GDL Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GABELLI & CO INVESTMENT ADVISERS, INC. | 08/12/2026 | 1.85 M | $15.64 M | 0.00% | 16.85% |
| MORGAN STANLEY | 08/13/2026 | 508.77 K | $4.31 M | 2.53% | 4.64% |
| COLONY GROUP, LLC | 08/12/2026 | 504.24 K | $4.27 M | -11.97% | 4.60% |
| GAMCO INVESTORS, INC. ET AL | 08/12/2026 | 441.93 K | $3.74 M | 0.03% | 4.03% |
| BULLDOG INVESTORS, LLP | 08/14/2026 | 409.75 K | $3.47 M | 0.00% | 3.74% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 161.99 K | $1.37 M | -3.72% | 1.48% |
| ANCORA ADVISORS, LLC | 08/14/2026 | 148.16 K | $1.25 M | -15.16% | 1.35% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 129.08 K | $1.09 M | 0.51% | 1.18% |
| CSS LLC/IL | 08/14/2026 | 116.66 K | $988.14 K | 0.00% | 1.06% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 93.26 K | $789.89 K | -0.72% | 0.85% |
| PARK AVENUE SECURITIES LLC | 07/20/2026 | 82.60 K | $700.00 K | 100.00% | 0.75% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 62.48 K | $529.18 K | 15.12% | 0.57% |
| ATLAS WEALTH LLC | 07/28/2026 | 55.37 K | $468.95 K | 100.00% | 0.51% |
| MATISSE CAPITAL | 08/12/2026 | 28.07 K | $237.77 K | 65.65% | 0.26% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 18.87 K | $159.84 K | -2.64% | 0.17% |
| DECISION INVESTMENTS, INC | 07/13/2026 | 15.10 K | $127.90 K | -0.66% | 0.14% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 14.25 K | $120.71 K | 100.00% | 0.13% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 07/07/2026 | 12.91 K | $109.33 K | -6.67% | 0.12% |
| GATEPASS CAPITAL, LLC | 07/30/2026 | 12.50 K | $105.88 K | -76.48% | 0.11% |
| PERMANENT CAPITAL MANAGEMENT, LP | 08/12/2026 | 10.13 K | $85.81 K | 100.00% | 0.09% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 10.08 K | $85.38 K | -10.64% | 0.09% |
| MRP CAPITAL INVESTMENTS, LLC | 08/10/2026 | 7.50 K | $63.53 K | 0.00% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 5.24 K | $44.41 K | 26.62% | 0.05% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 08/13/2026 | 2.00 K | $16.94 K | 0.00% | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 07/28/2026 | 1.72 K | $14.54 K | 0.00% | 0.02% |
| MCMILLAN OFFICE, INC. | 08/13/2026 | 1.00 K | $8.47 K | 0.00% | 0.01% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 389 | $3.30 K | 100.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 07/15/2026 | 325 | $2.75 K | 0.00% | 0.00% |
| TD WATERHOUSE CANADA INC. | 07/27/2026 | 300 | $2.54 K | 0.00% | 0.00% |
| UBS GROUP AG | 08/13/2026 | 217 | $1.84 K | 0.00% | 0.00% |
| BARRETT & COMPANY, INC. | 07/24/2026 | 200 | $1.69 K | 0.00% | 0.00% |
| KILTER GROUP LLC | 08/11/2026 | 1 | $8 | -99.94% | 0.00% |
| ZAZOVE ASSOCIATES LLC | 07/16/2026 | 0 | $0 | -100.00% | 0.00% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 0 | $0 | -100.00% | 0.00% |
| INDEPENDENT ADVISOR ALLIANCE | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 0 | $0 | -100.00% | 0.00% |
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GDL Fund institutional Ownership - FAQ's
During the previous two years, 54 institutional investors and hedge funds held shares of GDL Fund. The most heavily invested institutionals were:
GABELLI & Co INVESTMENT ADVISERS, INC.: 1.85 M
MORGAN STANLEY: 508,773
Colony Group, LLC: 504,243
GAMCO INVESTORS, INC. ET AL: 441,931
Bulldog Investors, LLP: 409,748
BANK OF AMERICA CORP /DE/: 161,993
42.90% of GDL Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.27 M shares in the last 24 months. This purchase volume represents approximately $44.69 M in transactions.