GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

82 hedge funds and large institutions have $34.1M invested in Gabelli Utility Trust in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 11 closing their positions.

Holders
82
Holders Change
–
Holders Change %
0%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
29
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VCM
1
Virtue Capital Management
Tennessee
$1.17M
2
CA
2
Cetera Advisors
Colorado
$271K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.05M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$551K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$164K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.75M
2
SWP
2
Significant Wealth Partners
Illinois
$0
3
LPL Financial
3
LPL Financial
California
$5.46M
4
RTC
4
Riverview Trust Company
Washington
$0
5
VF
5
Virtu Financial
New York
$61K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$7.05M 1,269,814 +41,271 +3%
LPL Financial
2
LPL Financial
California
$5.46M 983,226 -144,068 -13%
Morgan Stanley
3
Morgan Stanley
New York
$4.75M 855,341 -848,767 -50%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.89M 340,701 +24,634 +8%
GI
5
GAMCO Investors
Connecticut
$1.53M 275,853 – –
VCM
6
Virtue Capital Management
Tennessee
$1.17M 211,635 +211,635 New
AWS
7
Atria Wealth Solutions
New York
$1.02M 183,822 +28,818 +19%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$744K 134,043 -5,292 -4%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$691K 124,459 -292 -0.2%
BWP
10
Balboa Wealth Partners
Arizona
$679K 122,390 +20,650 +20%
MA
11
MAS Advisors
Florida
$578K 104,137 +26,926 +35%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$551K 99,219 +38,022 +62%
IAIM
13
International Assets Investment Management
Florida
$548K 99,197 +2,000 +2%
Bank of America
14
Bank of America
North Carolina
$512K 92,324 +15,169 +20%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$414K 74,505 -1,084 -1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$388K 69,895 -14,695 -17%
RJA
17
Raymond James & Associates
Florida
$333K 59,939 -354 -0.6%
Creative Planning
18
Creative Planning
Kansas
$332K 59,761 +9,869 +20%
NFG
19
Nations Financial Group
Iowa
$274K 49,308 +3,500 +8%
CA
20
Cetera Advisors
Colorado
$271K 48,770 +48,770 New
RIL
21
Rothschild Investment LLC
Illinois
$245K 44,199 – –
WQ
22
Wealth Quarterback
New Jersey
$222K 39,935 +3,009 +8%
PCM
23
Piedmont Capital Management
Montana
$218K 39,392 – –
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$211K 37,956 – –
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$204K 36,714 +5,185 +16%
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