Who Owns GABELLI GLBL UTIL & INC TR (GLU)? -- Institutional Holders (2026-06-30)

24 institutions reported holding $22.1M of GABELLI GLBL UTIL & INC TR (GLU) in SEC 13F filings for 2026-06-30. Largest institutional holders: GABELLI & Co INVESTMENT ADVISERS, INC. ($9.3M), MORGAN STANLEY ($2.9M), UBS Group AG ($1.8M), OSAIC HOLDINGS, INC. ($1.7M), Private Advisor Group, LLC ($1.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1GABELLI & Co INVESTMENT ADVISERS, INC.$9.3M486,810Hold
2MORGAN STANLEY$2.9M151,828Trimmed
3UBS Group AG$1.8M92,947Added
4OSAIC HOLDINGS, INC.$1.7M90,906Trimmed
5Private Advisor Group, LLC$1.5M78,826Added
6ADVISORTRUST PARTNERS, LLC$1.3M65,982Trimmed
7WOLVERINE ASSET MANAGEMENT LLC$709,09436,927Added
8WELLS FARGO & COMPANY/MN$656,39834,183Trimmed
9LPL Financial LLC$441,72123,003Trimmed
10Live Oak Private Wealth LLC$370,95619,318Hold
11Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$367,04719,114Added
12RAYMOND JAMES FINANCIAL INC$346,15018,027Added
13Sigma Planning Corp$275,13514,328Added
14Royal Bank of Canada$166,0008,631Trimmed
15FIFTH THIRD BANCORP$44,2042,302Added
16INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$40,6132,115Trimmed
17US BANCORP \DE\$38,4052,000Hold
18Global Retirement Partners, LLC$18,319954Trimmed
19CREATIVE FINANCIAL DESIGNS INC /ADV$10,235533Hold
20Allworth Financial LP$9,602500New
21Ancora Advisors LLC$7,681400Hold
22Luminist Capital LLC$6,683348New
23HIGHLINE WEALTH PARTNERS LLC$2,880150Hold
24SeaCrest Wealth Management, LLC$00Exited

Source: SEC Form 13F filings · as of 2026-06-30