Purchases and Sales Made in Q2 2023 in Gabelli Global Utility & Income Trust (GLU)
This table provides information about the institutional ownership of Gabelli Global Utility & Income Trust (GLU) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
487KNew |
$6.4M - $7.44M
|
487K
$7.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
11.7KNew |
$154K - $179K
|
11.7K
$173K
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
10KNew |
$132K - $153K
|
10K
$148K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
5.41K+ 40.59% |
$71.1K - $82.6K
|
18.7K
$276K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.6K+ 14.04% |
$60.5K - $70.3K
|
37.4K
$551K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
2.69KNew |
$35.4K - $41.1K
|
2.69K
$39.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
811New |
$10.7K - $12.4K
|
811
$12K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
700+ 4.38% |
$9.21K - $10.7K
|
16.7K
$246K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
560New |
$7.36K - $8.56K
|
560
$8.26K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
459+ 1.44% |
$6.04K - $7.01K
|
32.3K
$477K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
219+ 1.62% |
$2.88K - $3.35K
|
13.7K
$202K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
65+ 0.35% |
$855 - $993
|
18.5K
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
58New |
$763 - $886
|
58
$856
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18+ 0.16% |
$237 - $275
|
11.4K
$169K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-546- 0.39% |
$7.18K - $8.34K
|
141K
$2.08M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.2K- 5.3% |
$15.8K - $18.3K
|
21.4K
$316K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.3K- 20.0% |
$43.4K - $50.4K
|
13.2K
$195K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.13K- 15.56% |
$67.4K - $78.3K
|
27.8K
$410K
|