Purchases and Sales Made in Q4 2021 in Gabelli Dividend & Income Trust (GDV)
This table provides information about the institutional ownership of Gabelli Dividend & Income Trust (GDV) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
145K+ 7.2% |
$3.7M - $4M
|
2.16M
$52.3M
|
|
Feb 07, 2022
Q4 2021
|
Shaker Financial Services, LLC
|
BUY
|
- |
108K+ 41.68% |
$2.76M - $2.98M
|
368K
$8.89M
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.5K+ 5.68% |
$906K - $979K
|
661K
$16M
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
31.5KNew |
$804K - $870K
|
31.5K
$762K
|
|
Feb 09, 2022
Q4 2021
|
Wolverine Asset Management LLC
|
BUY
|
- |
25.3K+ 459.93% |
$645K - $698K
|
30.8K
$744K
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.2K+ 12.31% |
$566K - $612K
|
203K
$4.9M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.4K+ 2.55% |
$519K - $561K
|
819K
$19.8M
|
|
Jan 21, 2022
Q4 2021
|
Segantii Capital Management LTD
|
BUY
|
- |
18.6KNew |
$474K - $513K
|
18.6K
$450K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18.3K+ 9.38% |
$468K - $506K
|
214K
$5.17M
|
|
Dec 05, 2023
Q4 2021
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
15.4KNew |
$394K - $426K
|
15.4K
$373K
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
14.1KNew |
$359K - $388K
|
14.1K
$340K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
13.9K+ 207.66% |
$355K - $384K
|
20.6K
$499K
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.6KNew |
$346K - $374K
|
13.6K
$328K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.4K+ 1.52% |
$317K - $342K
|
829K
$20M
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
12.3KNew |
$313K - $339K
|
12.3K
$297K
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.84KNew |
$251K - $271K
|
9.84K
$238K
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.04K+ 2.81% |
$231K - $249K
|
331K
$8M
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
8KNew |
$204K - $221K
|
8K
$193K
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
7.95KNew |
$203K - $219K
|
7.95K
$192K
|
|
Feb 14, 2022
Q4 2021
|
Horizon Wealth Management, LLC
|
BUY
|
- |
7.83KNew |
$200K - $216K
|
7.83K
$189K
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
7.42KNew |
$189K - $205K
|
7.42K
$179K
|
|
Jan 24, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
6.1K+ 113.6% |
$155K - $168K
|
11.5K
$277K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.31K+ 7.18% |
$136K - $147K
|
79.3K
$1.92M
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
5.2KNew |
$132K - $143K
|
5.2K
$126K
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.1KNew |
$130K - $140K
|
5.1K
$123K
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.87K+ 15.89% |
$124K - $134K
|
35.5K
$859K
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.11K+ 27.36% |
$105K - $113K
|
19.1K
$462K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.05K+ 34.54% |
$103K - $112K
|
15.8K
$381K
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.96KNew |
$101K - $109K
|
3.96K
$95.6K
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
3.65K+ 13.96% |
$93.1K - $101K
|
29.8K
$720K
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.49KNew |
$89K - $96.2K
|
3.49K
$84.4K
|
|
Jan 11, 2022
Q4 2021
|
Stolper CO
|
BUY
|
- |
3.08K+ 9.38% |
$78.4K - $84.8K
|
35.9K
$867K
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.01K+ 6.72% |
$76.8K - $83K
|
47.8K
$1.16M
|
|
May 13, 2022
Q4 2021
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2.97KNew |
$75.6K - $81.8K
|
2.97K
$71.7K
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2.62K+ 31.83% |
$66.9K - $72.3K
|
10.9K
$263K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.12K+ 9.02% |
$54K - $58.4K
|
25.6K
$619K
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
BUY
|
- |
2.05KNew |
$52.3K - $56.5K
|
2.05K
$49.5K
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
2KNew |
$51K - $55.1K
|
2K
$48.3K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2KNew |
$51K - $55.1K
|
2K
$48.3K
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2KNew |
$51K - $55.1K
|
2K
$48.3K
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.99K+ 19.99% |
$50.8K - $54.9K
|
12K
$289K
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
1.9KNew |
$48.5K - $52.4K
|
1.9K
$45.9K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.2K+ 6.8% |
$30.7K - $33.2K
|
18.9K
$457K
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.15KNew |
$29.3K - $31.7K
|
1.15K
$27.8K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.1K+ 0.56% |
$28K - $30.3K
|
197K
$4.76M
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.1K+ 3.41% |
$27.9K - $30.2K
|
33.2K
$803K
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.09K+ 10.8% |
$27.9K - $30.2K
|
11.2K
$271K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.09K+ 1.13% |
$27.8K - $30.1K
|
97.3K
$2.35M
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.04KNew |
$26.5K - $28.7K
|
1.04K
$25.2K
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
1.03KNew |
$26.3K - $28.5K
|
1.03K
$25K
|