GDL Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GABELLI & CO INVESTMENT ADVISERS, INC. | 02/05/2026 | 1.85 M | $15.64 M | 0.00% | 16.75% |
| COLONY GROUP, LLC | 02/13/2026 | 591.86 K | $5.01 M | 100.00% | 5.37% |
| MORGAN STANLEY | 02/13/2026 | 472.77 K | $4.00 M | 17.47% | 4.29% |
| GAMCO INVESTORS, INC. ET AL | 02/05/2026 | 441.04 K | $3.74 M | 72.97% | 4.00% |
| BULLDOG INVESTORS, LLP | 02/13/2026 | 409.92 K | $3.47 M | 0.00% | 3.72% |
| ANCORA ADVISORS, LLC | 02/17/2026 | 174.63 K | $1.48 M | 0.00% | 1.58% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 168.94 K | $1.43 M | -0.88% | 1.53% |
| CORNERSTONE ADVISORS, LLC | 02/13/2026 | 130.33 K | $1.10 M | -11.89% | 1.18% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 127.53 K | $1.08 M | 2.00% | 1.16% |
| ZAZOVE ASSOCIATES LLC | 02/18/2026 | 120.52 K | $1.02 M | 0.00% | 1.09% |
| CSS LLC/IL | 02/17/2026 | 116.66 K | $988.14 K | 0.00% | 1.06% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 92.90 K | $786.88 K | 0.30% | 0.84% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 46.88 K | $397.04 K | 28.47% | 0.43% |
| SEVEN MILE ADVISORY | 02/13/2026 | 39.95 K | $338.41 K | 1.15% | 0.36% |
| 02/09/2026 | 28.40 K | $240.55 K | 100.00% | 0.26% | |
| STIFEL FINANCIAL CORP | 02/13/2026 | 21.39 K | $181.18 K | -15.18% | 0.19% |
| 02/17/2026 | 19.38 K | $164.17 K | 100.00% | 0.18% | |
| MATISSE CAPITAL | 01/29/2026 | 16.95 K | $143.54 K | 0.00% | 0.15% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 01/08/2026 | 15.45 K | $130.83 K | -2.16% | 0.14% |
| 02/17/2026 | 15.10 K | $127.90 K | 100.00% | 0.14% | |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 14.63 K | $123.93 K | 0.01% | 0.13% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 11.97 K | $101.39 K | 0.00% | 0.11% |
| 02/11/2026 | 11.24 K | $95.24 K | 100.00% | 0.10% | |
| MRP CAPITAL INVESTMENTS, LLC | 02/09/2026 | 5.50 K | $46.59 K | 100.00% | 0.05% |
| UBS GROUP AG | 01/29/2026 | 3.12 K | $26.40 K | -5.29% | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 2.78 K | $23.57 K | -91.84% | 0.03% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 02/12/2026 | 2.00 K | $16.94 K | 0.00% | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 02/06/2026 | 1.72 K | $14.54 K | 0.00% | 0.02% |
| KILTER GROUP LLC | 02/13/2026 | 1.52 K | $12.87 K | 1.40% | 0.01% |
| 02/12/2026 | 1.00 K | $8.47 K | 100.00% | 0.01% | |
| HIGHLINE WEALTH PARTNERS LLC | 01/15/2026 | 325 | $2.75 K | 100.00% | 0.00% |
| BARRETT & COMPANY, INC. | 01/28/2026 | 200 | $1.69 K | 100.00% | 0.00% |
| PARK AVENUE SECURITIES LLC | 01/05/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 02/20/2026 | 0 | $0 | -100.00% | 0.00% |
| AMERITAS ADVISORY SERVICES, LLC | 02/04/2026 | 0 | $0 | -100.00% | 0.00% |
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GDL Fund institutional Ownership - FAQ's
During the previous two years, 49 institutional investors and hedge funds held shares of GDL Fund. The most heavily invested institutionals were:
ENVESTNET ASSET MANAGEMENT INC: 93,934
Private Advisor Group, LLC: 14,970
CREATIVE FINANCIAL DESIGNS INC /ADV: 1,717
HIGHLINE WEALTH PARTNERS LLC: 325
UBS Group AG: 217
BARRETT & COMPANY, INC.: 200
44.93% of GDL Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.41 M shares in the last 24 months. This purchase volume represents approximately $45.86 M in transactions.