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The Gabelli Dividend & Income Trust (GDV) Institutional Ownership

The Gabelli Dividend & Income Trust logo
$24.25 -0.15 (-0.61%)
As of 01/7/2025 03:57 PM Eastern

Institutional Ownership Changes (13F Filings) for The Gabelli Dividend & Income Trust (NYSE:GDV)

Number of
Institutional Buyers
(last 12 months)
65
Total
Institutional Inflows
(last 12 months)
$64.45M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$73.24M
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GDV Institutional Buying and Selling by Quarter

The Gabelli Dividend & Income Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/13/2024B. Riley Wealth Advisors Inc.16,509$402K0.0%-64.3%0.000%
11/25/2024Wilmington Savings Fund Society FSB7,367$180K0.0%N/A0.000%
11/25/2024Sanctuary Advisors LLC154,454$3.86M0.0%+5.8%0.000%
11/18/2024TD Private Client Wealth LLC3,184$78K0.0%N/A0.000%
11/15/2024MML Investors Services LLC14,212$347K0.0%+3.6%0.000%
11/15/2024Integrated Wealth Concepts LLC91,373$2.23M0.0%-6.9%0.000%
11/15/2024HighTower Advisors LLC94,799$2.32M0.0%+6.2%0.000%
11/14/2024Capstone Investment Advisors LLC128,350$3.14M0.0%N/A0.000%
11/14/2024Rockefeller Capital Management L.P.136,983$3.35M0.0%-1.8%0.000%
11/13/2024D.A. Davidson & CO.34,165$835K0.0%-33.4%0.000%
11/12/2024Larson Financial Group LLC4,000$98K0.0%+233.3%0.000%
11/12/2024MGB Wealth Management LLC8,550$209K0.1%N/A0.000%
11/9/2024Landscape Capital Management L.L.C.91,489$2.24M0.2%-36.9%0.000%
11/8/2024Cornerstone Advisors LLC60,122$1.47M0.1%-96.4%0.000%
11/8/2024SMH Capital Advisors Inc.9,671$236K0.7%-5.1%0.000%
11/8/2024RPO LLC41,778$1.02M0.8%-75.9%0.000%
11/8/2024Advisors Asset Management Inc.478,008$11.69M0.2%-2.6%0.000%
11/8/2024PNC Financial Services Group Inc.44,625$1.09M0.0%+17.4%0.000%
11/8/2024Prospera Financial Services Inc27,552$674K0.0%-25.1%0.000%
11/6/2024Oppenheimer & Co. Inc.134,344$3.29M0.1%-1.6%0.000%
11/4/2024Wolverine Asset Management LLC158,151$3.87M0.0%+9.6%0.000%
11/4/2024Ashton Thomas Securities LLC31,550$771K0.1%+4.0%0.000%
11/4/2024Axxcess Wealth Management LLC8,282$203K0.0%N/A0.000%
11/4/2024Sigma Planning Corp20,287$496K0.0%-4.5%0.000%
10/31/2024Shaker Financial Services LLC58,652$1.43M0.5%+241.0%0.000%
10/28/2024Stephens Inc. AR38,663$945K0.0%-3.5%0.000%
10/24/2024Wealth Enhancement Advisory Services LLC160,640$3.93M0.0%+0.5%0.000%
10/23/2024Dakota Wealth Management35,425$866K0.0%+6.9%0.000%
10/22/2024International Assets Investment Management LLC352,080$8.61M0.0%+2,345.0%0.000%
10/22/2024Private Advisor Group LLC168,095$4.11M0.0%+2.9%0.000%
10/21/2024Gilliland Jeter Wealth Management LLC24,548$600K0.2%+11.0%0.000%
10/19/2024Allspring Global Investments Holdings LLC637,163$15.58M0.0%-1.6%0.000%
10/18/2024Raymond James & Associates684,807$16.74M0.0%-1.5%0.000%
10/16/2024Quad Cities Investment Group LLC9,597$235K0.1%-16.0%0.000%
10/16/2024Horizon Wealth Management LLC8,615$211K0.0%N/A0.000%
10/15/2024NBC Securities Inc.5,521$134K0.0%-15.2%0.000%
10/11/2024Constitution Capital LLC8,300$203K0.1%N/A0.000%
10/10/2024Silverlake Wealth Management LLC86,339$2.11M0.8%-10.6%0.000%
10/9/2024Maltin Wealth Management Inc.49,739$1.22M0.6%+86.5%0.000%
10/8/2024CWM LLC5,227$128K0.0%+11.6%0.000%
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10/8/2024Brookstone Capital Management14,208$347K0.0%-8.3%0.000%
10/4/2024MRA Advisory Group9,172$224K0.1%-12.2%0.000%
10/3/2024Park Avenue Securities LLC89,148$2.18M0.0%-6.4%0.000%
9/5/2024Sanctuary Advisors LLC145,997$3.21M0.0%N/A0.000%
8/22/2024Cetera Investment Advisers127,488$2.90M0.0%+22.0%0.000%
8/19/2024B. Riley Wealth Advisors Inc.46,207$1.05M0.0%-6.0%0.000%
8/16/2024NewEdge Advisors LLC41,539$943K0.0%+13.1%0.000%
8/15/2024Logan Stone Capital LLC208,466$4.73M1.2%+21.8%0.000%
8/12/2024SMH Capital Advisors Inc.10,195$232K0.7%-7.3%0.000%
8/12/2024Mercer Global Advisors Inc. ADV64,662$1.47M0.0%+1.0%0.000%
8/9/2024Cornerstone Advisors LLC1,649,457$37.46M1.5%+17.0%0.000%
8/9/2024City of London Investment Management Co. Ltd.64,826$1.47M0.1%+18.3%0.000%
8/8/2024Envestnet Asset Management Inc.101,952$2.32M0.0%+0.7%0.000%
8/8/2024Private Wealth Partners LLC138,559$3.15M0.2%-3.4%0.000%
8/7/2024Wetzel Investment Advisors Inc.3,100$71K0.0%N/A0.000%
8/5/2024Private Advisor Group LLC163,406$3.71M0.0%+746.7%0.000%
8/5/2024Blue Bell Private Wealth Management LLC80,660$1.83M0.4%+1.3%0.000%
8/3/20249258 Wealth Management LLC27,200$618K0.1%-4.4%0.000%
8/3/2024Shaker Financial Services LLC17,200$391K0.2%-85.5%0.000%
8/2/2024Larson Financial Group LLC1,200$27K0.0%N/A0.000%
8/2/2024Wolverine Asset Management LLC144,317$3.28M0.0%+7.8%0.000%
8/1/2024Waterfront Wealth Inc.9,415$214K0.1%-18.9%0.000%
7/31/2024Cutter & CO Brokerage Inc.22,008$500K0.1%-2.7%0.000%
7/31/2024Commonwealth Equity Services LLC75,246$1.71M0.0%-3.6%0.000%
7/31/2024Concurrent Investment Advisors LLC9,127$207K0.0%-36.3%0.000%
7/26/2024Cambridge Investment Research Advisors Inc.184,946$4.20M0.0%+21.4%0.000%
7/26/2024Allspring Global Investments Holdings LLC647,843$14.71M0.0%-19.6%0.000%
7/24/2024Gilliland Jeter Wealth Management LLC22,111$502K0.2%-5.6%0.000%
7/22/2024Dakota Wealth Management33,130$752K0.0%-6.7%0.000%
7/20/2024Raymond James Financial Services Advisors Inc.577,528$13.12M0.0%+1.9%0.000%
7/19/2024Raymond James & Associates694,914$15.78M0.0%-23.5%0.000%
7/18/2024Brookstone Capital Management15,496$368K0.0%+3.7%0.000%
7/18/2024Kennedy Investment Group42,878$974K0.5%+4.6%0.000%
7/17/2024Aurora Private Wealth Inc.12,461$283K0.2%-7.8%0.000%
7/17/2024180 Wealth Advisors LLC40,508$937K0.2%+5.7%0.000%
7/16/2024Wealth Enhancement Advisory Services LLC159,776$3.63M0.0%+0.3%0.000%
7/12/2024Integrated Capital Management Inc.15,012$341K0.3%+10.2%0.000%
7/9/2024Park Avenue Securities LLC95,211$2.16M0.0%+2.0%0.000%
5/24/2024Cetera Advisors LLC72,415$1.66M0.0%N/A0.000%
5/24/2024Cetera Investment Advisers104,504$2.40M0.0%+157.0%0.000%
5/17/2024Vima LLC40,553$932K0.3%+563.2%0.000%
5/17/2024Comerica Bank66,064$1.52M0.0%-5.3%0.000%
5/14/2024Advisors Asset Management Inc.463,225$10.65M0.2%-13.5%0.000%
5/14/2024Karpus Management Inc.1,771,664$40.71M1.2%+0.1%0.000%
5/13/2024Bessemer Group Inc.1,448$33K0.0%N/A0.000%
5/10/2024Cornerstone Advisors LLC1,409,699$32.40M1.3%+14.2%0.000%
5/10/2024City of London Investment Management Co. Ltd.54,802$1.26M0.1%+48.1%0.000%
5/10/2024Pinnacle Wealth Planning Services Inc.11,122$256K0.0%+5.9%0.000%
5/8/2024Private Wealth Advisors LLC8,812$203K0.1%N/A0.000%
5/7/2024Capital Square LLC20,329$467K0.3%N/A0.000%
Vladimir Lenin was right… (Ad)

The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold $3 billion of Amazon… it’s why Nvidia’s CEO just sold $713 million... and it’s why Zuckerberg just sold $1.3 billion in Meta stock. The financial establishment doesn’t want you to know about this… but a controversial new documentary just pulled back the curtain and exposed what’s really going on. It’s called The Final Frontier.

Including the name of the #1 company to buy.
5/7/2024Stonebrook Private Inc.20,453$470K0.1%-6.7%0.000%
5/7/2024WealthPLAN Partners LLC141,496$3.25M0.3%+1.2%0.000%
5/3/2024MRA Advisory Group10,398$239K0.1%-7.9%0.000%
5/1/2024Janney Montgomery Scott LLC47,269$1.09M0.0%+14.1%0.000%
5/1/2024Private Advisor Group LLC19,299$443K0.0%+2.7%0.000%
4/30/2024Consolidated Portfolio Review Corp29,058$668K0.2%-3.6%0.000%
4/30/2024Allspring Global Investments Holdings LLC805,764$18.52M0.0%-2.5%0.000%
4/29/2024Commonwealth Equity Services LLC78,043$1.79M0.0%-8.3%0.000%
4/25/2024Capital Investment Advisory Services LLC8,880$204K0.0%-42.4%0.000%
4/25/2024Cambridge Investment Research Advisors Inc.152,393$3.50M0.0%+3.7%0.000%
(Data available from 1/1/2016 forward)

GDV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GDV shares?

During the previous two years, 143 institutional investors and hedge funds held shares of The Gabelli Dividend & Income Trust. The most heavily invested institutionals were Karpus Management Inc. ($40.71M), Wells Fargo & Company MN ($33.40M), 1607 Capital Partners LLC ($16.97M), Raymond James & Associates ($16.74M), Allspring Global Investments Holdings LLC ($15.58M), GABELLI & Co INVESTMENT ADVISERS INC. ($13.23M), and Raymond James Financial Services Advisors Inc. ($13.12M).Learn more on GDV's institutional investors.

Which institutional investors have been buying The Gabelli Dividend & Income Trust stock?

Of the 111 institutional investors that purchased The Gabelli Dividend & Income Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cornerstone Advisors LLC ($1.43M), International Assets Investment Management LLC ($657.73K), GABELLI & Co INVESTMENT ADVISERS INC. ($626K), Allspring Global Investments Holdings LLC ($286.60K), WealthPlan Investment Management LLC ($235.38K), 1607 Capital Partners LLC ($219.25K), and Private Advisor Group LLC ($155.63K).

How much institutional buying is happening at The Gabelli Dividend & Income Trust?

Institutional investors have bought a total of 6,417,349 shares in the last 24 months. This purchase volume represents approximately $137.78M in transactions.

Which The Gabelli Dividend & Income Trust major shareholders have been selling company stock?

Of the 80 institutional investors that sold The Gabelli Dividend & Income Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cornerstone Advisors LLC ($1.59M), Shaker Financial Services LLC ($371.04K), Raymond James Financial Services Advisors Inc. ($300.11K), Raymond James & Associates ($257.89K), Allspring Global Investments Holdings LLC ($253.05K), RPO LLC ($155.44K), and Cohen & Steers Inc. ($130K).

How much institutional selling is happening at The Gabelli Dividend & Income Trust?

Institutional investors have sold a total of 4,062,775 shares in the last 24 months. This volume of shares sold represents approximately $92.93M in transactions.



This page (NYSE:GDV) was last updated on 1/8/2025 by MarketBeat.com Staff
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