Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 39 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 28 | 2 | 0.21% | 0.75% | 1.40% | Q4 2015 | Q3 2023 | 30 |
Prospera Financial Services Inc | 12 | 7 | 0.02% | 0.04% | 0.09% | Q1 2016 | Q3 2023 | 29 |
CITIGROUP INC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 28 |
RAYMOND JAMES & ASSOCIATES | 19 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
CSS LLC/IL | 26 | 26 | 0.01% | 0.17% | 0.53% | Q4 2013 | Q1 2020 | 26 |
LPL Financial LLC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 24 |
CORNERSTONE ADVISORS INC | 22 | 22 | 0.05% | 0.20% | 0.34% | Q3 2013 | Q4 2018 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
1607 Capital Partners, LLC | 18 | 18 | 0.01% | 0.07% | 0.11% | Q1 2014 | Q2 2018 | 18 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
Thomas J. Herzfeld Advisors, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q1 2017 | 15 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 15 |
GAMCO INVESTORS, INC. ET AL | 10 | 5 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q2 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 8 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 14 |
WOLVERINE ASSET MANAGEMENT LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2022 | 14 |
HM PAYSON & CO | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2018 | 13 |
Matisse Capital | 12 | 12 | 0.17% | 0.39% | 0.65% | Q4 2015 | Q3 2018 | 12 |
Sigma Planning Corp | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Geneos Wealth Management Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2018 | 11 |
ZAZOVE ASSOCIATES LLC | 11 | 11 | 0.02% | 0.03% | 0.03% | Q3 2016 | Q1 2019 | 11 |
Yakira Capital Management, Inc. | 10 | 1 | 0.07% | 0.36% | 0.66% | Q4 2013 | Q4 2018 | 11 |
COMMONWEALTH EQUITY SERVICES, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
DOLIVER ADVISORS, LP | 8 | 2 | 0.09% | 0.28% | 0.53% | Q4 2013 | Q2 2018 | 10 |
Investors Capital Advisory Services | 10 | 10 | 0.08% | 0.14% | 0.17% | Q1 2014 | Q2 2016 | 10 |
SIT INVESTMENT ASSOCIATES INC | 4 | 2 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q4 2022 | 9 |
Shaker Financial Services, LLC | 7 | 1 | 0.12% | 0.26% | 0.51% | Q2 2013 | Q3 2021 | 9 |
Advisors Asset Management, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2021 | 8 |
Gramercy Funds Management LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q4 2015 | 8 |
INVESTMENT CENTERS OF AMERICA INC | 5 | 1 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q2 2017 | 8 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 7 | 1 | 0.03% | 0.04% | 0.08% | Q2 2015 | Q4 2018 | 8 |
SeaCrest Wealth Management, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
NewEdge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3 | 1 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2021 | 7 |
GEODE CAPITAL MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 6 |
AMERICAN INTERNATIONAL GROUP, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 6 | 6 | 0.11% | 0.14% | 0.17% | Q4 2015 | Q1 2017 | 6 |
HighTower Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Addison Advisors LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 5 |
MUFG Americas Holdings Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2011 | Q1 2012 | 4 |
DEUTSCHE BANK AG\ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
Bulldog Investors, LLP | 4 | 4 | 0.10% | 0.19% | 0.23% | Q2 2013 | Q1 2014 | 4 |
Cetera Advisor Networks LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q1 2013 | Q2 2020 | 4 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 4 |
Windsor Capital Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 4 |
Winslow, Evans & Crocker, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
Rockefeller Capital Management L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Belpointe Asset Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
HC FINANCIAL ADVISORS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
TCG Advisors, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
SEI INVESTMENTS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
WESTERN INVESTMENT LLC | 2 | 2 | 0.99% | 1.01% | 1.04% | Q2 2013 | Q3 2013 | 2 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2018 | 2 |
Allworth Financial LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
NEXT Financial Group, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Sanctuary Wealth Management, L.L.C. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2010 | Q4 2022 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2022 | 2 |
AMERIPRISE FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 2 |
Live Oak Private Wealth LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Carroll Financial Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2018 | Q4 2018 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
External links
This page lists all the filers that currently own GABELLI GLOBL UTIL & INCOME or have owned GABELLI GLOBL UTIL & INCOME in the past.