GDL Fund
GDL- Exchange
- NYSE
- SEC CIK
- 0001378701
No open-market purchases or sales by GDL Fund insiders were filed in the last 90 days; 31 institutions reported holding it in 13F filings for Q2 2026, worth $39.8M in total; no superinvestor holds it.
Q4 2023 vs. Q3 2023
How the institutions holding GDL Fund changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 33 | 27 | −6 |
| Shares | 5.05M | 4.88M | −177.5K (−3.5%) |
| Value | $39.2M | $39.2M | +$29.2K (+0.1%) |
New holders (2)
Institutions that held GDL Fund at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| GWM Advisors LLC | 69,407 | $548.3K | 0.01% |
| JPMorgan Chase & Co | 2,044 | $16.4K | 0.00% |
Sold out (8)
Institutions that held GDL Fund at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Eudaimonia Partners, LLC | 126,618 | $981.3K |
| Atlas Wealth LLC | 35,210 | $272.9K |
| CNH Partners LLC | 13,985 | $108.4K |
| Integrated Wealth Concepts LLC | 13,114 | $101.6K |
| 9258 Wealth Management, LLC | 12,511 | $97.0K |
| Thomas J. Herzfeld Advisors, Inc. | 5,454 | $42.3K |
| Gradient Investments LLC | 200 | $1.55K |
| Steward Partners Investment Advisory, LLC | 200 | $1.55K |