GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

72 hedge funds and large institutions have $34.7M invested in Gabelli Utility Trust in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 7 closing their positions.

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
23
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$6.54M
2
Bank of America
2
Bank of America
North Carolina
$647K
3
CA
3
CoreCap Advisors
Michigan
$202K
4
LPL Financial
4
LPL Financial
California
$6.88M
5
KAS
5
Kestra Advisory Services
Texas
$326K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.96M
2
VF
2
Virtu Financial
New York
$0
3
PTP
3
Platform Technology Partners
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$5.48M
5
ACM
5
Anfield Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$6.88M 963,569 +25,105 +3%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$6.54M 916,293 +44,575 +5%
Morgan Stanley
3
Morgan Stanley
New York
$5.48M 767,091 -13,355 -2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.96M 274,821 -39,884 -13%
GI
5
GAMCO Investors
Connecticut
$1.73M 242,514 – –
Osaic Holdings
6
Osaic Holdings
Arizona
$1.71M 239,700 +7,228 +3%
IAIM
7
International Assets Investment Management
Florida
$913K 127,833 – –
UBS Group
8
UBS Group
Switzerland
$821K 114,982 +16,483 +17%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$743K 104,052 +1,678 +2%
RJA
10
Raymond James & Associates
Florida
$647K 90,657 +14,003 +18%
Bank of America
11
Bank of America
North Carolina
$647K 90,605 +40,565 +81%
Wells Fargo
12
Wells Fargo
California
$638K 89,358 +14,616 +20%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$509K 71,338 -884 -1%
FIA
14
Foundations Investment Advisors
Arizona
$399K 56,585 +21,795 +63%
RIL
15
Rothschild Investment LLC
Illinois
$373K 52,199 – –
KWA
16
Kellett Wealth Advisors
Ohio
$368K 51,538 +1,000 +2%
KAS
17
Kestra Advisory Services
Texas
$326K 45,654 +24,853 +119%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$289K 40,515 -2,938 -7%
PCM
19
Piedmont Capital Management
Montana
$281K 39,392 – –
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$270K 37,956 – –
KA
21
Kovack Advisors
Florida
$210K 29,483 +3,695 +14%
CA
22
CoreCap Advisors
Michigan
$202K 28,300 +28,300 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$192K 26,941 -5,469 -17%
LFG
24
Leverty Financial Group
Wisconsin
$183K 25,748 – –
NA
25
NewEdge Advisors
Louisiana
$157K 22,015 +3,200 +17%
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