SPIA
GLU

Steward Partners Investment Advisory’s Gabelli Utility & Income Trust GLU Stock Holding History

Steward Partners Investment Advisory’s Portfolio GLU Stock Details GLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-300
Closed -$4.95K – 4019
2024
Q3 		$4.95K Hold
300
– – ﹤0.01% 3191
2024
Q2 		$4.16K Buy
+300
New +$4.25K ﹤0.01% 3104

Other funds holding GLU

GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Steward Partners Investment Advisory's GLU Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of Gabelli Utility & Income Trust (GLU) in Q4 2024, closing a stake of 300 shares — an estimated $4.95K sold.

Steward Partners Investment Advisory first reported a position in GLU in Q2 2024 and held it in 2 quarters. The position peaked at $4.95K in Q3 2024. 21 funds tracked by Wall St. Rank hold GLU as of Q4 2024.

  • Steward Partners Investment Advisory reported no remaining Gabelli Utility & Income Trust position as of Q4 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 300 Gabelli Utility & Income Trust shares in Q4 2024, an estimated $4.95K.
  • Steward Partners Investment Advisory first reported a position in Gabelli Utility & Income Trust in Q2 2024 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Gabelli Utility & Income Trust position peaked at $4.95K in Q3 2024.
  • 21 funds tracked by Wall St. Rank held Gabelli Utility & Income Trust as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.