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Gabelli Dividend & Income Trust
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Overview Fund Activity

121 hedge funds and large institutions have $330M invested in Gabelli Dividend & Income Trust in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+7
Holders Change %
+6.14%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
36
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
Credit Suisse
Switzerland
+$7.87M
2
SFS
Shaker Financial Services
Virginia
+$2.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.35M
4
Wells Fargo
Wells Fargo
California
+$1.2M
5
SPIA
Steward Partners Investment Advisory
New York
+$1.01M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$655K
2
Baird Financial Group
Baird Financial Group
Wisconsin
-$425K
3
Cohen & Steers
Cohen & Steers
New York
-$395K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$218K
5
IWM
IHT Wealth Management
Illinois
-$200K
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
51
B. Riley Wealth Advisors
Florida
$337K +$12.9K +600 +4%
SMC
52
Smith, Moore & Co
Missouri
$328K +$72K +3,350 +28%
JPMPWA
53
J.P. Morgan Private Wealth Advisors
California
$314K -$19.2K -891 -6%
PAG
54
Private Advisor Group
New Jersey
$298K +$34.5K +1,602 +13%
QCIG
55
Quad-Cities Investment Group
Iowa
$289K -$2.84K -132 -1%
SB
56
Suntrust Banks
Georgia
$287K +$3.4K +158 +1%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$268K – – –
AAS
58
Avantax Advisory Services
Texas
$266K +$266K +12,365 New
CL
59
CSS LLC
Illinois
$259K -$43K -2,000 -14%
MCP
60
Mirador Capital Partners
California
$258K +$258K +11,998 New
DA
61
Doliver Advisors
Texas
$251K +$251K +12,253 New
1WA
62
180 Wealth Advisors
Washington
$248K -$6.49K -315 -3%
WIA
63
World Investment Advisors
California
$244K – – –
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$237K – – –
MAFM
65
Mid Atlantic Financial Management
Pennsylvania
$228K +$228K +10,600 New
SLWS
66
Swaine & Leidel Wealth Services
Florida
$215K – – –
CRWM
67
Castle Rock Wealth Management
California
$204K +$204K +9,622 New
SBIA
68
Sheaff Brock Investment Advisors
Indiana
$201K – – –
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$176K +$44.9K +2,092 +34%
SSB
70
Sandy Spring Bank
Maryland
$151K – – –
NFG
71
Next Financial Group
Texas
$136K – – –
OC
72
Oakworth Capital
Alabama
$131K -$92.8K -4,297 -41%
APA
73
American Portfolios Advisors
New York
$126K – – –
Citigroup
74
Citigroup
New York
$112K -$4.49K -209 -4%
WT
75
Whittier Trust
California
$112K – – –
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3
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