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The Gabelli Dividend & Income Trust (GDV) Institutional Ownership

The Gabelli Dividend & Income Trust logo
$28.28 -0.18 (-0.61%)
Closing price 03:58 PM Eastern
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$28.26 -0.02 (-0.09%)
As of 04:15 PM Eastern
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Institutional Ownership Changes (13F Filings) for The Gabelli Dividend & Income Trust (NYSE:GDV)

Number of
Institutional Buyers
(last 12 months)
92
Total
Institutional Inflows
(last 12 months)
$69.47M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$53.49M
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GDV Institutional Buying and Selling by Quarter

The Gabelli Dividend & Income Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Sequoia Financial Advisors LLC21,000$617K0.0%N/A0.000%
9/9/2026Integrated Wealth Concepts LLC41,773$1.23M0.0%-39.6%0.000%
9/9/2026NewEdge Advisors LLC38,241$1.12M0.0%+18.9%0.000%
9/9/2026IFP Advisors Inc18,260$537K0.0%+26.6%0.000%
9/9/2026Beacon Investment Advisory Services Inc.2,355$69K0.0%-29.8%0.000%
8/22/2026NWF Advisory Services Inc.7,500$220K0.0%N/A0.000%
8/22/2026Concurrent Investment Advisors LLC10,622$312K0.0%+16.4%0.000%
8/20/2026Sigma Planning Corp18,970$558K0.0%-2.0%0.000%
8/20/2026Wedbush Securities Inc.14,371$423K0.0%+3.5%0.000%
8/18/2026Beacon Pointe Advisors LLC8,388$247K0.0%N/A0.000%
8/18/2026Equitable Holdings Inc.13,793$406K0.0%N/A0.000%
8/17/2026Capstone Investment Advisors LLC262,242$7.71M0.0%N/A0.000%
8/17/2026Bank of America Corp DE497,861$14.64M0.0%N/A0.000%
8/14/2026Fiduciary Financial Advisors2,337$69K0.0%N/A0.000%
8/13/2026Sanctuary Advisors LLC47,017$1.38M0.0%N/A0.000%
8/12/2026Elevation Point Wealth Partners LLC30,472$896K0.0%N/A0.000%
8/12/2026Commerce Bank9,096$267K0.0%N/A0.000%
8/12/2026Evolve Private Wealth LLC95,085$2.80M0.2%N/A0.000%
8/12/2026EP Wealth Advisors LLC15,019$442K0.0%N/A0.000%
8/11/2026Allworth Financial LP16,201$476K0.0%N/A0.000%
8/11/2026Kilter Group LLC1,600$47K0.0%N/A0.000%
8/11/2026MSH Capital Advisors LLC100,946$2.97M0.5%N/A0.000%
8/10/2026Gables Capital Management Inc.17,000$500K0.2%N/A0.000%
8/8/2026Navigoe LLC1,958$57K0.0%N/A0.000%
8/6/2026Private Wealth Advisors LLC9,373$276K0.1%N/A0.000%
8/6/2026Global Retirement Partners LLC4,761$140K0.0%N/A0.000%
8/6/2026Silverlake Wealth Management LLC87,039$2.56M0.5%N/A0.000%
7/9/2026Contravisory Investment Management Inc.19,145$563K0.1%+19.4%0.000%
7/9/2026Allied Private Wealth LLC1,338$40K0.0%N/A0.000%
7/9/2026Hennion & Walsh Asset Management Inc.126,603$3.72M0.1%+10.1%0.000%
7/8/2026MRA Advisory Group9,198$270K0.1%-9.3%0.000%
7/8/2026Beacon Investment Advisory Services Inc.2,355$69K0.0%-29.8%0.000%
7/7/2026180 Wealth Advisors LLC37,566$1.10M0.1%-5.0%0.000%
6/3/2026Parallel Advisors LLC1,446$39K0.0%-22.8%0.000%
6/3/2026NewEdge Advisors LLC32,158$866K0.0%+2.4%0.000%
5/19/2026Western Wealth Management LLC3,209$86K0.0%N/A0.000%
5/19/2026NewEdge Advisors LLC22,079$595K0.0%-29.7%0.000%
5/19/2026Bank of America Corp DE506,838$13.65M0.0%-4.6%0.000%
5/18/2026Kanen Wealth Management LLC26,800$722K0.3%+37.4%0.000%
5/16/2026Saba Capital Management L.P.5,106,460$137.52M3.8%-11.2%0.000%
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5/15/2026Matrix Private Capital Group LLC7,828$211K0.1%N/A0.000%
5/15/2026Waverly Advisors LLC25,107$676K0.0%-7.2%0.000%
5/14/2026Gamco Investors INC. ET AL34,000$916K0.0%+126.7%0.000%
5/14/2026Compound Planning Inc.16,170$435K0.0%+2.6%0.000%
5/13/2026Cetera Investment Advisers64,797$1.75M0.0%+10.5%0.000%
5/13/2026First Trust Advisors LP129,211$3.48M0.0%+4.2%0.000%
5/12/2026Quantedge Capital Pte Ltd17,541$472K0.3%-33.9%0.000%
5/8/2026PNC Financial Services Group Inc.22,585$608K0.0%-19.3%0.000%
5/8/2026Bulldog Investors LLP299,891$8.08M1.8%-0.2%0.000%
5/8/2026Cassaday & Co Wealth Management LLC2,139$58K0.0%N/A0.000%
5/7/2026Parallel Advisors LLC1,446$39K0.0%-22.8%0.000%
5/6/2026Assetmark Inc.1,323$36K0.0%+142.3%0.000%
5/6/2026Allspring Global Investments Holdings LLC742,797$20.00M0.0%+8.1%0.000%
5/5/2026D.A. Davidson & CO.34,210$921K0.0%-2.3%0.000%
5/5/2026Sanctuary Advisors LLC47,319$1.27M0.0%-3.5%0.000%
5/5/2026Sigma Planning Corp19,355$521K0.0%-4.6%0.000%
5/2/2026International Assets Investment Management LLC9,849$270K0.0%-31.6%0.000%
5/2/2026Gables Capital Management Inc.17,200$463K0.2%+3.0%0.000%
5/1/2026180 Wealth Advisors LLC39,542$1.07M0.1%-5.6%0.000%
5/1/2026Fifth Third Bancorp65,560$1.77M0.0%+6,456.0%0.000%
4/30/2026Kestra Advisory Services LLC114,959$3.10M0.0%+72.0%0.000%
4/28/2026Stephens Inc. AR31,873$858K0.0%-4.2%0.000%
4/28/2026Private Wealth Partners LLC94,859$2.56M0.2%+0.8%0.000%
4/27/2026Private Advisor Group LLC195,409$5.26M0.0%+1.1%0.000%
4/21/2026Contravisory Investment Management Inc.16,030$432K0.1%-5.7%0.000%
4/20/2026Kestra Private Wealth Services LLC16,478$444K0.0%+18.2%0.000%
4/15/2026Nations Financial Group Inc. IA ADV15,014$404K0.0%+11.1%0.000%
3/17/2026Rockefeller Capital Management L.P.136,655$3.80M0.0%-18.3%0.000%
2/25/2026Sit Investment Associates Inc.471,152$13.08M0.3%-24.3%0.000%
2/19/2026Compound Planning Inc.15,764$438K0.0%+4.8%0.000%
2/19/2026Harbour Wealth Management Group Inc.14,224$395K0.3%N/A0.000%
2/19/2026Axxcess Wealth Management LLC8,124$226K0.0%-4.1%0.000%
2/18/2026Kanen Wealth Management LLC19,500$541K0.2%N/A0.000%
2/18/2026Saba Capital Management L.P.5,751,258$159.71M4.8%-5.9%0.000%
2/18/2026Evolve Private Wealth LLC107,225$2.98M0.2%N/A0.000%
2/18/20261607 Capital Partners LLC84,558$2.35M0.2%-8.1%0.000%
2/17/2026Guggenheim Capital LLC51,787$1.44M0.0%-3.5%0.000%
2/17/2026AQR Capital Management LLC13,435$373K0.0%+14.4%0.000%
2/17/2026Cetera Investment Advisers58,626$1.63M0.0%+8.0%0.000%
2/17/2026Quantedge Capital Pte Ltd26,541$737K0.4%-48.9%0.000%
2/17/2026Osaic Holdings Inc.53,441$1.48M0.0%+12.6%0.000%
2/17/2026Private Advisor Group LLC193,363$5.37M0.0%+3.3%0.000%
2/17/2026Captrust Financial Advisors7,262$202K0.0%N/A0.000%
2/17/2026&PARTNERS130,667$3.63M0.0%+126.5%0.000%
2/17/2026Royal Bank of Canada534,671$14.85M0.0%-0.4%0.000%
2/16/2026MML Investors Services LLC9,846$273K0.0%+14.5%0.000%
2/16/2026Focus Partners Wealth54,005$1.48M0.0%+53.5%0.000%
2/16/2026Arax Advisory Partners5,013$139K0.0%-44.4%0.000%
2/13/2026Kestra Advisory Services LLC66,827$1.86M0.0%+27.6%0.000%
2/13/2026Thomas J. Herzfeld Advisors Inc.68,091$1.89M0.6%-28.4%0.000%
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2/13/2026Stifel Financial Corp261,813$7.27M0.0%+1.4%0.000%
2/13/2026Morgan Stanley8,319,588$231.04M0.0%-0.5%0.000%
2/13/2026First Trust Advisors LP123,986$3.44M0.0%+3.8%0.000%
2/13/2026Integrated Wealth Concepts LLC68,870$1.91M0.0%-6.7%0.000%
2/13/2026Wells Fargo & Company MN1,314,327$36.50M0.0%+0.2%0.000%
2/13/2026Wealthspire Advisors LLC11,112$309K0.0%+899.3%0.000%
2/12/2026Advisors Asset Management Inc.565,491$15.70M0.3%+12.1%0.000%
2/12/2026Commonwealth Equity Services LLC32,192$894K0.0%+3.3%0.000%
2/12/2026StoneX Group Inc.8,069$224K0.0%N/A0.000%
2/12/2026Wedbush Securities Inc.13,626$378K0.0%-3.0%0.000%


GDV Institutional Ownership - Frequently Asked Questions

During the previous two years, 178 institutional investors and hedge funds held shares of The Gabelli Dividend & Income Trust. The most heavily invested institutionals were Morgan Stanley ($231.04M), Saba Capital Management L.P. ($137.52M), Karpus Management Inc. ($46.51M), Wells Fargo & Company MN ($36.50M), Raymond James Financial Inc. ($36.39M), Allspring Global Investments Holdings LLC ($20.00M), and Raymond James & Associates ($16.74M).Learn more on The Gabelli Dividend & Income Trust's institutional investors.

Of the 146 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. ($2.67M), Saba Capital Management L.P. ($801.84K), GABELLI & Co INVESTMENT ADVISERS INC. ($626K), Capstone Investment Advisors LLC ($507.88K), Bank of America Corp DE ($497.86K), Sit Investment Associates Inc. ($458.50K), and International Assets Investment Management LLC ($337.68K).

Institutional investors have bought a total of 2,438,384 shares in the last 24 months. This purchase volume represents approximately $69.47M in transactions.

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: Saba Capital Management L.P. ($1.01M), Sit Investment Associates Inc. ($302.81K), Bank of America Corp DE ($109.31K), Envestnet Asset Management Inc. ($91.75K), Prevail Innovative Wealth Advisors LLC ($56.65K), Morgan Stanley ($44.62K), and Integrated Wealth Concepts LLC ($36.72K).

Institutional investors have sold a total of 1,951,747 shares in the last 24 months. This volume of shares sold represents approximately $53.49M in transactions.


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Institutional ownership data for NYSE:GDV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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