Purchases and Sales Made in Q4 2025 in Gabelli Dividend & Income Trust (GDV)
This table provides information about the institutional ownership of Gabelli Dividend & Income Trust (GDV) during Q4 2025. The information is specifically focused on institutions that hold shares of GABELLI DIVIDEND & INCOME TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2026
Q4 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
39.2K+ 113.39% |
$1.04M - $1.08M
|
73.8K
$2M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
28.3K+ 38.33% |
$750K - $776K
|
102K
$2.76M
|
|
|
Jan 23, 2026
Q4 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
16.3KNew |
$432K - $447K
|
16.3K
$441K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.71KNew |
$204K - $212K
|
7.71K
$209K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.46K+ 3.95% |
$171K - $177K
|
170K
$4.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.06K+ 24.66% |
$108K - $111K
|
20.5K
$555K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.25K+ 4.02% |
$86.2K - $89.2K
|
84.1K
$2.28M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.18K+ 0.32% |
$57.9K - $59.8K
|
687K
$18.6M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
1.07K+ 20.13% |
$28.4K - $29.4K
|
6.39K
$173K
|
|
|
Jan 26, 2026
Q4 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
768New |
$20.4K - $21.1K
|
768
$20.8K
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
615+ 6.5% |
$16.3K - $16.9K
|
10.1K
$273K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
352+ 0.94% |
$9.34K - $9.66K
|
38K
$1.03M
|
|
|
Jan 23, 2026
Q4 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
288+ 1.12% |
$7.64K - $7.9K
|
26K
$702K
|
|
|
Jan 12, 2026
Q4 2025
|
Stolper CO
|
BUY
|
- |
259+ 0.63% |
$6.87K - $7.11K
|
41.7K
$1.13M
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
127+ 1.33% |
$3.37K - $3.48K
|
9.65K
$261K
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
36+ 0.27% |
$955 - $988
|
13.5K
$366K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11+ 1.6% |
$292 - $302
|
700
$18.9K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.23% |
$106 - $110
|
1.75K
$47.2K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-8- 1.44% |
$212 - $220
|
546
$14.8K
|
|
|
Jan 27, 2026
Q4 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-186- 0.96% |
$4.93K - $5.1K
|
19.1K
$518K
|
|
|
Jan 15, 2026
Q4 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-797- 3.27% |
$21.1K - $21.9K
|
23.6K
$637K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.04K- 2.41% |
$27.5K - $28.4K
|
41.9K
$1.13M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.61K- 30.87% |
$69.2K - $71.6K
|
5.85K
$158K
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-5K- 37.1% |
$133K - $137K
|
8.47K
$229K
|
|
|
Jan 27, 2026
Q4 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-16.3K- 14.76% |
$432K - $447K
|
94.1K
$2.55M
|
|