Purchases and Sales Made in Q2 2024 in Gabelli Global Utility & Income Trust (GLU)
This table provides information about the institutional ownership of Gabelli Global Utility & Income Trust (GLU) during Q2 2024. 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 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
23.5KNew |
$314K - $351K
|
23.5K
$367K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
6.17K+ 8.74% |
$82.4K - $92.2K
|
76.8K
$1.2M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.87K+ 2.73% |
$51.6K - $57.7K
|
145K
$2.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.87K+ 2.73% |
$51.6K - $57.7K
|
145K
$2.26M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.65KNew |
$35.4K - $39.6K
|
2.65K
$41.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.2KNew |
$16K - $17.9K
|
1.2K
$18.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
994+ 7.98% |
$13.3K - $14.9K
|
13.4K
$210K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
866+ 6.39% |
$11.6K - $12.9K
|
14.4K
$225K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
862+ 7.36% |
$11.5K - $12.9K
|
12.6K
$196K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
700+ 5.55% |
$9.35K - $10.5K
|
13.3K
$208K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
300New |
$4.01K - $4.48K
|
300
$4.68K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
85+ 0.26% |
$1.13K - $1.27K
|
32.4K
$506K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
26+ 4.44% |
$347 - $388
|
612
$9.54K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
17+ 0.77% |
$227 - $254
|
2.22K
$34.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-278- 34.28% |
$3.71K - $4.15K
|
533
$8.31K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-430- 3.44% |
$5.74K - $6.42K
|
12.1K
$188K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-756- 1.89% |
$10.1K - $11.3K
|
39.3K
$612K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.06K- 9.2% |
$27.5K - $30.8K
|
20.3K
$317K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.19K- 24.09% |
$95.9K - $107K
|
22.6K
$353K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.4K- 8.24% |
$179K - $200K
|
149K
$2.33M
|