Institutional Ownership Gdl Fund (GDL)
This table provides information about the institutional ownership of Gdl Fund (GDL). We have compiled data on the 28 institutions that hold shares in the stock, with a total of 4.8 Million shares, which have been reported (via 13F filing form) to have a value of $39.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
Aug 13, 2025 Q2 2025 |
1,846,636
shares
|
$15.3 Million
2.64% of portfolio
|
Q4 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
675,249
shares
|
$5.61 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.91%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
441,040
shares
|
$3.67 Million
0.04% of portfolio
|
Q4 2024
Added 40.13%
|
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Aug 14, 2025 Q2 2025 |
411,344
shares
|
$3.42 Million
1.29% of portfolio
|
Q2 2025
Added 11.93%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
284,826
shares
|
$2.37 Million
0.0% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
174,626
shares
|
$1.45 Million
0.03% of portfolio
|
Q2 2022
Reduced 6.67%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
171,794
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 08, 2025 Q2 2025 |
160,103
shares
|
$1.33 Million
0.05% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
127,074
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
116,663
shares
|
$969,469
0.1% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
93,898
shares
|
$780,292
0.0% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
85,652
shares
|
$711,768
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
35,517
shares
|
$295,146
0.0% of portfolio
|
Q2 2025
Added 71.36%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
28,370
shares
|
$235,754
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
23,343
shares
|
$193,980
0.03% of portfolio
|
Q2 2025
Added 70.14%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
22,733
shares
|
$188,911
0.0% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
16,947
shares
|
$140,829
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
15,631
shares
|
$129,893
0.0% of portfolio
|
Q2 2025
Reduced 38.61%
|
|
|
Integrated Capital Management, Inc.
|
Jul 25, 2025 Q2 2025 |
15,594
shares
|
$129,586
0.1% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
14,981
shares
|
$124,492
0.01% of portfolio
|
Q2 2025
Added 37.1%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
11,970
shares
|
$99,470
0.0% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
8,585
shares
|
$71,341
0.0% of portfolio
|
Q2 2025
Added 104.7%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
4,451
shares
|
$36,987
0.0% of portfolio
|
Q2 2025
Added 34.11%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
3,488
shares
|
$28,985
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
2,000
shares
|
$16,620
0.01% of portfolio
|
Q1 2023
Reduced 33.33%
|