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. | 02/05/2026 | 486.81 K | $9.38 M | 0.00% | 8.13% |
| MORGAN STANLEY | 02/13/2026 | 164.51 K | $3.17 M | 7.21% | 2.75% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 96.44 K | $1.86 M | -4.89% | 1.61% |
| UBS GROUP AG | 01/29/2026 | 88.78 K | $1.71 M | -14.41% | 1.48% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 76.49 K | $1.47 M | 0.10% | 1.28% |
| LPL FINANCIAL LLC | 02/11/2026 | 44.36 K | $854.72 K | 5.45% | 0.74% |
| 03/10/2026 | 41.00 K | $790.05 K | 100.00% | 0.69% | |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 35.32 K | $680.60 K | 6.55% | 0.59% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 28.07 K | $540.87 K | -12.47% | 0.47% |
| LIVE OAK PRIVATE WEALTH LLC | 01/23/2026 | 19.32 K | $372.21 K | 0.00% | 0.32% |
| BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 02/13/2026 | 18.19 K | $350.55 K | 4.52% | 0.30% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 17.94 K | $345.56 K | 0.75% | 0.30% |
| CI PRIVATE WEALTH, LLC | 02/19/2026 | 14.45 K | $14.45 K | 100.00% | 0.24% |
| SIGMA PLANNING CORP | 01/30/2026 | 14.14 K | $272.47 K | 0.28% | 0.24% |
| ROYAL BANK OF CANADA | 02/17/2026 | 11.33 K | $218.00 K | -1.11% | 0.19% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 3.53 K | $68.09 K | 95.46% | 0.06% |
| 02/18/2026 | 2.89 K | $55.63 K | 100.00% | 0.05% | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 2.75 K | $53.04 K | 100.00% | 0.05% |
| COMERICA BANK | 01/29/2026 | 2.26 K | $43.53 K | -17.46% | 0.04% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 2.22 K | $42.68 K | 100.00% | 0.04% |
| US BANCORP \DE\ | 01/30/2026 | 2.00 K | $38.54 K | 100.00% | 0.03% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 1.45 K | $28.02 K | 0.00% | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 02/06/2026 | 533 | $10.27 K | 0.00% | 0.01% |
| LUMINIST CAPITAL LLC | 02/13/2026 | 348 | $6.71 K | 0.00% | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 0 | $0 | -100.00% | 0.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 0 | $0 | -100.00% | 0.00% |
| CORNERSTONE ADVISORS, LLC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
Gabelli Global Utility & Income Trust. institutional Ownership - FAQ's
During the previous two years, 39 institutional investors and hedge funds held shares of Gabelli Global Utility & Income Trust.. The most heavily invested institutionals were:
UBS Group AG: 92,667
Private Advisor Group, LLC: 77,270
Live Oak Private Wealth LLC: 19,318
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors: 18,845
Sigma Planning Corp: 14,232
SeaCrest Wealth Management, LLC: 10,075
19.64% of Gabelli Global Utility & Income Trust. stock is owned by institutional investors.
Institutional investors have bought a total of 1.28 M shares in the last 24 months. This purchase volume represents approximately $25.77 M in transactions.