Retirement Financial Solutions, LLC Gabelli Utility Trust Transaction History

Retirement Financial Solutions, LLC

$195 Billion
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 18, 2024	BUY	$4.84 - $6.26 $4,985 - $6,447	1,030 Added 5.97%	18,280 $99.1 Million
Q3 2023 Oct 20, 2023	BUY	$5.24 - $7.08 $2,064 - $2,789	394 Added 2.34%	17,250 $91.4 Million
Q2 2023 Jul 18, 2023	BUY	$6.62 - $7.34 $2,508 - $2,781	379 Added 2.3%	16,856 $114 Million
Q1 2023 Apr 26, 2023	BUY	$6.76 - $7.81 $111,384 - $128,685	16,477 New	16,477 $118 Million

Others Institutions Holding GUT

# of Institutions

85

Shares Held

6.09M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

1.27M
Shares

$7.59 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

983K
Shares

$5.88 Million
0.0% of portfolio
Morgan Stanley New York, NY

855K
Shares

$5.11 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

341K
Shares

$2.04 Million
0.0% of portfolio
Mario Gabelli Gamco Investors, Inc. Et Al | Rye, Ny

276K
Shares

$1.65 Million
0.02% 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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