GLU

Gabelli Utility & Income Trust
GLU

Overview Fund Activity

21 hedge funds and large institutions have $16.4M invested in Gabelli Utility & Income Trust in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
21
Holders Change
–
Holders Change %
0%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
8
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GCIA
1
Gabelli & Co Investment Advisers
New York
$7.3M
2
UBS Group
2
UBS Group
Switzerland
$1.56M
3
Raymond James Financial
3
Raymond James Financial
Florida
$203K
4
Morgan Stanley
4
Morgan Stanley
New York
$2.48M
5
LPL Financial
5
LPL Financial
California
$332K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.69M
2
Wells Fargo
2
Wells Fargo
California
$444K
3
NA
3
NewEdge Advisors
Louisiana
$165K
4
SPC
4
Sigma Planning Corp
Michigan
$211K
5
SPIA
5
Steward Partners Investment Advisory
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GCIA
1
Gabelli & Co Investment Advisers
New York
$7.3M 486,810 +486,810 New
Morgan Stanley
2
Morgan Stanley
New York
$2.48M 165,051 +11,905 +8%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.69M 112,816 -30,292 -21%
UBS Group
4
UBS Group
Switzerland
$1.56M 104,136 +17,748 +21%
PAG
5
Private Advisor Group
New Jersey
$715K 47,635 +2,706 +6%
PFS
6
Prospera Financial Services
Texas
$486K 32,425 – –
Wells Fargo
7
Wells Fargo
California
$444K 29,628 -770 -3%
LPL Financial
8
LPL Financial
California
$332K 22,119 +3,638 +20%
LOPW
9
Live Oak Private Wealth
North Carolina
$290K 19,318 – –
BCA
10
Bay Colony Advisors
Massachusetts
$228K 15,186 +560 +4%
SPC
11
Sigma Planning Corp
Michigan
$211K 14,079 -445 -3%
Raymond James Financial
12
Raymond James Financial
Florida
$203K 13,564 +13,564 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$190K 12,693 -120 -0.9%
NA
14
NewEdge Advisors
Louisiana
$165K 11,020 -700 -6%
AF
15
Allworth Financial
California
$40.4K 2,692 – –
Comerica Bank
16
Comerica Bank
Texas
$33.7K 2,246 +15 +0.7%
Bank of America
17
Bank of America
North Carolina
$24K 1,603 +103 +7%
CA
18
CoreCap Advisors
Michigan
$18K 1,200 – –
CAS
19
Coppell Advisory Solutions
Texas
$9.59K 635 +11 +2%
CFD
20
Creative Financial Designs
Indiana
$8K 533 – –
LC
21
Luminist Capital
Michigan
$5.22K 348 +348 New
IAIM
22
International Assets Investment Management
Florida
– – -43,685 Closed
SPIA
23
Steward Partners Investment Advisory
New York
– – -300 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –