GDL Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GABELLI & CO INVESTMENT ADVISERS, INC. | 11/12/2025 | 1.85 M | $15.79 M | 0.00% | 16.75% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 11/10/2025 | 635.85 K | $5.44 M | -5.84% | 5.77% |
| BULLDOG INVESTORS, LLP | 11/14/2025 | 409.92 K | $3.50 M | -0.35% | 3.72% |
| MORGAN STANLEY | 11/14/2025 | 402.48 K | $3.44 M | 41.31% | 3.65% |
| GAMCO INVESTORS, INC. ET AL | 11/12/2025 | 254.99 K | $2.18 M | -42.18% | 2.31% |
| ANCORA ADVISORS, LLC | 11/14/2025 | 174.63 K | $1.49 M | 0.00% | 1.58% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 170.44 K | $1.46 M | -0.79% | 1.55% |
| CORNERSTONE ADVISORS, LLC | 11/07/2025 | 147.91 K | $1.26 M | -7.62% | 1.34% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 125.04 K | $1.07 M | -1.60% | 1.13% |
| ZAZOVE ASSOCIATES LLC | 10/17/2025 | 120.52 K | $1.03 M | 0.00% | 1.09% |
| CSS LLC/IL | 11/13/2025 | 116.66 K | $997.46 K | 0.00% | 1.06% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 92.63 K | $791.96 K | -1.35% | 0.84% |
| PARK AVENUE SECURITIES LLC | 10/23/2025 | 83.35 K | $713.00 K | -2.69% | 0.76% |
| SEVEN MILE ADVISORY | 11/13/2025 | 39.50 K | $337.71 K | 100.00% | 0.36% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10/22/2025 | 36.49 K | $311.96 K | 56.31% | 0.33% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 34.06 K | $290.42 K | -13.65% | 0.31% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 25.22 K | $215.62 K | -11.11% | 0.23% |
| MATISSE CAPITAL | 10/29/2025 | 16.95 K | $144.90 K | 0.00% | 0.15% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 10/08/2025 | 15.79 K | $134.99 K | 1.24% | 0.14% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 14.63 K | $125.10 K | -6.40% | 0.13% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 11.97 K | $102.34 K | 0.00% | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 11.22 K | $95.89 K | -68.42% | 0.10% |
| UBS GROUP AG | 11/13/2025 | 3.29 K | $28.14 K | -26.06% | 0.03% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 11/13/2025 | 2.00 K | $17.10 K | 0.00% | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 11/12/2025 | 1.72 K | $14.68 K | 0.00% | 0.02% |
| KILTER GROUP LLC | 02/06/2026 | 1.50 K | $12.82 K | 100.00% | 0.01% |
| AMERITAS ADVISORY SERVICES, LLC | 11/06/2025 | 1.13 K | $9.66 K | 0.00% | 0.01% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| VIRTU FINANCIAL LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
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GDL Fund institutional Ownership - FAQ's
During the previous two years, 44 institutional investors and hedge funds held shares of GDL Fund. The most heavily invested institutionals were:
Matisse Capital: 16,947
HIGHLINE WEALTH PARTNERS LLC: 325
BARRETT & COMPANY, INC.: 200
Ameritas Advisory Services, LLC: 0
PARK AVENUE SECURITIES LLC: 0
Kovitz Investment Group Partners, LLC: 635,847
43.50% of GDL Fund stock is owned by institutional investors.
Institutional investors have bought a total of 3.16 M shares in the last 24 months. This purchase volume represents approximately $27.03 M in transactions.