GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

82 hedge funds and large institutions have $37.3M invested in Gabelli Utility Trust in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 15 closing their positions.

Holders
82
Holders Change
-4
Holders Change %
-4.65%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
28
Reduced
19
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.24M
2
SWP
2
Significant Wealth Partners
Illinois
$886K
3
KWA
3
Kellett Wealth Advisors
Ohio
$142K
4
AWS
4
Atria Wealth Solutions
New York
$840K
5
EWS
5
Eagle Wealth Strategies
New Jersey
$98.3K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$16.4K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.71M
3
Bank of America
3
Bank of America
North Carolina
$418K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$459K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$9.24M 1,704,108 +890,035 +109%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$6.66M 1,228,543 +11,941 +1%
LPL Financial
3
LPL Financial
California
$6.11M 1,127,294 -27,489 -2%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.71M 316,067 -66,111 -17%
GI
5
GAMCO Investors
Connecticut
$1.5M 275,853 – –
SWP
6
Significant Wealth Partners
Illinois
$886K 163,469 +163,469 New
AWS
7
Atria Wealth Solutions
New York
$840K 155,004 +22,843 +17%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$755K 139,335 +584 +0.4%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$676K 124,751 -2,449 -2%
BWP
10
Balboa Wealth Partners
Arizona
$551K 101,740 +6,875 +7%
IAIM
11
International Assets Investment Management
Florida
$527K 97,197 +3,000 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$459K 84,590 -42,242 -33%
MA
13
MAS Advisors
Florida
$418K 77,211 -22,676 -23%
Bank of America
14
Bank of America
North Carolina
$418K 77,155 -47,537 -38%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$410K 75,589 -15,241 -17%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$332K 61,197 +33 +0.1%
RJA
17
Raymond James & Associates
Florida
$327K 60,293 -461 -0.8%
RTC
18
Riverview Trust Company
Washington
$276K 50,954 – –
Creative Planning
19
Creative Planning
Kansas
$270K 49,892 +1,191 +2%
NFG
20
Nations Financial Group
Iowa
$248K 45,808 +2,072 +5%
RIL
21
Rothschild Investment LLC
Illinois
$240K 44,199 -8,000 -15%
PCM
22
Piedmont Capital Management
Montana
$214K 39,392 – –
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$206K 37,956 -2,293 -6%
WQ
24
Wealth Quarterback
New Jersey
$200K 36,926 +1,232 +3%
VF
25
Virtu Financial
New York
$187K 34,474 +562 +2%
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