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.

New
Increased
Maintained
Reduced
Closed
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 %
TRCT
76
Tower Research Capital (TRC)
New York
$4.78K +$4.29K +830 +874%
BWAM
77
Boyd Watterson Asset Management
Ohio
$3.82K – – –
CSPIA
78
Cary Street Partners Investment Advisory
Virginia
$3.66K – – –
LFG
79
Larson Financial Group
Missouri
$2.65K – – –
AWM
80
Avior Wealth Management
Nebraska
$2.54K – – –
CB
81
Community Bank
New York
$1.75K – – –
NRG
82
Nemes Rush Group
Michigan
$917 – – –
CWC
83
Carolinas Wealth Consulting
North Carolina
$733 – – –
US Bancorp
84
US Bancorp
Minnesota
$731 – – –
SWA
85
SOA Wealth Advisors
New York
$636 – – –
FDCDDQ
86
Federation des caisses Desjardins du Quebec
Quebec, Canada
$360 – – –
HNB
87
Huntington National Bank
Ohio
$197 -$251 – –
KWA
88
Kellett Wealth Advisors
Ohio
– -$215K -32,537 Closed
EWM
89
Empirical Wealth Management
Washington
– -$93K -14,077 Closed
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
– -$76.8K -11,622 Closed
SF
91
Safeguard Financial
Wisconsin
– -$38K -5,861 Closed
SS
92
Sunbelt Securities
Texas
– -$30.3K -4,580 Closed
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
– -$26K -3,899 Closed
CWA
94
Clearview Wealth Advisors
Oregon
– -$9.65K -1,460 Closed
Fidelity Investments
95
Fidelity Investments
Massachusetts
– -$7 -1 Closed
1 2 3
4