Institutional Ownership Gabelli Dividend & Income Trust (GDV)
This table provides information about the institutional ownership of Gabelli Dividend & Income Trust (GDV). We have compiled data on the 184 institutions that hold shares in the stock, with a total of 30.6 Million shares, which have been reported (via 13F filing form) to have a value of $733 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
12,879
shares
|
$308,323
0.0% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
12,729
shares
|
$304,732
0.25% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Apr 24, 2025 Q1 2025 |
11,777
shares
|
$281,941
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
11,739
shares
|
$281,031
0.01% of portfolio
|
Q4 2024
Reduced 28.89%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
11,500
shares
|
$275,310
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
11,454
shares
|
$274,208
0.0% of portfolio
|
Q1 2025
Added 20.75%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
11,350
shares
|
$271,719
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
10,899
shares
|
$260,922
0.0% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
10,300
shares
|
$246,582
0.07% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
10,263
shares
|
$245,696
0.0% of portfolio
|
Q4 2024
Added 183.04%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
10,131
shares
|
$242,536
0.01% of portfolio
|
Q1 2025
Added 12.78%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
10,100
shares
|
$241,794
0.0% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
10,000
shares
|
$239,400
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
9,415
shares
|
$225,395
0.06% of portfolio
|
Q2 2024
Reduced 18.94%
|
|
|
Smh Capital Advisors Inc
|
May 08, 2025 Q1 2025 |
9,344
shares
|
$223,695
1.24% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
9,272
shares
|
$221,971
0.08% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
9,258
shares
|
$221,636
0.11% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Apr 10, 2025 Q1 2025 |
9,226
shares
|
$220,870
0.12% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
9,122
shares
|
$218,380
0.07% of portfolio
|
Q1 2024
Reduced 6.06%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
9,096
shares
|
$217,758
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
8,765
shares
|
$209,834
0.04% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
8,375
shares
|
$200,497
0.01% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
8,364
shares
|
$200,234
0.02% of portfolio
|
Q3 2022
Reduced 12.11%
|
|
|
Constitution Capital LLC
Shelton, CT |
Apr 11, 2025 Q1 2025 |
8,300
shares
|
$198,702
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
7,367
shares
|
$176,365
0.0% of portfolio
|
Q3 2024
New holding
|