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Gabelli Glbl Util & Inc TR (GLU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Advisortrust Partners, LLC
INCREASED
Shares68,032 from 65,982
Change+2,050 (+3%)
Value$1.2M (-$60.5K)
Filed 2026-11-02
Wolverine Asset Management LLC
DECREASED
Shares35,261 from 36,927
Change-1,666 (-5%)
Value$625.4K (-$83.7K)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares20,611 from 23,003
Change-2,392 (-10%)
Value$365.5K (-$76.2K)
Filed 2026-11-06
Live Oak Private Wealth LLC
UNCHANGED
Shares19,318 from 19,318
Change0 (0%)
Value$342.6K (-$28.4K)
Filed 2026-11-02
Sigma Planning Corp
INCREASED
Shares15,545 from 14,328
Change+1,217 (+8%)
Value$275.7K (+$553)
Filed 2026-10-23
Fifth Third Bancorp
INCREASED
Shares2,326 from 2,302
Change+24 (+1%)
Value$41.3K (-$3.0K)
Filed 2026-11-05
US Bancorp \de\
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$35.5K (-$2.9K)
Filed 2026-11-05
Creative Financial Designs Inc
UNCHANGED
Shares533 from 533
Change0 (0%)
Value$9.5K (-$782)
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$9.6K ($0)
Filed 2026-11-06
Highline Wealth Partners LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$2.7K (-$220)
Filed 2026-10-19
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,115
Change-2,115 (-100%)
Value$0 (-$40.6K)
Filed 2026-11-02
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 486,810
Change-486,810 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 151,828
Change-151,828 (-100%)
Value—
UBS Group AG
N/A
Shares— from 92,947
Change-92,947 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 90,906
Change-90,906 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 78,826
Change-78,826 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 34,183
Change-34,183 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 19,114
Change-19,114 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 18,027
Change-18,027 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8,631
Change-8,631 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 954
Change-954 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 625
Change-625 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 400
Change-400 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 348
Change-348 (-100%)
Value—
Status
Advisortrust Partners, LLC
INCREASED68,03265,982+2,050+3%$1.3M$1.2M-$60.5K2026-11-02
Wolverine Asset Management LLC
DECREASED35,26136,927-1,666-5%$709.1K$625.4K-$83.7K2026-11-02
LPL Financial LLC
DECREASED20,61123,003-2,392-10%$441.7K$365.5K-$76.2K2026-11-06
Live Oak Private Wealth LLC
UNCHANGED19,31819,31800%$371.0K$342.6K-$28.4K2026-11-02
Sigma Planning Corp
INCREASED15,54514,328+1,217+8%$275.1K$275.7K+$5532026-10-23
Fifth Third Bancorp
INCREASED2,3262,302+24+1%$44.2K$41.3K-$3.0K2026-11-05
US Bancorp \de\
UNCHANGED2,0002,00000%$38.4K$35.5K-$2.9K2026-11-05
Creative Financial Designs Inc
UNCHANGED53353300%$10.2K$9.5K-$7822026-11-04
Allworth Financial LP
UNCHANGED50050000%$9.6K$9.6K$02026-11-06
Highline Wealth Partners LLC
UNCHANGED15015000%$2.9K$2.7K-$2202026-10-19
International Assets Investment Management, LLC
CLOSED02,115-2,115-100%$40.6K$0-$40.6K2026-11-02
Gabelli & Co Investment Advisers, Inc.
N/A—486,810-486,810-100%$9.3M———
Morgan Stanley
N/A—151,828-151,828-100%$2.9M———
UBS Group AG
N/A—92,947-92,947-100%$1.8M———
Osaic Holdings, Inc.
N/A—90,906-90,906-100%$1.7M———
Private Advisor Group, LLC
N/A—78,826-78,826-100%$1.5M———
Wells Fargo & Company
N/A—34,183-34,183-100%$656.4K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—19,114-19,114-100%$367.0K———
Raymond James Financial Inc
N/A—18,027-18,027-100%$346.2K———
Royal Bank of Canada
N/A—8,631-8,631-100%$166.0K———
Global Retirement Partners, LLC
N/A—954-954-100%$18.3K———
BFC Planning, Inc.
N/A—625-625-100%$12.0K———
Ancora Advisors LLCA
N/A—400-400-100%$7.7K———
Luminist Capital LLC
N/A—348-348-100%$6.7K———
Showing 24 of 24 institutions