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. | 08/12/2026 | 486.81 K | $9.35 M | 0.00% | 8.14% |
| MORGAN STANLEY | 08/13/2026 | 151.83 K | $2.92 M | -14.32% | 2.54% |
| UBS GROUP AG | 08/13/2026 | 92.95 K | $1.78 M | 0.30% | 1.55% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 90.91 K | $1.75 M | -3.18% | 1.52% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 78.83 K | $1.51 M | 2.01% | 1.32% |
| ADVISORTRUST PARTNERS, LLC | 08/10/2026 | 65.98 K | $1.27 M | -0.96% | 1.10% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 36.93 K | $709.09 K | 1,358.41% | 0.62% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 34.18 K | $656.40 K | -1.53% | 0.57% |
| LPL FINANCIAL LLC | 08/07/2026 | 23.00 K | $441.72 K | -42.18% | 0.38% |
| LIVE OAK PRIVATE WEALTH LLC | 07/20/2026 | 19.32 K | $370.96 K | 0.00% | 0.32% |
| BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 07/09/2026 | 19.11 K | $367.05 K | 1.43% | 0.32% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 18.03 K | $346.15 K | 4.35% | 0.30% |
| SIGMA PLANNING CORP | 08/07/2026 | 14.33 K | $275.14 K | 0.67% | 0.24% |
| ROYAL BANK OF CANADA | 08/14/2026 | 8.63 K | $166.00 K | -14.10% | 0.14% |
| FIFTH THIRD BANCORP | 08/05/2026 | 2.30 K | $44.20 K | 0.96% | 0.04% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 2.12 K | $40.61 K | -24.00% | 0.04% |
| US BANCORP \DE\ | 08/12/2026 | 2.00 K | $38.41 K | 0.00% | 0.03% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 954 | $18.32 K | 100.00% | 0.02% |
| BFC PLANNING, INC. | 10/29/2026 | 625 | $12.00 K | 100.00% | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 07/28/2026 | 533 | $10.24 K | 0.00% | 0.01% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 500 | $9.60 K | 100.00% | 0.01% |
| ANCORA ADVISORS LLC | 08/14/2026 | 400 | $7.68 K | 0.00% | 0.01% |
| LUMINIST CAPITAL LLC | 08/07/2026 | 348 | $6.68 K | 100.00% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 07/15/2026 | 150 | $2.88 K | 0.00% | 0.00% |
| SEACREST WEALTH MANAGEMENT, LLC | 07/09/2026 | 0 | $0 | -100.00% | 0.00% |
Gabelli Global Utility & Income Trust. institutional Ownership - FAQ's
During the previous two years, 34 institutional investors and hedge funds held shares of Gabelli Global Utility & Income Trust.. The most heavily invested institutionals were:
Sigma Planning Corp: 15,545
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 0
GABELLI & Co INVESTMENT ADVISERS, INC.: 486,810
MORGAN STANLEY: 151,828
UBS Group AG: 92,947
OSAIC HOLDINGS, INC.: 90,906
19.23% of Gabelli Global Utility & Income Trust. stock is owned by institutional investors.
Institutional investors have bought a total of 1.29 M shares in the last 24 months. This purchase volume represents approximately $23.52 M in transactions.