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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.96K+ 9.08% |
$57.7K - $73.7K
|
35.5K
$876K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.57K+ 24.58% |
$50.3K - $64.2K
|
13K
$322K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
1KNew |
$19.5K - $24.9K
|
1K
$24.7K
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1KNew |
$19.5K - $24.9K
|
1K
$24.7K
|
|
|
Jul 06, 2022
Q2 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
717New |
$14K - $17.9K
|
717
$17.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10+ 1.01% |
$195 - $249
|
999
$24.7K
|
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
6+ 0.81% |
$117 - $150
|
744
$18.4K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
23.2KNew |
$532K - $634K
|
23.2K
$574K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
4.79KNew |
$110K - $131K
|
4.79K
$118K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
646New |
$14.8K - $17.6K
|
646
$15.9K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
12.3KNew |
$313K - $339K
|
12.3K
$303K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
2KNew |
$51K - $55.1K
|
2K
$49.4K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1KNew |
$25.5K - $27.2K
|
1K
$24.7K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
18.3KNew |
$440K - $489K
|
18.3K
$452K
|
|
|
Aug 05, 2021
Q2 2021
|
Gs Investments, Inc.
|
BUY
|
- |
1.33KNew |
$32K - $35.6K
|
1.33K
$32.9K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
76New |
$1.83K - $2.03K
|
76
$1.88K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
671New |
$14.1K - $16.2K
|
671
$16.6K
|
|
| Q4 2020 | |||||||
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
1.81K+ 259.71% |
$31.8K - $39.1K
|
2.5K
$61.7K
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
772New |
$13.6K - $16.7K
|
772
$19.1K
|
|
| Q2 2020 | |||||||
|
Aug 03, 2020
Q2 2020
|
Live Oak Private Wealth LLC
|
BUY
|
- |
91.2KNew |
$1.26M - $1.79M
|
91.2K
$2.25M
|
|
| Q1 2020 | |||||||
|
May 12, 2020
Q1 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5.4KNew |
$56.2K - $121K
|
5.4K
$133K
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.96KNew |
$41.2K - $88.9K
|
3.96K
$97.8K
|
|
| Q4 2019 | |||||||
|
Feb 10, 2020
Q4 2019
|
Arrow Financial Corp
|
BUY
|
- |
135+ 10.0% |
$2.73K - $2.97K
|
1.49K
$36.7K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
199KNew |
$3.39M - $4.77M
|
199K
$4.92M
|
|
|
Feb 13, 2019
Q4 2018
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
1.4KNew |
$23.8K - $33.5K
|
1.4K
$34.6K
|
|
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
18+ 1.57% |
$307 - $431
|
1.16K
$28.7K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
48.5KNew |
$1.1M - $1.18M
|
48.5K
$1.2M
|
|
|
Nov 15, 2018
Q3 2018
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
4.58KNew |
$104K - $111K
|
4.58K
$113K
|
|
| Q1 2018 | |||||||
|
May 07, 2018
Q1 2018
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
56.4KNew |
$1.22M - $1.4M
|
56.4K
$1.39M
|
|
| Q4 2017 | |||||||
|
Jan 12, 2018
Q4 2017
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
3.92KNew |
$85.3K - $91.8K
|
3.92K
$96.8K
|
|
|
Feb 13, 2018
Q4 2017
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
150New |
$3.26K - $3.51K
|
150
$3.7K
|
|
| Q3 2017 | |||||||
|
Oct 23, 2017
Q3 2017
|
Whittier Trust CO
|
BUY
|
- |
5.2KNew |
$110K - $116K
|
5.2K
$128K
|
|
| Q2 2017 | |||||||
|
Aug 15, 2017
Q2 2017
|
M&R Capital Management Inc
|
BUY
|
- |
300New |
N/A
|
300
$7.41K
|
|