Who Owns The Gabelli Utility & Income Trust (GLU)?Hedge Fund & Institutional Holders

$20.12+0.21 (+1.03%)TechnologyAMEX

Institutional Holders

28

as of Q4 2025

Total Institutional Value

$9.380300017101e+45T

% of Float Held

QoQ Change in Holders

+9 / -2

Price History

$14.51$16.29$18.07$19.84$21.62Sep 24Jun 25Mar 26

GLU — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Live Oak Private Wealth LLCNew Position+19K+$372K
Bay Colony Advisory Group, Inc d/b/a Bay Colony AdvisorsNew Position+18K+$350K
Garton & Associates Financial Advisors LLCNew Position+3K+$55K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+3K+$53K
US BANCORP \DE\New Position+2K+$38K
Corient Private Wealth LLCNew Position+14K+$14K
CHESAPEAKE ASSET MANAGEMENT LLCNew Position+300+$4K
Global Retirement Partners, LLCNew Position+1K+$0
Kestra Advisory Services, LLCNew Position+2K+$0
BANK OF AMERICA CORP /DE/Increased+2K+$-32.7M
Sigma Planning CorpIncreased+39+$-255.0M
RAYMOND JAMES FINANCIAL INCIncreased+133+$-322.3M
WELLS FARGO & COMPANY/MNIncreased+2K+$-600.2M
LPL Financial LLCIncreased+2K+$-761.6M
Private Advisor Group, LLCIncreased+74+$-1.4B

GLU — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
UBS Group AGDecreased-15K-$1.9B
OSAIC HOLDINGS, INC.Decreased-5K-$1.8B
Prospera Financial Services IncDecreased-4K-$580.6M
ROYAL BANK OF CANADADecreased-127-$207.0M
Cornerstone Advisors, LLCClosed Position-9K-$157.2M
COMERICA BANKDecreased-478-$49.5M
PNC FINANCIAL SERVICES GROUP, INC.Closed Position-281-$5.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1GABELLI & Co INVESTMENT ADVISERS, INC.486,810$9.4M1.41%Share
2MORGAN STANLEY164,495$3.0M0.00%Share
3UBS Group AG88,784$1.7M0.00%Share
4Private Advisor Group, LLC76,493$1.0M0.00%Share
5OSAIC HOLDINGS, INC.96,437$1.0M0.00%Share
6Live Oak Private Wealth LLC19,318$372K0.05%Share
7Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors18,194$350K0.04%Share
8Sigma Planning Corp14,141$272K0.01%Share
9Garton & Associates Financial Advisors LLC2,887$55K0.03%Share
10INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC2,753$53K0.00%Share
11COMERICA BANK2,259$43K0.00%Share
12US BANCORP \DE\2,000$38K0.00%Share
13Corient Private Wealth LLC14,451$14K0.00%Share
14CREATIVE FINANCIAL DESIGNS INC /ADV533$10K0.00%Share
15Luminist Capital LLC348$6K0.01%Share
16CHESAPEAKE ASSET MANAGEMENT LLC150$2K0.00%Share
17CHESAPEAKE ASSET MANAGEMENT LLC150$2K0.00%Share
18WELLS FARGO & COMPANY/MN29,795$00.00%Share
19MORGAN STANLEY19$00.00%Share
20Global Retirement Partners, LLC1,454$00.00%Share
21RAYMOND JAMES FINANCIAL INC9,441$00.00%Share
22RAYMOND JAMES FINANCIAL INC8,494$00.00%Share
23WELLS FARGO & COMPANY/MN5,529$00.00%Share
24Prospera Financial Services Inc28,072$00.00%Share
25ROYAL BANK OF CANADA11,331$00.00%Share
26BANK OF AMERICA CORP /DE/3,534$00.00%Share
27Kestra Advisory Services, LLC2,215$00.00%Share
28LPL Financial LLC44,361$00.00%Share

GLU Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202524$17.3M+7
Q3 202517$19.7B-2
Q2 202519$14.8B-1
Q1 202520$17.8B-2
Q4 202422$16.3B+1
Q3 202421$5.8T-2
Q2 202423$5.0T+4
Q1 202419$4.3T

Similar Stocks by Institutional Ownership

As of Q4 2025, 28 institutional investors hold GLU (The Gabelli Utility & Income Trust). The largest holder is GABELLI & Co INVESTMENT ADVISERS, INC. with $9.4M in shares. This quarter, 9 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own GLU?

As of Q4 2025, 28 institutional investors report holding GLU (The Gabelli Utility & Income Trust) in their 13F filings.

Who is the largest institutional holder of GLU?

The largest institutional holder of GLU is GABELLI & Co INVESTMENT ADVISERS, INC. with $9.4M in shares.

Is institutional ownership of GLU increasing or decreasing?

This quarter, 9 institutions opened new positions in GLU and 2 closed their positions.