Latest Institutional Transactions on Gabelli Dividend & Income Trust (GDV)
This table provides information on the latest institutional transactions involving Gabelli Dividend & Income Trust (GDV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
3.48KNew |
$76.6K - $85K
|
3.48K
$83.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
8.3KNew |
$183K - $203K
|
8.3K
$200K
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-404- 2.78% |
$8.91K - $9.88K
|
14.1K
$341K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
12.4KNew |
$266K - $284K
|
12.4K
$299K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-500- 6.82% |
$10.7K - $11.5K
|
6.83K
$165K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-260- 36.93% |
$5.58K - $5.96K
|
444
$10.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-1.62K- 6.39% |
$34.8K - $37.1K
|
23.7K
$572K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3.1KNew |
$66.6K - $71K
|
3.1K
$74.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
162+ 1.49% |
$3.48K - $3.71K
|
11.1K
$267K
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-2.2K- 18.94% |
$47.3K - $50.4K
|
9.42K
$227K
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
10.6KNew |
$228K - $243K
|
10.6K
$256K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-9.12K- 95.72% |
$196K - $209K
|
408
$9.85K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
281New |
$6.04K - $6.44K
|
281
$6.79K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
14.7KNew |
$315K - $336K
|
14.7K
$354K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.53K+ 8.85% |
$54.4K - $58K
|
31.2K
$752K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-39- 0.2% |
$838 - $893
|
19.7K
$477K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
785New |
$16.9K - $18K
|
785
$19K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
575New |
$12.4K - $13.2K
|
575
$13.9K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
290+ 152.63% |
$6.09K - $6.66K
|
480
$11.6K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
300New |
$6.3K - $6.89K
|
300
$7.25K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-303- 66.89% |
$6.36K - $6.96K
|
150
$3.62K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
34.4K+ 563.17% |
$723K - $791K
|
40.6K
$979K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
14.5KNew |
$305K - $334K
|
14.5K
$351K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
24.3KNew |
$510K - $558K
|
24.3K
$587K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.97KNew |
$188K - $206K
|
8.97K
$217K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.23K+ 7.82% |
$46.9K - $51.3K
|
30.8K
$744K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
72.4KNew |
$1.52M - $1.66M
|
72.4K
$1.75M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
100New |
$2.1K - $2.3K
|
100
$2.42K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
8.61K+ 107.14% |
$181K - $198K
|
16.7K
$402K
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
20.3KNew |
$427K - $467K
|
20.3K
$491K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-1.47K- 6.72% |
$30.9K - $33.8K
|
20.5K
$494K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.69K+ 1.21% |
$35.5K - $38.8K
|
141K
$3.42M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
9.1KNew |
$191K - $209K
|
9.1K
$220K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-7K- 35.0% |
$147K - $161K
|
13K
$314K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
518New |
$10.9K - $11.9K
|
518
$12.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-588- 6.06% |
$12.3K - $13.5K
|
9.12K
$220K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
260New |
$5.46K - $5.97K
|
260
$6.28K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1KNew |
$21K - $23K
|
1K
$24.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6.53K- 42.36% |
$137K - $150K
|
8.88K
$214K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
29.1KNew |
$610K - $668K
|
29.1K
$702K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
750New |
$15.7K - $17.2K
|
750
$18.1K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-500Closed |
$9.09K - $10.8K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
32+ 9.44% |
$581 - $693
|
371
$8.96K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
10KNew |
$182K - $217K
|
10K
$242K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
15+ 0.32% |
$273 - $325
|
4.77K
$115K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
353New |
$6.41K - $7.65K
|
353
$8.52K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-2.9K- 21.8% |
$52.7K - $62.8K
|
10.4K
$251K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.58KNew |
$83.3K - $99.3K
|
4.58K
$111K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-167- 99.4% |
$3.03K - $3.62K
|
1
$24.2
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1K+ 31.41% |
$18.2K - $21.7K
|
4.18K
$101K
|
|