JFS WEALTH ADVISORS, LLC - GABELLI DIVD & INCOME TR ownership

GABELLI DIVD & INCOME TR's ticker is GDV and the CUSIP is 36242H104. A total of 2 filers reported holding GABELLI DIVD & INCOME TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of GABELLI DIVD & INCOME TR
ValueSharesWeighting
Q3 2023$15,552
-8.0%
8000.0%0.00%
-50.0%
Q2 2023$16,904
+1.6%
8000.0%0.00%0.0%
Q1 2023$16,632
+0.9%
8000.0%0.00%0.0%
Q4 2022$16,488
+9.9%
8000.0%0.00%0.0%
Q3 2022$15,000
-6.2%
8000.0%0.00%0.0%
Q2 2022$16,000
-20.0%
8000.0%0.00%0.0%
Q1 2022$20,000
-9.1%
8000.0%0.00%0.0%
Q4 2021$22,000
+4.8%
8000.0%0.00%0.0%
Q3 2021$21,0000.0%8000.0%0.00%
-33.3%
Q2 2021$21,000
+10.5%
8000.0%0.00%
-25.0%
Q1 2021$19,000
+11.8%
8000.0%0.00%0.0%
Q4 2020$17,000
+13.3%
8000.0%0.00%0.0%
Q3 2020$15,000
+7.1%
8000.0%0.00%0.0%
Q2 2020$14,000
+16.7%
8000.0%0.00%0.0%
Q1 2020$12,000
+100.0%
800
+237.6%
0.00%
+300.0%
Q4 2017$6,000
+20.0%
237
+1.7%
0.00%0.0%
Q3 2017$5,0000.0%233
+1.3%
0.00%0.0%
Q2 2017$5,000
-28.6%
230
-35.8%
0.00%
-50.0%
Q4 2015$7,000
+16.7%
3580.0%0.00%
-33.3%
Q3 2015$6,0003580.00%
Other shareholders
GABELLI DIVD & INCOME TR shareholders Q4 2023
NameSharesValueWeighting ↓
Cadence Wealth Management LLC 129,690$3,345,0003.78%
Shaker Financial Services, LLC 259,559$6,694,0002.68%
GABELLI & Co INVESTMENT ADVISERS, INC. 635,141$16,380,0001.98%
Maltin Wealth Management, Inc. 80,897$2,086,0001.28%
Lokken Investment Group LLC 47,520$1,226,0000.97%
Quantedge Capital Pte Ltd 69,161$1,784,0000.86%
Karpus Management, Inc. 1,123,095$28,965,0000.86%
Cornerstone Advisors, LLC 445,480$11,489,0000.67%
Private Wealth Partners, LLC 243,520$6,280,0000.58%
Alliance Wealth Advisors, LLC 47,874$1,234,0000.55%
View complete list of GABELLI DIVD & INCOME TR shareholders