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Sheaff Brock Investment Advisors’s Gabelli Dividend & Income Trust GDV Stock Holding History

Sheaff Brock Investment Advisors’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
Q1 		– Sell
-7,421
Closed -$200K – 551
2021
Q4 		$200K Buy
+7,421
New +$198K 0.02% 492
2019
Q4 		– Sell
-9,367
Closed -$201K – 489
2019
Q3 		$201K Hold
9,367
– – 0.03% 400
2019
Q2 		$203K Buy
+9,367
New +$200K 0.03% 420
2018
Q4 		– Sell
-9,367
Closed -$224K – 493
2018
Q3 		$224K Hold
9,367
– – 0.03% 417
2018
Q2 		$211K Sell
9,367
-1,030
-10% -$23.1K 0.03% 449
2018
Q1 		$230K Hold
10,397
– – 0.03% 429
2017
Q4 		$243K Buy
10,397
+15
+0.1% +$339 0.03% 404
2017
Q3 		$232K Sell
10,382
-985
-9% -$21.6K 0.03% 435
2017
Q2 		$248K Buy
+11,367
New +$244K 0.03% 439

Other funds holding GDV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $75B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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