GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

40 hedge funds and large institutions have $18.4M invested in Gabelli Utility Trust in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 8 closing their positions.

Holders
40
Holders Change
-7
Holders Change %
-14.89%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
14
Reduced
5
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$2.34M
2
LPL Financial
2
LPL Financial
California
$2.54M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$510K
4
SS
4
Sunbelt Securities
Texas
$231K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.38M
2
AWA
2
Arete Wealth Advisors
Illinois
$0
3
MAFM
3
Mid Atlantic Financial Management
Pennsylvania
$0
4
CAM
4
Concorde Asset Management
Michigan
$0
5
HWM
5
Highwater Wealth Management
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.38M 724,414 -49,824 -6%
LPL Financial
2
LPL Financial
California
$2.54M 342,524 +159,222 +87%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.34M 315,592 +166,902 +112%
GI
4
GAMCO Investors
Connecticut
$2.03M 273,044 – –
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.2M 161,567 +16,579 +11%
Bank of America
6
Bank of America
North Carolina
$761K 102,520 -4,604 -4%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$510K 68,721 +37,996 +124%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$469K 63,274 +4,185 +7%
UBS Group
9
UBS Group
Switzerland
$408K 55,032 +8,573 +18%
Wells Fargo
10
Wells Fargo
California
$382K 51,512 +14,679 +40%
RJA
11
Raymond James & Associates
Florida
$317K 42,696 -2,083 -5%
FAAS
12
First Allied Advisory Services
California
$273K 36,943 +3,081 +9%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$238K 32,061 -2,532 -7%
SS
14
Sunbelt Securities
Texas
$231K 31,104 +31,104 New
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$178K 23,956 – –
AG
16
Advisor Group
Arizona
$154K 20,755 -1,495 -7%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$145K 19,475 +36 +0.2%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$144K 19,475 +36 +0.2%
KA
19
Kovack Advisors
Florida
$138K 18,531 +481 +3%
SRC
20
Sage Rhino Capital
California
$135K 18,200 +6,200 +52%
GWM
21
Geneos Wealth Management
Colorado
$82K 11,042 +9 +0.1%
LCM
22
Liberty Capital Management
Michigan
$74K 10,000 – –
CL
23
CSS LLC
Illinois
$74K 10,000 – –
RCAG
24
Rehmann Capital Advisory Group
Michigan
$63.2K 8,521 – –
BC
25
Bartlett & Co
Ohio
$19K 2,523 – –
1
2