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Gabelli Dividend & Income Trust
GDV

Overview Fund Activity

164 hedge funds and large institutions have $678M invested in Gabelli Dividend & Income Trust in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 48 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+3
Holders Change %
+1.86%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
55
Reduced
48
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$281M
2
SCM
Saba Capital Management
New York
$21.1M
3
CA
Cornerstone Advisors
North Carolina
$26.7M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
$17.9M
5
BI
Bulldog Investors
New Jersey
$2.67M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$13.1M
2
SFS
Shaker Financial Services
Virginia
$3.82M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
$23.6K
4
Bank of America
Bank of America
North Carolina
$22.3M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.18M +$25K +1,155 +0.8%
UBS Group
27
UBS Group
Switzerland
$3.17M -$270K -12,473 -8%
WP
28
WealthPLAN Partners
Nebraska
$3.03M +$479K +22,118 +19%
OC
29
Oppenheimer & Co
New York
$2.95M +$129K +5,980 +5%
WAM
30
Wolverine Asset Management
Illinois
$2.84M -$1.42M -65,426 -33%
BI
31
Bulldog Investors
New Jersey
$2.67M +$2.67M +123,595 New
Osaic Holdings
32
Osaic Holdings
Arizona
$2.6M -$262K -12,087 -9%
LCM
33
Landscape Capital Management
New Jersey
$2.57M +$1.62M +74,946 +172%
IWC
34
Integrated Wealth Concepts
Massachusetts
$2.46M -$85.5K -3,952 -3%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$2.21M -$38.2K -1,764 -2%
SWM
36
Silverlake Wealth Management
Vermont
$2.13M +$2.08K +96 +0.1%
First Trust Advisors
37
First Trust Advisors
Illinois
$2.06M -$163K -7,544 -7%
LOPW
38
Live Oak Private Wealth
North Carolina
$1.97M – – –
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$1.84M +$98.5K +4,552 +6%
PAS
40
Park Avenue Securities
New York
$1.82M -$50K -2,311 -3%
BFM
41
Boothbay Fund Management
New York
$1.69M -$231K -10,688 -12%
Comerica Bank
42
Comerica Bank
Texas
$1.51M -$40.2K -1,858 -3%
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$1.5M -$86.9K -4,017 -5%
MCA
44
MSH Capital Advisors
Arizona
$1.48M +$135K +6,244 +10%
DADC
45
D.A. Davidson & Co
Montana
$1.13M -$2.12K -98 -0.2%
SI
46
Stephens Inc
Arkansas
$1.12M -$70.4K -3,255 -6%
AGA
47
Accuvest Global Advisors
Utah
$1.06M +$34.3K +1,583 +3%
BRWA
48
B. Riley Wealth Advisors
Florida
$1.05M -$8.44K -390 -0.8%
CL
49
CSS LLC
Illinois
$985K +$11K +510 +1%
PWA
50
Provenance Wealth Advisors
Florida
$982K +$42.4K +1,960 +5%
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