13FBOX
GABELLI GLOBAL UTIL & INCOME · 13F Institutional Holdings
Options Calculator Rankings
G

GABELLI GLOBAL UTIL & INCOME

GLU
Institutions
23
Combined AUM (Q2 2026)
$22.1M
Combined Shares (Q2 2026)
1.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+39,572
11 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-34,723
8 · 1 Exit · ≈
⚖️ Net
+4,849
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$22.1M
Institutions
23
New Buys
4
Adds
7
Reduces
7
Exits
1
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
GABELLI & Co INVESTMENT ADVISERS, INC.
1.36%1.38%#1$9.3M486,810$9.3M486,81000.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#15$2.9M151,828$2.8M153,454-1,626-1.06%Reduce
UBS Group AG
<0.01%<0.01%#14$1.8M92,947$1.8M92,667+280+0.30%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#9$1.7M90,906$1.8M93,889-2,983-3.18%Reduce
Private Advisor Group, LLC
0.01%0.01%#6$1.5M78,826$1.5M77,270+1,556+2.01%Add
ADVISORTRUST PARTNERS, LLC
0.43%0.53%#2$1.3M65,982$1.3M66,622-640-0.96%Reduce
WOLVERINE ASSET MANAGEMENT LLC
0.01%<0.01%#8$709,09436,927$48,5002,532+34,395+1,358.41%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#17$656,39834,183$664,97534,715-532-1.53%Reduce
LPL Financial LLC
<0.01%<0.01%#18$441,72123,003$762,08039,785-16,782-42.18%Reduce
Live Oak Private Wealth LLC
0.05%0.05%#3$370,95619,318$370,03619,31800.00%Unchanged
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
0.04%0.04%#4$367,04719,114$360,98218,845+269+1.43%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#19$346,15018,027$330,88717,275+752+4.35%Add
Sigma Planning Corp
0.01%0.01%#7$275,13514,328$272,61314,232+96+0.67%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#23$166,0008,631$192,00010,048-1,417-14.10%Reduce
FIFTH THIRD BANCORP
<0.01%<0.01%#20$44,2042,302$43,6732,280+22+0.96%Add
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
<0.01%<0.01%#10$40,6132,115$53,7342,783-668-24.00%Reduce
US BANCORP \DE\
<0.01%<0.01%#21$38,4052,000$38,3102,00000.00%Unchanged
Global Retirement Partners, LLC
<0.01%#13$18,319954$00+954New Buy
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%<0.01%#12$10,235533$10,21053300.00%Unchanged
Allworth Financial LP
<0.01%#22$9,602500$00+500New Buy
Ancora Advisors LLC
<0.01%#16$7,681400$00+400New Buy
Luminist Capital LLC
0.01%#5$6,683348$00+348New Buy
HIGHLINE WEALTH PARTNERS LLC
<0.01%<0.01%#11$2,880150$2,87315000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow