Gabelli Dividend & Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 8.10 M | $218.00 M | -2.70% | 9.18% |
| SABA CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 5.11 M | $137.52 M | -11.21% | 5.79% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 1.50 M | $40.39 M | -9.19% | 1.70% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1.35 M | $36.41 M | 2.88% | 1.53% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 1.35 M | $36.27 M | -1.82% | 1.53% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 742.80 K | $20.00 M | 8.08% | 0.84% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 667.88 K | $17.99 M | 18.11% | 0.76% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 638.80 K | $17.20 M | 35.58% | 0.72% |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 05/14/2026 | 626.00 K | $16.86 M | 0.00% | 0.71% |
| LPL FINANCIAL LLC | 05/06/2026 | 577.57 K | $15.55 M | 4.15% | 0.66% |
| ROYAL BANK OF CANADA | 05/15/2026 | 534.57 K | $14.40 M | -0.02% | 0.61% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 506.84 K | $13.65 M | -4.64% | 0.57% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 358.69 K | $9.66 M | 19.26% | 0.41% |
| COHEN & STEERS, INC. | 05/15/2026 | 354.89 K | $9.56 M | 5.03% | 0.40% |
| BULLDOG INVESTORS, LLP | 05/08/2026 | 299.89 K | $8.08 M | -0.23% | 0.34% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 275.77 K | $7.43 M | 5.33% | 0.31% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 05/15/2026 | 262.24 K | $7.06 M | 0.00% | 0.30% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 195.41 K | $5.26 M | 1.06% | 0.22% |
| OPPENHEIMER & CO INC | 04/24/2026 | 164.87 K | $4.44 M | -0.33% | 0.19% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 159.03 K | $4.28 M | 6.51% | 0.18% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 151.31 K | $4.07 M | 15.80% | 0.17% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 135.96 K | $3.66 M | -0.51% | 0.15% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 129.21 K | $3.48 M | 4.21% | 0.15% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 128.44 K | $3.52 M | -24.37% | 0.15% |
| UBS GROUP AG | 05/05/2026 | 122.49 K | $3.30 M | -4.27% | 0.14% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 114.98 K | $3.10 M | 12.66% | 0.13% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 114.96 K | $3.10 M | 72.02% | 0.13% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 114.62 K | $3.09 M | -15.44% | 0.13% |
| 04/16/2026 | 106.96 K | $2.88 M | -0.25% | 0.12% | |
| MSH CAPITAL ADVISORS LLC | 05/11/2026 | 100.57 K | $2.71 M | 1.10% | 0.11% |
| PRIVATE WEALTH PARTNERS, LLC | 04/28/2026 | 94.86 K | $2.55 M | 0.80% | 0.11% |
| LIVE OAK PRIVATE WEALTH LLC | 04/20/2026 | 91.22 K | $2.46 M | 0.00% | 0.10% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 04/15/2026 | 86.09 K | $2.32 M | 2.39% | 0.10% |
| PROSPERA FINANCIAL SERVICES INC | 04/14/2026 | 81.91 K | $2.21 M | 14.90% | 0.09% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 69.13 K | $1.86 M | 0.37% | 0.08% |
| FIFTH THIRD BANCORP | 05/01/2026 | 65.56 K | $1.77 M | 6,456.00% | 0.07% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 64.80 K | $1.74 M | 10.53% | 0.07% |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 62.35 K | $1.68 M | 0.94% | 0.07% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 55.20 K | $1.49 M | 6.58% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 54.81 K | $1.48 M | 2.55% | 0.06% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 53.86 K | $1.45 M | -27.01% | 0.06% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 51.28 K | $1.38 M | -24.69% | 0.06% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 47.32 K | $1.27 M | -3.54% | 0.05% |
| CREATIVE PLANNING | 05/12/2026 | 46.01 K | $1.24 M | 26.32% | 0.05% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 44.93 K | $1.21 M | 39.57% | 0.05% |
| KENNEDY INVESTMENT GROUP | 04/22/2026 | 41.28 K | $1.11 M | 0.26% | 0.05% |
| 180 WEALTH ADVISORS, LLC | 05/01/2026 | 39.54 K | $1.06 M | -5.58% | 0.04% |
| DAKOTA WEALTH MANAGEMENT | 05/07/2026 | 37.22 K | $1.00 M | -1.97% | 0.04% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 34.21 K | $921.28 K | -2.29% | 0.04% |
| GAMCO INVESTORS, INC. ET AL | 05/14/2026 | 34.00 K | $915.62 K | 126.67% | 0.04% |
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Gabelli Dividend & Income Trust institutional Ownership - FAQ's
During the previous two years, 264 institutional investors and hedge funds held shares of Gabelli Dividend & Income Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 8.1 M
Saba Capital Management, L.P.: 5.11 M
Karpus Management, Inc.: 1.5 M
WELLS FARGO & COMPANY/MN: 1.35 M
RAYMOND JAMES FINANCIAL INC: 1.35 M
Allspring Global Investments Holdings, LLC: 742,797
31.09% of Gabelli Dividend & Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 32.18 M shares in the last 24 months. This purchase volume represents approximately $889.38 M in transactions.