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Gabelli Dividend & Income Trust
GDV

Overview Fund Activity

155 hedge funds and large institutions have $436M invested in Gabelli Dividend & Income Trust in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 35 reducing their positions, and 18 closing their positions.

Holders
155
Holders Change
-5
Holders Change %
-3.13%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
64
Reduced
35
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$135M
2
CA
2
Cornerstone Advisors
North Carolina
$5.95M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$2.07M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$4.95M
5
KIM
5
Karpus Investment Management
New York
$22.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$37.9M
2
Stifel Financial
2
Stifel Financial
Missouri
$5.41M
3
KAS
3
Kestra Advisory Services
Texas
$0
4
CWM
4
Cadence Wealth Management
Massachusetts
$1.16M
5
5L
5
55I LLC
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TWM
76
Tradition Wealth Management
Minnesota
$334K 16,332 -1,645 -9%
MCM
77
Morton Capital Management
California
$316K 15,448 – –
SMC
78
Smith, Moore & Co
Missouri
$306K 14,970 +300 +2%
SCA
79
SMH Capital Advisors
Texas
$295K 14,428 +2,938 +26%
OHWP
80
Oak Harbor Wealth Partners
North Carolina
$288K 14,075 – –
Baird Financial Group
81
Baird Financial Group
Wisconsin
$287K 14,015 +2,399 +21%
MPCG
82
Matrix Private Capital Group
New York
$285K 13,928 -7,220 -34%
QCIG
83
Quad-Cities Investment Group
Iowa
$270K 13,203 +408 +3%
APW
84
Aurora Private Wealth
New Jersey
$267K 13,067 +213 +2%
Creative Planning
85
Creative Planning
Kansas
$267K 13,040 +2,573 +25%
WW
86
Waterfront Wealth
Kansas
$262K 12,791 -1,205 -9%
MAG
87
MRA Advisory Group
New Jersey
$260K 12,701 -702 -5%
PCM
88
Parsons Capital Management
Rhode Island
$248K 12,140 +12,140 New
AWS
89
Atria Wealth Solutions
New York
$241K 11,800 -137 -1%
EIP
90
Ellis Investment Partners
Pennsylvania
$232K 11,363 -6,661 -37%
PAG
91
Private Advisor Group
New Jersey
$232K 11,336 +150 +1%
AWG
92
Altus Wealth Group
Colorado
$229K 8,879 -15 -0.2%
NFG
93
Nations Financial Group
Iowa
$219K 10,719 +1,721 +19%
CB
94
Commerce Bank
Missouri
$215K 10,500 +1,404 +15%
SFS
95
Sowell Financial Services
Arkansas
$211K 10,305 +10,305 New
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$205K 10,000 -134 -1%
AWM
97
Axxcess Wealth Management
California
$203K 9,915 +39 +0.4%
COLIM
98
City of London Investment Management
United Kingdom
$200K 9,794 – –
AA
99
Ancora Advisors
Ohio
$196K 9,583 – –
FF
100
FourThought Financial
Florida
$195K 9,516 -2,165 -19%
2 3
4
5 6