Latest Institutional Transactions on Gdl Fund (GDL)
This table provides information on the latest institutional transactions involving Gdl Fund (GDL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.5K+ 6.63% |
$131K - $136K
|
265K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.89K+ 60.67% |
$15K - $15.6K
|
5.01K
$41.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.58K- 0.85% |
$52.2K - $54.3K
|
764K
$6.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
197+ 0.11% |
$1.56K - $1.63K
|
182K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.09K- 30.02% |
$64.2K - $66.7K
|
18.9K
$157K
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
1.85MNew |
$14.7M - $15.2M
|
1.85M
$15.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
126K+ 40.13% |
$1M - $1.04M
|
441K
$3.67M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.01K+ 0.82% |
$8.04K - $8.35K
|
124K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.52K+ 3.75% |
$27.9K - $29K
|
97.3K
$810K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
29.4K+ 98.92% |
$234K - $243K
|
59.2K
$492K
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-11.2K- 5.56% |
$88.8K - $92.2K
|
190K
$1.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
613KNew |
$4.87M - $5.06M
|
613K
$5.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
723+ 34.98% |
$5.74K - $5.96K
|
2.79K
$23.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-1.65K- 68.65% |
$13.1K - $13.6K
|
754
$6.27K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-557- 4.45% |
$4.42K - $4.6K
|
12K
$99.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
412+ 1.85% |
$3.27K - $3.4K
|
22.7K
$189K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
100New |
$794 - $825
|
100
$832
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.74K+ 8.07% |
$53.5K - $55.6K
|
90.2K
$751K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
139+ 0.81% |
$1.1K - $1.15K
|
17.3K
$144K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
779+ 1.46% |
$6.12K - $6.39K
|
54.1K
$450K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.82K+ 26.63% |
$22.1K - $23.1K
|
13.4K
$112K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4.13K+ 48.01% |
$32.4K - $33.8K
|
12.7K
$106K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.9KNew |
$92.3K - $94.8K
|
11.9K
$98.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
1.76K+ 1.53% |
$13.6K - $14K
|
117K
$971K
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
10.8KNew |
$83.8K - $86.1K
|
10.8K
$89.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.28K- 26.12% |
$33.3K - $34.2K
|
12.1K
$101K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-36.6K- 4.34% |
$286K - $293K
|
807K
$6.71M
|
|
|
May 08, 2024
Q1 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
5KNew |
$39.1K - $40.1K
|
5K
$41.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-375- 50.0% |
$2.93K - $3K
|
375
$3.12K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.04KNew |
$15.7K - $16.5K
|
2.04K
$17K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-910- 6.49% |
$7.02K - $7.27K
|
13.1K
$109K
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-13.4K- 48.87% |
$103K - $107K
|
14K
$116K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200New |
$1.54K - $1.6K
|
200
$1.66K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
5.45KNew |
$42.1K - $43.6K
|
5.45K
$45.4K
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
625+ 5.26% |
$4.82K - $4.99K
|
12.5K
$104K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
200New |
$1.54K - $1.6K
|
200
$1.66K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
681+ 0.54% |
$5.25K - $5.44K
|
127K
$1.05M
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.53K- 84.44% |
$50.4K - $51.9K
|
1.2K
$10K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-1K- 33.33% |
$7.72K - $8.17K
|
2K
$16.6K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
474New |
$3.66K - $3.87K
|
474
$3.94K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.13KNew |
$8.72K - $9.23K
|
1.13K
$9.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.72KNew |
$13.3K - $14K
|
1.72K
$14.3K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.03KNew |
$15.7K - $16.3K
|
2.03K
$16.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
3.29KNew |
$25.5K - $26.4K
|
3.29K
$27.4K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-19.6K- 5.28% |
$154K - $997K
|
351K
$2.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-3.31K- 2.65% |
$26K - $169K
|
122K
$1.01M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-2.75K- 22.07% |
$21.6K - $140K
|
9.71K
$80.8K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-12.5K- 6.67% |
$100K - $108K
|
175K
$1.45M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-22.6KClosed |
$182K - $196K
|
0
$0
|
|