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 %
WS
51
Wedbush Securities
California
$75K -$21.5K -3,720 -22%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$69.2K +$514 +89 +0.7%
SIMG
53
Sonora Investment Management Group
Arizona
$66.7K – – –
PA
54
Pinnacle Associates
New York
$66.1K – – –
TF
55
Trek Financial
Arizona
$65.5K – – –
Fisher Asset Management
56
Fisher Asset Management
Washington
$60.7K +$60.7K +10,528 New
Citadel Advisors
57
Citadel Advisors
Florida
$59.2K +$59.2K +10,267 New
LCM
58
Liberty Capital Management
Michigan
$59.2K – – –
Wells Fargo
59
Wells Fargo
California
$56.8K +$56.8K +9,847 +984,700%
GRP
60
Global Retirement Partners
California
$43.9K – – –
M
61
MOTCO
Texas
$43.1K – – –
FMII
62
Farmers & Merchants Investments Inc
Nebraska
$34.8K +$34.8K +6,035 New
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$34.7K +$29.8K +5,161 +601%
RFA
64
Register Financial Advisors
Georgia
$31.1K +$277 +48 +0.9%
RMC
65
Resources Management Corp
Connecticut
$20K – – –
PFA
66
Pathway Financial Advisers
Indiana
$19.7K +$415 +72 +2%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$14.8K – – –
PS
68
Principal Securities
Iowa
$10.9K +$288 +50 +3%
MRCM
69
M&R Capital Management
New Jersey
$10.6K -$46 -8 -0.4%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$10K +$2.83K +495 +40%
PBK
71
Peoples Bank (Kansas)
Kansas
$8.88K – – –
BWAM
72
Boyd Watterson Asset Management
Ohio
$4.26K – – –
LWANC
73
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.18K +$2.18K +379 New
CB
74
Community Bank
New York
$1.95K – – –
EC
75
EdgeRock Capital
Colorado
$1.9K +$1.9K +329 New
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