Purchases and Sales Made in Q1 2023 in Gabelli Dividend & Income Trust (GDV)
This table provides information about the institutional ownership of Gabelli Dividend & Income Trust (GDV) during Q1 2023. The information is specifically focused on institutions that hold shares of GABELLI DIVIDEND & INCOME TRUST.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
192K+ 3.14% |
$3.81M - $4.3M
|
6.32M
$153M
|
|
May 12, 2023
Q1 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
116K+ 112.15% |
$2.31M - $2.6M
|
220K
$5.32M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
108K+ 46.48% |
$2.14M - $2.41M
|
340K
$8.22M
|
|
May 15, 2023
Q1 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
90.1K+ 63.47% |
$1.79M - $2.01M
|
232K
$5.61M
|
|
May 15, 2023
Q1 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
74.8K+ 26.25% |
$1.48M - $1.67M
|
360K
$8.7M
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
65.3K+ 3.99% |
$1.29M - $1.46M
|
1.7M
$41.1M
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
61.8K+ 11.03% |
$1.22M - $1.38M
|
622K
$15M
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
50.8K+ 10.25% |
$1.01M - $1.14M
|
547K
$13.2M
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
37.8KNew |
$749K - $845K
|
37.8K
$913K
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
36.1K+ 20.93% |
$715K - $807K
|
209K
$5.04M
|
|
May 15, 2023
Q1 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
21.6K+ 38.78% |
$428K - $483K
|
77.3K
$1.87M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
18.8K+ 32.86% |
$373K - $420K
|
76K
$1.84M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.1K+ 13.27% |
$339K - $383K
|
146K
$3.53M
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
16.1KNew |
$319K - $359K
|
16.1K
$389K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14K+ 0.98% |
$278K - $314K
|
1.45M
$35.1M
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
11.6KNew |
$230K - $259K
|
11.6K
$280K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.5K+ 21.43% |
$208K - $235K
|
59.5K
$1.44M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10K+ 1.12% |
$199K - $224K
|
904K
$21.8M
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
9.71KNew |
$192K - $217K
|
9.71K
$235K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.16K+ 6.36% |
$142K - $160K
|
120K
$2.9M
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
6.3K+ 13.31% |
$125K - $141K
|
53.7K
$1.3M
|
|
May 10, 2023
Q1 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
5.62K+ 26.31% |
$111K - $126K
|
27K
$652K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.35K+ 2.09% |
$106K - $120K
|
261K
$6.32M
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
4.97K+ 1.33% |
$98.6K - $111K
|
380K
$9.18M
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.72K+ 18.2% |
$73.8K - $83.2K
|
24.2K
$584K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.62K+ 2.86% |
$71.8K - $81K
|
130K
$3.15M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.46K+ 1.38% |
$68.6K - $77.3K
|
254K
$6.15M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.21KNew |
$63.6K - $71.8K
|
3.21K
$77.6K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.69K+ 6.65% |
$53.3K - $60.1K
|
43.1K
$1.04M
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.23K+ 5.31% |
$44.2K - $49.9K
|
44.3K
$1.07M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.05KNew |
$40.7K - $45.9K
|
2.05K
$49.6K
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 6.96% |
$36.7K - $41.5K
|
28.5K
$688K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.5KNew |
$29.7K - $33.5K
|
1.5K
$36.3K
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.45K+ 4.8% |
$28.7K - $32.4K
|
31.7K
$765K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.27KNew |
$25.2K - $28.4K
|
1.27K
$30.7K
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.2K+ 3.17% |
$23.7K - $26.7K
|
38.9K
$941K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.15K+ 12.82% |
$22.8K - $25.7K
|
10.1K
$245K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.06K+ 9.27% |
$21K - $23.7K
|
12.5K
$301K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
1KNew |
$19.8K - $22.4K
|
1K
$24.2K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
940+ 4.07% |
$18.6K - $21K
|
24.1K
$582K
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
900New |
$17.8K - $20.1K
|
900
$21.8K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
867+ 2.57% |
$17.2K - $19.4K
|
34.5K
$835K
|
|
May 15, 2023
Q1 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
834+ 2.0% |
$16.5K - $18.6K
|
42.6K
$1.03M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
723+ 72.3% |
$14.3K - $16.2K
|
1.72K
$41.6K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
723+ 72.3% |
$14.3K - $16.2K
|
1.72K
$41.6K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
674+ 1.86% |
$13.4K - $15.1K
|
36.9K
$893K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
590New |
$11.7K - $13.2K
|
590
$14.3K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
521+ 4.53% |
$10.3K - $11.6K
|
12K
$290K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
487+ 2.21% |
$9.65K - $10.9K
|
22.5K
$544K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
436+ 1.33% |
$8.64K - $9.75K
|
33.1K
$800K
|