9258 Wealth Management, LLC - GABELLI DIVD & INCOME TR ownership

GABELLI DIVD & INCOME TR's ticker is GDV and the CUSIP is 36242H104. A total of 155 filers reported holding GABELLI DIVD & INCOME TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
9258 Wealth Management, LLC ownership history of GABELLI DIVD & INCOME TR
ValueSharesWeighting
Q3 2023$570,930
-10.8%
29,369
-3.1%
0.11%
-7.5%
Q2 2023$640,282
-2.6%
30,302
-4.1%
0.12%
-9.8%
Q1 2023$657,204
+1.0%
31,612
+0.1%
0.13%
-5.7%
Q4 2022$650,894
+0.9%
31,581
-8.4%
0.14%
-14.5%
Q3 2022$645,000
-12.4%
34,465
-4.2%
0.16%
-12.7%
Q2 2022$736,000
-16.9%
35,993
+0.1%
0.19%
-8.3%
Q1 2022$886,000
-9.1%
35,971
-0.4%
0.21%
-8.0%
Q4 2021$975,000
+6.1%
36,128
+1.4%
0.22%
-8.6%
Q3 2021$919,000
-3.7%
35,642
-1.7%
0.24%
-4.7%
Q2 2021$954,000
+9.9%
36,249
+0.0%
0.26%
-1.5%
Q1 2021$868,000
+9.0%
36,232
-2.3%
0.26%
+0.8%
Q4 2020$796,000
+13.9%
37,079
-6.6%
0.26%
-1.9%
Q3 2020$699,000
-13.9%
39,715
-13.9%
0.26%
-19.8%
Q2 2020$812,000
+5.7%
46,139
-2.0%
0.33%
-2.7%
Q1 2020$768,000
-27.2%
47,089
-2.0%
0.34%
-12.7%
Q4 2019$1,055,000
+2.2%
48,047
+0.1%
0.39%
-51.9%
Q3 2019$1,032,000
+0.7%
47,983
+1.4%
0.80%
-2.5%
Q2 2019$1,025,000
-22.0%
47,311
-23.4%
0.83%
-26.1%
Q1 2019$1,314,000
+14.3%
61,743
-1.7%
1.12%
+0.5%
Q4 2018$1,150,00062,8281.11%
Other shareholders
GABELLI DIVD & INCOME TR shareholders Q1 2023
NameSharesValueWeighting ↓
Shaker Financial Services, LLC 455,968$9,325,0004.54%
GABELLI & Co INVESTMENT ADVISERS, INC. 630,000$12,884,0001.66%
Cadence Wealth Management LLC 56,939$1,164,0001.21%
SILVERLAKE WEALTH MANAGEMENT LLC 89,973$1,839,9581.20%
Lokken Investment Group LLC 45,930$939,0000.76%
Karpus Management, Inc. 1,104,766$22,592,0000.76%
Logan Stone Capital, LLC 43,987$900,0000.66%
Quantedge Capital Pte Ltd 141,441$2,892,0000.58%
Accuvest Global Advisors 42,856$876,0000.56%
Private Wealth Partners, LLC 217,931$4,457,0000.52%
View complete list of GABELLI DIVD & INCOME TR shareholders