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Gabelli Dividend & Income Trust
GDV

Overview Fund Activity

166 hedge funds and large institutions have $630M invested in Gabelli Dividend & Income Trust in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-8
Holders Change %
-4.6%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
12
Increased
57
Reduced
50
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
$85M
2
Morgan Stanley
Morgan Stanley
New York
$168M
3
CA
Cornerstone Advisors
North Carolina
$37.5M
4
PAG
Private Advisor Group
New Jersey
$3.71M
5
LSC
Logan Stone Capital
Illinois
$4.73M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$15.8M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$14.7M
3
WP
WealthPLAN Partners
Nebraska
$0
4
KIM
Karpus Investment Management
New York
$37.3M
5
1CP
1607 Capital Partners
Virginia
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
26
Wolverine Asset Management
Illinois
$3.28M +$238K +10,488 +8%
SA
27
Sanctuary Advisors
Indiana
$3.21M +$3.21M +145,997 New
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$3.17M -$346K -15,224 -10%
PWP
29
Private Wealth Partners
California
$3.15M -$111K -4,900 -3%
OC
30
Oppenheimer & Co
New York
$3.1M -$4.54K -200 -0.1%
BI
31
Bulldog Investors
New Jersey
$3.03M – – –
UBS Group
32
UBS Group
Switzerland
$2.91M -$60.4K -2,658 -2%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$2.9M +$522K +22,984 +22%
First Trust Advisors
34
First Trust Advisors
Illinois
$2.37M +$80.3K +3,537 +4%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$2.32M +$16.4K +721 +0.7%
IWC
36
Integrated Wealth Concepts
Massachusetts
$2.23M -$152K -6,672 -6%
SWM
37
Silverlake Wealth Management
Vermont
$2.19M -$47.2K -2,080 -2%
PAS
38
Park Avenue Securities
New York
$2.16M +$41.8K +1,842 +2%
LOPW
39
Live Oak Private Wealth
North Carolina
$2.07M – – –
HighTower Advisors
40
HighTower Advisors
Illinois
$2.02M +$307K +13,557 +18%
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$1.83M +$24.2K +1,067 +1%
BFM
42
Boothbay Fund Management
New York
$1.77M – – –
MCA
43
MSH Capital Advisors
Arizona
$1.72M +$74.9K +3,299 +5%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$1.71M -$63.5K -2,797 -4%
Comerica Bank
45
Comerica Bank
Texas
$1.49M -$14K -618 -0.9%
COLIM
46
City of London Investment Management
United Kingdom
$1.47M +$228K +10,024 +18%
DADC
47
D.A. Davidson & Co
Montana
$1.17M -$22.7K -999 -2%
PWA
48
Provenance Wealth Advisors
Florida
$1.09M -$4.09K -180 -0.4%
BRWA
49
B. Riley Wealth Advisors
Florida
$1.05M -$66.5K -2,929 -6%
CL
50
CSS LLC
Illinois
$1.05M +$5.13K +226 +0.5%
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