GUT

Gabelli Utility Trust

80 hedge funds and large institutions have $38.8M invested in Gabelli Utility Trust in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
80
Holders Change
+7
Holders Change %
+9.59%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
26
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$8.25M 1,153,621 +12,883 +1%
Morgan Stanley
2
Morgan Stanley
New York
$5.66M 792,258 -5,743 -0.7%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.59M 362,591 +45,929 +15%
GI
4
GAMCO Investors
Connecticut
$2.13M 298,356 -200 -0.1%
FIA
5
Foundations Investment Advisors
Arizona
$1.98M 276,675 +11,902 +4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.76M 246,115 -1,049 -0.4%
MA
7
MAS Advisors
Florida
$1.22M 170,847 +1,274 +0.8%
AWS
8
Atria Wealth Solutions
New York
$1.11M 154,577 +75,893 +96%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1M 140,360 +41,645 +42%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$899K 125,785 -15,358 -11%
IAIM
11
International Assets Investment Management
Florida
$893K 124,891 -230,843 -65%
HH
12
Hilltop Holdings
Texas
$884K 123,680 -44,896 -27%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$838K 117,264 +25,782 +28%
Wells Fargo
14
Wells Fargo
California
$754K 105,403 +5,264 +5%
RJA
15
Raymond James & Associates
Florida
$631K 88,200 +183 +0.2%
BWP
16
Balboa Wealth Partners
Arizona
$623K 87,090 +7,300 +9%
Bank of America
17
Bank of America
North Carolina
$565K 79,066 +681 +0.9%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$437K 61,184 -1,106 -2%
RIL
19
Rothschild Investment LLC
Illinois
$373K 52,199
Creative Planning
20
Creative Planning
Kansas
$341K 47,700 -174 -0.4%
UBS Group
21
UBS Group
Switzerland
$327K 45,747 -15,176 -25%
NFG
22
Nations Financial Group
Iowa
$289K 40,486 +2,707 +7%
PCM
23
Piedmont Capital Management
Montana
$282K 39,392
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$271K 37,956
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$258K 36,144 +14,428 +66%