Purchases and Sales Made in Q1 2025 in Gdl Fund (GDL)
This table provides information about the institutional ownership of Gdl Fund (GDL) during Q1 2025. The information is specifically focused on institutions that hold shares of GDL FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
368KNew |
$2.95M - $3.08M
|
368K
$3.08M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.1K+ 5.69% |
$121K - $126K
|
280K
$2.35M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.9KNew |
$87.9K - $91.5K
|
10.9K
$91.5K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.87K+ 9.94% |
$15.1K - $15.7K
|
20.7K
$173K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.84K+ 1.48% |
$14.8K - $15.4K
|
126K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.4K+ 50.32% |
$11.3K - $11.8K
|
4.19K
$35.1K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1K+ 7.86% |
$8.04K - $8.37K
|
13.7K
$115K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-725- 0.74% |
$5.83K - $6.07K
|
96.6K
$809K
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-1.34K- 7.7% |
$10.7K - $11.2K
|
16K
$134K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.69K- 33.73% |
$13.6K - $14.1K
|
3.32K
$27.8K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2K- 1.1% |
$16.1K - $16.7K
|
180K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-22.3K- 2.92% |
$179K - $187K
|
741K
$6.2M
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-30.4K- 16.01% |
$244K - $254K
|
159K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-33.7K- 56.97% |
$271K - $282K
|
25.5K
$213K
|