GAMCO Natural Resources, Gold & Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 511.76 K | $4.27 M | 2.91% | 3.16% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 376.88 K | $3.15 M | -0.16% | 2.33% |
| WEALTHCARE ADVISORY PARTNERS LLC | 04/14/2026 | 368.16 K | $3.07 M | -15.47% | 2.27% |
| CAPITAL WEALTH ALLIANCE, LLC | 05/14/2026 | 351.12 K | $2.93 M | 100.00% | 2.17% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 290.58 K | $2.43 M | -1.56% | 1.80% |
| LPL FINANCIAL LLC | 05/06/2026 | 281.55 K | $2.35 M | 0.84% | 1.74% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 245.58 K | $2.05 M | -30.92% | 1.52% |
| VESTGEN ADVISORS, LLC | 05/14/2026 | 159.60 K | $1.35 M | 15.57% | 0.99% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 141.26 K | $1.18 M | -4.73% | 0.87% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 135.05 K | $1.13 M | 12.85% | 0.83% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 120.25 K | $1.00 M | -4.05% | 0.74% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 79.99 K | $667.88 K | 8.46% | 0.49% |
| NAVIS WEALTH ADVISORS, LLC | 05/15/2026 | 58.71 K | $490.24 K | 100.00% | 0.36% |
| BROOKSTONE CAPITAL MANAGEMENT | 04/16/2026 | 52.80 K | $440.85 K | 270.24% | 0.33% |
| MOORS & CABOT, INC. | 05/08/2026 | 50.00 K | $417.50 K | 0.00% | 0.31% |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 49.37 K | $412.20 K | 62.61% | 0.31% |
| 05/06/2026 | 44.00 K | $367.40 K | 0.00% | 0.27% | |
| 04/22/2026 | 42.01 K | $350.78 K | 0.72% | 0.26% | |
| 05/11/2026 | 41.83 K | $349.31 K | 0.00% | 0.26% | |
| SAMALIN INVESTMENT COUNSEL, LLC | 04/23/2026 | 40.83 K | $340.90 K | -18.46% | 0.25% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 40.20 K | $335.68 K | -1.28% | 0.25% |
| STEPHENS INC /AR/ | 04/28/2026 | 40.15 K | $335.24 K | 3.14% | 0.25% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 40.10 K | $334.82 K | -23.79% | 0.25% |
| KINGSWOOD WEALTH ADVISORS, LLC | 04/28/2026 | 38.80 K | $323.98 K | 0.00% | 0.24% |
| OXBOW ADVISORS, LLC | 04/27/2026 | 38.45 K | $321.06 K | 0.00% | 0.24% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 35.42 K | $295.73 K | 75.46% | 0.22% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 32.56 K | $272.49 K | -2.98% | 0.20% |
| UBS GROUP AG | 05/05/2026 | 31.88 K | $266.22 K | -2.86% | 0.20% |
| CREATIVE PLANNING | 05/12/2026 | 31.40 K | $262.20 K | 0.19% | 0.19% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 30.09 K | $251.24 K | 1.66% | 0.19% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 24.71 K | $206.30 K | 100.00% | 0.15% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 05/12/2026 | 22.68 K | $189.35 K | -84.06% | 0.14% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 21.47 K | $179.00 K | -7.92% | 0.13% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 20.98 K | $175.00 K | 44.52% | 0.13% |
| BENJAMIN EDWARDS INC | 05/12/2026 | 20.84 K | $174.03 K | 0.00% | 0.13% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 20.42 K | $170.52 K | -26.67% | 0.13% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 17.92 K | $149.67 K | 10.74% | 0.11% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 17.70 K | $147.80 K | 32.09% | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 17.29 K | $144.36 K | 100.00% | 0.11% |
| CSENGE ADVISORY GROUP | 04/30/2026 | 17.01 K | $142.06 K | 13.53% | 0.11% |
| GK WEALTH MANAGEMENT LLC | 04/07/2026 | 16.20 K | $132.52 K | 100.00% | 0.10% |
| 04/07/2026 | 16.20 K | $132.52 K | 0.00% | 0.10% | |
| ADVISORS CAPITAL MANAGEMENT, LLC | 05/01/2026 | 16.16 K | $134.93 K | 0.00% | 0.10% |
| ALTERI WEALTH LLC | 05/06/2026 | 15.23 K | $127.13 K | 0.00% | 0.09% |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 05/14/2026 | 13.21 K | $110.26 K | 0.00% | 0.08% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 05/11/2026 | 12.56 K | $104.89 K | 0.99% | 0.08% |
| NWF ADVISORY SERVICES INC. | 05/04/2026 | 10.00 K | $83.50 K | 0.00% | 0.06% |
| SPIRE WEALTH MANAGEMENT | 04/22/2026 | 5.43 K | $45.33 K | 2.18% | 0.03% |
| ROYAL BANK OF CANADA | 05/15/2026 | 4.96 K | $41.00 K | -3.73% | 0.03% |
| NEMES RUSH GROUP LLC | 04/21/2026 | 3.74 K | $31.21 K | 2.21% | 0.02% |
GAMCO Natural Resources, Gold & Income Trust institutional Ownership - FAQ's
During the previous two years, 84 institutional investors and hedge funds held shares of GAMCO Natural Resources, Gold & Income Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 511,758
Advisors Asset Management, Inc.: 376,878
Wealthcare Advisory Partners LLC: 368,158
Capital Wealth Alliance, LLC: 351,123
RAYMOND JAMES FINANCIAL INC: 290,575
LPL Financial LLC: 281,548
25.45% of GAMCO Natural Resources, Gold & Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 4.80 M shares in the last 24 months. This purchase volume represents approximately $41.00 M in transactions.