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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnSell-609-1.7%34,715$664.98KQ1 2026Jul 08, 2026
Morgan StanleyBuy+12,694+7.7%177,208$3.39MQ1 2026May 15, 2026
Osaic Holdings, Inc.Sell-2,548-2.6%93,889$1.80MQ1 2026May 15, 2026
Royal Bank Of CanadaSell-1,283-11.3%10,048$192.00KQ1 2026May 15, 2026
Ancora Advisors LlcBuy+400—400$7.66KQ1 2026May 15, 2026
Raymond James Financial IncSell-660-3.7%17,275$330.89KQ1 2026May 14, 2026
Advisortrust Partners, LlcBuy+25,618+62.5%66,622$1.28MQ1 2026May 06, 2026
Lpl Financial LlcSell-4,576-10.3%39,785$762.08KQ1 2026May 06, 2026
Ubs Group AgBuy+3,883+4.4%92,667$1.78MQ1 2026May 05, 2026
Bay Colony Advisory Group, Inc D/B/A Bay Colony AdvisorsBuy+651+3.6%18,845$360.98KQ1 2026May 05, 2026
Wolverine Asset Management LlcBuy+2,532—2,532$48.50KQ1 2026May 04, 2026
Sigma Planning CorpBuy+91+0.6%14,232$272.61KQ1 2026May 04, 2026
Fifth Third BancorpBuy+2,280—2,280$43.67KQ1 2026May 01, 2026
International Assets Investment Management, LlcBuy+30+1.1%2,783$53.73KQ1 2026May 01, 2026
Private Advisor Group, LlcBuy+777+1.0%77,270$1.48MQ1 2026Apr 27, 2026
Seacrest Wealth Management, LlcBuy+10,075—10,075$192.99KQ1 2026Apr 15, 2026
Highline Wealth Partners LlcBuy+150—150$2.87KQ1 2026Apr 06, 2026
Corient Private Wealth LlcSell-14,451-100.0%0$0.00Q1 2026Feb 19, 2026
Garton & Associates Financial Advisors LlcSell-2,887-100.0%0$0.00Q1 2026Feb 18, 2026
Bank Of America CorpSell-3,534-100.0%0$0.00Q1 2026Feb 17, 2026
Kestra Advisory Services, LlcSell-2,215-100.0%0$0.00Q1 2026Feb 13, 2026
Luminist Capital LlcSell-348-100.0%0$0.00Q1 2026Feb 13, 2026
Prospera Financial Services IncSell-28,072-100.0%0$0.00Q1 2026Feb 09, 2026
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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.