Institutional Ownership Gabelli Dividend & Income Trust (GDV)
This table provides information about the institutional ownership of Gabelli Dividend & Income Trust (GDV). We have compiled data on the 177 institutions that hold shares in the stock, with a total of 27.6 Million shares, which have been reported (via 13F filing form) to have a value of $679 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
10,103
shares
|
$249,443
0.03% of portfolio
|
Q3 2024
Reduced 12.24%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,065
shares
|
$248,504
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
10,000
shares
|
$246,900
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
9,982
shares
|
$246,455
0.0% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Smh Capital Advisors Inc
|
Nov 08, 2024 Q3 2024 |
9,671
shares
|
$238,776
1.48% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
9,597
shares
|
$236,949
0.12% of portfolio
|
Q3 2024
Reduced 16.01%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
9,415
shares
|
$232,456
0.06% of portfolio
|
Q2 2024
Reduced 18.94%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
9,172
shares
|
$226,456
0.12% of portfolio
|
Q3 2024
Reduced 12.25%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
9,122
shares
|
$225,222
0.07% of portfolio
|
Q1 2024
Reduced 6.06%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
9,096
shares
|
$224,580
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Nov 05, 2024 Q3 2024 |
9,031
shares
|
$222,975
0.09% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
8,973
shares
|
$221,543
0.06% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
8,964
shares
|
$221,321
0.01% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Horizon Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
8,615
shares
|
$212,704
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
8,550
shares
|
$211,099
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
8,364
shares
|
$206,507
0.02% of portfolio
|
Q3 2022
Reduced 12.11%
|
|
|
Constitution Capital LLC
Shelton, CT |
Oct 11, 2024 Q3 2024 |
8,300
shares
|
$204,927
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
8,282
shares
|
$204,482
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
6,828
shares
|
$168,583
0.0% of portfolio
|
Q2 2024
Reduced 6.82%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
6,067
shares
|
$149,794
0.01% of portfolio
|
Q3 2019
Reduced 41.46%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
5,521
shares
|
$136,313
0.01% of portfolio
|
Q3 2024
Reduced 15.17%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
5,227
shares
|
$129,054
0.0% of portfolio
|
Q3 2024
Added 11.64%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
4,184
shares
|
$103,302
0.0% of portfolio
|
Q4 2023
Added 31.41%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
4,003
shares
|
$98,834
0.01% of portfolio
|
Q3 2024
Added 12.1%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
4,000
shares
|
$98,760
0.01% of portfolio
|
Q3 2024
Added 233.33%
|