GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

82 hedge funds and large institutions have $37.3M invested in Gabelli Utility Trust in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 15 closing their positions.

Holders
82
Holders Change
-4
Holders Change %
-4.65%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
28
Reduced
19
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.24M
2
KWA
2
Kellett Wealth Advisors
Ohio
$142K
3
AWS
3
Atria Wealth Solutions
New York
$840K
4
KAS
4
Kestra Advisory Services
Texas
$130K
5
WAM
5
Wolverine Asset Management
Illinois
$69.3K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$16.4K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.71M
3
Bank of America
3
Bank of America
North Carolina
$418K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$459K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
76
Community Bank
New York
$1.79K – – –
ASN
77
Advisory Services Network
Georgia
$1.53K +$1.53K +290 New
US Bancorp
78
US Bancorp
Minnesota
$748 – – –
CWC
79
Carolinas Wealth Consulting
North Carolina
$683 – – –
SWA
80
SOA Wealth Advisors
New York
$650 – – –
FDCDDQ
81
Federation des caisses Desjardins du Quebec
Quebec, Canada
$369 – – –
HNB
82
Huntington National Bank
Ohio
$11 -$197 – –
Fidelity Investments
83
Fidelity Investments
Massachusetts
$5 +$5 +1 New
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
– -$166K -32,128 Closed
RFC
85
Regions Financial Corp
Alabama
– -$106K -20,520 Closed
AWM
86
AE Wealth Management
Kansas
– -$93.2K -18,045 Closed
KA
87
Kovack Advisors
Florida
– -$90.8K -17,570 Closed
RF
88
Rollins Financial
Georgia
– -$74.2K -14,364 Closed
CA
89
Cetera Advisors
Colorado
– -$64.9K -12,557 Closed
KWM
90
Kingsview Wealth Management
Oregon
– -$61.5K -11,914 Closed
Envestnet Portfolio Solutions
91
Envestnet Portfolio Solutions
Illinois
– -$56.6K -10,959 Closed
PI
92
PFG Investments
New York
– -$53.2K -10,290 Closed
RFA
93
Register Financial Advisors
Georgia
– -$27.1K -5,245 Closed
NS
94
NBC Securities
Alabama
– -$18K -3,515 Closed
TWM
95
Tradition Wealth Management
Minnesota
– -$5K -952 Closed
TRCT
96
Tower Research Capital (TRC)
New York
– -$4.78K -925 Closed
CSPIA
97
Cary Street Partners Investment Advisory
Virginia
– -$3.66K -709 Closed
AWM
98
Avior Wealth Management
Nebraska
– -$2.54K -491 Closed
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