GLU

Gabelli Utility & Income Trust
GLU

Overview Fund Activity

19 hedge funds and large institutions have $12.4M invested in Gabelli Utility & Income Trust in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
19
Holders Change
+5
Holders Change %
+35.71%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
7
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GCIA
1
Gabelli & Co Investment Advisers
New York
$6.92M
2
BCA
2
Bay Colony Advisors
Massachusetts
$167K
3
LOPW
3
Live Oak Private Wealth
North Carolina
$143K
4
UBS Group
4
UBS Group
Switzerland
$266K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$531K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$0
2
LPL Financial
2
LPL Financial
California
$395K
3
SWM
3
SeaCrest Wealth Management
New York
$188K
4
Wells Fargo
4
Wells Fargo
California
$305K
5
Morgan Stanley
5
Morgan Stanley
New York
$2.01M
Name Market Value Shares Shares
Change 		Shares
Change %
GCIA
1
Gabelli & Co Investment Advisers
New York
$6.92M 486,810 +486,810 New
Morgan Stanley
2
Morgan Stanley
New York
$2.01M 141,233 -546 -0.4%
Osaic Holdings
3
Osaic Holdings
Arizona
$531K 37,356 +4,600 +14%
PFS
4
Prospera Financial Services
Texas
$460K 32,340 +459 +1%
LPL Financial
5
LPL Financial
California
$395K 27,809 -5,125 -16%
Wells Fargo
6
Wells Fargo
California
$305K 21,425 -1,198 -5%
UBS Group
7
UBS Group
Switzerland
$266K 18,735 +5,409 +41%
RJA
8
Raymond James & Associates
Florida
$262K 18,454 +65 +0.4%
NA
9
NewEdge Advisors
Louisiana
$237K 16,700 +700 +4%
SPC
10
Sigma Planning Corp
Michigan
$195K 13,717 +219 +2%
SWM
11
SeaCrest Wealth Management
New York
$188K 13,200 -3,300 -20%
BCA
12
Bay Colony Advisors
Massachusetts
$167K 11,727 +11,727 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$163K 11,428 +18 +0.2%
LOPW
14
Live Oak Private Wealth
North Carolina
$143K 10,025 +10,025 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$69K 4,822 – –
AF
16
Allworth Financial
California
$38.3K 2,692 +2,692 New
CFD
17
Creative Financial Designs
Indiana
$11.5K 811 +811 New
CAS
18
Coppell Advisory Solutions
Texas
$7.92K 560 +560 New
Bank of America
19
Bank of America
North Carolina
$825 58 +58 New
AAM
20
Advisors Asset Management
Colorado
– – -31,258 Closed
AAS
21
Ameritas Advisory Services
Nebraska
– – -200 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –