Purchases and Sales Made in Q4 2024 in Gabelli Dividend & Income Trust (GDV)
This table provides information about the institutional ownership of Gabelli Dividend & Income Trust (GDV) during Q4 2024. 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 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
436New |
$10.4K - $11.2K
|
436
$11.6K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
419New |
$9.96K - $10.7K
|
419
$11.1K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
415+ 2.92% |
$9.86K - $10.6K
|
14.6K
$388K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
400+ 2.44% |
$9.51K - $10.2K
|
16.8K
$446K
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
313+ 0.74% |
$7.44K - $8.01K
|
42.9K
$1.14M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
283+ 0.32% |
$6.73K - $7.24K
|
89.4K
$2.37M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
269+ 1.33% |
$6.39K - $6.88K
|
20.6K
$546K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
253+ 0.74% |
$6.01K - $6.47K
|
34.4K
$913K
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
235+ 0.96% |
$5.59K - $6.01K
|
24.8K
$658K
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
216New |
$5.13K - $5.53K
|
216
$5.73K
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
215+ 0.2% |
$5.11K - $5.5K
|
106K
$2.81M
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
141+ 0.39% |
$3.35K - $3.61K
|
36.7K
$973K
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
107+ 1.18% |
$2.54K - $2.74K
|
9.14K
$243K
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
100+ 0.7% |
$2.38K - $2.56K
|
14.5K
$384K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
100+ 10.0% |
$2.38K - $2.56K
|
1.1K
$29.2K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
86New |
$2.04K - $2.2K
|
86
$2.28K
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
85+ 0.2% |
$2.02K - $2.18K
|
43K
$1.14M
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
66+ 0.77% |
$1.57K - $1.69K
|
8.68K
$230K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
52+ 0.52% |
$1.24K - $1.33K
|
10K
$266K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
41+ 0.5% |
$975 - $1.05K
|
8.32K
$221K
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
33+ 0.26% |
$784 - $844
|
12.6K
$334K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
23+ 0.44% |
$547 - $589
|
5.25K
$139K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
22+ 0.16% |
$523 - $563
|
14.2K
$376K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19+ 0.21% |
$452 - $486
|
8.98K
$238K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16+ 1.34% |
$380 - $409
|
1.21K
$32.1K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
14+ 0.37% |
$333 - $358
|
3.8K
$101K
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
6+ 0.03% |
$143 - $154
|
21.7K
$575K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 1.47% |
$95.1 - $102
|
276
$7.33K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.9% |
$95.1 - $102
|
448
$11.9K
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
3+ 1.35% |
$71.3 - $76.8
|
225
$5.97K
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 1.64% |
$23.8 - $25.6
|
62
$1.65K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3- 0.03% |
$71.3 - $76.8
|
9.17K
$243K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-46- 0.23% |
$1.09K - $1.18K
|
19.7K
$524K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-62- 0.18% |
$1.47K - $1.59K
|
35.4K
$939K
|
|
Feb 12, 2025
Q4 2024
|
Smh Capital Advisors Inc
|
SELL
|
- |
-78- 0.81% |
$1.85K - $2K
|
9.59K
$255K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-100- 9.01% |
$2.38K - $2.56K
|
1.01K
$26.8K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-161- 18.7% |
$3.83K - $4.12K
|
700
$18.6K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-173- 0.46% |
$4.11K - $4.43K
|
37.2K
$987K
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-178- 1.36% |
$4.23K - $4.56K
|
12.9K
$342K
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-206- 9.84% |
$4.9K - $5.27K
|
1.89K
$50.1K
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-307- 1.11% |
$7.3K - $7.86K
|
27.2K
$723K
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-436- 4.54% |
$10.4K - $11.2K
|
9.16K
$243K
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-576- 2.0% |
$13.7K - $14.7K
|
28.2K
$748K
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-615- 1.49% |
$14.6K - $15.7K
|
40.5K
$1.08M
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-841- 43.64% |
$20K - $21.5K
|
1.09K
$28.8K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-955- 2.47% |
$22.7K - $24.4K
|
37.7K
$1M
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-999- 3.32% |
$23.7K - $25.6K
|
29.1K
$772K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.7K- 2.6% |
$40.5K - $43.6K
|
63.7K
$1.69M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.91K- 4.85% |
$45.3K - $48.8K
|
37.4K
$993K
|