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 2.52 Million shares, which have been reported (via 13F filing form) to have a value of $20.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
770,218
shares
|
$6.35 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
314,740
shares
|
$2.59 Million
0.03% of portfolio
|
Q3 2024
Reduced 28.94%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
248,846
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
200,987
shares
|
$1.66 Million
0.07% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
181,511
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
174,626
shares
|
$1.44 Million
0.04% of portfolio
|
Q2 2022
Reduced 6.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
123,310
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
116,648
shares
|
$961,179
0.1% of portfolio
|
Q2 2024
Added 1.53%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
93,808
shares
|
$772,977
0.0% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
90,208
shares
|
$743,313
0.01% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
54,061
shares
|
$445,462
0.01% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
29,743
shares
|
$245,082
0.0% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
26,939
shares
|
$221,977
0.0% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
22,733
shares
|
$187,319
0.0% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Integrated Capital Management, Inc.
|
Jan 13, 2025 Q4 2024 |
17,341
shares
|
$142,889
0.12% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
13,410
shares
|
$110,498
0.01% of portfolio
|
Q3 2024
Added 26.63%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
12,720
shares
|
$104,812
0.02% of portfolio
|
Q3 2024
Added 48.01%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
12,527
shares
|
$103,222
0.0% of portfolio
|
Q2 2024
Added 8.68%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
3,117
shares
|
$25,684
0.0% of portfolio
|
Q3 2024
Reduced 53.03%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
2,405
shares
|
$19,817
0.0% of portfolio
|
Q3 2024
Reduced 54.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
2,067
shares
|
$17,032
0.0% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$16,480
0.01% of portfolio
|
Q1 2023
Reduced 33.33%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,717
shares
|
$14,148
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
474
shares
|
$3,905
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
100
shares
|
$824
0.0% of portfolio
|
Q4 2024
New holding
|