BRWA
GDL

B. Riley Wealth Advisors’s GDL Fund GDL Stock Holding History

B. Riley Wealth Advisors’s Portfolio GDL Stock Details GDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$398K Sell
49,605
-4,456
-8% -$36.1K 0.01% 772
2024
Q3 		$440K Buy
54,061
+779
+1% +$6.25K 0.01% 785
2024
Q2 		$418K Sell
53,282
-8,514
-14% -$66.9K 0.01% 894
2024
Q1 		$479K Buy
61,796
+12,469
+25% +$98.6K 0.01% 814
2023
Q4 		$397K Sell
49,327
-12,469
-20% -$97.7K 0.01% 927
2023
Q3 		$479K Buy
61,796
+5,608
+10% +$44.2K 0.01% 814
2023
Q2 		$441K Buy
56,188
+10,550
+23% +$82.5K 0.01% 916
2023
Q1 		$358K Sell
45,638
-13,441
-23% -$107K 0.01% 968
2022
Q4 		$463K Buy
59,079
+30,874
+109% +$244K 0.01% 823
2022
Q3 		$224K Buy
+28,205
New +$230K 0.01% 1176

Other funds holding GDL

GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

B. Riley Wealth Advisors's GDL Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its GDL Fund (GDL) stake by 8.2% in Q4 2024, selling an estimated $36.1K and leaving 49,605 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #772.

B. Riley Wealth Advisors first reported a position in GDL in Q3 2022 and has held it in 10 quarters since. The position peaked at $479K in Q1 2024. 27 funds tracked by Wall St. Rank hold GDL as of Q4 2024.

  • B. Riley Wealth Advisors held 49,605 shares of GDL Fund worth $398K as of Q4 2024.
  • B. Riley Wealth Advisors sold 4,456 GDL Fund shares in Q4 2024, an estimated $36.1K.
  • GDL Fund made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #772 holding.
  • B. Riley Wealth Advisors first reported a position in GDL Fund in Q3 2022 and has held it in 10 quarters since.
  • B. Riley Wealth Advisors's GDL Fund position peaked at $479K in Q1 2024.
  • 27 funds tracked by Wall St. Rank held GDL Fund as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.