GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

82 hedge funds and large institutions have $36.2M invested in Gabelli Utility Trust in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 8 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
26
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
Aristides Capital
Kentucky
$853K
2
LPL Financial
2
LPL Financial
California
$6.12M
3
CA
3
CoreCap Advisors
Michigan
$336K
4
VAG
4
VisionPoint Advisory Group
Texas
$240K
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$91.5K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.28M
2
AWS
2
Atria Wealth Solutions
New York
$659K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$313K
5
PI
5
PFG Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$7.59M 1,281,776 +11,962 +0.9%
LPL Financial
2
LPL Financial
California
$6.12M 1,034,479 +51,253 +5%
Morgan Stanley
3
Morgan Stanley
New York
$5.04M 851,862 -3,479 -0.4%
GI
4
GAMCO Investors
Connecticut
$1.63M 275,853 – –
VCM
5
Virtue Capital Management
Tennessee
$1.28M 211,635 – –
Osaic Holdings
6
Osaic Holdings
Arizona
$1.28M 215,771 -124,930 -37%
AC
7
Aristides Capital
Kentucky
$853K 144,083 +144,083 New
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$764K 129,091 +4,632 +4%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$745K 125,846 -8,197 -6%
BWP
10
Balboa Wealth Partners
Arizona
$744K 125,694 +3,304 +3%
AWS
11
Atria Wealth Solutions
New York
$659K 111,237 -72,585 -39%
MA
12
MAS Advisors
Florida
$637K 107,533 +3,396 +3%
IAIM
13
International Assets Investment Management
Florida
$587K 99,197 – –
Bank of America
14
Bank of America
North Carolina
$529K 89,431 -2,893 -3%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$518K 87,544 -11,675 -12%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$434K 73,305 -1,200 -2%
RJA
17
Raymond James & Associates
Florida
$406K 68,514 +8,575 +14%
Creative Planning
18
Creative Planning
Kansas
$349K 58,918 -843 -1%
CA
19
CoreCap Advisors
Michigan
$336K 56,716 +34,421 +154%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$313K 53,000 -16,895 -24%
NFG
21
Nations Financial Group
Iowa
$307K 51,808 +2,500 +5%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$271K 45,764 +9,050 +25%
RIL
23
Rothschild Investment LLC
Illinois
$262K 44,199 – –
VAG
24
VisionPoint Advisory Group
Texas
$240K 40,555 +21,535 +113%
WQ
25
Wealth Quarterback
New Jersey
$232K 39,162 -773 -2%
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