GDV icon

Gabelli Dividend & Income Trust
GDV

Overview Fund Activity

161 hedge funds and large institutions have $464M invested in Gabelli Dividend & Income Trust in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 36 reducing their positions, and 13 closing their positions.

Holders
161
Holders Change
+2
Holders Change %
+1.26%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
64
Reduced
36
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$18.5M
2
1CP
2
1607 Capital Partners
Virginia
$15.2M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$4.18M
4
Wells Fargo
4
Wells Fargo
California
$31.2M
5
AA
5
AQR Arbitrage
Connecticut
$5.27M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$22.3M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$11.3M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$0
4
SFS
4
Shaker Financial Services
Virginia
$5.87M
5
LIG
5
Lokken Investment Group
Delaware
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$3.09M 158,781 -6,946 -4%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.84M 145,849 +3,772 +3%
Osaic Holdings
28
Osaic Holdings
Arizona
$2.57M 132,416 +7,747 +6%
OC
29
Oppenheimer & Co
New York
$2.54M 130,421 +817 +0.6%
TJHA
30
Thomas J. Herzfeld Advisors
Florida
$2.29M 118,019 -6,721 -5%
WP
31
WealthPLAN Partners
Nebraska
$2.29M 117,688 +11,182 +10%
IWC
32
Integrated Wealth Concepts
Massachusetts
$2.29M 117,676 -412 -0.3%
Citadel Advisors
33
Citadel Advisors
Florida
$2.03M 104,621 +104,621 New
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$2.02M 104,095 -4,594 -4%
First Trust Advisors
35
First Trust Advisors
Illinois
$2M 102,751 -669 -0.6%
SWM
36
Silverlake Wealth Management
Vermont
$1.91M 98,164 +3,603 +4%
LOPW
37
Live Oak Private Wealth
North Carolina
$1.77M 91,222 – –
BFM
38
Boothbay Fund Management
New York
$1.73M 88,746 +49,694 +127%
PAS
39
Park Avenue Securities
New York
$1.68M 86,265 +304 +0.4%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.57M 80,598 -284 -0.4%
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$1.43M 73,423 +3,853 +6%
Comerica Bank
42
Comerica Bank
Texas
$1.39M 71,609 +71,609 New
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$1.24M 64,000 -5,269 -8%
MCA
44
MSH Capital Advisors
Arizona
$1.21M 62,293 +4,366 +8%
SI
45
Stephens Inc
Arkansas
$1.07M 54,828 +5,677 +12%
DADC
46
D.A. Davidson & Co
Montana
$1.02M 52,429 -4,323 -8%
BRWA
47
B. Riley Wealth Advisors
Florida
$955K 49,136 +3,711 +8%
AGA
48
Accuvest Global Advisors
Utah
$921K 47,356 – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$893K 45,958 +1,650 +4%
CL
50
CSS LLC
Illinois
$875K 45,002 +1,690 +4%
1
2
3 4 5