Latest Institutional Purchases of Gabelli Dividend & Income Trust (GDV)
This list provides information on the latest institutional transactions involving Gabelli Dividend & Income Trust (GDV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
150+ 1.06% |
$3.31K - $3.67K
|
14.4K
$367K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
143+ 0.39% |
$3.15K - $3.5K
|
36.5K
$934K
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
107+ 1.2% |
$2.36K - $2.62K
|
9.03K
$231K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
105+ 1.18% |
$2.32K - $2.57K
|
8.97K
$230K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
93+ 0.75% |
$2.05K - $2.27K
|
12.6K
$321K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
85+ 0.2% |
$1.87K - $2.08K
|
43K
$1.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
68+ 0.45% |
$1.5K - $1.66K
|
15.1K
$386K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
52+ 0.52% |
$1.15K - $1.27K
|
9.98K
$255K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
23+ 0.16% |
$507 - $562
|
14.1K
$362K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16+ 1.36% |
$353 - $391
|
1.19K
$30.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5New |
$110 - $122
|
5
$128
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 1.49% |
$88.2 - $97.8
|
272
$6.96K
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
3+ 1.37% |
$66.2 - $73.4
|
222
$5.68K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 1.67% |
$22.1 - $24.5
|
61
$1.56K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
14.7KNew |
$315K - $336K
|
14.7K
$375K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
12.4KNew |
$266K - $284K
|
12.4K
$317K
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
10.6KNew |
$228K - $243K
|
10.6K
$272K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3.1KNew |
$66.6K - $71K
|
3.1K
$79.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.53K+ 8.85% |
$54.4K - $58K
|
31.2K
$797K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
785New |
$16.9K - $18K
|
785
$20.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
757+ 7.68% |
$16.3K - $17.3K
|
10.6K
$272K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
575New |
$12.4K - $13.2K
|
575
$14.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
281New |
$6.04K - $6.44K
|
281
$7.19K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
162+ 1.49% |
$3.48K - $3.71K
|
11.1K
$283K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
123New |
$2.64K - $2.82K
|
123
$3.15K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
72.4KNew |
$1.52M - $1.66M
|
72.4K
$1.85M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
34.4K+ 563.17% |
$723K - $791K
|
40.6K
$1.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
29.1KNew |
$610K - $668K
|
29.1K
$743K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
24.3KNew |
$510K - $558K
|
24.3K
$622K
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
20.3KNew |
$427K - $467K
|
20.3K
$520K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
14.5KNew |
$305K - $334K
|
14.5K
$372K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
9.1KNew |
$191K - $209K
|
9.1K
$233K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.97KNew |
$188K - $206K
|
8.97K
$229K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
8.61K+ 107.14% |
$181K - $198K
|
16.7K
$426K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.23K+ 7.82% |
$46.9K - $51.3K
|
30.8K
$788K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.69K+ 1.21% |
$35.5K - $38.8K
|
141K
$3.62M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1KNew |
$21K - $23K
|
1K
$25.6K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
750New |
$15.7K - $17.2K
|
750
$19.2K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
518New |
$10.9K - $11.9K
|
518
$13.3K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
300New |
$6.3K - $6.89K
|
300
$7.67K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
260New |
$5.46K - $5.97K
|
260
$6.65K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
100New |
$2.1K - $2.3K
|
100
$2.56K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
10KNew |
$182K - $217K
|
10K
$256K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.58KNew |
$83.3K - $99.3K
|
4.58K
$117K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1K+ 31.41% |
$18.2K - $21.7K
|
4.18K
$107K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
1KNew |
$18.2K - $21.7K
|
1K
$25.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
973New |
$17.7K - $21.1K
|
973
$24.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
600+ 40.0% |
$10.9K - $13K
|
2.1K
$53.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
353New |
$6.41K - $7.65K
|
353
$9.03K
|
|