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The GDL Fund (GDL) Institutional Ownership

The GDL Fund logo
$8.30 -0.01 (-0.12%)
As of 07/3/2025 03:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for The GDL Fund (NYSE:GDL)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$27.92M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.39M
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GDL Institutional Buying and Selling by Quarter

The GDL Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025NewEdge Advisors LLC126,162$1.04M0.0%+1.5%0.000%
5/13/2025Kovitz Investment Group Partners LLC741,325$6.11M0.0%-2.9%0.000%
5/13/2025Zazove Associates LLC120,522$992K0.1%-39.9%0.000%
5/12/2025Virtu Financial LLC10,927$90K0.0%N/A0.000%
5/9/2025Cornerstone Advisors LLC159,423$1.31M0.1%-16.0%0.000%
4/9/2025Integrated Capital Management Inc.16,005$132K0.1%-7.7%0.000%
2/25/2025B. Riley Wealth Advisors Inc.49,605$398K0.0%-8.2%0.000%
2/14/2025Kovitz Investment Group Partners LLC763,640$6.12M0.0%-0.9%0.000%
2/13/2025GABELLI & Co INVESTMENT ADVISERS INC.1,846,636$14.81M2.6%N/A0.000%
2/13/2025Gamco Investors INC. ET AL441,040$3.54M0.0%+40.1%0.000%
2/13/2025Envestnet Asset Management Inc.97,327$781K0.0%+3.8%0.000%
2/13/2025Wells Fargo & Company MN59,166$475K0.0%+98.9%0.000%
2/7/2025Cornerstone Advisors LLC189,808$1.52M0.1%-5.6%0.000%
2/7/2025Independent Advisor Alliance613,445$4.92M0.1%N/A0.000%
1/14/2025Park Avenue Securities LLC90,208$723K0.0%+8.1%0.000%
11/15/2024Kovitz Investment Group Partners LLC770,218$6.24M0.0%N/A0.000%
11/9/2024Landscape Capital Management L.L.C.13,410$109K0.0%+26.6%0.000%
11/8/2024Cornerstone Advisors LLC200,987$1.64M0.1%+6.7%0.000%
10/3/2024Park Avenue Securities LLC83,472$680K0.0%-4.5%0.000%
9/5/2024Sanctuary Advisors LLC22,495$176K0.0%N/A0.000%
8/19/2024B. Riley Wealth Advisors Inc.53,282$418K0.0%-13.8%0.000%
8/16/2024NewEdge Advisors LLC121,605$953K0.0%+3.9%0.000%
8/9/2024Cornerstone Advisors LLC188,288$1.48M0.1%+9.3%0.000%
8/2/2024Wolverine Asset Management LLC5,233$41K0.0%+45.6%0.000%
7/9/2024Park Avenue Securities LLC87,391$685K0.0%-1.8%0.000%
5/16/2024B. Riley Wealth Advisors Inc.61,796$479K0.0%+25.3%0.000%
5/10/2024Cornerstone Advisors LLC172,213$1.37M0.1%-5.6%0.000%
4/10/2024Park Avenue Securities LLC88,958$708K0.0%+4.2%0.000%
3/15/2024B. Riley Wealth Advisors Inc.49,327$397K0.0%-20.2%0.000%
2/12/2024Relative Value Partners Group LLC843,254$6.78M0.4%-2.3%0.000%
2/9/2024Cornerstone Advisors LLC182,343$1.47M0.1%+2.8%0.000%
1/31/2024Zazove Associates LLC378,222$3.04M0.4%+6.5%0.000%
1/16/2024Raymond James & Associates17,380$140K0.0%-23.5%0.000%
12/1/2023B. Riley Wealth Advisors Inc.61,796$479K0.0%+10.0%0.000%
11/14/2023AQR Arbitrage LLC13,985$108K0.0%-48.9%0.000%
11/13/2023Wolverine Asset Management LLC6,891$53K0.0%+360.6%0.000%
11/9/2023Cornerstone Advisors LLC177,325$1.37M0.1%-6.7%0.000%
10/30/2023Blue Bell Private Wealth Management LLC8,594$67K0.0%+69.1%0.000%
10/26/2023Park Avenue Securities LLC89,045$690K0.0%-2.9%0.000%
10/24/2023Raymond James & Associates22,717$176K0.0%-16.3%0.000%
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8/14/2023CSS LLC IL111,491$875K0.1%+1.5%0.000%
8/11/2023Cornerstone Advisors LLC190,074$1.49M0.1%-11.9%0.000%
8/10/2023Gamco Investors INC. ET AL384,301$3.02M0.0%+22.9%0.000%
8/10/2023GABELLI & Co INVESTMENT ADVISERS INC.1,846,943$14.49M2.4%N/A0.000%
8/10/2023Private Advisor Group LLC19,403$153K0.0%-6.4%0.000%
8/8/2023Blue Bell Private Wealth Management LLC5,082$40K0.0%N/A0.000%
7/31/2023Integrated Capital Management Inc.17,462$137K0.1%+41.5%0.000%
7/27/2023B. Riley Wealth Advisors Inc.56,188$441K0.0%+23.1%0.000%
7/14/2023Park Avenue Securities LLC91,660$719K0.0%-8.1%0.000%
6/28/2023Relative Value Partners Group LLC961,424$7.54M0.5%-9.0%0.000%
5/15/2023Relative Value Partners Group LLC961,424$7.54M0.5%-9.0%0.000%
5/4/2023Zazove Associates LLC355,151$2.79M0.3%+10.9%0.000%
5/3/2023Integrated Wealth Concepts LLC14,024$110K0.0%-24.5%0.000%
4/26/2023Integrated Capital Management Inc.12,342$195K0.2%-26.8%0.000%
4/25/2023Eudaimonia Partners LLC125,287$983K0.2%+1.3%0.000%
4/18/2023Park Avenue Securities LLC99,703$782K0.0%-9.6%0.000%
3/15/2023B. Riley Wealth Advisors Inc.59,079$463K0.0%+109.5%0.000%
2/15/2023Freedom Wealth Alliance LLC3,289$26K0.0%N/A0.000%
2/14/2023CSS LLC IL108,154$848K0.0%+1.5%0.000%
2/3/20239258 Wealth Management LLC11,886$93K0.0%-16.9%0.000%
2/1/2023Wolverine Asset Management LLC4,711$37K0.0%N/A0.000%
1/31/2023Zazove Associates LLC320,357$2.51M0.2%+57.6%0.000%
1/24/2023Park Avenue Securities LLC110,302$865K0.0%-1.3%0.000%
1/18/2023Private Advisor Group LLC20,737$135.93M0.0%-6.0%0.000%
1/17/2023Integrated Capital Management Inc.16,872$132K0.1%-7.0%0.000%
11/14/2022Gamco Investors INC. ET AL415,176$3.29M0.0%+0.8%0.000%
11/14/2022Thomas J. Herzfeld Advisors Inc.5,133$41K0.0%N/A0.000%
11/14/2022Mariner Investment Group LLC121,559$963K1.1%-2.7%0.000%
11/10/2022Cornerstone Advisors LLC194,555$1.54M0.1%+10.4%0.000%
11/10/2022Gamco Investors INC. ET AL415,176$3.29M0.0%+0.8%0.000%
11/10/2022Relative Value Partners Group LLC1,079,998$8.55M0.7%-1.6%0.000%
11/7/2022Castle Wealth Management LLC9,709$77K0.0%-22.1%0.000%
11/4/2022Eudaimonia Partners LLC123,092$975K0.3%N/A0.000%
11/1/2022Park Avenue Securities LLC111,713$885K0.0%-3.4%0.000%
10/24/2022Zazove Associates LLC203,318$1.61M0.1%N/A0.000%
9/9/2022B. Riley Wealth Management Inc.46,718$53.24M0.1%N/A0.000%
8/16/2022CSS LLC IL104,943$862K0.0%+2.8%0.000%
8/13/2022Mariner Investment Group LLC124,869$1.03M1.1%+3.9%0.000%
8/13/2022Gamco Investors INC. ET AL411,768$3.38M0.0%+3.3%0.000%
8/8/2022Integrated Wealth Concepts LLC21,906$180K0.0%N/A0.000%
8/3/2022Envestnet Asset Management Inc.119,357$980K0.0%-1.7%0.000%
8/1/2022Castle Wealth Management LLC12,459$102K0.1%N/A0.000%
7/27/2022Park Avenue Securities LLC115,603$949K0.0%-2.1%0.000%
7/19/2022Commonwealth Equity Services LLC16,687$137K0.0%N/A0.000%
7/14/2022Raymond James Trust N.A.10,218$84K0.0%N/A0.000%
7/13/2022Private Advisor Group LLC22,070$181K0.0%-7.7%0.000%
5/12/2022Cornerstone Advisors LLC175,380$1.51M0.1%-1.1%0.000%
4/29/2022Park Avenue Securities LLC118,041$1.02M0.0%+2.3%0.000%
4/22/2022Zazove Associates LLC203,318$1.75M0.2%N/A0.000%
2/11/2022Gamco Investors INC. ET AL396,926$3.55M0.0%+2.3%0.000%
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2/10/2022Private Advisor Group LLC23,346$208K0.0%-46.8%0.000%
2/10/2022B. Riley Wealth Management Inc.11,933$107K0.0%N/A0.000%
2/9/2022Mariner Investment Group LLC138,686$1.24M0.5%-41.9%0.000%
2/8/2022Bank of America Corp DE285,204$2.55M0.0%+5.6%0.000%
2/8/2022Raymond James & Associates608,657$5.44M0.0%-1.6%0.000%
2/4/2022Envestnet Asset Management Inc.120,592$1.08M0.0%+10.6%0.000%
1/19/2022Marquette Asset Management LLC21,392$191K0.0%-40.6%0.000%
11/15/2021Ancora Advisors LLC190,811$1.71M0.0%-1.0%0.000%
11/15/2021Rivernorth Capital Management LLC279,374$2.51M0.1%+172.6%0.000%
11/12/2021GABELLI & Co INVESTMENT ADVISERS INC.1,854,307$16.65M2.0%+0.9%0.000%
(Data available from 1/1/2016 forward)

GDL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GDL shares?

During the previous two years, 22 institutional investors and hedge funds held shares of The GDL Fund. The most heavily invested institutionals were GABELLI & Co INVESTMENT ADVISERS INC. ($14.81M), Relative Value Partners Group LLC ($6.78M), Kovitz Investment Group Partners LLC ($6.11M), Independent Advisor Alliance ($4.92M), Gamco Investors INC. ET AL ($3.54M), Cornerstone Advisors LLC ($1.31M), and NewEdge Advisors LLC ($1.04M).Learn more on The GDL Fund's institutional investors.

Which institutional investors have been buying The GDL Fund's stock?

Of the 18 institutional investors that purchased The GDL Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: GABELLI & Co INVESTMENT ADVISERS INC. ($3.69M), Kovitz Investment Group Partners LLC ($770.22K), Independent Advisor Alliance ($613.45K), Gamco Investors INC. ET AL ($197.93K), Cornerstone Advisors LLC ($33.79K), Wells Fargo & Company MN ($29.42K), and B. Riley Wealth Advisors Inc. ($28.63K).

How much institutional buying is happening at The GDL Fund?

Institutional investors have bought a total of 3,469,384 shares in the last 24 months. This purchase volume represents approximately $27.92M in transactions.

Which of The GDL Fund's major shareholders have been selling company stock?

The following institutional investors have sold The GDL Fund stock in the last 24 months: Zazove Associates LLC ($80K), Cornerstone Advisors LLC ($41.56K), Kovitz Investment Group Partners LLC ($28.89K), B. Riley Wealth Advisors Inc. ($12.97K), Park Avenue Securities LLC ($5.49K), and Integrated Capital Management Inc. ($1.34K).

How much institutional selling is happening at The GDL Fund?

Institutional investors have sold a total of 170,249 shares in the last 24 months. This volume of shares sold represents approximately $1.39M in transactions.


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This page (NYSE:GDL) was last updated on 7/5/2025 by MarketBeat.com Staff
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