GLU

Gabelli Utility & Income Trust
GLU

Overview Fund Activity

14 hedge funds and large institutions have $5.5M invested in Gabelli Utility & Income Trust in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
14
Holders Change
-6
Holders Change %
-30%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
5
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$195K
2
SWM
2
SeaCrest Wealth Management
New York
$242K
3
Morgan Stanley
3
Morgan Stanley
New York
$2.08M
4
RJA
4
Raymond James & Associates
Florida
$270K
5
AAS
5
Ameritas Advisory Services
Nebraska
$3.06K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$0
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
PFS
3
Prospera Financial Services
Texas
$468K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$481K
5
Wells Fargo
5
Wells Fargo
California
$332K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.08M 141,779 +1,940 +1%
LPL Financial
2
LPL Financial
California
$483K 32,934 -2,058 -6%
Osaic Holdings
3
Osaic Holdings
Arizona
$481K 32,756 -7,048 -18%
PFS
4
Prospera Financial Services
Texas
$468K 31,881 -9,126 -22%
AAM
5
Advisors Asset Management
Colorado
$459K 31,258 -2,329 -7%
Wells Fargo
6
Wells Fargo
California
$332K 22,623 -3,543 -14%
RJA
7
Raymond James & Associates
Florida
$270K 18,389 +1,053 +6%
SWM
8
SeaCrest Wealth Management
New York
$242K 16,500 +2,000 +14%
NA
9
NewEdge Advisors
Louisiana
$223K 16,000 -2,020 -11%
SPC
10
Sigma Planning Corp
Michigan
$198K 13,498 -250 -2%
UBS Group
11
UBS Group
Switzerland
$195K 13,326 +4,249 +47%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$71K 4,822 -147 -3%
AAS
13
Ameritas Advisory Services
Nebraska
$3.06K 200 +200 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$167 11,410 +17 +0.1%
SIA
15
Sit Investment Associates
Minnesota
– – -217,714 Closed
WAM
16
Wolverine Asset Management
Illinois
– – -10,527 Closed
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
– – -3,071 Closed
Bank of America
18
Bank of America
North Carolina
– – -1,100 Closed
CASC
19
Coppell Advisory Solutions Corp
Texas
– – -537 Closed
CAS
20
Coppell Advisory Solutions
Texas
– – -537 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –