Latest Institutional Purchases of Gabelli Dividend & Income Trust (GDV)
This list provides information on the latest institutional transactions involving Gabelli Dividend & Income Trust (GDV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3.1KNew |
$66.6K - $71K
|
3.1K
$75.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.53K+ 8.85% |
$54.4K - $58K
|
31.2K
$758K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
785New |
$16.9K - $18K
|
785
$19.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
575New |
$12.4K - $13.2K
|
575
$14K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
281New |
$6.04K - $6.44K
|
281
$6.84K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
162+ 1.49% |
$3.48K - $3.71K
|
11.1K
$269K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
72.4KNew |
$1.52M - $1.66M
|
72.4K
$1.76M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
34.4K+ 563.17% |
$723K - $791K
|
40.6K
$987K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
29.1KNew |
$610K - $668K
|
29.1K
$707K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
24.3KNew |
$510K - $558K
|
24.3K
$591K
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
20.3KNew |
$427K - $467K
|
20.3K
$495K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
14.5KNew |
$305K - $334K
|
14.5K
$354K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
9.1KNew |
$191K - $209K
|
9.1K
$221K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.97KNew |
$188K - $206K
|
8.97K
$218K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
8.61K+ 107.14% |
$181K - $198K
|
16.7K
$405K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.23K+ 7.82% |
$46.9K - $51.3K
|
30.8K
$749K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.69K+ 1.21% |
$35.5K - $38.8K
|
141K
$3.44M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1KNew |
$21K - $23K
|
1K
$24.3K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
750New |
$15.7K - $17.2K
|
750
$18.3K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
518New |
$10.9K - $11.9K
|
518
$12.6K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
300New |
$6.3K - $6.89K
|
300
$7.3K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
290+ 152.63% |
$6.09K - $6.66K
|
480
$11.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
260New |
$5.46K - $5.97K
|
260
$6.33K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
100New |
$2.1K - $2.3K
|
100
$2.43K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
10KNew |
$182K - $217K
|
10K
$243K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.58KNew |
$83.3K - $99.3K
|
4.58K
$112K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1K+ 31.41% |
$18.2K - $21.7K
|
4.18K
$102K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
1KNew |
$18.2K - $21.7K
|
1K
$24.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
973New |
$17.7K - $21.1K
|
973
$23.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
600+ 40.0% |
$10.9K - $13K
|
2.1K
$51.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
353New |
$6.41K - $7.65K
|
353
$8.59K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
227New |
$4.12K - $4.92K
|
227
$5.53K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
32+ 9.44% |
$581 - $693
|
371
$9.03K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
15+ 0.32% |
$273 - $325
|
4.77K
$116K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
14+ 1.66% |
$254 - $303
|
858
$20.9K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
118KNew |
$2.28M - $2.58M
|
118K
$2.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
105KNew |
$2.03M - $2.29M
|
105K
$2.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12.5KNew |
$242K - $274K
|
12.5K
$304K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1KNew |
$19.4K - $21.9K
|
1K
$24.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
652New |
$12.6K - $14.3K
|
652
$15.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
548New |
$10.6K - $12K
|
548
$13.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
236+ 7.87% |
$4.57K - $5.17K
|
3.24K
$78.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
210+ 1.75% |
$4.07K - $4.6K
|
12.2K
$297K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
100New |
$1.94K - $2.19K
|
100
$2.43K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
44+ 0.24% |
$852 - $964
|
18.5K
$449K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26+ 0.22% |
$504 - $570
|
11.9K
$290K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
12+ 1.5% |
$232 - $263
|
810
$19.7K
|
|
| Q2 2023 | |||||||
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
960New |
$19K - $20.3K
|
960
$23.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
958New |
$19K - $20.2K
|
958
$23.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
416New |
$8.25K - $8.79K
|
416
$10.1K
|
|