GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

86 hedge funds and large institutions have $33M invested in Gabelli Utility Trust in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
86
Holders Change
+5
Holders Change %
+6.17%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
24
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RTC
1
Riverview Trust Company
Washington
$270K
2
Bank of America
2
Bank of America
North Carolina
$661K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.03M
4
VF
4
Virtu Financial
New York
$180K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$166K

Top Sellers

1
KWA
1
Kellett Wealth Advisors
Ohio
$0
2
IAIM
2
International Assets Investment Management
Florida
$576K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$672K
4
EWM
4
Empirical Wealth Management
Washington
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$6.45M 1,216,602 -10,877 -0.9%
LPL Financial
2
LPL Financial
California
$6.12M 1,154,783 -3,809 -0.3%
Morgan Stanley
3
Morgan Stanley
New York
$4.31M 814,073 -4,448 -0.5%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.03M 382,178 +34,421 +10%
GI
5
GAMCO Investors
Connecticut
$1.46M 275,853 – –
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$735K 138,751 -1,215 -0.9%
AWS
7
Atria Wealth Solutions
New York
$700K 132,161 -1,773 -1%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$674K 127,200 +1,657 +1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$672K 126,832 -24,563 -16%
Bank of America
10
Bank of America
North Carolina
$661K 124,692 +41,076 +49%
Wells Fargo
11
Wells Fargo
California
$609K 114,955 +11,069 +11%
IAIM
12
International Assets Investment Management
Florida
$576K 94,197 -30,694 -25%
MA
13
MAS Advisors
Florida
$529K 99,887 -4,748 -5%
BWP
14
Balboa Wealth Partners
Arizona
$503K 94,865 +8,875 +10%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$481K 90,830 -7,562 -8%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$324K 61,164 +28 +0%
RJA
17
Raymond James & Associates
Florida
$322K 60,754 -11,899 -16%
RIL
18
Rothschild Investment LLC
Illinois
$277K 52,199 – –
RTC
19
Riverview Trust Company
Washington
$270K 50,954 +50,954 New
Creative Planning
20
Creative Planning
Kansas
$258K 48,701 -733 -1%
UBS Group
21
UBS Group
Switzerland
$254K 47,879 +10,218 +27%
NFG
22
Nations Financial Group
Iowa
$232K 43,736 +1,750 +4%
HH
23
Hilltop Holdings
Texas
$220K 41,595 +1,153 +3%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$213K 40,249 +2,293 +6%
PCM
25
Piedmont Capital Management
Montana
$209K 39,392 – –
1
2 3 4