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The Gabelli Dividend & Income Trust (GDV) Institutional Ownership

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$30.54 +0.09 (+0.31%)
As of 09:33 AM 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)
91
Total
Institutional Inflows
(last 12 months)
$68.51M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$52.64M
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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
8/18/2026Beacon Pointe Advisors LLC8,388$247K0.0%N/A0.000%
8/18/2026 Equitable Holdings Inc.13,793$406K0.0%N/A0.000%
8/17/2026 Capstone Investment Advisors LLC262,242$7.71M0.0%N/A0.000%
8/17/2026 Bank of America Corp DE497,861$14.64M0.0%N/A0.000%
8/14/2026 Fiduciary Financial Advisors2,337$69K0.0%N/A0.000%
8/13/2026 Sanctuary Advisors LLC47,017$1.38M0.0%N/A0.000%
8/12/2026 Elevation Point Wealth Partners LLC30,472$896K0.0%N/A0.000%
8/12/2026 Commerce Bank9,096$267K0.0%N/A0.000%
8/12/2026 Evolve Private Wealth LLC95,085$2.80M0.2%N/A0.000%
8/12/2026 EP Wealth Advisors LLC15,019$442K0.0%N/A0.000%
8/11/2026 Allworth Financial LP16,201$476K0.0%N/A0.000%
8/11/2026 Kilter Group LLC1,600$47K0.0%N/A0.000%
8/11/2026 MSH Capital Advisors LLC100,946$2.97M0.5%N/A0.000%
8/10/2026 Gables Capital Management Inc.17,000$500K0.2%N/A0.000%
8/8/2026 Navigoe LLC1,958$57K0.0%N/A0.000%
8/6/2026 Private Wealth Advisors LLC9,373$276K0.1%N/A0.000%
8/6/2026 Global Retirement Partners LLC4,761$140K0.0%N/A0.000%
8/6/2026 Silverlake Wealth Management LLC87,039$2.56M0.5%N/A0.000%
7/9/2026 Contravisory Investment Management Inc.19,145$563K0.1%+19.4%0.000%
7/9/2026 Allied Private Wealth LLC1,338$40K0.0%N/A0.000%
7/9/2026 Hennion & Walsh Asset Management Inc.126,603$3.72M0.1%+10.1%0.000%
7/8/2026 MRA Advisory Group9,198$270K0.1%-9.3%0.000%
7/8/2026 Beacon Investment Advisory Services Inc.2,355$69K0.0%-29.8%0.000%
7/7/2026 180 Wealth Advisors LLC37,566$1.10M0.1%-5.0%0.000%
6/3/2026 Parallel Advisors LLC1,446$39K0.0%-22.8%0.000%
6/3/2026 NewEdge Advisors LLC32,158$866K0.0%+2.4%0.000%
5/19/2026 Western Wealth Management LLC3,209$86K0.0%N/A0.000%
5/19/2026 NewEdge Advisors LLC22,079$595K0.0%-29.7%0.000%
5/19/2026 Bank of America Corp DE506,838$13.65M0.0%-4.6%0.000%
5/18/2026 Kanen Wealth Management LLC26,800$722K0.3%+37.4%0.000%
5/16/2026 Saba Capital Management L.P.5,106,460$137.52M3.8%-11.2%0.000%
5/15/2026 Matrix Private Capital Group LLC7,828$211K0.1%N/A0.000%
5/15/2026 Waverly Advisors LLC25,107$676K0.0%-7.2%0.000%
5/14/2026 Gamco Investors INC. ET AL34,000$916K0.0%+126.7%0.000%
5/14/2026 Compound Planning Inc.16,170$435K0.0%+2.6%0.000%
5/13/2026 Cetera Investment Advisers64,797$1.75M0.0%+10.5%0.000%
5/13/2026 First Trust Advisors LP129,211$3.48M0.0%+4.2%0.000%
5/12/2026 Quantedge Capital Pte Ltd17,541$472K0.3%-33.9%0.000%
5/8/2026 PNC Financial Services Group Inc.22,585$608K0.0%-19.3%0.000%
5/8/2026 Bulldog Investors LLP299,891$8.08M1.8%-0.2%0.000%
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5/8/2026 Cassaday & Co Wealth Management LLC2,139$58K0.0%N/A0.000%
5/7/2026 Parallel Advisors LLC1,446$39K0.0%-22.8%0.000%
5/6/2026 Assetmark Inc.1,323$36K0.0%+142.3%0.000%
5/6/2026 Allspring Global Investments Holdings LLC742,797$20.00M0.0%+8.1%0.000%
5/5/2026 D.A. Davidson & CO.34,210$921K0.0%-2.3%0.000%
5/5/2026 Sanctuary Advisors LLC47,319$1.27M0.0%-3.5%0.000%
5/5/2026 Sigma Planning Corp19,355$521K0.0%-4.6%0.000%
5/2/2026 International Assets Investment Management LLC9,849$270K0.0%-31.6%0.000%
5/2/2026 Gables Capital Management Inc.17,200$463K0.2%+3.0%0.000%
5/1/2026 180 Wealth Advisors LLC39,542$1.07M0.1%-5.6%0.000%
5/1/2026 Fifth Third Bancorp65,560$1.77M0.0%+6,456.0%0.000%
4/30/2026 Kestra Advisory Services LLC114,959$3.10M0.0%+72.0%0.000%
4/28/2026 Stephens Inc. AR31,873$858K0.0%-4.2%0.000%
4/28/2026 Private Wealth Partners LLC94,859$2.56M0.2%+0.8%0.000%
4/27/2026 Private Advisor Group LLC195,409$5.26M0.0%+1.1%0.000%
4/21/2026 Contravisory Investment Management Inc.16,030$432K0.1%-5.7%0.000%
4/20/2026 Kestra Private Wealth Services LLC16,478$444K0.0%+18.2%0.000%
4/15/2026 Nations Financial Group Inc. IA ADV15,014$404K0.0%+11.1%0.000%
3/17/2026 Rockefeller Capital Management L.P.136,655$3.80M0.0%-18.3%0.000%
2/25/2026 Sit Investment Associates Inc.471,152$13.08M0.3%-24.3%0.000%
2/19/2026 Compound Planning Inc.15,764$438K0.0%+4.8%0.000%
2/19/2026 Harbour Wealth Management Group Inc.14,224$395K0.3%N/A0.000%
2/19/2026 Axxcess Wealth Management LLC8,124$226K0.0%-4.1%0.000%
2/18/2026 Kanen Wealth Management LLC19,500$541K0.2%N/A0.000%
2/18/2026 Saba Capital Management L.P.5,751,258$159.71M4.8%-5.9%0.000%
2/18/2026 Evolve Private Wealth LLC107,225$2.98M0.2%N/A0.000%
2/18/2026 1607 Capital Partners LLC84,558$2.35M0.2%-8.1%0.000%
2/17/2026 Guggenheim Capital LLC51,787$1.44M0.0%-3.5%0.000%
2/17/2026 AQR Capital Management LLC13,435$373K0.0%+14.4%0.000%
2/17/2026 Cetera Investment Advisers58,626$1.63M0.0%+8.0%0.000%
2/17/2026 Quantedge Capital Pte Ltd26,541$737K0.4%-48.9%0.000%
2/17/2026 Osaic Holdings Inc.53,441$1.48M0.0%+12.6%0.000%
2/17/2026 Private Advisor Group LLC193,363$5.37M0.0%+3.3%0.000%
2/17/2026 Captrust Financial Advisors7,262$202K0.0%N/A0.000%
2/17/2026 &PARTNERS130,667$3.63M0.0%+126.5%0.000%
2/17/2026 Royal Bank of Canada534,671$14.85M0.0%-0.4%0.000%
2/16/2026 MML Investors Services LLC9,846$273K0.0%+14.5%0.000%
2/16/2026 Focus Partners Wealth54,005$1.48M0.0%+53.5%0.000%
2/16/2026 Arax Advisory Partners5,013$139K0.0%-44.4%0.000%
2/13/2026 Kestra Advisory Services LLC66,827$1.86M0.0%+27.6%0.000%
2/13/2026 Thomas J. Herzfeld Advisors Inc.68,091$1.89M0.6%-28.4%0.000%
2/13/2026 Stifel Financial Corp261,813$7.27M0.0%+1.4%0.000%
2/13/2026 Morgan Stanley8,319,588$231.04M0.0%-0.5%0.000%
2/13/2026 First Trust Advisors LP123,986$3.44M0.0%+3.8%0.000%
2/13/2026 Integrated Wealth Concepts LLC68,870$1.91M0.0%-6.7%0.000%
2/13/2026 Wells Fargo & Company MN1,314,327$36.50M0.0%+0.2%0.000%
2/13/2026 Wealthspire Advisors LLC11,112$309K0.0%+899.3%0.000%
2/12/2026 Advisors Asset Management Inc.565,491$15.70M0.3%+12.1%0.000%
2/12/2026 Commonwealth Equity Services LLC32,192$894K0.0%+3.3%0.000%
2/12/2026 StoneX Group Inc.8,069$224K0.0%N/A0.000%
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2/12/2026 Wedbush Securities Inc.13,626$378K0.0%-3.0%0.000%
2/12/2026 Sit Investment Associates Inc.471,152$13.08M0.3%-24.3%0.000%
2/11/2026 Janney Montgomery Scott LLC54,725$1.52M0.0%+6.6%0.000%
2/11/2026 Cooper Haims Advisors LLC14,784$411K0.2%N/A0.000%
2/11/2026 LPL Financial LLC554,561$15.40M0.0%+6.7%0.000%
2/11/2026 Hilton Head Capital Partners LLC1,580$44K0.0%N/A0.000%
2/11/2026 Closed End Fund Advisors Inc.9,433$262K0.2%N/A0.000%
2/10/2026 Northwestern Mutual Wealth Management Co.1,244$35K0.0%-67.0%0.000%
2/9/2026 Blue Bell Private Wealth Management LLC149,306$4.15M0.6%+11.5%0.000%
2/9/2026 Prospera Financial Services Inc71,290$1.98M0.0%-5.1%0.000%


GDV Institutional Ownership - Frequently Asked Questions

During the previous two years, 177 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 145 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 2,406,636 shares in the last 24 months. This purchase volume represents approximately $68.51M 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 Quantedge Capital Pte Ltd ($34.40K).

Institutional investors have sold a total of 1,923,007 shares in the last 24 months. This volume of shares sold represents approximately $52.64M in transactions.



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 8/18/2026. New 13F filings are added each quarter as they're published.
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