Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w The Gabelli Dividend & Income Trust, to m.in Equitable Holdings, Inc., XTX Topco Ltd, Beacon Investment Advisory Services, Inc., Cassaday & Co Wealth Management LLC, Kilter Group LLC, Community Financial Services Group, LLC, Ubs Asset Management Americas Inc, Root Financial Partners, LLC, Highline Wealth Partners Llc, i Motiv8 Investments LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
Zaktualizuj aby odblokować dane premii.
| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 86 093 | 2,39 | 2 318 | -0,73 | ||||
| 2026-04-22 | 13F | Morris Retirement Advisors, LLC | 10 137 | 0,63 | 273 | -2,51 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 81 913 | 14,90 | 2 206 | 11,47 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 8 055 | 0,40 | 217 | -2,70 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 187 | 5 | ||||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 20 618 | 7,84 | 553 | 3,95 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 667 882 | 18,11 | 17 986 | 14,54 | ||||
| 2026-04-28 | 13F | Private Wealth Partners, LLC | 94 859 | 0,80 | 2 555 | -2,26 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 577 573 | 4,15 | 15 554 | 1,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 64 797 | 10,53 | 1 745 | 7,13 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 6 428 | 1,58 | 173 | -1,14 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 585 | 16 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 15 014 | 11,10 | 404 | 7,73 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 333 | 9 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 8 175 | 220 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 14 424 | 24,23 | 388 | 20,50 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 1 969 | 12,77 | 54 | 10,42 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 114 959 | 72,02 | 3 096 | 66,85 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 16 170 | 2,58 | 435 | -0,46 | ||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 26 258 | 1,16 | 707 | -1,81 | ||||
| 2026-01-29 | 13F | Comerica Bank | 64 592 | 6,61 | 1 794 | 9,13 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 100 571 | 1,10 | 2 708 | -1,96 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1 405 | 9,42 | 38 | 5,71 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 16 478 | 18,24 | 444 | 14,77 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 54 805 | 2,55 | 1 476 | -0,61 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 159 030 | 6,51 | 4 283 | 3,28 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 276 | 7 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 54 005 | 53,51 | 1 478 | 54,93 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 275 771 | 5,33 | 7 426 | 2,15 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 6 003 | 19,75 | 162 | 15,83 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 15 287 | 0,37 | 412 | -2,61 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 14 236 | 8,20 | 381 | 4,11 | ||||
| 2026-05-16 | 13F | Kanen Wealth Management LLC | 26 800 | 37,44 | 722 | |||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 55 196 | 6,58 | 1 486 | 3,34 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 69 128 | 0,37 | 1 862 | -2,67 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 33 482 | 0,44 | 902 | -2,59 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1 801 | 95,76 | 49 | 92,00 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 352 138 | 2,88 | 36 413 | -0,23 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 354 886 | 5,03 | 10 | 0,00 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 13 429 | 373 | ||||||
| 2026-04-17 | 13F | Harbour Wealth Management Group, Inc. | 14 273 | 0,34 | 384 | -2,78 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 90 | 0 | ||||||
| 2026-05-12 | 13F | Creative Planning | 46 014 | 26,32 | 1 239 | 22,55 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 151 314 | 15,80 | 4 072 | 12,24 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 20 513 | 0,04 | 552 | -2,99 | ||||
| 2026-05-01 | 13F | Gables Capital Management Inc. | 17 200 | 2,99 | 463 | 0,00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 8 054 | 217 | ||||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 114 975 | 12,66 | 3 096 | 9,24 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 65 560 | 6 456,00 | 1 766 | 6 437,04 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 3 559 | 96 | ||||||
| 2026-05-14 | 13F | Kilter Group LLC | 1 600 | 43 | ||||||
| 2026-04-15 | 13F | Activest Wealth Management | 9 780 | 13,63 | 263 | 10,04 | ||||
| 2026-04-17 | 13F | PMG Family Office LLC | 18 884 | 0,26 | 509 | -2,87 | ||||
| 2026-04-22 | 13F | Kennedy Investment Group | 41 277 | 0,26 | 1 112 | -2,80 | ||||
| 2026-05-13 | 13F | Sit Investment Associates Inc | 638 803 | 35,58 | 17 | 30,77 | ||||
| 2026-05-14 | 13F | Gamco Investors, Inc. Et Al | 34 000 | 126,67 | 916 | 119,95 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 358 691 | 19,26 | 9 660 | 15,65 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 711 | 1,57 | 0 | |||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 195 409 | 1,06 | 5 262 | -1,99 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1 979 | 53 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 32 192 | 3,33 | 894 | |||||
| 2026-05-15 | 13F | XTX Topco Ltd | 9 889 | 266 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 5 632 | 1 113,79 | 156 | 1 200,00 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 3 355 | 90 | ||||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 129 211 | 4,21 | 3 480 | 1,05 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 742 797 | 8,08 | 20 004 | 4,82 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 536 | 7,63 | 14 | 7,69 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1 405 | 1,59 | 39 | 5,41 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 1 101 | 30 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 27 112 | 25,89 | 730 | 22,07 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 8 472 | 0,06 | 228 | -2,98 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 67 | 1,52 | 2 | 0,00 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 9 102 | 0,95 | 245 | -2,00 | ||||
| 2026-05-04 | 13F | Wolverine Asset Management Llc | 2 011 | 54 | ||||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 100 | 3 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 1 323 | 142,31 | 36 | 133,33 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 18 930 | 7,00 | 510 | 3,67 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 13 890 | 1,94 | 0 | |||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 2 139 | 58 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 84 | 2 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 62 346 | 0,94 | 1 679 | -2,16 |
