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 |
---|---|---|---|---|---|---|---|
Feb 13, 2020
Q4 2019
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-18.4KClosed |
$372K - $405K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-366KClosed |
$7.4M - $8.06M
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Arrow Financial Corp
|
BUY
|
- |
135+ 10.0% |
$2.73K - $2.97K
|
1.49K
$33.7K
|
|
Feb 07, 2020
Q4 2019
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.08KClosed |
$21.8K - $23.8K
|
0
$0
|
|
Jan 31, 2020
Q4 2019
|
Independence Bank Of Kentucky
|
SELL
|
- |
-500Closed |
$10.1K - $11K
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-144Closed |
$2.91K - $3.17K
|
0
$0
|
|
Q3 2019 | |||||||
May 08, 2020
Q3 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.2KClosed |
$44.6K - $48.8K
|
0
$0
|
|
Nov 21, 2019
Q3 2019
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.4KClosed |
$28.4K - $31K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Oakworth Capital, Inc.
|
SELL
|
- |
-4.3K- 41.46% |
$87.2K - $95.3K
|
6.07K
$138K
|
|
Oct 24, 2019
Q3 2019
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1KClosed |
$20.3K - $22.2K
|
0
$0
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-100Closed |
$2.03K - $2.22K
|
0
$0
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-769Closed |
$15.6K - $17K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-11.3KClosed |
$228K - $248K
|
0
$0
|
|
Aug 05, 2019
Q2 2019
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3.35KClosed |
$67.7K - $73.8K
|
0
$0
|
|
Jul 31, 2019
Q2 2019
|
Smart Money Group LLC
|
SELL
|
- |
-63KClosed |
$1.28M - $1.39M
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-1KClosed |
$20.3K - $22.1K
|
0
$0
|
|
Q1 2019 | |||||||
Oct 11, 2019
Q1 2019
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-5KClosed |
$91.2K - $108K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-29KClosed |
$529K - $624K
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Human Investing LLC
|
SELL
|
- |
-1.01KClosed |
$18.3K - $21.6K
|
0
$0
|
|
May 07, 2019
Q1 2019
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.45KClosed |
$26.4K - $31.2K
|
0
$0
|
|
Apr 30, 2019
Q1 2019
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-199Closed |
$3.63K - $4.28K
|
0
$0
|
|
Apr 29, 2019
Q1 2019
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.5KClosed |
$45.6K - $53.8K
|
0
$0
|
|
Apr 11, 2019
Q1 2019
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.2KClosed |
$21.9K - $25.8K
|
0
$0
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.76KClosed |
$32K - $37.8K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.9KClosed |
$49.4K - $69.4K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-26.9KClosed |
$459K - $645K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
18+ 1.57% |
$307 - $431
|
1.16K
$26.4K
|
|
Feb 14, 2019
Q4 2018
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-2.1KClosed |
$35.8K - $50.3K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-12.1KClosed |
$206K - $290K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Nine Masts Capital LTD
|
SELL
|
- |
-10.2KClosed |
$174K - $244K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
199KNew |
$3.39M - $4.77M
|
199K
$4.52M
|
|
Feb 13, 2019
Q4 2018
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
1.4KNew |
$23.8K - $33.5K
|
1.4K
$31.8K
|
|
Feb 13, 2019
Q4 2018
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-135Closed |
$2.3K - $3.23K
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.65KClosed |
$62.2K - $87.4K
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
Ballew Advisors, Inc
|
SELL
|
- |
-889Closed |
$15.1K - $21.3K
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-1.25KClosed |
$21.3K - $29.9K
|
0
$0
|
|
Jan 23, 2019
Q4 2018
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-789Closed |
$13.4K - $18.9K
|
0
$0
|
|
Jan 18, 2019
Q4 2018
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-12.3KClosed |
$209K - $294K
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1KClosed |
$17K - $23.9K
|
0
$0
|
|
Q3 2018 | |||||||
Nov 15, 2018
Q3 2018
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
4.58KNew |
$104K - $111K
|
4.58K
$104K
|
|
Nov 14, 2018
Q3 2018
|
Jacobi Capital Management LLC
|
SELL
|
- |
-589Closed |
$13.3K - $14.3K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
48.5KNew |
$1.1M - $1.18M
|
48.5K
$1.1M
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.27KClosed |
$51.4K - $55K
|
0
$0
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-236Closed |
$5.34K - $5.72K
|
0
$0
|
|
Nov 02, 2018
Q3 2018
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-14.5KClosed |
$328K - $351K
|
0
$0
|
|
Oct 31, 2018
Q3 2018
|
Trilogy Capital Inc.
|
SELL
|
- |
-444Closed |
$10.1K - $10.8K
|
0
$0
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-157Closed |
$3.4K - $3.64K
|
0
$0
|
|
Aug 13, 2018
Q2 2018
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-13.7KClosed |
$297K - $318K
|
0
$0
|
|
Aug 02, 2018
Q2 2018
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6.97KClosed |
$151K - $162K
|
0
$0
|
|
Q1 2018 | |||||||
May 15, 2018
Q1 2018
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.77KClosed |
$38.3K - $43.9K
|
0
$0
|