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 |
---|---|---|---|---|---|---|---|
Feb 04, 2021
Q4 2020
|
Ellevest, Inc.
|
SELL
|
- |
-70Closed |
$1.23K - $1.52K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
772New |
$13.6K - $16.7K
|
772
$19.4K
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Covington Capital Management
|
SELL
|
- |
-2KClosed |
$35K - $39.4K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.18KClosed |
$108K - $122K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-2.33KClosed |
$40.8K - $45.9K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.34KClosed |
$41K - $46.2K
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-375Closed |
$6.57K - $7.39K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.7KClosed |
$23.5K - $33.3K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1Closed |
$13.8 - $19.6
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-160Closed |
$2.21K - $3.13K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-199Closed |
$2.75K - $3.9K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Live Oak Private Wealth LLC
|
BUY
|
- |
91.2KNew |
$1.26M - $1.79M
|
91.2K
$2.29M
|
|
Q1 2020 | |||||||
Feb 13, 2024
Q1 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.57KClosed |
$26.7K - $57.6K
|
0
$0
|
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-311KClosed |
$3.23M - $6.97M
|
0
$0
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.96KNew |
$41.2K - $88.9K
|
3.96K
$99.5K
|
|
May 18, 2020
Q1 2020
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-84.8KClosed |
$882K - $1.9M
|
0
$0
|
|
May 18, 2020
Q1 2020
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-9.97KClosed |
$104K - $224K
|
0
$0
|
|
May 18, 2020
Q1 2020
|
Lake Point Wealth Management
|
SELL
|
- |
-208Closed |
$2.16K - $4.67K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Old Mission Capital LLC
|
SELL
|
- |
-93KClosed |
$967K - $2.09M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-24.4KClosed |
$254K - $548K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-32KClosed |
$332K - $717K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.4KClosed |
$97.8K - $211K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-12KClosed |
$125K - $270K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.24KClosed |
$96.1K - $207K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5.4KNew |
$56.2K - $121K
|
5.4K
$136K
|
|
May 12, 2020
Q1 2020
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
CALL |
-14KClosed |
$146K - $314K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-800Closed |
$8.32K - $18K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Mirador Capital Partners LP
|
SELL
|
- |
-10.1KClosed |
$105K - $228K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-613Closed |
$6.38K - $13.8K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-202Closed |
$2.1K - $4.53K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-49.1KClosed |
$510K - $1.1M
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-863Closed |
$8.98K - $19.4K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-11.4KClosed |
$118K - $255K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-880Closed |
$9.15K - $19.7K
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-3KClosed |
$31.2K - $67.3K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-323Closed |
$6.53K - $7.11K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-18.4KClosed |
$372K - $405K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-366KClosed |
$7.4M - $8.06M
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Arrow Financial Corp
|
BUY
|
- |
135+ 10.0% |
$2.73K - $2.97K
|
1.49K
$37.3K
|
|
Feb 07, 2020
Q4 2019
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.08KClosed |
$21.8K - $23.8K
|
0
$0
|
|
Jan 31, 2020
Q4 2019
|
Independence Bank Of Kentucky
|
SELL
|
- |
-500Closed |
$10.1K - $11K
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-144Closed |
$2.91K - $3.17K
|
0
$0
|
|
Q3 2019 | |||||||
May 08, 2020
Q3 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.2KClosed |
$44.6K - $48.8K
|
0
$0
|
|
Nov 21, 2019
Q3 2019
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.4KClosed |
$28.4K - $31K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Oakworth Capital, Inc.
|
SELL
|
- |
-4.3K- 41.46% |
$87.2K - $95.3K
|
6.07K
$152K
|
|
Oct 24, 2019
Q3 2019
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1KClosed |
$20.3K - $22.2K
|
0
$0
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-100Closed |
$2.03K - $2.22K
|
0
$0
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-769Closed |
$15.6K - $17K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-11.3KClosed |
$228K - $248K
|
0
$0
|
|
Aug 05, 2019
Q2 2019
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3.35KClosed |
$67.7K - $73.8K
|
0
$0
|