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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 36240A184

GABELLI UTIL TR

79 institutions · $530.2K total · 17,555,509 shares

#ManagerSharesValue% of TotalPeriod
1Quarry LP4,143,753$114.0K23.60%2024-09-30
2INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC2,728$99.2K0.01%2024-09-30
3ABSOLUTE INVESTMENT ADVISERS LLC3,500,400$96.3K19.93%2024-12-31
4Saba Capital Management, L.P.1,918,007$46.5K10.92%2024-09-30
5Alpine Global Management, LLC1,026,252$28.2K5.84%2024-09-30
6LPL Financial LLC946,585$26.0K5.39%2024-09-30
7MORGAN STANLEY648,802$17.8K3.69%2025-03-31
8BOOTHBAY FUND MANAGEMENT, LLC442,500$12.2K2.52%2024-09-30
9Weiss Asset Management LP372,337$10.2K2.12%2024-09-30
10UBS Group AG294,471$8.2K1.67%2024-09-30
11CSS LLC/IL40,590$8.1K0.23%2024-09-30
12GAMCO INVESTORS, INC. ET AL275,853$7.6K1.57%2024-09-30
13CITADEL ADVISORS LLC228,730$6.3K1.30%2024-09-30
14Cable Car Capital, LP225,000$6.2K1.28%2024-09-30
15ADVISOR GROUP HOLDINGS, INC.149,470$4.5K0.85%2024-12-31
16Balboa Wealth Partners127,695$3.5K0.72%2024-09-30
17MAS Advisors LLC107,610$3.0K0.61%2024-09-30
18Cetera Investment Advisers104,365$2.9K0.59%2024-09-30
19Elequin Securities, LLC100,000$2.8K0.56%2024-09-30
20Atria Wealth Solutions, Inc.97,505$2.7K0.55%2024-09-30
21Creative Planning59,000$1.6K0.33%2024-09-30
22MARCO INVESTMENT MANAGEMENT LLC57,195$1.6K0.32%2024-09-30
23NATIONS FINANCIAL GROUP INC, /IA/ /ADV54,940$1.5K0.31%2024-09-30
24VisionPoint Advisory Group, LLC49,065$1.3K0.27%2024-09-30
25Good Life Advisors, LLC48,120$1.3K0.27%2024-09-30
26ROTHSCHILD INVESTMENT LLC43,030$1.2K0.24%2024-09-30
27StoneX Group Inc.40,597$1.1K0.23%2025-06-30
28Wealth Quarterback LLC38,485$1.1K0.21%2024-09-30
29Royal Bank of Canada29,015$1.0K0.16%2024-09-30
30Hilltop Holdings Inc.29,902$8220.17%2024-09-30
31Brookstone Capital Management29,685$8160.16%2024-09-30
32SYNOVUS FINANCIAL CORP27,040$7440.15%2024-09-30
33CIBC Private Wealth Group, LLC25,895$6290.14%2024-09-30
34STIFEL FINANCIAL CORP21,008$5800.11%2024-09-30
35Vantage Financial Partners, LLC20,960$5760.11%2024-09-30
36TWO SIGMA SECURITIES, LLC19,390$5330.11%2024-09-30
37PNC Financial Services Group, Inc.18,830$5270.10%2024-09-30
38CoreCap Advisors, LLC18,875$5190.10%2024-09-30
39EAGLE WEALTH STRATEGIES LLC18,140$4990.10%2024-09-30
40Everstar Asset Management, LLC18,150$4990.10%2024-09-30
41D.A. DAVIDSON & CO.15,475$4260.08%2024-09-30
42BANK OF AMERICA CORP /DE/14,674$3960.08%2024-09-30
43Rollins Financial Advisors, LLC14,000$3850.07%2024-09-30
44Allred Capital Management, LLC13,140$3610.07%2024-09-30
45Stratos Wealth Partners, LTD.13,040$3590.07%2024-09-30
46FIFTH THIRD BANCORP11,672$3210.06%2024-09-30
47CAPTRUST FINANCIAL ADVISORS11,635$3200.06%2024-09-30
48Trek Financial, LLC11,075$3050.06%2024-09-30
49BNC WEALTH MANAGEMENT, LLC10,690$2940.06%2024-09-30
50Liberty Capital Management, Inc.10,000$2750.05%2024-09-30
51PFG Investments, LLC10,010$2750.05%2024-09-30
52ENVESTNET ASSET MANAGEMENT INC10,018$2750.05%2024-09-30
53Accurate Wealth Management, LLC14,500$2390.08%2024-09-30
54Global Retirement Partners, LLC7,420$2040.04%2024-09-30
55MOTCO7,280$2000.04%2024-09-30
56FARMERS & MERCHANTS INVESTMENTS INC5,885$1620.03%2024-09-30
57NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO5,770$1590.03%2024-09-30
58Register Financial Advisors LLC5,285$1450.03%2024-09-30
59NewEdge Advisors, LLC4,750$1330.02%2024-09-30
60Pathway Financial Advisers, LLC3,375$930.01%2024-09-30
61IFP Advisors, Inc2,665$730.01%2024-12-31
62PRINCIPAL SECURITIES, INC.1,885$520.01%2024-09-30
63COMMONWEALTH EQUITY SERVICES, LLC1,335,245$377.60%2024-09-30
64ASSETMARK, INC1,000$280.00%2024-09-30
65WELLS FARGO & COMPANY/MN720$200.00%2024-09-30
66BOYD WATTERSON ASSET MANAGEMENT LLC/OH720$200.00%2024-09-30
67Virtu Financial LLC308,222$81.75%2024-09-30
68Allworth Financial LP200$60.00%2024-09-30
69Community Bank, N.A.330$60.00%2024-09-30
70US BANCORP \DE\140$40.00%2024-09-30
71Janney Montgomery Scott LLC128,245$40.73%2024-09-30
72SOA Wealth Advisors, LLC.120$30.00%2024-09-30
73Cambridge Investment Research Advisors, Inc.106,220$30.60%2024-09-30
74Federation des caisses Desjardins du Quebec68$20.00%2024-09-30
75MML INVESTORS SERVICES, LLC36,805$10.20%2024-09-30
76RESOURCES MANAGEMENT CORP /CT/ /ADV2,770$00.01%2024-09-30
77SIT INVESTMENT ASSOCIATES INC10,000$00.05%2024-09-30
78CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2024-09-30
79CWM, LLC485$00.00%2024-09-30