HolderBook

GABELLI GLOBAL UTIL & INCOME (GLU)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

23
Reporting holders
$22.1M
Reported value
0.0%
Held as options
+2
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
GABELLI & Co INVESTMENT ADVISERS, INC.$9.3M486,8101.36%7qHELD
MORGAN STANLEY$2.9M151,8280.00%35q-14.3%-$487.4K
UBS Group AG$1.8M92,9470.00%31qHELD
OSAIC HOLDINGS, INC.$1.7M90,9060.00%26q-3.2%-$57.3K
Private Advisor Group, LLC$1.5M78,8260.01%12q+2.0%+$29.9K
ADVISORTRUST PARTNERS, LLC$1.3M65,9820.43%3q-1.0%-$12.3K
WOLVERINE ASSET MANAGEMENT LLC$709.1K36,9270.01%2q+1358.4%+$660.5K
WELLS FARGO & COMPANY/MN$656.4K34,1830.00%31q-50.8%-$676.8K
LPL Financial LLC$441.7K23,0030.00%31q-42.2%-$322.3K
Live Oak Private Wealth LLC$371.0K19,3180.05%13qHELD
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$367.0K19,1140.04%13q+1.4%+$5.2K
RAYMOND JAMES FINANCIAL INC$346.1K18,0270.00%7q+4.4%+$14.4K
Sigma Planning Corp$275.1K14,3280.01%10q+0.7%+$1.8K
ROYAL BANK OF CANADA$166.0K8,6310.00%31q-14.1%-$27.3K
FIFTH THIRD BANCORP$44.2K2,3020.00%2q+1.0%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$40.6K2,1150.00%3q-24.0%-$12.8K
US BANCORP \DE\$38.4K2,0000.00%3qHELD
Global Retirement Partners, LLC$18.3K9540.00%4q-34.4%-$9.6K
CREATIVE FINANCIAL DESIGNS INC /ADV$10.2K5330.00%13qHELD
Allworth Financial LP$9.6K5000.00%newNEW
Ancora Advisors LLC$7.7K4000.00%2qHELD
Luminist Capital LLC$6.7K3480.01%newNEW
HIGHLINE WEALTH PARTNERS LLC$2.9K1500.00%2qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202623$22.1M1,150,1322680.0%
Q1 202621$23.1M1,204,1525840.0%
Q4 202523$22.4M1,160,7013650.0%
Q3 202521$20.4M1,125,6651960.0%
Q2 202522$19.6M1,132,6594830.0%
Q1 202520$17.8M1,097,5990660.0%
Q4 202421$16.4M1,095,7371850.0%
Q3 202420$9.9M601,70001040.0%
Q2 202423$15.1M1,092,7414770.0%
Q1 202420$20.0M1,370,50031020.0%
Q4 202321$15.8M1,199,6543650.0%
Q3 202322$14.2M1,053,9005560.0%
Q2 202319$12.2M858,6247530.0%
Q1 202314$5.5M376,1162480.0%
Q4 202217$5.7M406,8463550.0%
Q3 202218$16.3M1,168,3780680.0%
Q2 202218$15.3M951,9233850.0%
Q1 202218$15.7M802,09323100.0%
Q4 202117$17.2M819,4781550.0%
Q3 202119$16.6M844,2013380.0%
Q2 202118$17.1M819,1124540.0%
Q1 202118$15.8M803,8562640.0%
Q4 202019$14.1M767,6785440.0%
Q3 202014$11.6M722,0151330.0%
Q2 202018$11.9M751,0034820.0%
Q1 202016$9.7M716,5802730.0%
Q4 201917$15.7M831,5381660.0%
Q3 201917$16.8M902,4471840.0%
Q2 201918$18.6M986,3552740.0%
Q1 201917$18.5M990,0152630.0%
Q4 201821$22.7M1,408,5830100.0%