Purchases and Sales Made in Q2 2022 in Gabelli Dividend & Income Trust (GDV)
This table provides information about the institutional ownership of Gabelli Dividend & Income Trust (GDV) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1KNew |
$19.5K - $24.9K
|
1K
$26.5K
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
935+ 2.99% |
$18.3K - $23.3K
|
32.2K
$856K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
770+ 1.81% |
$15K - $19.2K
|
43.2K
$1.15M
|
|
Jul 06, 2022
Q2 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
717New |
$14K - $17.9K
|
717
$19K
|
|
Aug 15, 2022
Q2 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
615+ 1.53% |
$12K - $15.3K
|
40.7K
$1.08M
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
557New |
$10.9K - $13.9K
|
557
$14.8K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
425New |
$8.3K - $10.6K
|
425
$11.3K
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
415+ 2.47% |
$8.1K - $10.4K
|
17.2K
$457K
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
408+ 3.19% |
$7.97K - $10.2K
|
13.2K
$350K
|
|
Jul 08, 2022
Q2 2022
|
Stolper CO
|
BUY
|
- |
318+ 0.77% |
$6.21K - $7.93K
|
41.6K
$1.1M
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
300+ 2.04% |
$5.86K - $7.48K
|
15K
$397K
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
299+ 0.83% |
$5.84K - $7.46K
|
36.2K
$961K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
289+ 3.24% |
$5.64K - $7.21K
|
9.21K
$244K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
266+ 1.45% |
$5.19K - $6.63K
|
18.6K
$494K
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
220+ 1.25% |
$4.3K - $5.49K
|
17.8K
$472K
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
213+ 1.66% |
$4.16K - $5.31K
|
13.1K
$347K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
150+ 1.34% |
$2.93K - $3.74K
|
11.3K
$301K
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
150+ 150.0% |
$2.93K - $3.74K
|
250
$6.64K
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
135+ 0.39% |
$2.64K - $3.37K
|
35.1K
$932K
|
|
Aug 04, 2022
Q2 2022
|
Capital Square, LLC
|
BUY
|
- |
72+ 0.37% |
$1.41K - $1.8K
|
19.3K
$512K
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
61+ 1.52% |
$1.19K - $1.52K
|
4.07K
$108K
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
39+ 0.39% |
$762 - $973
|
9.92K
$263K
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
22+ 0.06% |
$430 - $549
|
36K
$955K
|
|
Aug 10, 2022
Q2 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
21+ 1.51% |
$410 - $524
|
1.42K
$37.6K
|
|
Nov 30, 2023
Q2 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
16+ 1.51% |
$312 - $399
|
1.07K
$28.5K
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
12+ 1.57% |
$234 - $299
|
777
$20.6K
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
11+ 0.55% |
$215 - $274
|
2.01K
$53.4K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10+ 1.01% |
$195 - $249
|
999
$26.5K
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
6+ 0.81% |
$117 - $150
|
744
$19.7K
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-9- 0.04% |
$176 - $224
|
24.4K
$647K
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-15- 0.17% |
$293 - $374
|
8.88K
$236K
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-25- 2.22% |
$488 - $624
|
1.1K
$29.2K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-134- 1.32% |
$2.62K - $3.34K
|
10K
$265K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-137- 1.15% |
$2.68K - $3.42K
|
11.8K
$313K
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-170- 9.04% |
$3.32K - $4.24K
|
1.71K
$45.4K
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-238- 50.11% |
$4.65K - $5.94K
|
237
$6.29K
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-238- 50.11% |
$4.65K - $5.94K
|
237
$6.29K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-257- 0.95% |
$5.02K - $6.41K
|
26.7K
$708K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-377- 26.51% |
$7.36K - $9.4K
|
1.05K
$27.7K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-500Closed |
$9.77K - $12.5K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-501- 1.98% |
$9.78K - $12.5K
|
24.8K
$659K
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-590- 1.69% |
$11.5K - $14.7K
|
34.4K
$913K
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-702- 5.24% |
$13.7K - $17.5K
|
12.7K
$337K
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-870- 4.41% |
$17K - $21.7K
|
18.9K
$501K
|
|
Aug 08, 2022
Q2 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-920- 1.96% |
$18K - $22.9K
|
45.9K
$1.22M
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-955- 21.99% |
$18.7K - $23.8K
|
3.39K
$89.9K
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-1KClosed |
$19.5K - $24.9K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.21K- 8.61% |
$23.5K - $30.1K
|
12.8K
$339K
|
|
Aug 03, 2022
Q2 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-1.38K- 0.8% |
$27K - $34.5K
|
171K
$4.53M
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.4K- 0.93% |
$27.4K - $35K
|
150K
$3.99M
|