Elevated Capital Advisors, LLC Gabelli Utility Trust Transaction History

Elevated Capital Advisors, LLC

$340 Million
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 07, 2021	SELL	$7.58 - $8.28 $2.59 Million - $2.83 Million	-341,855 Closed	0 $0
Q1 2021 Apr 21, 2021	BUY	$6.78 - $8.2 $269,816 - $326,327	39,796 Added 13.17%	341,855 $2.34 Million
Q4 2020 Feb 25, 2021	SELL	$7.55 - $8.12 $89,422 - $96,173	-11,844 Reduced 3.77%	302,059 $2.45 Million
Q3 2020 Nov 27, 2020	SELL	$7.22 - $8.24 $45,254 - $51,648	-6,268 Reduced 1.96%	313,903 $2.43 Million
Q2 2020 Sep 11, 2020	BUY	$5.3 - $7.58 $1.7 Million - $2.43 Million	320,171 New	320,171 $2.47 Million

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

$7.1 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

973K
Shares

$5.21 Million
0.0% of portfolio
Morgan Stanley New York, NY

855K
Shares

$4.57 Million
0.0% of portfolio
International Assets Investment Management, LLC Orlando, FL

516K
Shares

$2.76 Million
0.27% of portfolio
Alpine Global Management, LLC New York, NY

436K
Shares

$2.33 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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