas
$72.1K +$925 +179 +1%
CA
52
Cetera Advisors
Colorado
$64.9K +$64.9K +12,557 New
M
53
MOTCO
Texas
$64.4K – – –
SIMG
54
Sonora Investment Management Group
Arizona
$63.7K – – –
DADC
55
D.A. Davidson & Co
Montana
$63.4K +$1.73K +334 +3%
KWM
56
Kingsview Wealth Management
Oregon
$61.5K +$61.5K +11,914 New
Stifel Financial
57
Stifel Financial
Missouri
$60.3K -$10.6K -2,052 -15%
PA
58
Pinnacle Associates
New York
$59.2K – – –
Envestnet Portfolio Solutions
59
Envestnet Portfolio Solutions
Illinois
$56.6K +$56.6K +10,959 New
KAS
60
Kestra Advisory Services
Texas
$56.2K -$7.2K -1,393 -11%
PI
61
PFG Investments
New York
$53.2K +$53.2K +10,290 New
LCM
62
Liberty Capital Management
Michigan
$53K – – –
GRP
63
Global Retirement Partners
California
$47.6K – – –
RMC
64
Resources Management Corp
Connecticut
$45K +$9.4K +1,816 +26%
HCM
65
Highlander Capital Management
New Jersey
$39K +$39K +7,457 New
RFA
66
Register Financial Advisors
Georgia
$27.1K +$191 +37 +0.7%
NS
67
NBC Securities
Alabama
$18K +$18K +3,515 New
NA
68
NewEdge Advisors
Louisiana
$17.2K – – –
PFA
69
Pathway Financial Advisers
Indiana
$16.5K +$16.5K +3,197 New
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$15.6K -$548 -106 -3%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$13.3K – – –
MRCM
72
M&R Capital Management
New Jersey
$9.04K +$181 +35 +2%
PBK
73
Peoples Bank (Kansas)
Kansas
$7.95K +$7.95K +1,539 New
HI
74
Harbour Investments
Wisconsin
$5.87K +$134 +26 +2%
TWM
75
Tradition Wealth Management
Minnesota
$5K +$32 +6 +0.6%
1 2
3
4