GDL Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GABELLI & CO INVESTMENT ADVISERS, INC. | 05/14/2026 | 1.85 M | $15.38 M | 0.00% | 16.75% |
| COLONY GROUP, LLC | 05/15/2026 | 572.79 K | $4.77 M | -3.22% | 5.20% |
| MORGAN STANLEY | 05/15/2026 | 496.23 K | $4.13 M | 4.96% | 4.50% |
| GAMCO INVESTORS, INC. ET AL | 05/14/2026 | 441.80 K | $3.68 M | 0.17% | 4.01% |
| BULLDOG INVESTORS, LLP | 05/08/2026 | 409.75 K | $3.41 M | -0.04% | 3.72% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 384.93 K | $3.21 M | 100.00% | 3.49% |
| ANCORA ADVISORS, LLC | 05/15/2026 | 174.63 K | $1.45 M | 0.00% | 1.58% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 168.26 K | $1.40 M | -0.40% | 1.53% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 128.42 K | $1.07 M | 0.70% | 1.16% |
| ZAZOVE ASSOCIATES LLC | 06/18/2026 | 120.52 K | $1.00 B | 0.00% | 1.09% |
| CSS LLC/IL | 05/15/2026 | 116.66 K | $971.80 K | 0.00% | 1.06% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 93.93 K | $782.47 K | 1.11% | 0.85% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 54.27 K | $452.06 K | 15.77% | 0.49% |
| 05/06/2026 | 53.15 K | $442.74 K | 87.15% | 0.48% | |
| 04/16/2026 | 19.38 K | $161.46 K | 0.00% | 0.18% | |
| MATISSE CAPITAL | 05/08/2026 | 16.95 K | $141.17 K | 0.00% | 0.15% |
| 04/22/2026 | 15.20 K | $126.62 K | 0.66% | 0.14% | |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 14.97 K | $124.70 K | 25.06% | 0.14% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 05/07/2026 | 13.83 K | $115.21 K | -10.46% | 0.13% |
| 05/11/2026 | 11.37 K | $94.70 K | 1.10% | 0.10% | |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 11.28 K | $93.96 K | -22.91% | 0.10% |
| MRP CAPITAL INVESTMENTS, LLC | 05/14/2026 | 7.50 K | $62.48 K | 36.36% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 4.14 K | $34.49 K | 48.92% | 0.04% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 05/11/2026 | 2.00 K | $16.90 K | 0.00% | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 04/13/2026 | 1.72 K | $14.30 K | 0.00% | 0.02% |
| KILTER GROUP LLC | 05/14/2026 | 1.60 K | $13.35 K | 5.46% | 0.01% |
| 04/23/2026 | 1.00 K | $8.33 K | 0.00% | 0.01% | |
| HIGHLINE WEALTH PARTNERS LLC | 04/06/2026 | 325 | $2.71 K | 0.00% | 0.00% |
| TD WATERHOUSE CANADA INC. | 05/12/2026 | 300 | $2.49 K | 100.00% | 0.00% |
| UBS GROUP AG | 05/05/2026 | 217 | $1.81 K | -93.04% | 0.00% |
| BARRETT & COMPANY, INC. | 05/04/2026 | 200 | $1.67 K | 0.00% | 0.00% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 0 | $0 | -100.00% | 0.00% |
| CORNERSTONE ADVISORS, LLC | 05/08/2026 | 0 | $0 | -100.00% | 0.00% |
| SEVEN MILE ADVISORY | 04/14/2026 | 0 | $0 | -100.00% | 0.00% |
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GDL Fund institutional Ownership - FAQ's
During the previous two years, 47 institutional investors and hedge funds held shares of GDL Fund. The most heavily invested institutionals were:
GABELLI & Co INVESTMENT ADVISERS, INC.: 1.85 M
Colony Group, LLC: 572,788
MORGAN STANLEY: 496,226
GAMCO INVESTORS, INC. ET AL: 441,799
Bulldog Investors, LLP: 409,748
Independent Advisor Alliance: 384,932
47.02% of GDL Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.65 M shares in the last 24 months. This purchase volume represents approximately $47.93 M in transactions.