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
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.01K+ 0.65% |
$25.7K - $27.8K
|
156K
$3.87M
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.01K+ 3.88% |
$25.7K - $27.8K
|
27K
$670K
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
990+ 1.22% |
$25.2K - $27.3K
|
81.9K
$2.03M
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
978+ 2.91% |
$24.9K - $27K
|
34.5K
$858K
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
800+ 400.0% |
$20.4K - $22.1K
|
1K
$24.8K
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
800+ 16.86% |
$20.4K - $22.1K
|
5.55K
$138K
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
611+ 2.0% |
$15.6K - $16.8K
|
31.2K
$774K
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
600New |
$15.3K - $16.5K
|
600
$14.9K
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
500+ 1.83% |
$12.8K - $13.8K
|
27.8K
$691K
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
486+ 1.36% |
$12.4K - $13.4K
|
36.1K
$897K
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
474+ 16.78% |
$12.1K - $13.1K
|
3.3K
$81.9K
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
429+ 2.58% |
$10.9K - $11.8K
|
17.1K
$424K
|
|
Feb 02, 2022
Q4 2021
|
Smh Capital Advisors Inc
|
BUY
|
- |
389+ 3.73% |
$9.92K - $10.7K
|
10.8K
$269K
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
360+ 1.19% |
$9.18K - $9.93K
|
30.6K
$759K
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
300+ 11.21% |
$7.65K - $8.27K
|
2.98K
$73.9K
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
235New |
$5.99K - $6.48K
|
235
$5.84K
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
218+ 1.24% |
$5.56K - $6.01K
|
17.8K
$441K
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
187New |
$4.77K - $5.16K
|
187
$4.64K
|
|
Jan 21, 2022
Q4 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
181+ 0.76% |
$4.62K - $4.99K
|
24.1K
$599K
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
175+ 1.21% |
$4.46K - $4.82K
|
14.7K
$364K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
150New |
$3.83K - $4.14K
|
150
$3.72K
|
|
Feb 09, 2022
Q4 2021
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
149+ 0.11% |
$3.8K - $4.11K
|
130K
$3.22M
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
130+ 0.98% |
$3.32K - $3.58K
|
13.4K
$332K
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
112+ 14.7% |
$2.86K - $3.09K
|
874
$21.7K
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
110+ 1.25% |
$2.81K - $3.03K
|
8.93K
$222K
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
107+ 0.31% |
$2.73K - $2.95K
|
34.9K
$866K
|
|
Feb 14, 2022
Q4 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
100+ 20.0% |
$2.55K - $2.76K
|
600
$14.9K
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
86+ 0.07% |
$2.19K - $2.37K
|
118K
$2.93M
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
84+ 0.61% |
$2.14K - $2.32K
|
13.8K
$342K
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
46+ 0.42% |
$1.17K - $1.27K
|
10.9K
$270K
|
|
Feb 11, 2022
Q4 2021
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
40+ 0.01% |
$1.02K - $1.1K
|
635K
$15.8M
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
35New |
$893 - $965
|
35
$869
|
|
Feb 11, 2022
Q4 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
27+ 0.35% |
$689 - $744
|
7.78K
$193K
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
17+ 0.19% |
$434 - $469
|
8.98K
$223K
|
|
Feb 14, 2022
Q4 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
17+ 1.25% |
$434 - $469
|
1.37K
$34.1K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
16+ 0.78% |
$408 - $441
|
2.07K
$51.4K
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
15+ 2.07% |
$383 - $414
|
738
$18.3K
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
9+ 1.21% |
$230 - $248
|
754
$18.7K
|
|
Feb 14, 2022
Q4 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
7+ 0.08% |
$179 - $193
|
8.89K
$221K
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
1+ 0.0% |
$25.5 - $27.6
|
42.2K
$1.05M
|
|
Aug 10, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-8- 0.2% |
$204 - $221
|
3.95K
$98K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9- 0.14% |
$230 - $248
|
6.64K
$165K
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-40- 0.26% |
$1.02K - $1.1K
|
15.5K
$386K
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-41- 0.5% |
$1.05K - $1.13K
|
8.08K
$201K
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-54Closed |
$1.38K - $1.49K
|
0
$0
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-91- 0.24% |
$2.32K - $2.51K
|
38.4K
$954K
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-100Closed |
$2.55K - $2.76K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-133- 0.06% |
$3.39K - $3.67K
|
240K
$5.95M
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-140- 1.28% |
$3.57K - $3.86K
|
10.8K
$269K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-142- 12.67% |
$3.62K - $3.91K
|
979
$24.3K
|