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Gabelli Dividend & Income Trust

172 hedge funds and large institutions have $669M invested in Gabelli Dividend & Income Trust in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 58 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+6
Holders Change %
+3.61%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
18
Increased
52
Reduced
58
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
76
Sigma Planning Corp
Michigan
$496K -$23.3K -952 -4%
Truist Financial
77
Truist Financial
North Carolina
$484K +$6.75K +276 +1%
IFWM
78
Institute for Wealth Management
Colorado
$483K
GCM
79
Gables Capital Management
Florida
$479K -$4.89K -200 -1%
BFM
80
Boothbay Fund Management
New York
$460K -$1.45M -59,257 -76%
FHA
81
Flagship Harbor Advisors
Massachusetts
$442K +$442K +18,066 New
SIG
82
Sargent Investment Group
Maryland
$410K
CFB
83
Cullen/Frost Bankers
Texas
$407K
BRWA
84
B. Riley Wealth Advisors
Florida
$402K -$723K -29,698 -64%
DC
85
Davenport & Co
Virginia
$401K
ICMP
86
Integrated Capital Management (Pennsylvania)
Pennsylvania
$369K +$1.66K +68 +0.5%
AWM
87
Activest Wealth Management
Florida
$358K
SMC
88
Smith, Moore & Co
Missouri
$351K +$3.67K +150 +1%
BCM
89
Brookstone Capital Management
Illinois
$347K -$31.5K -1,288 -8%
MML Investors Services
90
MML Investors Services
Massachusetts
$347K +$11.9K +488 +4%
NFG
91
Nations Financial Group
Iowa
$346K +$562 +23 +0.2%
MCM
92
Morton Capital Management
California
$345K -$9.88K -404 -3%
Baird Financial Group
93
Baird Financial Group
Wisconsin
$319K -$36.2K -1,479 -10%
WWM
94
Western Wealth Management
Colorado
$318K
APW
95
Aurora Private Wealth
New Jersey
$307K +$2.27K +93 +0.7%
LFAS
96
Level Four Advisory Services
Texas
$295K +$26.6K +1,105 +10%
P
97
&Partners
Tennessee
$288K +$288K +11,788 New
MWM
98
Mission Wealth Management
California
$281K +$281K +11,500 New
OHWP
99
Oak Harbor Wealth Partners
North Carolina
$254K
PWPS
100
Pinnacle Wealth Planning Services
Ohio
$247K -$34.5K -1,409 -12%