Purchases and Sales Made in Q4 2024 in Gdl Fund (GDL)
This table provides information about the institutional ownership of Gdl Fund (GDL) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
1.85MNew |
$14.7M - $15.2M
|
1.85M
$15.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
613KNew |
$4.87M - $5.06M
|
613K
$5.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
126K+ 40.13% |
$1M - $1.04M
|
441K
$3.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
29.4K+ 98.92% |
$234K - $243K
|
59.2K
$495K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.5K+ 6.63% |
$131K - $136K
|
265K
$2.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.74K+ 8.07% |
$53.5K - $55.6K
|
90.2K
$755K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.52K+ 3.75% |
$27.9K - $29K
|
97.3K
$815K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.89K+ 60.67% |
$15K - $15.6K
|
5.01K
$41.9K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.01K+ 0.82% |
$8.04K - $8.35K
|
124K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
723+ 34.98% |
$5.74K - $5.96K
|
2.79K
$23.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
412+ 1.85% |
$3.27K - $3.4K
|
22.7K
$190K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
197+ 0.11% |
$1.56K - $1.63K
|
182K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
139+ 0.81% |
$1.1K - $1.15K
|
17.3K
$145K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
100New |
$794 - $825
|
100
$837
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-557- 4.45% |
$4.42K - $4.6K
|
12K
$100K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-1.65K- 68.65% |
$13.1K - $13.6K
|
754
$6.31K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.46K- 8.24% |
$35.4K - $36.8K
|
49.6K
$415K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.58K- 0.85% |
$52.2K - $54.3K
|
764K
$6.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.09K- 30.02% |
$64.2K - $66.7K
|
18.9K
$158K
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-11.2K- 5.56% |
$88.8K - $92.2K
|
190K
$1.59M
|