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 |
---|---|---|---|---|---|---|---|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-600Closed |
$13.7K - $16.4K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5.2KClosed |
$119K - $142K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-7.42KClosed |
$170K - $202K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
646New |
$14.8K - $17.6K
|
646
$15.6K
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-874Closed |
$20K - $23.8K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-5.1KClosed |
$117K - $139K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.47KClosed |
$171K - $204K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
4.79KNew |
$110K - $131K
|
4.79K
$116K
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-187Closed |
$4.28K - $5.1K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
SELL
|
- |
-2.05KClosed |
$47K - $55.9K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-24.1KClosed |
$553K - $658K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-177Closed |
$4.51K - $4.88K
|
0
$0
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-494Closed |
$12.6K - $13.6K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.91KClosed |
$74.3K - $80.3K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-54Closed |
$1.38K - $1.49K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.18KClosed |
$30.2K - $32.6K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
12.3KNew |
$313K - $339K
|
12.3K
$297K
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
2KNew |
$51K - $55.1K
|
2K
$48.3K
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-100Closed |
$2.55K - $2.76K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-159Closed |
$4.05K - $4.38K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
SELL
|
- |
-10KClosed |
$255K - $276K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-41.6K- 21.73% |
$1.06M - $1.15M
|
150K
$3.62M
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-9.5KClosed |
$242K - $258K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4Closed |
$102 - $109
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-333Closed |
$8.49K - $9.04K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Matisse Capital
|
SELL
|
- |
-165KClosed |
$4.21M - $4.48M
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-9.99KClosed |
$255K - $271K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-14KClosed |
$358K - $381K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Platform Technology Partners
|
SELL
|
- |
-13.9KClosed |
$355K - $378K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-48.9KClosed |
$1.25M - $1.33M
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Bt Wealth Management LLC
|
SELL
|
- |
-10KClosed |
$255K - $272K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.78KClosed |
$45.2K - $48.2K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1KNew |
$25.5K - $27.2K
|
1K
$24.2K
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-2KClosed |
$51K - $54.3K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 17, 2021
Q2 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.45K- 42.29% |
$34.9K - $38.8K
|
1.98K
$47.8K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.05KClosed |
$25.2K - $28K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-12.8KClosed |
$308K - $343K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-88Closed |
$2.12K - $2.35K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
76New |
$1.83K - $2.03K
|
76
$1.84K
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-977Closed |
$23.5K - $26.1K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Gs Investments, Inc.
|
BUY
|
- |
1.33KNew |
$32K - $35.6K
|
1.33K
$32.1K
|
|
Aug 05, 2021
Q2 2021
|
Archer Investment Corp
|
SELL
|
- |
-275Closed |
$6.61K - $7.36K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.5KClosed |
$36.1K - $40.1K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.3KClosed |
$31.3K - $34.8K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-7Closed |
$168 - $187
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
18.3KNew |
$440K - $489K
|
18.3K
$442K
|
|
Q1 2021 | |||||||
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.69KClosed |
$35.7K - $41K
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.69KClosed |
$35.7K - $41K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-684Closed |
$14.4K - $16.6K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Yakira Capital Management, Inc.
Westport, CT |
SELL
|
- |
-38KClosed |
$800K - $919K
|
0
$0
|