GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

81 hedge funds and large institutions have $41.2M invested in Gabelli Utility Trust in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
26
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$8.32M
2
CA
2
CoreCap Advisors
Michigan
$212K
3
Morgan Stanley
3
Morgan Stanley
New York
$5.55M
4
EWM
4
Empirical Wealth Management
Washington
$93K
5
VFPW
5
Vantage Financial Partners (Wisconsin)
Wisconsin
$149K

Top Sellers

1
FIA
1
Foundations Investment Advisors
Arizona
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.03M
3
HH
3
Hilltop Holdings
Texas
$274K
4
MA
4
MAS Advisors
Florida
$709K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$76.8K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$8.32M 1,227,479 +35,176 +3%
LPL Financial
2
LPL Financial
California
$7.86M 1,158,592 +4,971 +0.4%
Morgan Stanley
3
Morgan Stanley
New York
$5.55M 818,521 +26,263 +3%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.36M 347,757 -14,834 -4%
GI
5
GAMCO Investors
Connecticut
$1.87M 275,853 -22,503 -8%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.03M 151,395 -94,720 -38%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$949K 139,966 -394 -0.3%
AWS
8
Atria Wealth Solutions
New York
$908K 133,934 -20,643 -13%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$851K 125,543 -242 -0.2%
IAIM
10
International Assets Investment Management
Florida
$847K 124,891 – –
MA
11
MAS Advisors
Florida
$709K 104,635 -66,212 -39%
Wells Fargo
12
Wells Fargo
California
$704K 103,886 -1,517 -1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$667K 98,392 -18,872 -16%
BWP
14
Balboa Wealth Partners
Arizona
$583K 85,990 -1,100 -1%
Bank of America
15
Bank of America
North Carolina
$567K 83,616 +4,550 +6%
RJA
16
Raymond James & Associates
Florida
$493K 72,653 -15,547 -18%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$415K 61,136 -48 -0.1%
RIL
18
Rothschild Investment LLC
Illinois
$354K 52,199 – –
Creative Planning
19
Creative Planning
Kansas
$335K 49,434 +1,734 +4%
NFG
20
Nations Financial Group
Iowa
$285K 41,986 +1,500 +4%
HH
21
Hilltop Holdings
Texas
$274K 40,442 -83,238 -67%
PCM
22
Piedmont Capital Management
Montana
$267K 39,392 – –
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$257K 37,956 – –
UBS Group
24
UBS Group
Switzerland
$255K 37,661 -8,086 -18%
WQ
25
Wealth Quarterback
New Jersey
$247K 36,437 +685 +2%
1
2 3 4