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Gabelli Dividend & Income Trust
GDV

Overview Fund Activity

174 hedge funds and large institutions have $612M invested in Gabelli Dividend & Income Trust in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 44 reducing their positions, and 10 closing their positions.

Holders
174
Holders Change
+10
Holders Change %
+6.1%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
60
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$50M
2
CA
2
Cornerstone Advisors
North Carolina
$32.4M
3
AA
3
AQR Arbitrage
Connecticut
$11.3M
4
CA
4
Cetera Advisors
Colorado
$1.66M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$163M
2
Cohen & Steers
2
Cohen & Steers
New York
$9.3M
3
LSC
3
Logan Stone Capital
Illinois
$3.93M
4
Bank of America
4
Bank of America
North Carolina
$22M
5
AAM
5
Advisors Asset Management
Colorado
$10.6M
Name Market Value Shares Shares
Change 		Shares
Change %
PWP
26
Private Wealth Partners
California
$3.3M 143,459 -22,400 -14%
WP
27
WealthPLAN Partners
Nebraska
$3.25M 141,496 +1,690 +1%
OC
28
Oppenheimer & Co
New York
$3.14M 136,729 +328 +0.2%
WAM
29
Wolverine Asset Management
Illinois
$3.08M 133,829 +2,612 +2%
BI
30
Bulldog Investors
New Jersey
$3.07M 133,595 +10,000 +8%
UBS Group
31
UBS Group
Switzerland
$3M 130,592 -15,716 -11%
SFS
32
Shaker Financial Services
Virginia
$2.74M 119,022 -57,353 -33%
Osaic Holdings
33
Osaic Holdings
Arizona
$2.62M 113,936 -6,393 -5%
IWC
34
Integrated Wealth Concepts
Massachusetts
$2.41M 104,804 -8,920 -8%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$2.4M 104,504 +63,835 +157%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$2.33M 101,231 -1,100 -1%
First Trust Advisors
37
First Trust Advisors
Illinois
$2.32M 100,914 +5,707 +6%
SWM
38
Silverlake Wealth Management
Vermont
$2.27M 98,702 +442 +0.4%
PAS
39
Park Avenue Securities
New York
$2.15M 93,369 +9,415 +11%
LOPW
40
Live Oak Private Wealth
North Carolina
$2.1M 91,222 – –
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$1.83M 79,593 +10,187 +15%
BFM
42
Boothbay Fund Management
New York
$1.79M 78,058 – –
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$1.79M 78,043 -7,107 -8%
HighTower Advisors
44
HighTower Advisors
Illinois
$1.73M 75,701 +62,041 +454%
CA
45
Cetera Advisors
Colorado
$1.66M 72,415 +72,415 New
MCA
46
MSH Capital Advisors
Arizona
$1.66M 72,310 +3,773 +6%
Comerica Bank
47
Comerica Bank
Texas
$1.52M 66,064 -3,687 -5%
COLIM
48
City of London Investment Management
United Kingdom
$1.26M 54,802 +17,800 +48%
DADC
49
D.A. Davidson & Co
Montana
$1.2M 52,333 +2 +0%
PWA
50
Provenance Wealth Advisors
Florida
$1.11M 48,391 +2,990 +7%
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