Institutional Ownership Gdl Fund (GDL)
This table provides information about the institutional ownership of Gdl Fund (GDL). We have compiled data on the 27 institutions that hold shares in the stock, with a total of 5.11 Million shares, which have been reported (via 13F filing form) to have a value of $42.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
Feb 13, 2025 Q4 2024 |
1,846,636
shares
|
$15.4 Million
2.86% of portfolio
|
Q4 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
763,640
shares
|
$6.35 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
613,445
shares
|
$5.1 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Feb 13, 2025 Q4 2024 |
441,040
shares
|
$3.67 Million
0.04% of portfolio
|
Q4 2024
Added 40.13%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
265,339
shares
|
$2.21 Million
0.0% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Feb 07, 2025 Q4 2024 |
189,808
shares
|
$1.58 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
181,708
shares
|
$1.51 Million
0.0% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
174,626
shares
|
$1.45 Million
0.03% of portfolio
|
Q2 2022
Reduced 6.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
124,322
shares
|
$1.03 Million
0.01% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Css LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
116,648
shares
|
$970,511
0.09% of portfolio
|
Q2 2024
Added 1.53%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
97,327
shares
|
$809,760
0.0% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
90,208
shares
|
$750,530
0.01% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
59,166
shares
|
$492,261
0.0% of portfolio
|
Q4 2024
Added 98.92%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
54,061
shares
|
$449,787
0.01% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
22,733
shares
|
$189,138
0.0% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
18,853
shares
|
$156,856
0.0% of portfolio
|
Q4 2024
Reduced 30.02%
|
|
|
Integrated Capital Management, Inc.
|
Jan 13, 2025 Q4 2024 |
17,341
shares
|
$144,277
0.12% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
12,720
shares
|
$105,830
0.02% of portfolio
|
Q3 2024
Added 48.01%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
11,970
shares
|
$99,590
0.0% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
5,008
shares
|
$41,666
0.0% of portfolio
|
Q4 2024
Added 60.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,790
shares
|
$23,212
0.0% of portfolio
|
Q4 2024
Added 34.98%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
2,000
shares
|
$16,640
0.01% of portfolio
|
Q1 2023
Reduced 33.33%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,717
shares
|
$14,285
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
754
shares
|
$6,273
0.0% of portfolio
|
Q4 2024
Reduced 68.65%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
474
shares
|
$3,943
0.0% of portfolio
|
Q1 2023
New holding
|