Purchases and Sales Made in Q2 2023 in Gabelli Dividend & Income Trust (GDV)
This table provides information about the institutional ownership of Gabelli Dividend & Income Trust (GDV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
244+ 1.34% |
$4.84K - $5.16K
|
18.4K
$489K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
239+ 239.0% |
$4.74K - $5.05K
|
339
$9K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
189+ 1.56% |
$3.75K - $3.99K
|
12.3K
$326K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
163+ 1.59% |
$3.23K - $3.44K
|
10.4K
$276K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
151+ 0.42% |
$3K - $3.19K
|
35.8K
$949K
|
|
|
Feb 13, 2025
Q2 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
93+ 0.16% |
$1.85K - $1.97K
|
57.9K
$1.54M
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
88+ 0.67% |
$1.75K - $1.86K
|
13.2K
$350K
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
83+ 0.2% |
$1.65K - $1.75K
|
42K
$1.11M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
50+ 1.1% |
$992 - $1.06K
|
4.59K
$122K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
44+ 0.44% |
$873 - $930
|
10K
$265K
|
|
|
May 07, 2025
Q2 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
25+ 1.66% |
$496 - $528
|
1.53K
$40.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
18+ 1.29% |
$357 - $380
|
1.41K
$37.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17+ 1.56% |
$337 - $359
|
1.11K
$29.3K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
13+ 1.66% |
$258 - $275
|
798
$21.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
13+ 1.59% |
$258 - $275
|
831
$22.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2+ 0.02% |
$39.7 - $42.3
|
11.8K
$314K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 1.79% |
$19.8 - $21.1
|
57
$1.51K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-21- 1.04% |
$417 - $444
|
2K
$53.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-80- 0.46% |
$1.59K - $1.69K
|
17.4K
$461K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-90- 0.63% |
$1.79K - $1.9K
|
14.3K
$378K
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-100- 0.65% |
$1.98K - $2.11K
|
15.3K
$407K
|
|
|
Aug 07, 2023
Q2 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-147- 1.14% |
$2.92K - $3.11K
|
12.8K
$339K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-150- 2.99% |
$2.98K - $3.17K
|
4.87K
$129K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-165- 98.8% |
$3.27K - $3.49K
|
2
$53.1
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-177- 8.97% |
$3.51K - $3.74K
|
1.8K
$47.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-181- 1.14% |
$3.59K - $3.82K
|
15.6K
$415K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-184- 0.78% |
$3.65K - $3.89K
|
23.4K
$622K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-241- 1.07% |
$4.78K - $5.09K
|
22.3K
$591K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-350- 2.34% |
$6.94K - $7.4K
|
14.6K
$388K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-397- 1.2% |
$7.88K - $8.39K
|
32.7K
$868K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-472- 1.13% |
$9.36K - $9.97K
|
41.3K
$1.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-622- 5.08% |
$12.3K - $13.1K
|
11.6K
$308K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-710- 0.54% |
$14.1K - $15K
|
130K
$3.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-770- 2.04% |
$15.3K - $16.3K
|
37K
$982K
|
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
SELL
|
- |
-947- 2.37% |
$18.8K - $20K
|
38.9K
$1.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-960- 2.14% |
$19K - $20.3K
|
43.8K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.07K- 14.18% |
$21.3K - $22.7K
|
6.49K
$172K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.22K- 4.84% |
$24.2K - $25.8K
|
24K
$637K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.31K- 4.14% |
$26K - $27.7K
|
30.3K
$804K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.33K- 3.6% |
$26.4K - $28.1K
|
35.6K
$945K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-1.7K- 1.34% |
$33.6K - $35.8K
|
125K
$3.31M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.7K- 1.42% |
$33.7K - $35.9K
|
118K
$3.13M
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.05K- 15.73% |
$40.7K - $43.3K
|
11K
$292K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.84K- 9.5% |
$56.2K - $59.9K
|
27K
$717K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.87K- 0.43% |
$57K - $60.7K
|
661K
$17.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.9K- 4.01% |
$57.4K - $61.2K
|
69.3K
$1.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.02K- 1.62% |
$59.9K - $63.8K
|
183K
$4.86M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.21K- 11.37% |
$63.6K - $67.7K
|
25K
$663K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.51K- 4.15% |
$69.6K - $74.1K
|
80.9K
$2.15M
|