Gabelli Dividend & Income Trust
GDV- Exchange
- NYSE
- SEC CIK
- 0001260729
No open-market purchases or sales by Gabelli Dividend & Income Trust insiders were filed in the last 90 days; 196 institutions reported holding it in 13F filings for Q2 2026, worth $797.6M in total; no superinvestor holds it.
Q1 2025 vs. Q4 2024
How the institutions holding Gabelli Dividend & Income Trust changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Of which not filed for Q1 2025 | Q1 2025 | Change |
|---|---|---|---|---|
| Holders | 172 | 3 | 172 | +3 |
| Shares | 28.8M | 1.63K | 29.2M | +430.7K (+1.5%) |
| Value | $695.7M | $38.8K | $705.3M | +$9.65M (+1.4%) |
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (13)
Institutions that held Gabelli Dividend & Income Trust at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Janney Montgomery Scott LLC | 47,957 | $1.16M | 0.00% |
| Creative Planning | 19,511 | $470.8K | 0.00% |
| Wolverine Asset Management LLC | 18,650 | $450.0K | 0.01% |
| Contravisory Investment Management, Inc. | 18,300 | $441.6K | 0.09% |
| Readystate Asset Management LP | 17,678 | $426.6K | 0.02% |
| Avantax Advisory Services, Inc. | 17,346 | $418.6K | 0.00% |
| Bokf, NA | 3,000 | $72.4K | 0.00% |
| Geneos Wealth Management Inc. | 2,292 | $55.3K | 0.00% |
| Eastern Bank | 1,432 | $34.6K | 0.00% |
| Federation des caisses Desjardins du Quebec | 1,000 | $24.1K | 0.00% |
| Clearstead Advisors, LLC | 800 | $19.3K | 0.00% |
| Riggs Asset Managment Co. Inc. | 500 | $12.1K | 0.00% |
| American National Bank | 125 | $3.02K | 0.00% |
Sold out (10)
Institutions that held Gabelli Dividend & Income Trust at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Western Wealth Management, LLC | 13,000 | $313.9K |
| Elequin Capital LP | 7,139 | $172.4K |
| Larson Financial Group LLC | 4,000 | $96.6K |
| Bessemer Group Inc | 1,888 | $46.0K |
| US Bancorp | 1,600 | $38.6K |
| Pineridge Advisors LLC | 1,000 | $24.1K |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 444 | $10.7K |
| JFS Wealth Advisors, LLC | 366 | $8.84K |
| Plante Moran Financial Advisors, LLC | 216 | $5.22K |
| FMR LLC | 1 | $24 |
Not filed for Q1 2025 yet (3)
Institutions that held Gabelli Dividend & Income Trust at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Wintrust Investments LLC | 1,086 | $26.0K |
| Global Retirement Partners, LLC | 448 | $10.8K |
| AlphaMark Advisors, LLC | 100 | $2.00K |