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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
250New |
$4.96K - $5.28K
|
250
$6.09K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
11.6KNew |
$230K - $259K
|
11.6K
$282K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.21KNew |
$63.6K - $71.8K
|
3.21K
$78.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.05KNew |
$40.7K - $45.9K
|
2.05K
$49.9K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.27KNew |
$25.2K - $28.4K
|
1.27K
$30.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
900New |
$17.8K - $20.1K
|
900
$21.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
590New |
$11.7K - $13.2K
|
590
$14.4K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
521+ 4.53% |
$10.3K - $11.6K
|
12K
$293K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
396New |
$7.85K - $8.85K
|
396
$9.64K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$3.96K - $4.47K
|
200
$4.87K
|
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
5New |
$99.1 - $112
|
5
$122
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
44.4KNew |
$827K - $973K
|
44.4K
$1.08M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.4KNew |
$231K - $272K
|
12.4K
$302K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.48KNew |
$65K - $76.4K
|
3.48K
$84.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.5KNew |
$46.6K - $54.8K
|
2.5K
$60.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.89KNew |
$35.3K - $41.5K
|
1.89K
$46.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.73KNew |
$32.2K - $37.8K
|
1.73K
$42K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.45KNew |
$27K - $31.8K
|
1.45K
$35.3K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
68+ 1.64% |
$1.27K - $1.49K
|
4.2K
$102K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
17+ 1.69% |
$317 - $373
|
1.02K
$24.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.27KNew |
$42.4K - $51K
|
2.27K
$55.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
336New |
$6.29K - $7.56K
|
336
$8.18K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
47New |
$880 - $1.06K
|
47
$1.14K
|
|
| Q2 2022 | |||||||
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
167KNew |
$3.27M - $4.17M
|
167K
$4.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.3KNew |
$201K - $257K
|
10.3K
$251K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.7KNew |
$111K - $142K
|
5.7K
$139K
|
|
|
Aug 12, 2022
Q2 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
4.19K+ 17.24% |
$81.8K - $104K
|
28.5K
$693K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.96K+ 9.08% |
$57.7K - $73.7K
|
35.5K
$864K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.57K+ 24.58% |
$50.3K - $64.2K
|
13K
$317K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
1KNew |
$19.5K - $24.9K
|
1K
$24.3K
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1KNew |
$19.5K - $24.9K
|
1K
$24.3K
|
|
|
Jul 06, 2022
Q2 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
717New |
$14K - $17.9K
|
717
$17.5K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10+ 1.01% |
$195 - $249
|
999
$24.3K
|
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
6+ 0.81% |
$117 - $150
|
744
$18.1K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
23.2KNew |
$532K - $634K
|
23.2K
$566K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
4.79KNew |
$110K - $131K
|
4.79K
$117K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
646New |
$14.8K - $17.6K
|
646
$15.7K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
12.3KNew |
$313K - $339K
|
12.3K
$299K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
2KNew |
$51K - $55.1K
|
2K
$48.7K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1KNew |
$25.5K - $27.2K
|
1K
$24.3K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
18.3KNew |
$440K - $489K
|
18.3K
$445K
|
|
|
Aug 05, 2021
Q2 2021
|
Gs Investments, Inc.
|
BUY
|
- |
1.33KNew |
$32K - $35.6K
|
1.33K
$32.4K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
76New |
$1.83K - $2.03K
|
76
$1.85K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
671New |
$14.1K - $16.2K
|
671
$16.3K
|
|
| Q4 2020 | |||||||
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
1.81K+ 259.71% |
$31.8K - $39.1K
|
2.5K
$60.9K
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
772New |
$13.6K - $16.7K
|
772
$18.8K
|
|
| Q2 2020 | |||||||
|
Aug 03, 2020
Q2 2020
|
Live Oak Private Wealth LLC
|
BUY
|
- |
91.2KNew |
$1.26M - $1.79M
|
91.2K
$2.22M
|
|
| Q1 2020 | |||||||
|
May 12, 2020
Q1 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5.4KNew |
$56.2K - $121K
|
5.4K
$131K
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.96KNew |
$41.2K - $88.9K
|
3.96K
$96.4K
|
|