GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

71 hedge funds and large institutions have $38.5M invested in Gabelli Utility Trust in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
71
Holders Change
+8
Holders Change %
+12.7%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
24
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWA
1
Kellett Wealth Advisors
Ohio
$416K
2
LFG
2
Leverty Financial Group
Wisconsin
$212K
3
Morgan Stanley
3
Morgan Stanley
New York
$6.43M
4
BWM
4
BNC Wealth Management
Oregon
$180K
5
NA
5
NewEdge Advisors
Louisiana
$155K

Top Sellers

1
APW
1
Aurora Private Wealth
New Jersey
$0
2
LPL Financial
2
LPL Financial
California
$7.73M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
VF
4
Virtu Financial
New York
$127K
5
ACM
5
Anfield Capital Management
California
$93K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$7.73M 938,464 -21,244 -2%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.18M 871,718 +15,686 +2%
Morgan Stanley
3
Morgan Stanley
New York
$6.43M 780,446 +23,660 +3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.59M 314,705 +4,386 +1%
GI
5
GAMCO Investors
Connecticut
$2M 242,514 – –
Osaic Holdings
6
Osaic Holdings
Arizona
$1.92M 232,472 +17,962 +8%
IAIM
7
International Assets Investment Management
Florida
$1.05M 127,833 – –
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$844K 102,374 +623 +0.6%
UBS Group
9
UBS Group
Switzerland
$812K 98,499 +16,282 +20%
RJA
10
Raymond James & Associates
Florida
$632K 76,654 +146 +0.2%
Wells Fargo
11
Wells Fargo
California
$615K 74,742 +5,552 +8%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$595K 72,222 +2,879 +4%
RIL
13
Rothschild Investment LLC
Illinois
$430K 52,199 – –
KWA
14
Kellett Wealth Advisors
Ohio
$416K 50,538 +50,538 New
Bank of America
15
Bank of America
North Carolina
$412K 50,040 +480 +1%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$358K 43,453 -80 -0.2%
PCM
17
Piedmont Capital Management
Montana
$325K 39,392 – –
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$312K 37,956 – –
FIA
19
Foundations Investment Advisors
Arizona
$286K 34,790 +8,603 +33%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$267K 32,410 +16 +0%
KA
21
Kovack Advisors
Florida
$212K 25,788 +1,634 +7%
LFG
22
Leverty Financial Group
Wisconsin
$212K 25,748 +25,748 New
BWM
23
BNC Wealth Management
Oregon
$180K 21,901 +21,901 New
TF
24
Trek Financial
Arizona
$171K 20,722 – –
KAS
25
Kestra Advisory Services
Texas
$171K 20,801 +3,718 +22%
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