GLU

Gabelli Utility & Income Trust

23 hedge funds and large institutions have $15.1M invested in Gabelli Utility & Income Trust in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GCIA
1
Gabelli & Co Investment Advisers
New York
$6.75M 486,810
Osaic Holdings
2
Osaic Holdings
Arizona
$2.07M 149,390 -13,409 -8%
Morgan Stanley
3
Morgan Stanley
New York
$2.01M 145,185 +3,865 +3%
UBS Group
4
UBS Group
Switzerland
$1.06M 76,808 +6,174 +9%
PAG
5
Private Advisor Group
New Jersey
$545K 39,288 -756 -2%
PFS
6
Prospera Financial Services
Texas
$449K 32,425
SFS
7
Shaker Financial Services
Virginia
$326K 23,511 +23,511 New
Wells Fargo
8
Wells Fargo
California
$314K 22,644 -7,187 -24%
LPL Financial
9
LPL Financial
California
$282K 20,332 -2,060 -9%
LOPW
10
Live Oak Private Wealth
North Carolina
$268K 19,318
SPC
11
Sigma Planning Corp
Michigan
$200K 14,411 +866 +6%
BCA
12
Bay Colony Advisors
Massachusetts
$186K 13,444 +994 +8%
NA
13
NewEdge Advisors
Louisiana
$185K 13,320 +700 +6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$174K 12,574 +862 +7%
RJA
15
Raymond James & Associates
Florida
$167K 12,078 -430 -3%
AF
16
Allworth Financial
California
$39.2K 2,692
IAIM
17
International Assets Investment Management
Florida
$36.7K 2,650 +2,650 New
Comerica Bank
18
Comerica Bank
Texas
$30.7K 2,216 +17 +0.8%
CA
19
CoreCap Advisors
Michigan
$16.6K 1,200 +1,200 New
Bank of America
20
Bank of America
North Carolina
$13.9K 1,000
CAS
21
Coppell Advisory Solutions
Texas
$8.48K 612 +612 New
CFD
22
Creative Financial Designs
Indiana
$7.39K 533 -278 -34%
SPIA
23
Steward Partners Investment Advisory
New York
$4.16K 300 +300 New
HIC
24
Hartline Investment Corp
Illinois
-12,450 Closed
TWC
25
TD Waterhouse Canada
Ontario, Canada
-300 Closed