Gabelli Dividend & Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 8.04 M | $236.24 M | -0.74% | 9.11% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 4.68 M | $137.57 M | -8.36% | 5.31% |
| KARPUS MANAGEMENT, INC. | 08/14/2026 | 1.44 M | $42.46 M | -3.70% | 1.64% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1.41 M | $41.41 M | 4.16% | 1.60% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 1.36 M | $39.97 M | 0.92% | 1.54% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 870.12 K | $25.58 M | 17.14% | 0.99% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 684.61 K | $20.13 M | 2.50% | 0.78% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 638.80 K | $18.78 M | 0.00% | 0.72% |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 08/12/2026 | 626.00 K | $18.40 M | 0.00% | 0.71% |
| LPL FINANCIAL LLC | 08/07/2026 | 568.34 K | $16.71 M | -1.60% | 0.64% |
| ROYAL BANK OF CANADA | 08/14/2026 | 538.27 K | $15.83 M | 0.69% | 0.61% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 497.86 K | $14.64 M | -1.77% | 0.56% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 365.52 K | $10.75 M | 1.91% | 0.41% |
| COHEN & STEERS, INC. | 08/14/2026 | 364.89 K | $10.73 M | 2.82% | 0.41% |
| BULLDOG INVESTORS, LLP | 08/14/2026 | 299.46 K | $8.80 M | -0.14% | 0.34% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 276.15 K | $8.12 M | 0.14% | 0.31% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 08/17/2026 | 262.24 K | $7.71 M | 0.00% | 0.30% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 173.75 K | $5.11 M | 9.25% | 0.20% |
| OPPENHEIMER & CO INC | 08/03/2026 | 166.98 K | $4.91 M | 1.28% | 0.19% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 164.02 K | $4.82 M | 204.52% | 0.19% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 150.23 K | $4.42 M | -0.72% | 0.17% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 142.44 K | $4.23 M | 10.90% | 0.16% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 129.31 K | $3.80 M | 0.07% | 0.15% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 129.05 K | $3.79 M | -5.08% | 0.15% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 126.60 K | $3.72 M | 10.11% | 0.14% |
| UBS GROUP AG | 08/13/2026 | 121.27 K | $3.57 M | -1.00% | 0.14% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 106.12 K | $3.12 M | -7.42% | 0.12% |
| MSH CAPITAL ADVISORS LLC | 08/11/2026 | 100.95 K | $2.97 M | 0.37% | 0.11% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 95.09 K | $2.80 M | -11.10% | 0.11% |
| LIVE OAK PRIVATE WEALTH LLC | 07/20/2026 | 91.22 K | $2.68 M | 0.00% | 0.10% |
| PROSPERA FINANCIAL SERVICES INC | 07/15/2026 | 88.16 K | $2.59 M | 7.63% | 0.10% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 08/06/2026 | 87.04 K | $2.56 M | 1.10% | 0.10% |
| PRIVATE WEALTH PARTNERS, LLC | 08/03/2026 | 79.86 K | $2.35 M | -15.81% | 0.09% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 75.48 K | $2.22 M | -34.34% | 0.09% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 67.37 K | $1.98 M | 22.93% | 0.08% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 66.09 K | $1.94 M | 100.00% | 0.08% |
| FIFTH THIRD BANCORP | 08/05/2026 | 65.57 K | $1.93 M | 0.02% | 0.07% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 61.25 K | $1.80 M | -1.75% | 0.07% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 53.48 K | $1.57 M | -17.46% | 0.06% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 52.78 K | $1.55 M | -4.38% | 0.06% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 47.02 K | $1.38 M | -0.64% | 0.05% |
| STOLPER CO | 07/14/2026 | 43.29 K | $1.27 M | 27.88% | 0.05% |
| COLONY GROUP, LLC | 08/12/2026 | 42.93 K | $1.26 M | 37.88% | 0.05% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 42.06 K | $1.24 M | -6.38% | 0.05% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 41.77 K | $1.23 M | -39.57% | 0.05% |
| KENNEDY INVESTMENT GROUP | 07/30/2026 | 41.38 K | $1.22 M | 0.25% | 0.05% |
| GAMCO INVESTORS, INC. ET AL | 08/12/2026 | 41.19 K | $1.21 M | 21.14% | 0.05% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 39.86 K | $1.17 M | 16.50% | 0.05% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 38.24 K | $1.12 M | 18.92% | 0.04% |
| CREATIVE PLANNING | 08/13/2026 | 37.74 K | $1.11 M | -17.99% | 0.04% |
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Gabelli Dividend & Income Trust institutional Ownership - FAQ's
During the previous two years, 281 institutional investors and hedge funds held shares of Gabelli Dividend & Income Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 8.04 M
Saba Capital Management, L.P.: 4.68 M
Karpus Management, Inc.: 1.44 M
WELLS FARGO & COMPANY/MN: 1.41 M
RAYMOND JAMES FINANCIAL INC: 1.36 M
Allspring Global Investments Holdings, LLC: 870,119
30.77% of Gabelli Dividend & Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 32.09 M shares in the last 24 months. This purchase volume represents approximately $887.01 M in transactions.