Gabelli Dividend & Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2025 | 8.36 M | $226.92 M | 0.05% | 9.26% |
| SABA CAPITAL MANAGEMENT, L.P. | 11/14/2025 | 6.11 M | $165.88 M | -9.66% | 6.77% |
| KARPUS MANAGEMENT, INC. | 11/14/2025 | 1.75 M | $47.37 M | -2.34% | 1.93% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 1.34 M | $36.39 M | -1.30% | 1.48% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 1.31 M | $35.57 M | 3.96% | 1.45% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/20/2025 | 685.07 K | $18.59 M | 8.25% | 0.76% |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 11/12/2025 | 626.00 K | $16.98 M | 0.00% | 0.69% |
| SIT INVESTMENT ASSOCIATES INC | 11/13/2025 | 622.56 K | $16.89 M | 0.00% | 0.69% |
| ROYAL BANK OF CANADA | 11/14/2025 | 536.68 K | $14.56 M | -3.42% | 0.59% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 535.91 K | $14.54 M | -13.64% | 0.59% |
| LPL FINANCIAL LLC | 11/12/2025 | 519.50 K | $14.09 M | 3.37% | 0.57% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 504.38 K | $13.68 M | 1.41% | 0.56% |
| COHEN & STEERS, INC. | 11/14/2025 | 337.89 K | $9.17 M | 13.81% | 0.37% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 300.93 K | $8.16 M | 0.71% | 0.33% |
| BULLDOG INVESTORS, LLP | 11/14/2025 | 300.80 K | $8.16 M | -0.08% | 0.33% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 11/14/2025 | 262.24 K | $7.11 M | 0.00% | 0.29% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 258.28 K | $7.01 M | 3.96% | 0.29% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 187.19 K | $5.08 M | -0.82% | 0.21% |
| OPPENHEIMER & CO INC | 11/06/2025 | 169.20 K | $4.59 M | 1.99% | 0.19% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 167.31 K | $4.54 M | -29.39% | 0.19% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 163.36 K | $4.44 M | 2.60% | 0.18% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 137.18 K | $3.72 M | -26.54% | 0.15% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10/22/2025 | 133.96 K | $3.63 M | 13.17% | 0.15% |
| VERITION FUND MANAGEMENT LLC | 11/14/2025 | 133.43 K | $3.62 M | 0.00% | 0.15% |
| UBS GROUP AG | 11/13/2025 | 122.36 K | $3.32 M | -4.11% | 0.14% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 119.45 K | $3.24 M | 11.48% | 0.13% |
| PRIVATE WEALTH PARTNERS, LLC | 11/04/2025 | 110.41 K | $3.00 M | -2.65% | 0.12% |
| MSH CAPITAL ADVISORS LLC | 11/06/2025 | 99.22 K | $2.69 M | 11.13% | 0.11% |
| THOMAS J. HERZFELD ADVISORS, INC. | 11/12/2025 | 95.14 K | $2.58 M | 40,732.62% | 0.11% |
| 1607 CAPITAL PARTNERS, LLC | 11/14/2025 | 92.05 K | $2.50 M | -21.55% | 0.10% |
| LIVE OAK PRIVATE WEALTH LLC | 10/17/2025 | 91.22 K | $2.47 M | 0.00% | 0.10% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 10/28/2025 | 80.84 K | $2.19 M | -0.12% | 0.09% |
| PROSPERA FINANCIAL SERVICES INC | 11/06/2025 | 75.10 K | $2.04 M | 13.19% | 0.08% |
| INTEGRATED WEALTH CONCEPTS LLC | 11/14/2025 | 73.85 K | $2.00 M | -5.60% | 0.08% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 73.78 K | $2.00 M | 34.24% | 0.08% |
| SUMMIT FINANCIAL, LLC | 11/14/2025 | 61.92 K | $1.68 M | 2.53% | 0.07% |
| COMERICA BANK | 11/14/2025 | 60.59 K | $1.64 M | -0.06% | 0.07% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 58.03 K | $1.57 M | -5.99% | 0.06% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 11/14/2025 | 57.69 K | $1.57 M | 10.82% | 0.06% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 54.30 K | $1.47 M | 41.79% | 0.06% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 53.66 K | $1.46 M | -3.95% | 0.06% |
| SANCTUARY ADVISORS, LLC | 01/13/2026 | 52.43 K | $1.42 M | -1.06% | 0.06% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 52.38 K | $1.42 M | 10.15% | 0.06% |
| QUANTEDGE CAPITAL PTE LTD | 11/14/2025 | 51.94 K | $1.41 M | -59.18% | 0.06% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 51.32 K | $1.39 M | 16.29% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 47.48 K | $1.28 M | 9.10% | 0.05% |
| KENNEDY INVESTMENT GROUP | 10/28/2025 | 43.12 K | $1.17 M | -0.23% | 0.05% |
| 180 WEALTH ADVISORS, LLC | 10/16/2025 | 42.92 K | $1.16 M | 0.95% | 0.05% |
| STOLPER CO | 10/10/2025 | 41.44 K | $1.12 M | -0.30% | 0.05% |
| DAKOTA WEALTH MANAGEMENT | 11/10/2025 | 37.62 K | $1.02 M | -0.25% | 0.04% |
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Gabelli Dividend & Income Trust institutional Ownership - FAQ's
During the previous two years, 206 institutional investors and hedge funds held shares of Gabelli Dividend & Income Trust. The most heavily invested institutionals were:
Allspring Global Investments Holdings, LLC: 687,247
Hennion & Walsh Asset Management, Inc.: 102,053
Private Wealth Partners, LLC: 94,109
180 WEALTH ADVISORS, LLC: 41,881
Stolper Co: 41,697
North Star Investment Management Corp.: 33,334
31.58% of Gabelli Dividend & Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 31.39 M shares in the last 24 months. This purchase volume represents approximately $910.30 M in transactions.