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
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
436+ 1.33% |
$8.64K - $9.75K
|
33.1K
$879K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
396New |
$7.85K - $8.85K
|
396
$10.5K
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
344+ 1.34% |
$6.82K - $7.69K
|
26.1K
$692K
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
201+ 2.0% |
$3.98K - $4.49K
|
10.2K
$271K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$3.96K - $4.47K
|
200
$5.31K
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
186+ 0.39% |
$3.69K - $4.16K
|
48.1K
$1.28M
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
186+ 0.53% |
$3.69K - $4.16K
|
35.6K
$945K
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
167New |
$3.31K - $3.73K
|
167
$4.43K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
153+ 1.56% |
$3.03K - $3.42K
|
9.95K
$264K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
150New |
$2.97K - $3.35K
|
150
$3.98K
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
97+ 0.75% |
$1.92K - $2.17K
|
13K
$346K
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
95+ 0.99% |
$1.88K - $2.12K
|
9.68K
$257K
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
88+ 0.49% |
$1.74K - $1.97K
|
18.2K
$482K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
87+ 0.77% |
$1.72K - $1.95K
|
11.5K
$304K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
61+ 1.36% |
$1.21K - $1.36K
|
4.54K
$121K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
56New |
$1.11K - $1.25K
|
56
$1.49K
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
31+ 0.1% |
$614 - $693
|
31.6K
$839K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
22+ 1.61% |
$436 - $492
|
1.39K
$36.9K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19+ 1.78% |
$377 - $425
|
1.09K
$28.9K
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
16+ 2.0% |
$317 - $358
|
818
$21.7K
|
|
May 07, 2025
Q1 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
8+ 0.53% |
$159 - $179
|
1.51K
$40K
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
6+ 0.05% |
$119 - $134
|
12.2K
$325K
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
5New |
$99.1 - $112
|
5
$133
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-40- 0.4% |
$793 - $894
|
9.92K
$263K
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-75- 0.53% |
$1.49K - $1.68K
|
14K
$372K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-87- 0.76% |
$1.72K - $1.95K
|
11.4K
$302K
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-138- 0.33% |
$2.74K - $3.09K
|
41.9K
$1.11M
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-152- 1.15% |
$3.01K - $3.4K
|
13.1K
$347K
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-219- 0.49% |
$4.34K - $4.9K
|
44.8K
$1.19M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-233- 4.84% |
$4.62K - $5.21K
|
4.58K
$122K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-244- 0.34% |
$4.84K - $5.46K
|
72.2K
$1.92M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-264- 0.93% |
$5.23K - $5.9K
|
28.2K
$748K
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-343- 2.82% |
$6.8K - $7.67K
|
11.8K
$314K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-352- 3.48% |
$6.98K - $7.87K
|
9.77K
$259K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-421- 1.64% |
$8.34K - $9.41K
|
25.2K
$670K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-431- 3.63% |
$8.54K - $9.64K
|
11.5K
$304K
|
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-467- 0.37% |
$9.26K - $10.4K
|
126K
$3.36M
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-500- 99.8% |
$9.91K - $11.2K
|
1
$26.5
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-545- 2.26% |
$10.8K - $12.2K
|
23.6K
$627K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-974- 33.04% |
$19.3K - $21.8K
|
1.97K
$52.4K
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.01K- 1.72% |
$20.1K - $22.6K
|
57.8K
$1.53M
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-1.11KClosed |
$21.9K - $24.8K
|
0
$0
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.15K- 49.25% |
$22.8K - $25.7K
|
1.19K
$31.4K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.18K- 8.88% |
$23.4K - $26.4K
|
12.1K
$321K
|
|
Apr 11, 2023
Q1 2023
|
Stolper CO
|
SELL
|
- |
-1.71K- 4.12% |
$34K - $38.3K
|
39.9K
$1.06M
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-1.73K- 17.97% |
$34.2K - $38.6K
|
7.88K
$209K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.73K- 25.2% |
$34.3K - $38.7K
|
5.14K
$136K
|
|
May 15, 2023
Q1 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-1.9K- 12.82% |
$37.6K - $42.4K
|
12.9K
$342K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.04K- 5.81% |
$40.5K - $45.7K
|
33.1K
$878K
|