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Newbridge Financial Services Group’s Gabelli Dividend & Income Trust GDV Stock Holding History

Newbridge Financial Services Group’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
2025
Q4 		– Sell
-17,341
Closed -$470K – 1316
2025
Q3 		$470K Buy
17,341
+15,041
+654% +$401K 0.07% 195
2025
Q2 		$59.8K Buy
+2,300
New +$55.4K 0.01% 472
2021
Q3 		– Sell
-1,775
Closed -$47K – 1470
2021
Q2 		$47K Hold
1,775
– – 0.03% 458
2021
Q1 		$43K Buy
1,775
+500
+39% +$11.4K 0.03% 423
2020
Q4 		$27K Sell
1,275
-2,500
-66% -$50K 0.02% 466
2020
Q3 		$69K Buy
+3,775
New +$70.3K 0.07% 250

Other funds holding GDV

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SCM
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KIM
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Raymond James Financial
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return