GLU

Gabelli Utility & Income Trust
GLU

Overview Fund Activity

22 hedge funds and large institutions have $19.2M invested in Gabelli Utility & Income Trust in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
Private Advisor Group
New Jersey
$1.26M
2
UBS Group
UBS Group
Switzerland
$2.08M
3
WAM
Wolverine Asset Management
Illinois
$94.2K
4
Osaic Holdings
Osaic Holdings
Arizona
$1.67M
5
Raymond James Financial
Raymond James Financial
Florida
$306K

Top Sellers

1
NA
NewEdge Advisors
Louisiana
$0
2
Morgan Stanley
Morgan Stanley
New York
$2.68M
3
CA
CoreCap Advisors
Michigan
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$215K
5
SPC
Sigma Planning Corp
Michigan
$242K
Name Holding Trade Value Shares
Change 		Shares
Change %
GCIA
1
Gabelli & Co Investment Advisers
New York
$8.43M – – –
Morgan Stanley
2
Morgan Stanley
New York
$2.68M -$53K -3,065 -2%
UBS Group
3
UBS Group
Switzerland
$2.08M +$159K +9,215 +8%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.67M +$74.9K +4,993 +5%
PAG
5
Private Advisor Group
New Jersey
$1.26M +$206K +11,905 +20%
PFS
6
Prospera Financial Services
Texas
$564K – – –
Wells Fargo
7
Wells Fargo
California
$561K +$61.7K +3,564 +12%
LPL Financial
8
LPL Financial
California
$341K +$9.33K +539 +3%
LOPW
9
Live Oak Private Wealth
North Carolina
$334K – – –
Raymond James Financial
10
Raymond James Financial
Florida
$306K +$69.5K +4,015 +29%
BCA
11
Bay Colony Advisors
Massachusetts
$257K +$3.63K +210 +1%
SPC
12
Sigma Planning Corp
Michigan
$242K -$2.96K -171 -1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$215K -$6.72K -389 -3%
WAM
14
Wolverine Asset Management
Illinois
$94.2K +$94.2K +5,445 New
Comerica Bank
15
Comerica Bank
Texas
$47K +$415 +24 +0.9%
AF
16
Allworth Financial
California
$46.6K – – –
CA
17
Cornerstone Advisors
North Carolina
$36.3K +$36.3K +2,100 New
Bank of America
18
Bank of America
North Carolina
$27.7K – – –
GRP
19
Global Retirement Partners
California
$25.2K +$25.2K +1,454 New
CFD
20
Creative Financial Designs
Indiana
$9.23K – – –
LC
21
Luminist Capital
Michigan
$6.07K – – –
AAS
22
Ameritas Advisory Services
Nebraska
$3.46K +$3.46K +200 New
NA
23
NewEdge Advisors
Louisiana
– -$171K -10,520 Closed
CA
24
CoreCap Advisors
Michigan
– -$19.5K -1,200 Closed