Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i The Gabelli Dividend & Income Trust inkluderar Verition Fund Management LLC, Dymon Asia Capital (singapore) Pte. Ltd., Abel Hall, LLC, Gladstone Institutional Advisory LLC, Kingsview Wealth Management, LLC, Wetherby Asset Management Inc, Vermillion Wealth Management, Inc., Evolution Wealth Management Inc., och Cedar Wealth Management, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Colony Group, LLC | 34 437 | 1,78 | 896 | 9,68 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5 899 | 11,83 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 89 | 2,30 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 15 628 | 0,44 | 406 | 8,27 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 334 | 9 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5 754 | 151,05 | 150 | 170,91 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 10 926 | 0,25 | 284 | 8,40 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 9 395 | 1,48 | 244 | 9,42 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 118 366 | 5,08 | 3 079 | 13,25 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 433 | 37 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1 109 | 29 | ||||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 80 933 | 3,18 | 2 105 | 11,26 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 56 709 | 1,88 | 1 | 0,00 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 632 865 | 38,04 | 16 461 | 48,80 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 200 | 5 | ||||||
| 2025-08-14 | 13F | Verition Fund Management LLC | 133 426 | 3 470 | ||||||
| 2025-07-16 | 13F | Dakota Wealth Management | 37 713 | 7,10 | 981 | 15,43 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Stolper Co | 41 561 | 1,68 | 1 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 8 429 | 0,64 | 219 | 8,42 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 27 172 | 53,71 | 707 | 65,73 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 31 236 | 67,49 | 812 | 80,44 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 7 736 | 201 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 874 | 49 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 308 | 8,37 | 34 | 17,24 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 236 958 | 17,75 | 6 163 | 26,94 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 623 | 16 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 7 964 | 207 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 188 742 | 3,41 | 4 909 | 11,47 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 3 830 | 0,47 | 100 | 8,79 | ||||
| 2025-08-14 | 13F | Saba Capital Management, L.P. | 6 768 149 | 6,61 | 176 040 | 14,91 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 43 519 | 16,46 | 1 132 | 25,64 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 359 134 | 2,34 | 35 351 | 10,31 | ||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 9 310 | 0,91 | 242 | 9,01 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 8 359 874 | 3,47 | 217 440 | 11,53 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 497 372 | 0,62 | 12 937 | 8,46 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 8 854 | 1,02 | 230 | 9,00 | ||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 54 161 | 4,27 | 1 345 | 4,43 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 165 905 | 4,22 | 4 315 | 12,34 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 12 230 | 21,09 | 318 | 30,86 | ||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 233 | 1,75 | 6 | 20,00 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 70 738 | 24,58 | 1 840 | 34,23 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 13 457 | 0,04 | 350 | 8,02 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 11 739 | 305 | ||||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 1 111 | 0,63 | 29 | 7,69 | ||||
| 2025-07-16 | 13F | Kennedy Investment Group | 43 214 | 0,26 | 1 124 | 8,08 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 831 | 38,08 | 48 | 46,88 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 679 | 1,19 | 0 | |||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 64 | 1,59 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 15 320 | 11,86 | 398 | 20,61 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 14 138 | 0,07 | 368 | 7,94 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 54 959 | 136,81 | 1 429 | 155,18 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 2 300 | 60 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 3 | 0 | ||||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 1 788 008 | 0,86 | 46 506 | 8,72 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 248 454 | 1,03 | 6 462 | 8,90 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 17 085 | 66,47 | 444 | 86,55 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 298 809 | 0,73 | 7 772 | 8,58 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 13 225 | 17,48 | 344 | 26,57 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 502 576 | 12,16 | 13 072 | 20,89 | ||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 196 886 | 10,06 | 5 121 | 18,65 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 52 054 | 78,26 | 1 354 | 92,19 | ||||
| 2025-08-14 | 13F | Dymon Asia Capital (singapore) Pte. Ltd. | 11 933 | 310 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 55 863 | 0,53 | 1 453 | 8,36 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 459 | 2,46 | 12 | 10,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 250 | 1,71 | 33 | 10,34 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 296 886 | 6,45 | 8 | 16,67 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 66 347 | 211,72 | 1 726 | 236,26 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 107 154 | 2,03 | 2 787 | 9,98 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 89 283 | 7,53 | 2 322 | 15,93 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 10 560 | 275 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 555 700 | 0,81 | 14 454 | 8,66 | ||||
| 2025-08-08 | 13F | Creative Planning | 36 740 | 88,30 | 956 | 103,19 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 7 828 | 204 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 7 943 | 207 | ||||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 9 412 | 1,51 | 245 | 9,42 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 60 389 | 38,29 | 1 571 | 49,10 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 25 383 | 1,20 | 660 | 9,09 |
