Who Owns GABELLI GLOBAL UTIL & INCOME (GLU)? -- Institutional Holders (2026-06-30)
24 institutions reported holding $22.1M of GABELLI GLOBAL UTIL & INCOME (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.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | GABELLI & Co INVESTMENT ADVISERS, INC. | $9.3M | 486,810 | Hold |
| 2 | MORGAN STANLEY | $2.9M | 151,828 | Trimmed |
| 3 | UBS Group AG | $1.8M | 92,947 | Added |
| 4 | OSAIC HOLDINGS, INC. | $1.7M | 90,906 | Trimmed |
| 5 | Private Advisor Group, LLC | $1.5M | 78,826 | Added |
| 6 | ADVISORTRUST PARTNERS, LLC | $1.3M | 65,982 | Trimmed |
| 7 | WOLVERINE ASSET MANAGEMENT LLC | $709,094 | 36,927 | Added |
| 8 | WELLS FARGO & COMPANY/MN | $656,398 | 34,183 | Trimmed |
| 9 | LPL Financial LLC | $441,721 | 23,003 | Trimmed |
| 10 | Live Oak Private Wealth LLC | $370,956 | 19,318 | Hold |
| 11 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $367,047 | 19,114 | Added |
| 12 | RAYMOND JAMES FINANCIAL INC | $346,150 | 18,027 | Added |
| 13 | Sigma Planning Corp | $275,135 | 14,328 | Added |
| 14 | Royal Bank of Canada | $166,000 | 8,631 | Trimmed |
| 15 | FIFTH THIRD BANCORP | $44,204 | 2,302 | Added |
| 16 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $40,613 | 2,115 | Trimmed |
| 17 | US BANCORP \DE\ | $38,405 | 2,000 | Hold |
| 18 | Global Retirement Partners, LLC | $18,319 | 954 | Trimmed |
| 19 | CREATIVE FINANCIAL DESIGNS INC /ADV | $10,235 | 533 | Hold |
| 20 | Allworth Financial LP | $9,602 | 500 | New |
| 21 | Ancora Advisors LLC | $7,681 | 400 | Hold |
| 22 | Luminist Capital LLC | $6,683 | 348 | New |
| 23 | HIGHLINE WEALTH PARTNERS LLC | $2,880 | 150 | Hold |
| 24 | SeaCrest Wealth Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30