Institutional Ownership Gdl Fund (GDL)
This table provides information about the institutional ownership of Gdl Fund (GDL). We have compiled data on the 26 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 $40.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
May 14, 2025 Q1 2025 |
1,846,636
shares
|
$15.5 Million
2.52% of portfolio
|
Q4 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
741,325
shares
|
$6.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
441,040
shares
|
$3.69 Million
0.04% of portfolio
|
Q4 2024
Added 40.13%
|
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
May 15, 2025 Q1 2025 |
367,511
shares
|
$3.08 Million
1.29% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
280,436
shares
|
$2.35 Million
0.0% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
179,709
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
174,626
shares
|
$1.46 Million
0.04% of portfolio
|
Q2 2022
Reduced 6.67%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
159,423
shares
|
$1.33 Million
0.06% of portfolio
|
Q1 2025
Reduced 16.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
126,162
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
116,648
shares
|
$976,343
0.12% of portfolio
|
Q2 2024
Added 1.53%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
96,602
shares
|
$808,558
0.0% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
85,652
shares
|
$716,907
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
49,605
shares
|
$415,193
0.01% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
25,461
shares
|
$213,108
0.0% of portfolio
|
Q1 2025
Reduced 56.97%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
22,733
shares
|
$190,275
0.0% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
20,727
shares
|
$173,484
0.0% of portfolio
|
Q1 2025
Added 9.94%
|
|
|
Integrated Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
16,005
shares
|
$133,961
0.11% of portfolio
|
Q1 2025
Reduced 7.7%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
13,720
shares
|
$114,836
0.02% of portfolio
|
Q1 2025
Added 7.86%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
11,970
shares
|
$100,188
0.0% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
10,927
shares
|
$91,458
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
4,194
shares
|
$35,103
0.0% of portfolio
|
Q4 2024
Added 171.2%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,319
shares
|
$27,780
0.0% of portfolio
|
Q1 2025
Reduced 33.73%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
2,000
shares
|
$16,740
0.01% of portfolio
|
Q1 2023
Reduced 33.33%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,717
shares
|
$14,371
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,130
shares
|
$9,458
0.0% of portfolio
|
Q2 2025
New holding
|