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 179 institutions that hold shares in the stock, with a total of 27.1 Million shares, which have been reported (via 13F filing form) to have a value of $684 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
10,400
shares
|
$259,584
0.07% of portfolio
|
Q4 2023
Reduced 21.8%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
10,263
shares
|
$256,164
0.0% of portfolio
|
Q4 2024
Added 183.04%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
10,103
shares
|
$252,170
0.03% of portfolio
|
Q3 2024
Reduced 12.24%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,065
shares
|
$251,222
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
10,034
shares
|
$250,448
0.0% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
10,000
shares
|
$249,600
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Smh Capital Advisors Inc
|
Nov 08, 2024 Q3 2024 |
9,671
shares
|
$241,388
1.48% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
9,415
shares
|
$234,998
0.06% of portfolio
|
Q2 2024
Reduced 18.94%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
9,169
shares
|
$228,858
0.12% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
9,161
shares
|
$228,658
0.11% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
9,122
shares
|
$227,685
0.07% of portfolio
|
Q1 2024
Reduced 6.06%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
9,096
shares
|
$227,036
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Nov 05, 2024 Q3 2024 |
9,031
shares
|
$225,413
0.09% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
8,973
shares
|
$223,966
0.06% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
8,964
shares
|
$223,741
0.01% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
8,681
shares
|
$216,677
0.04% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
8,550
shares
|
$213,408
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
8,364
shares
|
$208,765
0.02% of portfolio
|
Q3 2022
Reduced 12.11%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 15, 2025 Q4 2024 |
8,300
shares
|
$207,168
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
8,282
shares
|
$206,718
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
7,367
shares
|
$183,880
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
6,828
shares
|
$170,426
0.0% of portfolio
|
Q2 2024
Reduced 6.82%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
6,067
shares
|
$151,432
0.01% of portfolio
|
Q3 2019
Reduced 41.46%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
5,227
shares
|
$130,465
0.0% of portfolio
|
Q3 2024
Added 11.64%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
4,184
shares
|
$104,432
0.0% of portfolio
|
Q4 2023
Added 31.41%
|