GABELLI GLOBAL UTILITY & INCOME TRUST - GLU
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | No change | 486,810 | 9,380 | 1.41% | 1.41% | 1 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MORGAN STANLEY | History | Added to | 164,514 | 3,169 | 0.0% | 0.0% | 2 | +11,060 | 7.21% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 96,437 | 1,858 | 0.0% | 0.0% | 3 | -4,955 | -4.89% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 88,784 | 1,710 | 0.0% | 0.0% | 4 | -14,948 | -14.41% | Q4 2025 | Jan 29, 2026 |
| Private Advisor Group, LLC | History | Added to | 76,493 | 1,473 | 0.01% | 0.01% | 5 | +74 | 0.1% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 44,361 | 854 | 0.0% | 0.0% | 6 | +2,291 | 5.45% | Q4 2025 | Feb 11, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 41,004 | 790 | 0.35% | — | 7 | +41,004 | New | Q4 2025 | Mar 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 35,324 | 680 | 0.0% | 0.0% | 8 | +2,170 | 6.55% | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 28,072 | 540 | 0.01% | 0.01% | 9 | -4,000 | -12.47% | Q4 2025 | Feb 09, 2026 |
| Live Oak Private Wealth LLC | History | No change | 19,318 | 372 | 0.05% | 0.05% | 10 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 18,194 | 350 | 0.04% | 0.04% | 11 | +787 | 4.52% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 17,935 | 345 | 0.0% | 0.0% | 12 | +133 | 0.75% | Q4 2025 | Feb 18, 2026 |
| Sigma Planning Corp | History | Added to | 14,141 | 272 | 0.01% | 0.01% | 13 | +39 | 0.28% | Q4 2025 | Jan 30, 2026 |
| ROYAL BANK OF CANADA | History | New | 11,331 | 218 | 0.0% | — | 14 | +11,331 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,534 | 68 | 0.0% | 0.0% | 15 | +1,726 | 95.46% | Q4 2025 | Feb 17, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 2,887 | 55 | 0.03% | — | 16 | +2,887 | New | Q4 2025 | Feb 18, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 2,753 | 53 | 0.0% | — | 17 | +2,753 | New | Q4 2025 | Feb 03, 2026 |
| COMERICA BANK | History | Reduced | 2,259 | 43 | 0.0% | 0.0% | 18 | -478 | -17.46% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,215 | 42 | 0.0% | — | 19 | +2,215 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | New | 2,000 | 38 | 0.0% | — | 20 | +2,000 | New | Q4 2025 | Jan 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,454 | 28 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Corient Private Wealth LLC | History | New | 14,451 | 14 | 0.0% | — | 22 | +14,451 | New | Q4 2025 | Mar 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 533 | 10 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Luminist Capital LLC | History | No change | 348 | 6 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,684 | -100.0% | Q3 2025 | Nov 07, 2025 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -630 | -100.0% | Q3 2025 | Oct 28, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -281 | -100.0% | Q3 2025 | Nov 07, 2025 |