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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.23K- 6.93% |
$23.7K - $26.9K
|
16.5K
$415K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1KNew |
$19.4K - $21.9K
|
1K
$25.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
100New |
$1.94K - $2.19K
|
100
$2.52K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
44+ 0.24% |
$852 - $964
|
18.5K
$464K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
12+ 1.5% |
$232 - $263
|
810
$20.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
SELL
|
- |
-884- 40.48% |
$17.1K - $19.4K
|
1.3K
$32.7K
|
|
| Q2 2023 | |||||||
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
960New |
$19K - $20.3K
|
960
$24.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
958New |
$19K - $20.2K
|
958
$24.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$200K - $213K
|
10.1K
$253K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-150- 2.99% |
$2.98K - $3.17K
|
4.87K
$123K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
416New |
$8.25K - $8.79K
|
416
$10.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-241- 1.07% |
$4.78K - $5.09K
|
22.3K
$560K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-15.4K- 21.09% |
$306K - $326K
|
57.7K
$1.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
626KNew |
$12.4M - $13.2M
|
626K
$15.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-960- 2.14% |
$19K - $20.3K
|
43.8K
$1.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-21- 1.04% |
$417 - $444
|
2K
$50.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-40K- 70.48% |
$794K - $845K
|
16.8K
$421K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
250New |
$4.96K - $5.28K
|
250
$6.29K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-165- 98.8% |
$3.27K - $3.49K
|
2
$50.3
|
|
| Q1 2023 | |||||||
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-1.11KClosed |
$21.9K - $24.8K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
11.6KNew |
$230K - $259K
|
11.6K
$291K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.15K- 49.25% |
$22.8K - $25.7K
|
1.19K
$29.8K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.27KNew |
$25.2K - $28.4K
|
1.27K
$31.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$3.96K - $4.47K
|
200
$5.03K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
900New |
$17.8K - $20.1K
|
900
$22.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.05KNew |
$40.7K - $45.9K
|
2.05K
$51.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
590New |
$11.7K - $13.2K
|
590
$14.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.21KNew |
$63.6K - $71.8K
|
3.21K
$80.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
521+ 4.53% |
$10.3K - $11.6K
|
12K
$302K
|
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
5New |
$99.1 - $112
|
5
$126
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
396New |
$7.85K - $8.85K
|
396
$9.96K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.4KNew |
$231K - $272K
|
12.4K
$312K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
44.4KNew |
$827K - $973K
|
44.4K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
68+ 1.64% |
$1.27K - $1.49K
|
4.2K
$106K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.48KNew |
$65K - $76.4K
|
3.48K
$87.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.73KNew |
$32.2K - $37.8K
|
1.73K
$43.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.45KNew |
$27K - $31.8K
|
1.45K
$36.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
100+ 9.9% |
$1.86K - $2.19K
|
1.11K
$27.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
17+ 1.69% |
$317 - $373
|
1.02K
$25.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-1.29K- 3.94% |
$24K - $28.2K
|
31.3K
$788K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.5KNew |
$46.6K - $54.8K
|
2.5K
$62.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.89KNew |
$35.3K - $41.5K
|
1.89K
$47.6K
|
|
| Q3 2022 | |||||||
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.27KNew |
$42.4K - $51K
|
2.27K
$57K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.15K- 12.11% |
$21.6K - $25.9K
|
8.36K
$210K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.9K- 87.36% |
$35.6K - $42.8K
|
275
$6.92K
|
|
|
Nov 14, 2022
Q3 2022
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-6.41K- 11.26% |
$120K - $144K
|
50.5K
$1.27M
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-82- 7.33% |
$1.54K - $1.85K
|
1.04K
$26.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
47New |
$880 - $1.06K
|
47
$1.18K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
336New |
$6.29K - $7.56K
|
336
$8.45K
|
|