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Gabelli Dividend & Income Trust
GDV

Overview Fund Activity

155 hedge funds and large institutions have $439M invested in Gabelli Dividend & Income Trust in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 42 reducing their positions, and 13 closing their positions.

Holders
155
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
56
Reduced
42
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$131M
2
CA
2
Cornerstone Advisors
North Carolina
$4.57M
3
LPL Financial
3
LPL Financial
California
$7.07M
4
LSC
4
Logan Stone Capital
Illinois
$4.82M
5
1CP
5
1607 Capital Partners
Virginia
$7.48M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$31.7M
2
TCA
2
Transcend Capital Advisors
New Jersey
$868K
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$1.52M
4
WIM
4
WealthPlan Investment Management
Nebraska
$0
5
AGA
5
Accuvest Global Advisors
Utah
$985K
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$2.55M 122,769 -34,557 -22%
IWC
27
Integrated Wealth Concepts
Massachusetts
$2.49M 119,789 +7,163 +6%
First Trust Advisors
28
First Trust Advisors
Illinois
$2.27M 109,056 -30,635 -22%
SWM
29
Silverlake Wealth Management
Vermont
$1.95M 93,896 -14,824 -14%
LOPW
30
Live Oak Private Wealth
North Carolina
$1.9M 91,222 – –
AA
31
AQR Arbitrage
Connecticut
$1.61M 77,320 +21,605 +39%
WP
32
WealthPLAN Partners
Nebraska
$1.58M 76,019 +18,800 +33%
1832 Asset Management
33
1832 Asset Management
Ontario, Canada
$1.52M 73,104 -83,557 -53%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$1.5M 72,164 -244 -0.3%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.24M 59,487 +10,497 +21%
MCA
36
MSH Capital Advisors
Arizona
$1.2M 57,834 +2,458 +4%
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$1.2M 57,771 -1,012 -2%
SIG
38
Sargent Investment Group
Maryland
$1.19M 56,750 – –
DADC
39
D.A. Davidson & Co
Montana
$1.12M 53,657 +6,301 +13%
GC
40
Guggenheim Capital
Illinois
$1.03M 49,755 -3,415 -6%
SI
41
Stephens Inc
Arkansas
$1M 48,146 +186 +0.4%
AGA
42
Accuvest Global Advisors
Utah
$985K 47,356 -47,356 -50%
LIG
43
Lokken Investment Group
Delaware
$931K 44,800 -219 -0.5%
BRWA
44
B. Riley Wealth Advisors
Florida
$920K 44,256 +2,230 +5%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$896K 43,114 +2,690 +7%
CL
46
CSS LLC
Illinois
$886K 42,625 +834 +2%
KIG
47
Kennedy Investment Group
New Jersey
$871K 41,913 -138 -0.3%
TCA
48
Transcend Capital Advisors
New Jersey
$868K 41,759 -112,280 -73%
SC
49
Stolper & Co
Oklahoma
$829K 39,894 -1,713 -4%
WI
50
Wintrust Investments
Illinois
$810K 38,943 +1,196 +3%
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