GLU

Gabelli Utility & Income Trust
GLU

Overview Fund Activity

18 hedge funds and large institutions have $15.7M invested in Gabelli Utility & Income Trust in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 10 reducing their positions, and 1 closing their positions.

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
SeaCrest Wealth Management
New York
$220K
2
SPC
2
Sigma Planning Corp
Michigan
$267K
3
FAG
3
Fortitude Advisory Group
Washington
$67K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$277K
5
TRCT
5
Tower Research Capital (TRC)
New York
$2K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$529K
2
Morgan Stanley
2
Morgan Stanley
New York
$3.25M
3
LPL Financial
3
LPL Financial
California
$420K
4
RJA
4
Raymond James & Associates
Florida
$365K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$784K
Name Market Value Shares Shares
Change 		Shares
Change %
GCIA
1
Gabelli & Co Investment Advisers
New York
$7.63M 389,448 – –
Morgan Stanley
2
Morgan Stanley
New York
$3.25M 165,925 -10,745 -6%
Osaic Holdings
3
Osaic Holdings
Arizona
$784K 40,029 -575 -1%
AAM
4
Advisors Asset Management
Colorado
$714K 36,421 -291 -0.8%
Wells Fargo
5
Wells Fargo
California
$529K 26,953 -15,184 -36%
LPL Financial
6
LPL Financial
California
$420K 21,436 -1,309 -6%
UBS Group
7
UBS Group
Switzerland
$411K 20,957 -205 -1%
PFS
8
Prospera Financial Services
Texas
$393K 20,075 – –
RJA
9
Raymond James & Associates
Florida
$365K 18,612 -1,247 -6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$277K 14,175 +165 +1%
SPC
11
Sigma Planning Corp
Michigan
$267K 13,622 +1,398 +11%
NA
12
NewEdge Advisors
Louisiana
$231K 11,800 -454 -4%
SWM
13
SeaCrest Wealth Management
New York
$220K 11,200 +11,200 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$97K 4,958 -43 -0.9%
FAG
15
Fortitude Advisory Group
Washington
$67K 3,439 +255 +8%
Bank of America
16
Bank of America
North Carolina
$30K 1,550 -150 -9%
AA
17
Addison Advisors
Vermont
$27K 1,393 – –
TRCT
18
Tower Research Capital (TRC)
New York
$2K 100 +100 New
CFCI
19
Comprehensive Financial Consultants Institutional
Indiana
– – -300 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –