Purchases and Sales Made in Q3 2025 in Gdl Fund (GDL)
This table provides information about the institutional ownership of Gdl Fund (GDL) during Q3 2025. The information is specifically focused on institutions that hold shares of GDL FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
118K+ 41.31% |
$966K - $1.01M
|
402K
$3.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
39.5KNew |
$324K - $340K
|
39.5K
$336K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
13.1K+ 56.31% |
$108K - $113K
|
36.5K
$311K
|
|
|
Oct 07, 2025
Q3 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
194+ 1.24% |
$1.59K - $1.67K
|
15.8K
$134K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1K- 6.4% |
$8.21K - $8.62K
|
14.6K
$125K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.16K- 26.06% |
$9.52K - $10K
|
3.29K
$28K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.27K- 1.35% |
$10.4K - $11K
|
92.6K
$788K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.35K- 0.79% |
$11.1K - $11.6K
|
170K
$1.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-1.42K- 0.35% |
$11.7K - $12.3K
|
410K
$3.49M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.04K- 1.6% |
$16.7K - $17.6K
|
125K
$1.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.3K- 2.69% |
$18.9K - $19.8K
|
83.4K
$709K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.15K- 11.11% |
$25.9K - $27.2K
|
25.2K
$215K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.39K- 13.65% |
$44.2K - $46.4K
|
34.1K
$290K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-12.2K- 7.62% |
$100K - $105K
|
148K
$1.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.3K- 68.42% |
$200K - $209K
|
11.2K
$95.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-39.4K- 5.84% |
$323K - $340K
|
636K
$5.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-186K- 42.18% |
$1.53M - $1.6M
|
255K
$2.17M
|
|