Gabelli Dividend & Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 8.32 M | $231.04 M | -0.53% | 9.21% |
| SABA CAPITAL MANAGEMENT, L.P. | 02/17/2026 | 5.75 M | $159.71 M | -5.94% | 6.36% |
| KARPUS MANAGEMENT, INC. | 02/17/2026 | 1.65 M | $45.86 M | -5.42% | 1.83% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 1.37 M | $38.10 M | 2.27% | 1.52% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1.31 M | $36.50 M | 0.24% | 1.45% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 687.25 K | $19.08 M | 0.32% | 0.76% |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 02/05/2026 | 626.00 K | $17.38 M | 0.00% | 0.69% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 565.49 K | $15.70 M | 12.12% | 0.63% |
| LPL FINANCIAL LLC | 02/11/2026 | 554.56 K | $15.40 M | 6.75% | 0.61% |
| ROYAL BANK OF CANADA | 02/17/2026 | 534.67 K | $14.85 M | -0.37% | 0.59% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 531.48 K | $14.76 M | -0.83% | 0.59% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 471.15 K | $13.08 M | -24.32% | 0.52% |
| COHEN & STEERS, INC. | 02/13/2026 | 337.89 K | $9.38 M | 0.00% | 0.37% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 300.77 K | $8.35 M | -0.05% | 0.33% |
| BULLDOG INVESTORS, LLP | 02/13/2026 | 300.59 K | $8.35 M | -0.07% | 0.33% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 02/17/2026 | 262.24 K | $7.28 M | 0.00% | 0.29% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 261.81 K | $7.27 M | 1.37% | 0.29% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 193.36 K | $5.37 M | 3.30% | 0.21% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 169.82 K | $4.79 M | 3.95% | 0.19% |
| OPPENHEIMER & CO INC | 02/02/2026 | 165.42 K | $4.59 M | -2.23% | 0.18% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 149.31 K | $4.15 M | 11.46% | 0.17% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 136.66 K | $3.79 M | -18.32% | 0.15% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 135.55 K | $3.76 M | -1.19% | 0.15% |
| VERITION FUND MANAGEMENT LLC | 02/13/2026 | 133.43 K | $3.71 M | 0.00% | 0.15% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 130.67 K | $3.63 M | 126.51% | 0.14% |
| UBS GROUP AG | 01/29/2026 | 127.96 K | $3.55 M | 4.58% | 0.14% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 123.99 K | $3.44 M | 3.79% | 0.14% |
| 02/17/2026 | 107.23 K | $2.98 M | 100.00% | 0.12% | |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 102.05 K | $2.83 M | 38.33% | 0.11% |
| MSH CAPITAL ADVISORS LLC | 02/09/2026 | 99.48 K | $2.76 M | 0.27% | 0.11% |
| PRIVATE WEALTH PARTNERS, LLC | 01/27/2026 | 94.11 K | $2.61 M | -14.76% | 0.10% |
| LIVE OAK PRIVATE WEALTH LLC | 01/23/2026 | 91.22 K | $2.53 M | 0.00% | 0.10% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 84.56 K | $2.35 M | -8.14% | 0.09% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 01/09/2026 | 84.09 K | $2.34 M | 4.02% | 0.09% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 73.79 K | $2.05 M | 113.39% | 0.08% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 71.29 K | $1.98 M | -5.07% | 0.08% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 68.87 K | $1.91 M | -6.75% | 0.08% |
| THOMAS J. HERZFELD ADVISORS, INC. | 02/13/2026 | 68.09 K | $1.89 M | -28.43% | 0.08% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 66.83 K | $1.86 M | 27.58% | 0.07% |
| COMERICA BANK | 01/29/2026 | 64.59 K | $1.79 M | 6.61% | 0.07% |
| SUMMIT FINANCIAL, LLC | 02/13/2026 | 61.77 K | $1.72 M | -0.24% | 0.07% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 58.66 K | $1.63 M | 1.09% | 0.06% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 58.63 K | $1.63 M | 7.96% | 0.06% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 54.73 K | $1.52 M | 6.64% | 0.06% |
| COLONY GROUP, LLC | 02/13/2026 | 54.01 K | $1.48 M | 53.51% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 53.44 K | $1.48 M | 12.56% | 0.06% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 51.79 K | $1.44 M | -3.49% | 0.06% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 49.06 K | $1.36 M | -6.43% | 0.05% |
| 180 WEALTH ADVISORS, LLC | 01/09/2026 | 41.88 K | $1.16 M | -2.41% | 0.05% |
| STOLPER CO | 01/12/2026 | 41.70 K | $1.16 M | 0.63% | 0.05% |
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Gabelli Dividend & Income Trust institutional Ownership - FAQ's
During the previous two years, 275 institutional investors and hedge funds held shares of Gabelli Dividend & Income Trust. The most heavily invested institutionals were:
Allspring Global Investments Holdings, LLC: 742,797
Private Advisor Group, LLC: 195,409
OPPENHEIMER & CO INC: 164,873
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 128,440
UBS Group AG: 122,492
Kestra Advisory Services, LLC: 114,959
31.29% of Gabelli Dividend & Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 33.85 M shares in the last 24 months. This purchase volume represents approximately $935.62 M in transactions.