Latest Institutional Transactions on Gabelli Dividend & Income Trust (GDV)
This table provides information on the latest institutional transactions involving Gabelli Dividend & Income Trust (GDV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
100New |
$2.1K - $2.3K
|
100
$2.5K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
8.61K+ 107.14% |
$181K - $198K
|
16.7K
$416K
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
20.3KNew |
$427K - $467K
|
20.3K
$508K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-1.47K- 6.72% |
$30.9K - $33.8K
|
20.5K
$512K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.69K+ 1.21% |
$35.5K - $38.8K
|
141K
$3.54M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-970- 5.59% |
$20.4K - $22.3K
|
16.4K
$410K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
9.1KNew |
$191K - $209K
|
9.1K
$227K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-7K- 35.0% |
$147K - $161K
|
13K
$325K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
518New |
$10.9K - $11.9K
|
518
$13K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-588- 6.06% |
$12.3K - $13.5K
|
9.12K
$228K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
260New |
$5.46K - $5.97K
|
260
$6.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6.53K- 42.36% |
$137K - $150K
|
8.88K
$222K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1KNew |
$21K - $23K
|
1K
$25K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-13.3K- 93.0% |
$279K - $305K
|
1K
$25K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
29.1KNew |
$610K - $668K
|
29.1K
$727K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
750New |
$15.7K - $17.2K
|
750
$18.8K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
10KNew |
$182K - $217K
|
10K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-500Closed |
$9.09K - $10.8K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
32+ 9.44% |
$581 - $693
|
371
$9.28K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
15+ 0.32% |
$273 - $325
|
4.77K
$119K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.58KNew |
$83.3K - $99.3K
|
4.58K
$115K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-2.9K- 21.8% |
$52.7K - $62.8K
|
10.4K
$260K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
353New |
$6.41K - $7.65K
|
353
$8.83K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-167- 99.4% |
$3.03K - $3.62K
|
1
$25
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1K+ 31.41% |
$18.2K - $21.7K
|
4.18K
$105K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
600+ 40.0% |
$10.9K - $13K
|
2.1K
$52.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
1KNew |
$18.2K - $21.7K
|
1K
$25K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-1K- 21.62% |
$18.2K - $21.7K
|
3.63K
$90.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
227New |
$4.12K - $4.92K
|
227
$5.68K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
973New |
$17.7K - $21.1K
|
973
$24.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
14+ 1.66% |
$254 - $303
|
858
$21.5K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-723- 41.96% |
$14K - $15.8K
|
1K
$25K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
652New |
$12.6K - $14.3K
|
652
$16.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
17.9K+ 445.34% |
$346K - $392K
|
21.9K
$547K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
210+ 1.75% |
$4.07K - $4.6K
|
12.2K
$305K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
105KNew |
$2.03M - $2.29M
|
105K
$2.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
236+ 7.87% |
$4.57K - $5.17K
|
3.24K
$80.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
548New |
$10.6K - $12K
|
548
$13.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12.5KNew |
$242K - $274K
|
12.5K
$312K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
118KNew |
$2.28M - $2.58M
|
118K
$2.94M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26+ 0.22% |
$504 - $570
|
11.9K
$298K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.23K- 6.93% |
$23.7K - $26.9K
|
16.5K
$412K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1KNew |
$19.4K - $21.9K
|
1K
$25K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
100New |
$1.94K - $2.19K
|
100
$2.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
44+ 0.24% |
$852 - $964
|
18.5K
$462K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
12+ 1.5% |
$232 - $263
|
810
$20.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
SELL
|
- |
-884- 40.48% |
$17.1K - $19.4K
|
1.3K
$32.5K
|
|
| Q2 2023 | |||||||
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
960New |
$19K - $20.3K
|
960
$24K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
958New |
$19K - $20.2K
|
958
$24K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-150- 2.99% |
$2.98K - $3.17K
|
4.87K
$122K
|
|