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Gabelli Dividend & Income Trust

166 hedge funds and large institutions have $630M invested in Gabelli Dividend & Income Trust in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-8
Holders Change %
-4.6%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
12
Increased
57
Reduced
50
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GCM
76
Gables Capital Management
Florida
$450K +$9.08K +400 +2%
IFWM
77
Institute for Wealth Management
Colorado
$448K -$886 -39 -0.2%
Truist Financial
78
Truist Financial
North Carolina
$443K +$1.09K +48 +0.2%
SFS
79
Shaker Financial Services
Virginia
$391K -$2.31M -101,822 -86%
SIG
80
Sargent Investment Group
Maryland
$380K
CFB
81
Cullen/Frost Bankers
Texas
$378K
DC
82
Davenport & Co
Virginia
$372K
BCM
83
Brookstone Capital Management
Illinois
$368K +$13.1K +551 +4%
ICMP
84
Integrated Capital Management (Pennsylvania)
Pennsylvania
$341K +$31.6K +1,391 +10%
AWM
85
Activest Wealth Management
Florida
$333K +$333K +14,658 New
Baird Financial Group
86
Baird Financial Group
Wisconsin
$330K -$7.59K -334 -2%
MCM
87
Morton Capital Management
California
$330K -$7.49K -330 -2%
IAIM
88
International Assets Investment Management
Florida
$327K
SMC
89
Smith, Moore & Co
Missouri
$322K
NFG
90
Nations Financial Group
Iowa
$321K +$522 +23 +0.2%
MML Investors Services
91
MML Investors Services
Massachusetts
$312K +$60.5K +2,661 +24%
WWM
92
Western Wealth Management
Colorado
$295K
APW
93
Aurora Private Wealth
New Jersey
$283K -$23.9K -1,051 -8%
Kovitz Investment Group Partners
94
Kovitz Investment Group Partners
Illinois
$282K +$282K +12,399 New
PWPS
95
Pinnacle Wealth Planning Services
Ohio
$261K +$8.86K +390 +4%
QCIG
96
Quad-Cities Investment Group
Iowa
$260K +$2.86K +126 +1%
LFAS
97
Level Four Advisory Services
Texas
$253K +$5.54K +244 +2%
EIP
98
Ellis Investment Partners
Pennsylvania
$251K +$3.68K +162 +1%
AW
99
Atlas Wealth
Ohio
$242K +$242K +10,618 New
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$241K +$17.2K +757 +8%