B. Riley Wealth Management’s Gabelli Dividend & Income Trust GDV Stock Holding History

B. Riley Wealth Management’s Portfolio GDV Stock Details GDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$205	Buy	+10,008	New	+$222K	﹤0.01%	652
2020 Q2	–	Sell	-13,205	Closed	-$196K	–	473
2020 Q1	$196K	Buy	+13,205	New	+$258K	0.02%	437

Other funds holding GDV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

GCIA

Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

B. Riley Wealth Management's GDV Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in Gabelli Dividend & Income Trust (GDV) in Q2 2022: 10,008 shares worth $205. The stake represents ﹤0.01% of the portfolio and ranks #652 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in GDV as recently as Q1 2020.

B. Riley Wealth Management first reported a position in GDV in Q1 2020 and has held it in 2 quarters since. The position peaked at $196K in Q1 2020. 155 funds tracked by Wall St. Rank hold GDV as of Q2 2022.

B. Riley Wealth Management held 10,008 shares of Gabelli Dividend & Income Trust worth $205 as of Q2 2022.
Gabelli Dividend & Income Trust was a new B. Riley Wealth Management position in Q2 2022.
Gabelli Dividend & Income Trust made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #652 holding.
B. Riley Wealth Management first reported a position in Gabelli Dividend & Income Trust in Q1 2020 and has held it in 2 quarters since.
B. Riley Wealth Management's Gabelli Dividend & Income Trust position peaked at $196K in Q1 2020.
155 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.