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Gabelli Dividend & Income Trust
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Overview Fund Activity

178 hedge funds and large institutions have $542M invested in Gabelli Dividend & Income Trust in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 62 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+16
Holders Change %
+9.88%
% of All Funds
2.75%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
32
Increased
62
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.92M
2
SFS
Shaker Financial Services
Virginia
+$2.92M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$959K
4
5L
55I LLC
Massachusetts
+$852K
5
WAM
Wolverine Asset Management
Illinois
+$683K

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$11.5M
2
KIM
Karpus Investment Management
New York
-$3.85M
3
Morgan Stanley
Morgan Stanley
New York
-$1.21M
4
Wells Fargo
Wells Fargo
California
-$1.2M
5
UBS Group
UBS Group
Switzerland
-$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
BS
51
Boenning & Scattergood
Pennsylvania
$842K +$16.5K +611 +2%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$836K -$95.6K -3,540 -10%
WAM
53
Wolverine Asset Management
Illinois
$831K +$683K +25,301 +460%
PFS
54
Prospera Financial Services
Texas
$826K +$9.73K +360 +1%
Truist Financial
55
Truist Financial
North Carolina
$821K -$9.75K -361 -1%
WS
56
Wedbush Securities
California
$805K +$98.6K +3,652 +14%
MPCG
57
Matrix Private Capital Group
New York
$754K +$13.5K +500 +2%
Walleye Capital
58
Walleye Capital
New York
$753K -$173K -6,403 -19%
SPC
59
Sigma Planning Corp
Michigan
$728K +$27.2K +1,007 +4%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$708K -$115K -4,250 -14%
AAS
61
Avantax Advisory Services
Texas
$692K -$33.6K -1,243 -5%
HighTower Advisors
62
HighTower Advisors
Illinois
$690K +$57.1K +2,117 +9%
IFWM
63
Institute for Wealth Management
Colorado
$667K – – –
SKK
64
Shepherd Kaplan Krochuk
Massachusetts
$656K – – –
AWAP
65
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$651K +$4.89K +181 +0.8%
SWM
66
Spire Wealth Management
Virginia
$557K +$376K +13,930 +208%
WWM
67
Western Wealth Management
Colorado
$540K +$540K +20,000 New
CS
68
Capital Square
Tennessee
$518K -$8.03K -297 -2%
JPMPWA
69
J.P. Morgan Private Wealth Advisors
California
$517K +$111K +4,110 +27%
CAN
70
Cetera Advisor Networks
California
$511K +$32.5K +1,204 +7%
SCM
71
Segantii Capital Management
Hong Kong
$502K +$502K +18,600 New
DC
72
Davenport & Co
Virginia
$494K – – –
EIP
73
Ellis Investment Partners
Pennsylvania
$479K +$5.88K +218 +1%
TWM
74
Tradition Wealth Management
Minnesota
$461K +$11.6K +429 +3%
DWM
75
Dakota Wealth Management
Florida
$441K -$23K -850 -5%
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