Gabelli Global Utility & Income Trust. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GABELLI & CO INVESTMENT ADVISERS, INC. | 05/14/2026 | 486.81 K | $9.32 M | 0.00% | 8.13% |
| MORGAN STANLEY | 05/15/2026 | 177.21 K | $3.39 M | 7.72% | 2.96% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 93.89 K | $1.80 M | -2.64% | 1.57% |
| UBS GROUP AG | 05/05/2026 | 92.67 K | $1.78 M | 4.37% | 1.55% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 77.27 K | $1.48 M | 1.02% | 1.29% |
| 05/06/2026 | 66.62 K | $1.28 M | 62.48% | 1.11% | |
| LPL FINANCIAL LLC | 05/06/2026 | 39.79 K | $762.08 K | -10.32% | 0.66% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 34.72 K | $664.98 K | -1.72% | 0.58% |
| LIVE OAK PRIVATE WEALTH LLC | 04/20/2026 | 19.32 K | $370.04 K | 0.00% | 0.32% |
| BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 05/05/2026 | 18.85 K | $360.98 K | 3.58% | 0.31% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 17.28 K | $330.89 K | -3.68% | 0.29% |
| SIGMA PLANNING CORP | 05/04/2026 | 14.23 K | $272.61 K | 0.64% | 0.24% |
| SEACREST WEALTH MANAGEMENT, LLC | 04/15/2026 | 10.08 K | $192.99 K | 100.00% | 0.17% |
| ROYAL BANK OF CANADA | 05/15/2026 | 10.05 K | $192.00 K | -11.32% | 0.17% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 2.78 K | $53.73 K | 1.09% | 0.05% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 2.53 K | $48.50 K | 100.00% | 0.04% |
| FIFTH THIRD BANCORP | 05/01/2026 | 2.28 K | $43.67 K | 100.00% | 0.04% |
| US BANCORP \DE\ | 05/15/2026 | 2.00 K | $38.31 K | 0.00% | 0.03% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 04/13/2026 | 533 | $10.21 K | 0.00% | 0.01% |
| ANCORA ADVISORS, LLC | 05/15/2026 | 400 | $7.66 K | 100.00% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 04/06/2026 | 150 | $2.87 K | 100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| PROSPERA FINANCIAL SERVICES INC | 04/14/2026 | 0 | $0 | -100.00% | 0.00% |
| LUMINIST CAPITAL LLC | 04/24/2026 | 0 | $0 | -100.00% | 0.00% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 0 | $0 | -100.00% | 0.00% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| 05/11/2026 | 0 | $0 | -100.00% | 0.00% |
Gabelli Global Utility & Income Trust. institutional Ownership - FAQ's
During the previous two years, 37 institutional investors and hedge funds held shares of Gabelli Global Utility & Income Trust.. The most heavily invested institutionals were:
GABELLI & Co INVESTMENT ADVISERS, INC.: 486,810
MORGAN STANLEY: 177,208
ADVISOR GROUP HOLDINGS, INC.: 93,889
UBS Group AG: 92,667
Private Advisor Group, LLC: 77,270
LPL Financial LLC: 39,785
19.55% of Gabelli Global Utility & Income Trust. stock is owned by institutional investors.
Institutional investors have bought a total of 1.24 M shares in the last 24 months. This purchase volume represents approximately $25.11 M in transactions.