Purchases and Sales Made in Q1 2023 in Gabelli Global Utility & Income Trust (GLU)
This table provides information about the institutional ownership of Gabelli Global Utility & Income Trust (GLU) during Q1 2023. The information is specifically focused on institutions that hold shares of GABELLI GLOBAL UTILITY & INCOME TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
4.25K+ 46.81% |
$58.1K - $65K
|
13.3K
$208K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2K+ 13.79% |
$27.4K - $30.6K
|
16.5K
$257K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.94K+ 1.39% |
$26.5K - $29.7K
|
142K
$2.21M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.05K+ 6.07% |
$14.4K - $16.1K
|
18.4K
$287K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$2.74K - $3.06K
|
200
$3.12K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17+ 0.15% |
$233 - $260
|
11.4K
$178K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-147- 2.96% |
$2.01K - $2.25K
|
4.82K
$75.2K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-250- 1.82% |
$3.42K - $3.83K
|
13.5K
$210K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-537Closed |
$7.35K - $8.22K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.02K- 11.21% |
$27.6K - $30.9K
|
16K
$249K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.06K- 5.88% |
$28.2K - $31.5K
|
32.9K
$513K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.33K- 6.93% |
$31.9K - $35.6K
|
31.3K
$487K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.54K- 13.54% |
$48.5K - $54.2K
|
22.6K
$353K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.05K- 17.71% |
$96.4K - $108K
|
32.8K
$511K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-9.13K- 22.25% |
$125K - $140K
|
31.9K
$497K
|