Purchases and Sales Made in Q2 2025 in Gdl Fund (GDL)
This table provides information about the institutional ownership of Gdl Fund (GDL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
85.7KNew |
$671K - $719K
|
85.7K
$738K
|
|
|
Aug 14, 2025
Q2 2025
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
43.8K+ 11.93% |
$343K - $368K
|
411K
$3.55M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.9K+ 359.46% |
$242K - $259K
|
39.4K
$340K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
28.4KNew |
$222K - $238K
|
28.4K
$245K
|
|
|
Jul 23, 2025
Q2 2025
|
Matisse Capital
|
BUY
|
- |
16.9KNew |
$133K - $142K
|
16.9K
$146K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.8K+ 71.36% |
$116K - $124K
|
35.5K
$306K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
9.62K+ 70.14% |
$75.3K - $80.8K
|
23.3K
$201K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.39K+ 104.7% |
$34.4K - $36.9K
|
8.59K
$74K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.39K+ 1.57% |
$34.4K - $36.9K
|
285K
$2.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.05K+ 37.1% |
$31.7K - $34.1K
|
15K
$129K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.49KNew |
$27.3K - $29.3K
|
3.49K
$30.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.13K+ 34.11% |
$8.86K - $9.51K
|
4.45K
$38.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.13KNew |
$8.85K - $9.49K
|
1.13K
$9.74K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
912+ 0.72% |
$7.14K - $7.66K
|
127K
$1.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
680+ 0.43% |
$5.32K - $5.71K
|
160K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
15+ 0.01% |
$117 - $126
|
117K
$1.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-411- 2.57% |
$3.22K - $3.45K
|
15.6K
$134K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.7K- 2.8% |
$21.2K - $22.7K
|
93.9K
$809K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.92K- 4.4% |
$62K - $66.5K
|
172K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.83K- 38.61% |
$77K - $82.6K
|
15.6K
$135K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-66.1K- 8.91% |
$517K - $555K
|
675K
$5.82M
|