GABELLI GLBL UTIL & INC TR (GLU) Institutional Ownership Changes & 13F Activity
GABELLI GLBL UTIL & INC TR (GLU). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Prospera Financial Services Inc, Advisortrust Partners, Llc, Corient Private Wealth Llc, Morgan Stanley, and Seacrest Wealth Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Sell | -609 | -1.7% | 34,715 | $664.98K | Q1 2026 | Jul 08, 2026 |
| Morgan Stanley | Buy | +12,694 | +7.7% | 177,208 | $3.39M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -2,548 | -2.6% | 93,889 | $1.80M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -1,283 | -11.3% | 10,048 | $192.00K | Q1 2026 | May 15, 2026 |
| Ancora Advisors Llc | Buy | +400 | — | 400 | $7.66K | Q1 2026 | May 15, 2026 |
| Raymond James Financial Inc | Sell | -660 | -3.7% | 17,275 | $330.89K | Q1 2026 | May 14, 2026 |
| Advisortrust Partners, Llc | Buy | +25,618 | +62.5% | 66,622 | $1.28M | Q1 2026 | May 06, 2026 |
| Lpl Financial Llc | Sell | -4,576 | -10.3% | 39,785 | $762.08K | Q1 2026 | May 06, 2026 |
| Ubs Group Ag | Buy | +3,883 | +4.4% | 92,667 | $1.78M | Q1 2026 | May 05, 2026 |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | Buy | +651 | +3.6% | 18,845 | $360.98K | Q1 2026 | May 05, 2026 |
| Wolverine Asset Management Llc | Buy | +2,532 | — | 2,532 | $48.50K | Q1 2026 | May 04, 2026 |
| Sigma Planning Corp | Buy | +91 | +0.6% | 14,232 | $272.61K | Q1 2026 | May 04, 2026 |
| Fifth Third Bancorp | Buy | +2,280 | — | 2,280 | $43.67K | Q1 2026 | May 01, 2026 |
| International Assets Investment Management, Llc | Buy | +30 | +1.1% | 2,783 | $53.73K | Q1 2026 | May 01, 2026 |
| Private Advisor Group, Llc | Buy | +777 | +1.0% | 77,270 | $1.48M | Q1 2026 | Apr 27, 2026 |
| Seacrest Wealth Management, Llc | Buy | +10,075 | — | 10,075 | $192.99K | Q1 2026 | Apr 15, 2026 |
| Highline Wealth Partners Llc | Buy | +150 | — | 150 | $2.87K | Q1 2026 | Apr 06, 2026 |
| Corient Private Wealth Llc | Sell | -14,451 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 19, 2026 |
| Garton & Associates Financial Advisors Llc | Sell | -2,887 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 18, 2026 |
| Bank Of America Corp | Sell | -3,534 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 17, 2026 |
| Kestra Advisory Services, Llc | Sell | -2,215 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 13, 2026 |
| Luminist Capital Llc | Sell | -348 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 13, 2026 |
| Prospera Financial Services Inc | Sell | -28,072 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 09, 2026 |
Frequently asked questions about GLU activity
Which institutional owners are buying GLU?
Institutional owners buying GLU include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in GLU activity?
"Buy" means an investor increased their reported position in GLU compared to the prior reporting period. This reflects growing exposure to GABELLI GLBL UTIL & INC TR (GLU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in GLU increasing?
Institutional interest in GLU can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related GLU Institutional Insights
- GLU Overview
- GLU 13F Institutional Holders
- GLU Superinvestors
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- GLU Insider Trading & SEC Form 4 Activity
- GLU Articles
- Top Institutional Investor Stock Rankings