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Gabelli Dividend & Income Trust

164 hedge funds and large institutions have $678M invested in Gabelli Dividend & Income Trust in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 48 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+3
Holders Change %
+1.86%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
55
Reduced
48
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWPS
101
Pinnacle Wealth Planning Services
Ohio
$227K +$5.45K +252 +2%
OHWP
102
Oak Harbor Wealth Partners
North Carolina
$225K -$62.8K -2,900 -22%
KPWS
103
Kestra Private Wealth Services
Texas
$222K +$2.86K +132 +1%
CAM
104
Cresset Asset Management
Illinois
$218K
CW
105
Connectus Wealth
Ohio
$216K +$216K +10,000 New
SWM
106
Spire Wealth Management
Virginia
$214K
SPC
107
Sigma Planning Corp
Michigan
$211K -$348K -16,093 -62%
CWM
108
Centurion Wealth Management
Virginia
$210K +$210K +9,710 New
SCA
109
SMH Capital Advisors
Texas
$209K +$209K +9,680 New
CFB
110
Cullen/Frost Bankers
Texas
$174K
AA
111
Ancora Advisors
Ohio
$159K
NS
112
NBC Securities
Alabama
$140K -$81.8K -3,801 -37%
VL
113
Vima LLC
Michigan
$132K +$132K +6,115 New
OC
114
Oakworth Capital
Alabama
$131K
RFA
115
Resurgent Financial Advisors
Georgia
$105K
TWM
116
Tradition Wealth Management
Minnesota
$103K +$324 +15 +0.3%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$100K +$69.1K +3,201 +224%
ASN
118
Advisory Services Network
Georgia
$99.2K +$99.2K +4,584 New
BWL
119
Bogart Wealth LLC
Virginia
$90.5K +$21.6K +1,000 +31%
AF
120
Allworth Financial
California
$78.5K -$21.6K -1,000 -22%
AAP
121
Arax Advisory Partners
Colorado
$77.3K
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$72K +$53.7K +53,550 +294%
GWSG
123
GPS Wealth Strategies Group
Colorado
$69.4K
BFEC
124
Benjamin F. Edwards & Company
Missouri
$45K +$12.9K +600 +40%
SIC
125
Salem Investment Counselors
North Carolina
$42.8K