GLU
The Gabelli Global Utility & Income Trust
1W: -2.1%
1M: -8.5%
3M: -9.4%
YTD: -8.8%
1Y: -3.0%
3Y: +54.0%
5Y: +21.1%
$17.45
-0.14 (-0.80%)
Weekly Expected Move ±2.2%
$17
$17
$17
$18
$18
Institutional Ownership — GLU
23
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
22M
Total Invested
3
New Positions
7
Increased
8
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (28 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | GABELLI & Co INVESTMENT ADVISERS, INC. | 486,810 | 8M | — | +0.0% | 7Q | SEC ↗ |
| 2 | MORGAN STANLEY | 151,828 | 3M | -25,380 | -14.3% | 60Q | SEC ↗ |
| 3 | UBS Group AG | 92,947 | 2M | +280 | +0.3% | 47Q | SEC ↗ |
| 4 | OSAIC HOLDINGS, INC. | 90,906 | 2M | -2,983 | -3.2% | 26Q | SEC ↗ |
| 5 | Private Advisor Group, LLC | 78,826 | 1M | +1,556 | +2.0% | 12Q | SEC ↗ |
| 6 | ADVISORTRUST PARTNERS, LLC | 65,982 | 1M | -640 | -1.0% | 3Q | SEC ↗ |
| 7 | WOLVERINE ASSET MANAGEMENT LLC | 36,927 | 644K | +34,395 | +1358.4% | 2Q | SEC ↗ |
| 8 | WELLS FARGO & COMPANY/MN | 34,183 | 596K | -532 | -1.5% | 71Q | SEC ↗ |
| 9 | LPL Financial LLC | 23,003 | 401K | -16,782 | -42.2% | 32Q | SEC ↗ |
| 10 | Live Oak Private Wealth LLC | 19,318 | 337K | — | +0.0% | 13Q | SEC ↗ |
| 11 | Bay Colony Advisory Group, Inc d/b/a B | 19,114 | 334K | +269 | +1.4% | 13Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 18,027 | 315K | +752 | +4.4% | 7Q | SEC ↗ |
| 13 | Sigma Planning Corp | 14,328 | 250K | +96 | +0.7% | 10Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA | 8,631 | 151K | -1,417 | -14.1% | 67Q | SEC ↗ |
| 15 | FIFTH THIRD BANCORP | 2,302 | 40K | +22 | +1.0% | 2Q | SEC ↗ |
| 16 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 2,115 | 37K | -668 | -24.0% | 3Q | SEC ↗ |
| 17 | US BANCORP \DE | 2,000 | 35K | — | +0.0% | 3Q | SEC ↗ |
| 18 | Global Retirement Partners, LLC NEW | 954 | 17K | — | +0.0% | 1Q | SEC ↗ |
| 19 | CREATIVE FINANCIAL DESIGNS INC /ADV | 533 | 9K | — | +0.0% | 13Q | SEC ↗ |
| 20 | Allworth Financial LP NEW | 500 | 9K | — | +0.0% | 1Q | SEC ↗ |
| 21 | Luminist Capital LLC NEW | 348 | 6K | — | +0.0% | 1Q | SEC ↗ |
| 22 | HIGHLINE WEALTH PARTNERS LLC | 150 | 3K | — | +0.0% | 2Q | SEC ↗ |
| 23 | Prospera Financial Services Inc | 0 | 0K | -28,072 | -100.0% | 21Q | SEC ↗ |
| 24 | BANK OF AMERICA CORP /DE | 0 | 0K | -3,534 | -100.0% | 11Q | SEC ↗ |
| 25 | Corient Private Wealth LLC | 0 | 0K | -14,451 | -100.0% | 1Q | SEC ↗ |
| 26 | SeaCrest Wealth Management, LLC | 0 | 0K | -10,075 | -100.0% | 1Q | SEC ↗ |
| 27 | Garton & Associates Financial Advisors | 0 | 0K | -2,887 | -100.0% | 1Q | SEC ↗ |
| 28 | Kestra Advisory Services, LLC | 0 | 0K | -2,215 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 954 | 17K |
| Allworth Financial LP | 500 | 9K |
| Luminist Capital LLC | 348 | 6K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Prospera Financial Services Inc | 28,072 | 490K |
| Corient Private Wealth LLC | 14,451 | 252K |
| SeaCrest Wealth Management, LLC | 10,075 | 176K |
| BANK OF AMERICA CORP /DE | 3,534 | 62K |
| Garton & Associates Financial Advis | 2,887 | 50K |
| Kestra Advisory Services, LLC | 2,215 | 39K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WOLVERINE ASSET MANAGEMENT LLC | +34,395 | +1358.4% | 36,927 |
| Private Advisor Group, LLC | +1,556 | +2.0% | 78,826 |
| RAYMOND JAMES FINANCIAL INC | +752 | +4.4% | 18,027 |
| UBS Group AG | +280 | +0.3% | 92,947 |
| Bay Colony Advisory Group, Inc d/b/ | +269 | +1.4% | 19,114 |
| Sigma Planning Corp | +96 | +0.7% | 14,328 |
| FIFTH THIRD BANCORP | +22 | +1.0% | 2,302 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -25,380 | -14.3% | 151,828 |
| LPL Financial LLC | -16,782 | -42.2% | 23,003 |
| OSAIC HOLDINGS, INC. | -2,983 | -3.2% | 90,906 |
| ROYAL BANK OF CANADA | -1,417 | -14.1% | 8,631 |
| INTERNATIONAL ASSETS INVESTMENT MAN | -668 | -24.0% | 2,115 |
| ADVISORTRUST PARTNERS, LLC | -640 | -1.0% | 65,982 |
| WELLS FARGO & COMPANY/MN | -532 | -1.5% | 34,183 |