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The Gabelli Dividend & Income Trust (GDV) Institutional Ownership

The Gabelli Dividend & Income Trust logo
$26.32 +0.05 (+0.20%)
Closing price 08/8/2025 03:59 PM Eastern
Extended Trading
$26.34 +0.02 (+0.06%)
As of 08/8/2025 04:10 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)
86
Total
Institutional Inflows
(last 12 months)
$171.63M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$89.95M
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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
8/8/2025Rockefeller Capital Management L.P.236,958$6.16M0.0%+17.8%0.000%
8/8/2025Kingsview Wealth Management LLC7,943$207K0.0%N/A0.000%
8/8/2025City of London Investment Management Co. Ltd.36,176$941K0.1%-20.8%0.000%
8/8/2025Cetera Investment Advisers38,298$996K0.0%-7.4%0.000%
8/8/2025Creative Planning36,740$956K0.0%+88.3%0.000%
8/8/2025PNC Financial Services Group Inc.28,550$743K0.0%-39.5%0.000%
8/7/2025 Allworth Financial LP17,085$444K0.0%+66.5%0.000%
8/6/2025 Prospera Financial Services Inc66,347$1.73M0.0%+211.7%0.000%
8/6/2025 Wedbush Securities Inc.11,120$289K0.0%-16.2%0.000%
8/6/2025 Maltin Wealth Management Inc.24,229$630K0.3%-8.0%0.000%
8/4/2025 Wolverine Asset Management LLC31,236$812K0.0%+67.5%0.000%
8/4/2025 Flagship Harbor Advisors LLC13,496$351K0.0%-12.1%0.000%
8/1/2025 Private Wealth Partners LLC113,409$2.95M0.2%-9.9%0.000%
8/1/2025 Envestnet Asset Management Inc.110,488$2.87M0.0%-3.1%0.000%
7/31/2025 180 Wealth Advisors LLC42,512$1.11M0.2%-1.2%0.000%
7/30/2025 Brookstone Capital Management12,889$335K0.0%-4.3%0.000%
7/30/2025 D.A. Davidson & CO.35,010$911K0.0%-3.0%0.000%
7/30/2025 Gables Capital Management Inc.17,300$450K0.2%-9.8%0.000%
7/29/2025 Stephens Inc. AR33,253$865K0.0%-4.1%0.000%
7/29/2025 Activest Wealth Management9,780$254K0.1%-33.3%0.000%
7/25/2025 Allspring Global Investments Holdings LLC632,865$16.46M0.0%+38.0%0.000%
7/25/2025 CWM LLC5,899$153K0.0%+11.8%0.000%
7/24/2025 Aurora Private Wealth Inc.12,335$321K0.2%-3.1%0.000%
7/24/2025 MSH Capital Advisors LLC89,283$2.32M0.7%+7.5%0.000%
7/23/2025 Abel Hall LLC10,560$275K0.1%N/A0.000%
7/22/2025 DAVENPORT & Co LLC16,448$428K0.0%-2.4%0.000%
7/21/2025 Ashton Thomas Securities LLC28,050$730K0.2%-11.1%0.000%
7/18/2025 Consolidated 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%
Trump set to Boost Social Security Checks by 400%? (Ad)

If you're collecting or planning to collect social security... You should see this presentation about President Trump's Executive Order #14196. Legendary investor Louis Navellier believes it could soon not only save Social Security from collapse... But BOOST benefits for millions of retirees by up to 400%. No wonder the financial times called this new initiative...

Click here to see the details because the stakes couldn't be any higher.
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%
5/13/2025 MSH Capital Advisors LLC83,032$2.00M0.6%+8.0%0.000%
5/13/2025HighTower Advisors LLC75,876$1.83M0.0%-3.9%0.000%
5/12/2025 Wolverine 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%
5/9/2025 Shaker 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%
5/8/2025 Eastern 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%
5/6/2025 Wedbush Securities Inc.13,271$320K0.0%-6.6%0.000%
5/6/2025 Readystate Asset Management LP17,678$427K0.0%N/A0.000%
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%
5/1/2025 Stephens Inc. AR34,673$837K0.0%-8.0%0.000%
4/30/2025Silverlake Wealth Management LLC78,436$1.89M0.7%-2.7%0.000%
4/29/2025 Envestnet Asset Management Inc.114,039$2.75M0.0%+18.2%0.000%
4/29/2025 Concurrent Investment Advisors LLC10,131$244K0.0%+12.8%0.000%
4/28/2025 D.A. Davidson & CO.36,090$871K0.0%+4.9%0.000%
4/24/2025 Allspring Global Investments Holdings LLC458,473$11.06M0.0%+10.5%0.000%
4/23/2025 Oppenheimer & Co. Inc.159,194$3.84M0.1%+14.9%0.000%
4/22/2025 Cambridge 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%
4/10/2025 Maltin 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%
4/10/2025 Hennion & 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%
Trump set to Boost Social Security Checks by 400%? (Ad)

If you're collecting or planning to collect social security... You should see this presentation about President Trump's Executive Order #14196. Legendary investor Louis Navellier believes it could soon not only save Social Security from collapse... But BOOST benefits for millions of retirees by up to 400%. No wonder the financial times called this new initiative...

Click here to see the details because the stakes couldn't be any higher.
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%
(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, 158 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 125 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 Allspring Global Investments Holdings LLC ($442.81K).

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

Institutional investors have bought a total of 7,085,367 shares in the last 24 months. This purchase volume represents approximately $171.63M in transactions.

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

Of the 56 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), 1607 Capital Partners LLC ($342.71K), International Assets Investment Management LLC ($337.68K), AQR Arbitrage LLC ($273.63K), Allspring Global Investments Holdings LLC ($232.99K), RPO LLC ($131.68K), and Cetera Investment Advisers ($87.78K).

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

Institutional investors have sold a total of 3,692,509 shares in the last 24 months. This volume of shares sold represents approximately $89.95M in transactions.



This page (NYSE:GDV) was last updated on 8/9/2025 by MarketBeat.com Staff
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