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Gabelli Dividend & Income Trust
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Overview Fund Activity

155 hedge funds and large institutions have $439M invested in Gabelli Dividend & Income Trust in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
56
Reduced
42
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$131M
2
CA
Cornerstone Advisors
North Carolina
$4.57M
3
LPL Financial
LPL Financial
California
$7.07M
4
LSC
Logan Stone Capital
Illinois
$4.82M
5
1CP
1607 Capital Partners
Virginia
$7.48M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$31.7M
2
TCA
Transcend Capital Advisors
New Jersey
$868K
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$1.52M
4
WIM
WealthPlan Investment Management
Nebraska
$0
5
AGA
Accuvest Global Advisors
Utah
$985K
Name Holding Trade Value Shares
Change 		Shares
Change %
CPRC
51
Consolidated Portfolio Review Corp
New York
$785K +$785K +37,779 New
PFS
52
Prospera Financial Services
Texas
$768K +$14K +674 +2%
RJT
53
Raymond James Trust
Florida
$755K – – –
NSIM
54
North Star Investment Management
Illinois
$740K +$3.87K +186 +0.5%
HighTower Advisors
55
HighTower Advisors
Illinois
$718K +$18K +867 +3%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$688K +$9.07K +436 +1%
WS
57
Wedbush Securities
California
$688K -$42.5K -2,042 -6%
DWM
58
Dakota Wealth Management
Florida
$658K +$30.1K +1,450 +5%
9WM
59
9258 Wealth Management
Ohio
$657K +$644 +31 +0.1%
CIAS
60
Capital Investment Advisory Services
North Carolina
$620K -$57.7K -2,775 -9%
1WA
61
180 Wealth Advisors
Washington
$592K +$38.5K +1,854 +7%
SPC
62
Sigma Planning Corp
Michigan
$586K -$5.49K -264 -0.9%
LCM
63
Landscape Capital Management
New Jersey
$561K +$117K +5,619 +26%
MWM
64
Maltin Wealth Management
New Jersey
$542K +$7.15K +344 +1%
Truist Financial
65
Truist Financial
North Carolina
$525K -$8.75K -421 -2%
JPMPWA
66
J.P. Morgan Private Wealth Advisors
California
$502K +$77.4K +3,722 +18%
CAN
67
Cetera Advisor Networks
California
$500K +$19.5K +940 +4%
IFWM
68
Institute for Wealth Management
Colorado
$491K -$11.3K -545 -2%
AAS
69
Avantax Advisory Services
Texas
$468K +$10.1K +487 +2%
WWM
70
Western Wealth Management
Colorado
$416K – – –
EP
71
Eudaimonia Partners
Tennessee
$378K +$1.83K +88 +0.5%
DC
72
Davenport & Co
Virginia
$363K – – –
CCB
73
Cutter & Co Brokerage
Missouri
$339K +$339K +16,076 New
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$329K -$115K -5,537 -26%
MCM
75
Morton Capital Management
California
$321K – – –
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3
4 5