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The Gabelli Dividend & Income Trust (GDV) Institutional Ownership

The Gabelli Dividend & Income Trust logo
$26.24 -0.05 (-0.19%)
Closing price 07/18/2025 03:59 PM Eastern
Extended Trading
$26.02 -0.22 (-0.82%)
As of 07/18/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for The Gabelli Dividend & Income Trust (NYSE:GDV)

Number of
Institutional Buyers
(last 12 months)
84
Total
Institutional Inflows
(last 12 months)
$173.68M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$94.55M
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GDV Institutional Buying and Selling by Quarter

The Gabelli Dividend & Income Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025Consolidated Portfolio Review Corp12,225$318K0.0%-56.5%0.000%
7/17/2025 Janney Montgomery Scott LLC44,126$1.15M0.0%-8.0%0.000%
7/17/2025 Vermillion Wealth Management Inc.1,109$29K0.0%N/A0.000%
7/16/2025 Dakota Wealth Management37,713$981K0.0%+7.1%0.000%
7/15/2025 North Star Investment Management Corp.35,020$911K0.1%-4.9%0.000%
7/14/2025 Park Avenue Securities LLC83,531$2.17M0.0%-4.6%0.000%
7/11/2025 Farther Finance Advisors LLC1,831$48K0.0%+38.1%0.000%
7/11/2025 Pinnacle Bancorp Inc.1,433$37K0.0%N/A0.000%
7/10/2025 Stolper Co41,561$1.08M0.4%+1.7%0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC159,224$4.24M0.0%-5.7%0.000%
7/8/2025 Parallel Advisors LLC1,874$49K0.0%N/A0.000%
5/21/2025Geneos Wealth Management Inc.2,292$55K0.0%N/A0.000%
5/20/2025Focus Partners Wealth33,834$816K0.0%+38.0%0.000%
5/16/2025Integrated Wealth Concepts LLC80,055$1.93M0.0%-0.5%0.000%
5/16/2025AQR Arbitrage LLC60,314$1.46M0.0%-69.2%0.000%
5/16/2025Advisors Asset Management Inc.494,300$11.93M0.2%+3.1%0.000%
5/16/20251607 Capital Partners LLC126,627$3.06M0.2%-64.4%0.000%
5/15/2025Royal Bank of Canada551,240$13.30M0.0%+0.2%0.000%
5/15/2025WPG Advisers LLC1,104$27K0.0%N/A0.000%
5/14/2025Gamco Investors INC. ET AL16,586$400K0.0%+65.9%0.000%
5/14/2025Comerica Bank64,693$1.56M0.0%+1.5%0.000%
5/14/2025Kestra Advisory Services LLC48,343$1.17M0.0%-14.7%0.000%
5/14/2025Summit Financial LLC43,669$1.05M0.0%+8.7%0.000%
5/14/2025Jones Road Capital Management L.P.236,000$5.70M3.6%+18.0%0.000%
5/13/2025Raymond James Financial Inc.1,328,110$32.05M0.0%+1.1%0.000%
5/13/2025Cresset Asset Management LLC10,899$263K0.0%-6.0%0.000%
5/13/2025Sit Investment Associates Inc.900,838$21.74M0.5%+6.3%0.000%
5/13/2025MSH Capital Advisors LLC83,032$2.00M0.6%+8.0%0.000%
5/13/2025HighTower Advisors LLC75,876$1.83M0.0%-3.9%0.000%
5/12/2025Wolverine Asset Management LLC18,650$450K0.0%N/A0.000%
5/9/2025City of London Investment Management Co. Ltd.45,656$1.10M0.1%-16.2%0.000%
5/9/2025MGB Wealth Management LLC17,100$413K0.1%+100.0%0.000%
5/9/2025Shaker Financial Services LLC125,316$3.02M1.2%+22.8%0.000%
5/9/2025PNC Financial Services Group Inc.47,180$1.14M0.0%-11.1%0.000%
5/8/2025Eastern Bank1,432$35K0.0%N/A0.000%
5/7/2025LPL Financial LLC448,090$10.81M0.0%+9.7%0.000%
5/6/2025Cetera Investment Advisers41,376$998K0.0%+5.0%0.000%
5/6/2025Avantax Advisory Services Inc.17,346$419K0.0%N/A0.000%
5/6/2025Wedbush Securities Inc.13,271$320K0.0%-6.6%0.000%
5/6/2025Readystate Asset Management LP17,678$427K0.0%N/A0.000%
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5/5/2025Blue Bell Private Wealth Management LLC112,647$2.72M0.5%+9.8%0.000%
5/5/2025Private Advisor Group LLC182,521$4.40M0.0%+4.7%0.000%
5/2/2025Prevail Innovative Wealth Advisors LLC56,779$1.37M0.4%+21.4%0.000%
5/1/2025Stephens Inc. AR34,673$837K0.0%-8.0%0.000%
4/30/2025Silverlake Wealth Management LLC78,436$1.89M0.7%-2.7%0.000%
4/29/2025Envestnet Asset Management Inc.114,039$2.75M0.0%+18.2%0.000%
4/29/2025Concurrent Investment Advisors LLC10,131$244K0.0%+12.8%0.000%
4/28/2025D.A. Davidson & CO.36,090$871K0.0%+4.9%0.000%
4/24/2025Allspring Global Investments Holdings LLC458,473$11.06M0.0%+10.5%0.000%
4/23/2025Oppenheimer & Co. Inc.159,194$3.84M0.1%+14.9%0.000%
4/22/2025Cambridge Investment Research Advisors Inc.193,154$4.66M0.0%+5.8%0.000%
4/17/2025 Janney Montgomery Scott LLC47,957$1.16M0.0%N/A0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC168,828$4.07M0.0%-6.6%0.000%
4/14/2025 Farther Finance Advisors LLC1,326$32K0.0%+380.4%0.000%
4/14/2025 Park Avenue Securities LLC87,531$2.11M0.0%-2.1%0.000%
4/10/2025Maltin Wealth Management Inc.26,350$636K0.3%-48.8%0.000%
4/10/2025 Contravisory Investment Management Inc.18,300$442K0.1%N/A0.000%
4/10/2025Hennion & Walsh Asset Management Inc.23,208$560K0.0%+101.4%0.000%
4/9/2025 NBC Securities Inc.4,130$99K0.0%+103,150.0%0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC180,793$4.37M0.0%+12.5%0.000%
2/25/2025B. Riley Wealth Advisors Inc.11,739$283K0.0%-28.9%0.000%
2/18/2025Elequin Capital LP7,139$172K0.0%N/A0.000%
2/17/2025Waverly Advisors LLC28,316$684K0.0%N/A0.000%
2/17/2025Saba Capital Management L.P.6,097,170$147.25M3.5%+15.1%0.000%
2/17/2025Quantedge Capital Pte Ltd169,341$4.09M1.5%-23.0%0.000%
2/17/2025Logan Stone Capital LLC100,455$2.43M0.8%-16.2%0.000%
2/17/2025Focus Partners Wealth24,524$600K0.0%N/A0.000%
2/17/2025Cresset Asset Management LLC11,598$280K0.0%+15.2%0.000%
2/17/2025Cetera Investment Advisers39,416$952K0.0%-68.2%0.000%
2/17/2025Bulldog Investors LLP301,339$7.28M2.0%+100.9%0.000%
2/17/2025Capstone Investment Advisors LLC245,639$5.93M0.0%+91.4%0.000%
2/17/2025Bank of America Corp DE735,034$17.75M0.0%-8.2%0.000%
2/17/2025Anderson Financial Strategies LLC5,080$123K0.1%N/A0.000%
2/14/2025AQR Arbitrage LLC195,872$4.73M0.1%-41.3%0.000%
2/14/2025Comerica Bank63,736$1.54M0.0%-2.6%0.000%
2/14/2025Integrated Wealth Concepts LLC80,482$1.94M0.0%-11.9%0.000%
2/14/2025Stifel Financial Corp245,579$5.93M0.0%+3.8%0.000%
2/14/2025Shaker Financial Services LLC102,082$2.47M0.9%+74.0%0.000%
2/13/2025MSH Capital Advisors LLC76,858$1.86M0.6%N/A0.000%
2/13/20251607 Capital Partners LLC355,605$8.59M0.7%-24.2%0.000%
2/13/2025NewEdge Advisors LLC36,838$890K0.0%-13.8%0.000%
2/13/2025GABELLI & Co INVESTMENT ADVISERS INC.626,000$15.12M2.6%N/A0.000%
2/13/2025Gamco Investors INC. ET AL10,000$242K0.0%N/A0.000%
2/13/2025Guggenheim Capital LLC57,021$1.38M0.0%+19.4%0.000%
2/13/2025Mariner LLC11,350$274K0.0%N/A0.000%
2/13/2025Cohen & Steers Inc.299,833$7.24M0.0%-17.6%0.000%
2/13/2025Rockefeller Capital Management L.P.187,020$4.52M0.0%+36.5%0.000%
2/13/2025Jones Road Capital Management L.P.200,000$4.83M2.3%N/A0.000%
2/13/2025Raymond James Financial Inc.1,313,764$31.73M0.0%N/A0.000%
2/13/2025Russell Investments Group Ltd.1,103$27K0.0%+75.6%0.000%
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2/13/2025Envestnet Asset Management Inc.96,496$2.33M0.0%-4.7%0.000%
2/13/2025Wedbush Securities Inc.14,211$343K0.0%-55.0%0.000%
2/13/2025Sit Investment Associates Inc.847,280$20.46M0.5%+91.5%0.000%
2/13/2025Wells Fargo & Company MN1,381,558$33.37M0.0%-3.9%0.000%
2/12/2025Summit Financial LLC40,174$970K0.0%N/A0.000%
2/12/2025Prevail Innovative Wealth Advisors LLC46,789$1.13M0.3%+22.7%0.000%
2/12/2025Level Four Advisory Services LLC13,287$321K0.0%+8.4%0.000%
2/11/2025LPL Financial LLC408,500$9.87M0.0%+27.0%0.000%
2/10/2025Advisors Asset Management Inc.479,490$11.58M0.2%+0.3%0.000%
2/10/2025Commonwealth Equity Services LLC52,975$1.28M0.0%-3.9%0.000%
(Data available from 1/1/2016 forward)

GDV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GDV shares?

During the previous two years, 157 institutional investors and hedge funds held shares of The Gabelli Dividend & Income Trust. The most heavily invested institutionals were Saba Capital Management L.P. ($147.25M), Karpus Management Inc. ($40.71M), Wells Fargo & Company MN ($33.37M), Raymond James Financial Inc. ($32.05M), Sit Investment Associates Inc. ($21.74M), Bank of America Corp DE ($17.75M), and Raymond James & Associates ($16.74M).Learn more on The Gabelli Dividend & Income Trust's institutional investors.

Which institutional investors have been buying The Gabelli Dividend & Income Trust's stock?

Of the 122 institutional investors that purchased The Gabelli Dividend & Income Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($2.64M), Cornerstone Advisors LLC ($1.43M), GABELLI & Co INVESTMENT ADVISERS INC. ($1.25M), Saba Capital Management L.P. ($801.84K), International Assets Investment Management LLC ($634.90K), Sit Investment Associates Inc. ($458.50K), and Bulldog Investors LLP ($274.94K).

How much institutional buying is happening at The Gabelli Dividend & Income Trust?

Institutional investors have bought a total of 7,222,132 shares in the last 24 months. This purchase volume represents approximately $173.68M in transactions.

Which of The Gabelli Dividend & Income Trust's major shareholders have been selling company stock?

Of the 58 institutional investors that sold The Gabelli Dividend & Income Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cornerstone Advisors LLC ($1.59M), Allspring Global Investments Holdings LLC ($390.91K), 1607 Capital Partners LLC ($342.71K), International Assets Investment Management LLC ($337.68K), AQR Arbitrage LLC ($273.63K), RPO LLC ($131.68K), and Shaker Financial Services LLC ($101.82K).

How much institutional selling is happening at The Gabelli Dividend & Income Trust?

Institutional investors have sold a total of 3,904,886 shares in the last 24 months. This volume of shares sold represents approximately $94.55M in transactions.



This page (NYSE:GDV) was last updated on 7/19/2025 by MarketBeat.com Staff
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