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Gabelli Dividend & Income Trust
GDV

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 %
SMC
76
Smith, Moore & Co
Missouri
$311K – – –
NFG
77
Nations Financial Group
Iowa
$298K -$63.8K -3,069 -18%
IAIM
78
International Assets Investment Management
Florida
$292K -$132K -6,340 -31%
OHWP
79
Oak Harbor Wealth Partners
North Carolina
$291K -$1.56K -75 -0.5%
APW
80
Aurora Private Wealth
New Jersey
$272K -$3.16K -152 -1%
MAG
81
MRA Advisory Group
New Jersey
$271K +$2.02K +97 +0.7%
SCA
82
SMH Capital Advisors
Texas
$271K -$39.9K -1,898 -13%
PAG
83
Private Advisor Group
New Jersey
$259K +$22K +1,058 +9%
WW
84
Waterfront Wealth
Kansas
$254K +$125 +6 +0%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$252K -$24.5K -1,180 -9%
AWM
86
AE Wealth Management
Kansas
$250K +$10.8K +521 +5%
QCIG
87
Quad-Cities Investment Group
Iowa
$246K -$7.13K -343 -3%
BCM
88
Bluefin Capital Management
New York
$241K – – –
AWS
89
Atria Wealth Solutions
New York
$238K +$1.81K +87 +0.8%
EIP
90
Ellis Investment Partners
Pennsylvania
$213K +$4.18K +201 +2%
SWM
91
Spire Wealth Management
Virginia
$210K +$23.9K +1,150 +13%
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$208K – – –
KPWS
93
Kestra Private Wealth Services
Texas
$207K +$3.18K +153 +2%
LFAS
94
Level Four Advisory Services
Texas
$206K -$832 -40 -0.4%
KAS
95
Kestra Advisory Services
Texas
$203K -$7.32K -352 -3%
CWM
96
Centurion Wealth Management
Virginia
$202K +$202K +9,710 New
AA
97
Ancora Advisors
Ohio
$201K +$1.98K +95 +1%
CFB
98
Cullen/Frost Bankers
Texas
$167K – – –
EC
99
Elequin Capital
New York
$164K -$35.9K -1,727 -18%
TWM
100
Tradition Wealth Management
Minnesota
$157K -$173K -8,315 -52%
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