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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
260New |
$5.46K - $5.97K
|
260
$6.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6.53K- 42.36% |
$137K - $150K
|
8.88K
$236K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1KNew |
$21K - $23K
|
1K
$26.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
29.1KNew |
$610K - $668K
|
29.1K
$771K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
750New |
$15.7K - $17.2K
|
750
$19.9K
|
|
| Q4 2023 | |||||||
|
May 07, 2025
Q4 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-1.56KClosed |
$28.3K - $33.7K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
10KNew |
$182K - $217K
|
10K
$265K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
32+ 9.44% |
$581 - $693
|
371
$9.85K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-500Closed |
$9.09K - $10.8K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
15+ 0.32% |
$273 - $325
|
4.77K
$126K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.58KNew |
$83.3K - $99.3K
|
4.58K
$122K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
353New |
$6.41K - $7.65K
|
353
$9.37K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-167- 99.4% |
$3.03K - $3.62K
|
1
$26.5
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
600+ 40.0% |
$10.9K - $13K
|
2.1K
$55.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1K+ 31.41% |
$18.2K - $21.7K
|
4.18K
$111K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
1KNew |
$18.2K - $21.7K
|
1K
$26.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
227New |
$4.12K - $4.92K
|
227
$6.02K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
973New |
$17.7K - $21.1K
|
973
$25.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
14+ 1.66% |
$254 - $303
|
858
$22.8K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
652New |
$12.6K - $14.3K
|
652
$17.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
210+ 1.75% |
$4.07K - $4.6K
|
12.2K
$324K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
105KNew |
$2.03M - $2.29M
|
105K
$2.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
236+ 7.87% |
$4.57K - $5.17K
|
3.24K
$85.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
548New |
$10.6K - $12K
|
548
$14.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12.5KNew |
$242K - $274K
|
12.5K
$331K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
118KNew |
$2.28M - $2.58M
|
118K
$3.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26+ 0.22% |
$504 - $570
|
11.9K
$316K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.23K- 6.93% |
$23.7K - $26.9K
|
16.5K
$437K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
100New |
$1.94K - $2.19K
|
100
$2.65K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
44+ 0.24% |
$852 - $964
|
18.5K
$490K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
12+ 1.5% |
$232 - $263
|
810
$21.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
SELL
|
- |
-884- 40.48% |
$17.1K - $19.4K
|
1.3K
$34.5K
|
|
| Q2 2023 | |||||||
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
960New |
$19K - $20.3K
|
960
$25.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
958New |
$19K - $20.2K
|
958
$25.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-150- 2.99% |
$2.98K - $3.17K
|
4.87K
$129K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
416New |
$8.25K - $8.79K
|
416
$11K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-15.4K- 21.09% |
$306K - $326K
|
57.7K
$1.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-960- 2.14% |
$19K - $20.3K
|
43.8K
$1.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-21- 1.04% |
$417 - $444
|
2K
$53.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-40K- 70.48% |
$794K - $845K
|
16.8K
$445K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
250New |
$4.96K - $5.28K
|
250
$6.64K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-165- 98.8% |
$3.27K - $3.49K
|
2
$53.1
|
|
| 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
$307K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.15K- 49.25% |
$22.8K - $25.7K
|
1.19K
$31.4K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.27KNew |
$25.2K - $28.4K
|
1.27K
$33.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$3.96K - $4.47K
|
200
$5.31K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
900New |
$17.8K - $20.1K
|
900
$23.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.05KNew |
$40.7K - $45.9K
|
2.05K
$54.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.21KNew |
$63.6K - $71.8K
|
3.21K
$85.2K
|
|