GUT

Gabelli Utility Trust

71 hedge funds and large institutions have $46M invested in Gabelli Utility Trust in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
26
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$8.03M 1,163,111 +26,976 +2%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.88M 1,142,576 +34,866 +3%
Morgan Stanley
3
Morgan Stanley
New York
$5.9M 855,530 +61,119 +8%
SIA
4
Sit Investment Associates
Minnesota
$3.59M 520,533 -797,799 -61%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.04M 295,074 +23,774 +9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.96M 283,187 -18,313 -6%
GI
7
GAMCO Investors
Connecticut
$1.92M 278,030 -112 -0%
FIA
8
Foundations Investment Advisors
Arizona
$1.33M 192,506 +41,448 +27%
HH
9
Hilltop Holdings
Texas
$1.15M 166,745 +166,745 New
IAIM
10
International Assets Investment Management
Florida
$1.02M 147,399 +6,267 +4%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$1M 145,383 +7,563 +5%
MA
12
MAS Advisors
Florida
$993K 143,933 +60,859 +73%
BWP
13
Balboa Wealth Partners
Arizona
$649K 94,040 +94,040 New
RJA
14
Raymond James & Associates
Florida
$608K 88,136 -2,769 -3%
Bank of America
15
Bank of America
North Carolina
$607K 87,897 -10,725 -11%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$595K 86,224 +12,366 +17%
UBS Group
17
UBS Group
Switzerland
$580K 84,074 -25,688 -23%
Wells Fargo
18
Wells Fargo
California
$511K 73,957 -327 -0.4%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$470K 68,075 +4,131 +6%
RIL
20
Rothschild Investment LLC
Illinois
$360K 52,199
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$283K 41,042 +11 +0%
PCM
22
Piedmont Capital Management
Montana
$272K 39,392
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$267K 38,652 +696 +2%
WQ
24
Wealth Quarterback
New Jersey
$264K 38,280 -4,507 -11%
KWA
25
Kellett Wealth Advisors
Ohio
$231K 33,879 -10,059 -23%