Purchases and Sales Made in Q1 2025 in Gabelli Dividend & Income Trust (GDV)
This table provides information about the institutional ownership of Gabelli Dividend & Income Trust (GDV) during Q1 2025. 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, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1KNew |
$23.5K - $25.3K
|
1K
$26.5K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
957+ 1.5% |
$22.5K - $24.2K
|
64.7K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
800New |
$18.8K - $20.2K
|
800
$21.2K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
541+ 96.09% |
$12.7K - $13.7K
|
1.1K
$29.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
500New |
$11.7K - $12.7K
|
500
$13.3K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
409+ 3.08% |
$9.6K - $10.3K
|
13.7K
$363K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
351+ 0.14% |
$8.24K - $8.88K
|
246K
$6.53M
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
326+ 0.8% |
$7.65K - $8.25K
|
40.9K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
299+ 1.21% |
$7.02K - $7.56K
|
25.1K
$666K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
243+ 1.12% |
$5.7K - $6.15K
|
21.9K
$582K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
225+ 23.12% |
$5.28K - $5.69K
|
1.2K
$31.8K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
179+ 0.49% |
$4.2K - $4.53K
|
36.8K
$977K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
172+ 1.13% |
$4.04K - $4.35K
|
15.3K
$407K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
150+ 0.35% |
$3.52K - $3.8K
|
43K
$1.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
142+ 1.13% |
$3.33K - $3.59K
|
12.7K
$338K
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
134+ 1.47% |
$3.14K - $3.39K
|
9.27K
$246K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
125New |
$2.93K - $3.16K
|
125
$3.32K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
97+ 1.06% |
$2.28K - $2.45K
|
9.26K
$246K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
84+ 0.97% |
$1.97K - $2.13K
|
8.77K
$233K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
66+ 0.66% |
$1.55K - $1.67K
|
10.1K
$268K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
60+ 0.36% |
$1.41K - $1.52K
|
16.8K
$447K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
57+ 0.62% |
$1.34K - $1.44K
|
9.23K
$245K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
54+ 0.13% |
$1.27K - $1.37K
|
43.1K
$1.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
52+ 0.62% |
$1.22K - $1.32K
|
8.38K
$222K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
28+ 0.2% |
$657 - $708
|
14.2K
$377K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
25+ 0.48% |
$587 - $633
|
5.28K
$140K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21+ 1.74% |
$493 - $531
|
1.23K
$32.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
17+ 0.45% |
$399 - $430
|
3.81K
$101K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16+ 0.04% |
$376 - $405
|
36.9K
$978K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
4+ 1.78% |
$93.9 - $101
|
229
$6.08K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.17% |
$46.9 - $50.6
|
1.21K
$32K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 1.61% |
$23.5 - $25.3
|
63
$1.67K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1+ 1.16% |
$23.5 - $25.3
|
87
$2.31K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-31- 2.81% |
$728 - $784
|
1.07K
$28.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-40- 0.2% |
$939 - $1.01K
|
19.7K
$523K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-57- 0.15% |
$1.34K - $1.44K
|
37.4K
$992K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-60- 0.21% |
$1.41K - $1.52K
|
28.1K
$746K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-71- 16.28% |
$1.67K - $1.8K
|
365
$9.69K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-93- 0.82% |
$2.18K - $2.35K
|
11.3K
$299K
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-96- 0.61% |
$2.25K - $2.43K
|
15.6K
$413K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-100- 9.09% |
$2.35K - $2.53K
|
1K
$26.5K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-100- 0.96% |
$2.35K - $2.53K
|
10.3K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-111- 0.04% |
$2.61K - $2.81K
|
301K
$7.99M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-135- 0.05% |
$3.17K - $3.42K
|
297K
$7.87M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-150- 0.42% |
$3.52K - $3.8K
|
35.2K
$935K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-200- 1.55% |
$4.69K - $5.06K
|
12.7K
$337K
|
|
|
May 08, 2025
Q1 2025
|
Smh Capital Advisors Inc
|
SELL
|
- |
-249- 2.6% |
$5.84K - $6.3K
|
9.34K
$248K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-393- 1.91% |
$9.22K - $9.94K
|
20.2K
$535K
|