Clearview Wealth Advisors LLC Gabelli Utility Trust Transaction History

Clearview Wealth Advisors LLC

$129 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 07, 2023	BUY	$6.62 - $7.34 $211 - $234	32 Added 2.3%	1,423 $9,000
Q1 2023 Apr 12, 2023	BUY	$6.76 - $7.81 $209 - $242	31 Added 2.28%	1,391 $9,000
Q4 2022 Jan 31, 2023	BUY	$6.68 - $7.51 $200 - $225	30 Added 2.26%	1,360 $10,000
Q3 2022 Oct 18, 2022	BUY	$6.57 - $25.99 $183 - $727	28 Added 2.15%	1,330 $9,000
Q2 2022 Aug 05, 2022	SELL	$6.41 - $7.35 $89 - $102	-14 Reduced 1.06%	1,302 $9,000
Q1 2022 Apr 29, 2022	BUY	$6.9 - $8.34 $117 - $141	17 Added 1.31%	1,316 $9,000
Q4 2021 Feb 02, 2022	BUY	$7.82 - $8.25 $187 - $198	24 Added 1.88%	1,299 $11,000
Q3 2021 Nov 02, 2021	BUY	$7.58 - $8.28 $189 - $206	25 Added 2.0%	1,275 $10,000
Q2 2021 Jul 30, 2021	BUY	$6.81 - $8.02 $183 - $216	27 Added 2.21%	1,250 $10,000
Q1 2021 May 06, 2021	BUY	$6.78 - $8.2 $169 - $204	25 Added 2.09%	1,223 $8,000
Q4 2020 Jan 21, 2021	BUY	$7.55 - $8.12 $9,044 - $9,727	1,198 New	1,198 $10,000

Others Institutions Holding GUT

# of Institutions

96

Shares Held

7.63M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

1.33M
Shares

$7.04 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

973K
Shares

$5.16 Million
0.0% of portfolio
Morgan Stanley New York, NY

855K
Shares

$4.53 Million
0.0% of portfolio
International Assets Investment Management, LLC Orlando, FL

516K
Shares

$2.73 Million
0.27% of portfolio
Alpine Global Management, LLC New York, NY

436K
Shares

$2.31 Million
0.69% of portfolio

About GABELLI UTILITY TRUST

Ticker GUT
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
The Gabelli Utility Trust is a closed-ended equity mutual fund launched by GAMCO Investors, Inc. It is managed by Gabelli Funds, LLC. The fund invests in the public equity markets across the globe. It makes its investments in stocks of companies providing products, services, or equipment for the generation or distribution of electricity, gas, wa...

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