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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-142- 12.67% |
$3.62K - $3.91K
|
979
$23.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Lokken Investment Group LLC
|
SELL
|
- |
-157- 0.33% |
$4K - $4.33K
|
47.4K
$1.14M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-158- 3.09% |
$4.03K - $4.36K
|
4.96K
$120K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-159Closed |
$4.05K - $4.38K
|
0
$0
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-177Closed |
$4.51K - $4.88K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Capital Square, LLC
|
SELL
|
- |
-297- 1.53% |
$7.57K - $8.19K
|
19.2K
$463K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-361- 1.17% |
$9.21K - $9.95K
|
30.4K
$734K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-456- 4.16% |
$11.6K - $12.6K
|
10.5K
$253K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-494Closed |
$12.6K - $13.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-646Closed |
$16.5K - $17.8K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-663Closed |
$16.9K - $18.3K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-767- 5.54% |
$19.6K - $21.1K
|
13.1K
$316K
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
SELL
|
- |
-850- 4.95% |
$21.7K - $23.4K
|
16.3K
$394K
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
SELL
|
- |
-988- 6.6% |
$25.2K - $27.2K
|
14K
$337K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1K- 59.31% |
$25.5K - $27.6K
|
686
$16.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.18KClosed |
$30.2K - $32.6K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.24K- 4.63% |
$31.7K - $34.3K
|
25.6K
$619K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-1.35K- 13.25% |
$34.5K - $37.3K
|
8.85K
$214K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.06K- 3.46% |
$52.6K - $56.8K
|
57.4K
$1.39M
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.91KClosed |
$74.3K - $80.3K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.54K- 10.26% |
$90.3K - $97.6K
|
31K
$748K
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-3.61K- 23.07% |
$92K - $99.5K
|
12K
$290K
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.81K- 2.64% |
$97.2K - $105K
|
141K
$3.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.09K- 10.21% |
$104K - $113K
|
35.9K
$867K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.25K- 13.94% |
$108K - $117K
|
26.2K
$633K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-4.79KClosed |
$122K - $132K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-4.82K- 6.97% |
$123K - $133K
|
64.3K
$1.55M
|
|
|
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
SELL
|
- |
-5.03K- 48.38% |
$128K - $139K
|
5.37K
$130K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.2K- 78.53% |
$133K - $143K
|
1.42K
$34.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-6.22K- 1.59% |
$159K - $172K
|
384K
$9.28M
|
|
|
Mar 03, 2022
Q4 2021
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-6.4K- 18.66% |
$163K - $177K
|
27.9K
$674K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.67K- 11.26% |
$195K - $211K
|
60.4K
$1.46M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.84K- 9.8% |
$200K - $216K
|
72.1K
$1.74M
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-8.42K- 5.32% |
$215K - $232K
|
150K
$3.62M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.62K- 56.29% |
$245K - $265K
|
7.47K
$180K
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
SELL
|
- |
-10KClosed |
$255K - $276K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Private Wealth Partners, LLC
|
SELL
|
- |
-16.4K- 6.75% |
$419K - $453K
|
227K
$5.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-33.1K- 4.67% |
$844K - $912K
|
675K
$16.3M
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-39.7K- 36.55% |
$1.01M - $1.1M
|
69K
$1.67M
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-41.6K- 21.73% |
$1.06M - $1.15M
|
150K
$3.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-44K- 14.71% |
$1.12M - $1.21M
|
255K
$6.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-44.5K- 3.43% |
$1.13M - $1.23M
|
1.25M
$30.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-44.9K- 0.74% |
$1.15M - $1.24M
|
6.07M
$147M
|
|
|
Feb 14, 2022
Q4 2021
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-143K- 12.7% |
$3.64M - $3.93M
|
980K
$23.7M
|
|
|
May 11, 2022
Q4 2021
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-445KClosed |
$11.4M - $12.3M
|
0
$0
|