Purchases and Sales Made in Q2 2024 in Gabelli Dividend & Income Trust (GDV)
This table provides information about the institutional ownership of Gabelli Dividend & Income Trust (GDV) during Q2 2024. 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 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
304+ 152.0% |
$6.53K - $6.96K
|
504
$12.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
281New |
$6.04K - $6.44K
|
281
$7.03K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
244+ 2.24% |
$5.24K - $5.59K
|
11.2K
$279K
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
226+ 0.49% |
$4.85K - $5.18K
|
46.2K
$1.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
220+ 0.83% |
$4.73K - $5.04K
|
26.7K
$667K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
162+ 1.49% |
$3.48K - $3.71K
|
11.1K
$277K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
149+ 0.41% |
$3.2K - $3.41K
|
36.4K
$910K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
126+ 1.11% |
$2.71K - $2.89K
|
11.4K
$286K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
123New |
$2.64K - $2.82K
|
123
$3.08K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
112+ 1.27% |
$2.41K - $2.57K
|
8.92K
$223K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
109+ 1.24% |
$2.34K - $2.5K
|
8.87K
$222K
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
54+ 0.52% |
$1.16K - $1.24K
|
10.5K
$261K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
48+ 0.25% |
$1.03K - $1.1K
|
19.5K
$488K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
25+ 0.54% |
$537 - $573
|
4.68K
$117K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
23+ 0.16% |
$494 - $527
|
14.1K
$353K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17+ 1.47% |
$365 - $389
|
1.18K
$29.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
7+ 3.3% |
$150 - $160
|
219
$5.48K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 1.13% |
$64.4 - $68.7
|
268
$6.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 1.69% |
$21.5 - $22.9
|
60
$1.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-39- 0.2% |
$838 - $893
|
19.7K
$494K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-63- 16.45% |
$1.35K - $1.44K
|
320
$8K
|
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
SELL
|
- |
-64- 0.16% |
$1.37K - $1.47K
|
41.2K
$1.03M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-70- 0.24% |
$1.5K - $1.6K
|
29K
$725K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-124- 11.18% |
$2.66K - $2.84K
|
985
$24.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-200- 0.15% |
$4.3K - $4.58K
|
137K
$3.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-260- 36.93% |
$5.58K - $5.96K
|
444
$11.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-290- 60.42% |
$6.23K - $6.64K
|
190
$4.75K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-330- 0.98% |
$7.09K - $7.56K
|
33.2K
$831K
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-330- 2.22% |
$7.09K - $7.56K
|
14.5K
$363K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-334- 2.25% |
$7.17K - $7.65K
|
14.5K
$364K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-368- 3.57% |
$7.9K - $8.43K
|
9.93K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-500- 6.82% |
$10.7K - $11.5K
|
6.83K
$171K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-618- 0.94% |
$13.3K - $14.2K
|
65.4K
$1.64M
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-622- 2.75% |
$13.4K - $14.3K
|
22K
$550K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-653- 1.6% |
$14K - $15K
|
40.1K
$1M
|
|
|
Aug 12, 2024
Q2 2024
|
Smh Capital Advisors Inc
|
SELL
|
- |
-800- 7.28% |
$17.2K - $18.3K
|
10.2K
$255K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-999- 1.91% |
$21.5K - $22.9K
|
51.3K
$1.28M
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.05K- 7.78% |
$22.6K - $24.1K
|
12.5K
$312K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.17K- 5.21% |
$25.1K - $26.8K
|
21.2K
$531K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.18K- 93.8% |
$25.3K - $27K
|
78
$1.95K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.26K- 4.43% |
$27.1K - $28.9K
|
27.2K
$680K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-1.3K- 5.57% |
$28K - $29.9K
|
22.1K
$553K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.49K- 0.46% |
$31.9K - $34K
|
320K
$7.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-1.62K- 6.39% |
$34.8K - $37.1K
|
23.7K
$593K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.03K- 4.29% |
$43.6K - $46.5K
|
45.2K
$1.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.08K- 2.11% |
$44.7K - $47.7K
|
96.6K
$2.42M
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-2.2K- 18.94% |
$47.3K - $50.4K
|
9.42K
$235K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.38K- 6.69% |
$51K - $54.4K
|
33.1K
$829K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.66K- 2.04% |
$57.1K - $60.9K
|
128K
$3.2M
|