Purchases and Sales Made in Q4 2023 in Gabelli Dividend & Income Trust (GDV)
This table provides information about the institutional ownership of Gabelli Dividend & Income Trust (GDV) during Q4 2023. 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 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
600+ 40.0% |
$10.9K - $13K
|
2.1K
$53K
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
510+ 1.13% |
$9.27K - $11K
|
45.5K
$1.15M
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
393+ 1.53% |
$7.14K - $8.51K
|
26.1K
$659K
|
|
Jan 09, 2024
Q4 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
377+ 3.4% |
$6.85K - $8.17K
|
11.5K
$290K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
360+ 1.0% |
$6.54K - $7.8K
|
36.4K
$920K
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
353New |
$6.41K - $7.65K
|
353
$8.91K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
303+ 202.0% |
$5.51K - $6.56K
|
453
$11.4K
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
BUY
|
- |
276+ 0.72% |
$5.01K - $5.98K
|
38.8K
$979K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
261New |
$4.74K - $5.65K
|
261
$6.59K
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
252+ 2.46% |
$4.58K - $5.46K
|
10.5K
$265K
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
227New |
$4.12K - $4.92K
|
227
$5.73K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
200New |
$3.63K - $4.33K
|
200
$5.05K
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
175+ 1.66% |
$3.18K - $3.79K
|
10.7K
$271K
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
162+ 0.45% |
$2.94K - $3.51K
|
36.1K
$911K
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
132+ 1.3% |
$2.4K - $2.86K
|
10.3K
$259K
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
101+ 0.76% |
$1.84K - $2.19K
|
13.4K
$338K
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
96+ 0.1% |
$1.74K - $2.08K
|
98.3K
$2.48M
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
89+ 0.79% |
$1.62K - $1.93K
|
11.3K
$285K
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
75+ 0.18% |
$1.36K - $1.62K
|
42.7K
$1.08M
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
40New |
$727 - $866
|
40
$1.01K
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
32+ 9.44% |
$581 - $693
|
371
$9.37K
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
29New |
$527 - $628
|
29
$732
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19+ 1.69% |
$345 - $412
|
1.14K
$28.8K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
15+ 0.32% |
$273 - $325
|
4.77K
$120K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
14+ 1.66% |
$254 - $303
|
858
$21.7K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
7New |
$127 - $152
|
7
$177
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 1.75% |
$18.2 - $21.7
|
58
$1.46K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.08% |
$18.2 - $21.7
|
1.26K
$31.7K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-98- 0.19% |
$1.78K - $2.12K
|
52.3K
$1.32M
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-167- 99.4% |
$3.03K - $3.62K
|
1
$25.3
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-265- 2.22% |
$4.82K - $5.74K
|
11.7K
$294K
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-320- 2.2% |
$5.81K - $6.93K
|
14.2K
$359K
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-390- 0.79% |
$7.09K - $8.45K
|
48.7K
$1.23M
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-435- 38.19% |
$7.9K - $9.42K
|
704
$17.8K
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-486- 3.17% |
$8.83K - $10.5K
|
14.9K
$375K
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-500Closed |
$9.09K - $10.8K
|
0
$0
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-641- 1.57% |
$11.6K - $13.9K
|
40.1K
$1.01M
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-856- 4.0% |
$15.6K - $18.5K
|
20.5K
$518K
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-932- 3.17% |
$16.9K - $20.2K
|
28.4K
$718K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-1K- 21.62% |
$18.2K - $21.7K
|
3.63K
$91.6K
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.28K- 8.32% |
$23.2K - $27.7K
|
14.1K
$355K
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.33K- 6.28% |
$24.1K - $28.7K
|
19.8K
$500K
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.7K- 4.8% |
$30.9K - $36.8K
|
33.7K
$851K
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.76K- 1.69% |
$32.1K - $38.2K
|
102K
$2.58M
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.86K- 2.59% |
$33.8K - $40.2K
|
69.8K
$1.76M
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.31K- 2.68% |
$42K - $50.1K
|
84K
$2.12M
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.5K- 5.44% |
$45.4K - $54.2K
|
43.5K
$1.1M
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-2.9K- 21.8% |
$52.7K - $62.8K
|
10.4K
$263K
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-3.26K- 5.94% |
$59.1K - $70.5K
|
51.6K
$1.3M
|