Purchases and Sales Made in Q3 2022 in Gabelli Dividend & Income Trust (GDV)
This table provides information about the institutional ownership of Gabelli Dividend & Income Trust (GDV) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
86+ 0.66% |
$1.61K - $1.94K
|
13.2K
$349K
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
70New |
$1.31K - $1.58K
|
70
$1.86K
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
64+ 1.57% |
$1.2K - $1.44K
|
4.13K
$110K
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
56+ 0.3% |
$1.05K - $1.26K
|
18.9K
$502K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
47New |
$880 - $1.06K
|
47
$1.25K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
46+ 1.36% |
$861 - $1.04K
|
3.43K
$91.1K
|
|
Nov 14, 2022
Q3 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
22+ 1.55% |
$412 - $495
|
1.44K
$38.2K
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
17+ 1.58% |
$318 - $383
|
1.09K
$28.9K
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
12+ 1.54% |
$225 - $270
|
789
$20.9K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5New |
$93.6 - $113
|
5
$133
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1- 1.79% |
$18.7 - $22.5
|
55
$1.46K
|
|
Nov 02, 2022
Q3 2022
|
Smh Capital Advisors Inc
|
SELL
|
- |
-43- 0.3% |
$805 - $968
|
14.4K
$382K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-56- 0.21% |
$1.05K - $1.26K
|
26.6K
$707K
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-82- 7.33% |
$1.54K - $1.85K
|
1.04K
$27.5K
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-145- 0.6% |
$2.71K - $3.26K
|
24.2K
$643K
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-150- 60.0% |
$2.81K - $3.38K
|
100
$2.65K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-219- 25.0% |
$4.1K - $4.93K
|
657
$17.4K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-282- 2.49% |
$5.28K - $6.35K
|
11.1K
$293K
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-379- 0.24% |
$7.09K - $8.53K
|
157K
$4.15M
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-422- 2.58% |
$7.9K - $9.5K
|
15.9K
$422K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-503- 2.03% |
$9.42K - $11.3K
|
24.3K
$646K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-505- 4.28% |
$9.45K - $11.4K
|
11.3K
$300K
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-572- 4.47% |
$10.7K - $12.9K
|
12.2K
$324K
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-674- 5.1% |
$12.6K - $15.2K
|
12.5K
$333K
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-822- 5.87% |
$15.4K - $18.5K
|
13.2K
$350K
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-850- 82.28% |
$15.9K - $19.1K
|
183
$4.86K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-1.15K- 12.51% |
$21.6K - $25.9K
|
8.06K
$214K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.15K- 12.11% |
$21.6K - $25.9K
|
8.36K
$222K
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.53K- 4.25% |
$28.6K - $34.4K
|
34.5K
$915K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.6K- 23.85% |
$30K - $36K
|
5.11K
$136K
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.68K- 13.8% |
$31.4K - $37.7K
|
10.5K
$278K
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.81K- 3.35% |
$33.9K - $40.7K
|
52.3K
$1.39M
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.9K- 87.36% |
$35.6K - $42.8K
|
275
$7.3K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.19K- 1.74% |
$41.1K - $49.4K
|
124K
$3.28M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.28K- 3.14% |
$42.7K - $51.3K
|
70.4K
$1.87M
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.51K- 44.08% |
$47K - $56.5K
|
3.18K
$84.5K
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2.96K- 8.6% |
$55.4K - $66.6K
|
31.4K
$834K
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6K- 21.24% |
$112K - $135K
|
22.2K
$590K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.11K- 2.61% |
$114K - $138K
|
229K
$6.07M
|
|
Nov 14, 2022
Q3 2022
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-6.41K- 11.26% |
$120K - $144K
|
50.5K
$1.34M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.91K- 37.14% |
$129K - $156K
|
11.7K
$311K
|
|
Oct 26, 2022
Q3 2022
|
Private Wealth Partners, LLC
|
SELL
|
- |
-7.17K- 3.29% |
$134K - $161K
|
211K
$5.59M
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-9.22K- 6.13% |
$173K - $207K
|
141K
$3.74M
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-10.6K- 10.06% |
$199K - $239K
|
95.1K
$2.52M
|
|
Nov 09, 2022
Q3 2022
|
Shaker Financial Services, LLC
|
SELL
|
- |
-15.3K- 3.37% |
$287K - $345K
|
441K
$11.7M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-15.4K- 5.83% |
$288K - $347K
|
249K
$6.61M
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-18.6K- 10.86% |
$347K - $417K
|
152K
$4.04M
|
|
Feb 13, 2025
Q3 2022
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-23.6K- 30.69% |
$442K - $531K
|
53.3K
$1.41M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-28.5K- 12.44% |
$533K - $641K
|
200K
$5.32M
|
|
Nov 10, 2022
Q3 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-32.3K- 22.84% |
$605K - $727K
|
109K
$2.9M
|