Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di The Gabelli Dividend & Income Trust meliputi 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., dan Cedar Wealth Management, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
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 |