GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

70 hedge funds and large institutions have $46.7M invested in Gabelli Utility Trust in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 9 reducing their positions, and 11 closing their positions.

Holders
70
Holders Change
-2
Holders Change %
-2.78%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
31
Reduced
9
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$8.97M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.53M
3
LPL Financial
3
LPL Financial
California
$7.73M
4
FIA
4
Foundations Investment Advisors
Arizona
$1.07M
5
MA
5
MAS Advisors
Florida
$564K

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$90K
2
AWS
2
Atria Wealth Solutions
New York
$0
3
Wells Fargo
3
Wells Fargo
California
$505K
4
Nomura Holdings
4
Nomura Holdings
Japan
$0
5
BFM
5
Boothbay Fund Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$8.97M 1,318,332 +1,318,332 New
LPL Financial
2
LPL Financial
California
$7.73M 1,136,135 +172,566 +18%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.53M 1,107,710 +191,417 +21%
Morgan Stanley
4
Morgan Stanley
New York
$5.4M 794,411 +27,320 +4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.05M 301,500 +26,679 +10%
GI
6
GAMCO Investors
Connecticut
$1.89M 278,142 +35,628 +15%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.85M 271,300 +31,600 +13%
FIA
8
Foundations Investment Advisors
Arizona
$1.07M 151,058 +94,473 +167%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$963K 137,820 +33,768 +32%
UBS Group
10
UBS Group
Switzerland
$746K 109,762 -5,220 -5%
Bank of America
11
Bank of America
North Carolina
$671K 98,622 +8,017 +9%
RJA
12
Raymond James & Associates
Florida
$618K 90,905 +248 +0.3%
MA
13
MAS Advisors
Florida
$564K 83,074 +72,140 +660%
Wells Fargo
14
Wells Fargo
California
$505K 74,284 -15,074 -17%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$502K 73,858 +2,520 +4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$435K 63,944 +37,003 +137%
RIL
17
Rothschild Investment LLC
Illinois
$355K 52,199 – –
KWA
18
Kellett Wealth Advisors
Ohio
$299K 43,938 -7,600 -15%
WQ
19
Wealth Quarterback
New Jersey
$291K 42,787 +42,787 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$279K 41,031 +516 +1%
PCM
21
Piedmont Capital Management
Montana
$268K 39,392 – –
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$258K 37,956 – –
LFG
23
Leverty Financial Group
Wisconsin
$212K 31,267 +5,519 +21%
KA
24
Kovack Advisors
Florida
$209K 30,700 +1,217 +4%
Goldman Sachs
25
Goldman Sachs
New York
$196K 28,778 +28,778 New
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