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Gabelli Dividend & Income Trust
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Overview Fund Activity

97 hedge funds and large institutions have $305M invested in Gabelli Dividend & Income Trust in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+6
Holders Change %
+6.59%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
36
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
$4.59M
2
Morgan Stanley
Morgan Stanley
New York
$128M
3
William Blair & Company
William Blair & Company
Illinois
$430K
4
DA
Doliver Advisors
Texas
$391K
5
First Trust Advisors
First Trust Advisors
Illinois
$2.72M

Top Sellers

1
LPL Financial
LPL Financial
California
$708K
2
Cohen & Steers
Cohen & Steers
New York
$19.2M
3
Wells Fargo
Wells Fargo
California
$26.2M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
5
KIM
Karpus Investment Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
76
Plante Moran Financial Advisors
Michigan
$40K +$40K +1,850 New
AIM
77
Advantage Investment Management
Iowa
$38K +$5.43K +250 +17%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$33K +$33K +1,500 New
PFBT
79
Parkside Financial Bank & Trust
Missouri
$31K – – –
MWM
80
Mascoma Wealth Management
New Hampshire
$31K – – –
AF
81
Arrow Financial
New York
$29K – – –
EWM
82
Edge Wealth Management
New York
$26K – – –
PAI
83
Pittenger & Anderson Inc
Nebraska
$25K – – –
PA
84
Parallel Advisors
California
$25K – – –
FWM
85
Focused Wealth Management
New York
$23K +$198 +9 +0.9%
BBHC
86
Brown Brothers Harriman & Co
New York
$22K – – –
SSB
87
Sandy Spring Bank
Maryland
$21K +$21K +950 New
SFG
88
SevenBridge Financial Group
Pennsylvania
$17K – – –
JCM
89
Jacobi Capital Management
Pennsylvania
$16K +$16K +739 New
PFGIA
90
Patriot Financial Group Insurance Agency
Massachusetts
$11K – – –
BFEC
91
Benjamin F. Edwards & Company
Missouri
$8K – – –
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$7K +$7K +304 New
MRCM
93
M&R Capital Management
New Jersey
$6K – – –
JWA
94
JFS Wealth Advisors
Pennsylvania
$5K +$5K +230 New
GI
95
Gradient Investments
Minnesota
$4K – – –
YWP
96
YorkBridge Wealth Partners
New York
$2K – – –
TRCT
97
Tower Research Capital (TRC)
New York
$1K +$1K +50 New
IWM
98
IHT Wealth Management
Illinois
$254 +$8 +183 +3%
Bank of Nova Scotia
99
Bank of Nova Scotia
Ontario, Canada
– -$2.04M -97,958 Closed
KIM
100
Karpus Investment Management
New York
– -$906K -43,423 Closed
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