Filing Research | GABELLI DIVID & INCOME TR Institutional Holdings

Snapshot holdings

50 / 56 loaded

#		Instrument	quantity
1	Shaker Financial Services, LLC	Shares	164.0KSH	$4.8M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	142.4KSH	$4.2M
3	Hennion & Walsh Asset Management, Inc.	Shares	126.6KSH	$3.7M
4	Live Oak Private Wealth LLC	Shares	91.2KSH	$2.7M
5	Prospera Financial Services Inc	Shares	88.2KSH	$2.6M
6	D.A. DAVIDSON & CO.	Shares	39.9KSH	$1.2M
7	180 WEALTH ADVISORS, LLC	Shares	37.6KSH	$1.1M
8	Maltin Wealth Management, Inc.	Shares	21.8KSH	$640.1K
9	Sequoia Financial Advisors, LLC	Shares	21.0KSH	$617.4K
10	DAVENPORT & Co LLC	Shares	20.5KSH	$604.1K
11	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	19.1KSH	$562.9K
12	PMG Family Office LLC	Shares	19.1KSH	$562.0K
13	IFP Advisors, Inc	Shares	18.3KSH	$536.8K
14	Grandview Asset Management LLC	Shares	16.3KSH	$479.2K
15	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	15.1KSH	$442.5K
16	Morton Capital Management LLC/CA	Shares	12.9KSH	$379.6K
17	VISTA INVESTMENT PARTNERS II, LLC	Shares	11.6KSH	$340.6K
18	Abel Hall, LLC	Shares	10.6KSH	$310.5K
19	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	9.8KSH	$290.1K
20	Quad-Cities Investment Group, LLC	Shares	9.4KSH	$275.4K
21	MRA Advisory Group	Shares	9.2KSH	$270.4K
22	Centurion Wealth Management LLC	Shares	9.1KSH	$268.2K
23	Echo45 Advisors LLC	Shares	8.7KSH	$256.2K
24	Brookstone Capital Management	Shares	8.7KSH	$256.1K
25	Constitution Capital LLC	Shares	8.3KSH	$244.0K
26	Thrive Wealth Management, LLC	Shares	7.5KSH	$220.5K
27	B. Riley Wealth Advisors, Inc.	Shares	7.3KSH	$213.6K
28	Oakworth Capital, Inc.	Shares	6.1KSH	$178.4K
29	Activest Wealth Management	Shares	4.9KSH	$143.3K
30	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	4.3KSH	$126.8K
31	Bogart Wealth, LLC	Shares	4.2KSH	$123.0K
32	LANARK FINANCIAL, INC.	Shares	4.1KSH	$121.4K
33	SOA Wealth Advisors, LLC.	Shares	2.7KSH	$78.6K
34	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	2.4KSH	$69.2K
35	SALEM INVESTMENT COUNSELORS INC	Shares	2.0KSH	$58.2K
36	Farther Finance Advisors, LLC	Shares	2.0KSH	$58.0K
37	Provenance Wealth Advisors, LLC	Shares	1.7KSH	$49.5K
38	EASTERN BANK	Shares	1.4KSH	$42.1K
39	Allied Private Wealth LLC	Shares	1.3KSH	$39.6K
40	Golden State Wealth Management, LLC	Shares	1.1KSH	$32.9K
41	Vermillion Wealth Management, Inc.	Shares	1.1KSH	$32.6K
42	Center for Financial Planning, Inc.	Shares	1.0KSH	$29.4K
43	Darwin Wealth Management, LLC	Shares	848SH	$24.9K
44	Key FInancial Inc	Shares	772SH	$22.7K
45	Community Financial Services Group, LLC	Shares	585SH	$17.2K
46	Crews Bank & Trust	Shares	419SH	$12.3K
47	Blue Trust, Inc.	Shares	300SH	$8.8K
48	1620 INVESTMENT ADVISORS, INC.	Shares	200SH	$5.9K
49	Cape Investment Advisory, Inc.	Shares	150SH	$4.4K
50	HIGHLINE WEALTH PARTNERS LLC	Shares	100SH	$2.9K

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 58 loaded

#		Instrument
1	Shaker Financial Services, LLC added	Shares	+110.2K	+$3.4M	$4.8M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+14.0K	+$712.1K	$4.2M
3	Hennion & Walsh Asset Management, Inc. added	Shares	+11.6K	+$625.9K	$3.7M
4	Sequoia Financial Advisors, LLC new	Shares	+21.0K	+$617.4K	$617.4K
5	Prospera Financial Services Inc added	Shares	+6.3K	+$386.1K	$2.6M
6	Brookstone Capital Management new	Shares	+8.7K	+$256.1K	$256.1K
7	D.A. DAVIDSON & CO. added	Shares	+5.6K	+$250.5K	$1.2M
8	Live Oak Private Wealth LLC unchanged	Shares	0	+$225.3K	$2.7M
9	B. Riley Wealth Advisors, Inc. new	Shares	+7.3K	+$213.6K	$213.6K
10	IFP Advisors, Inc added	Shares	+3.8K	+$148.4K	$536.8K
11	CONTRAVISORY INVESTMENT MANAGEMENT, INC. added	Shares	+3.1K	+$131.2K	$562.9K
12	BARTLETT & CO. WEALTH MANAGEMENT LLC new	Shares	+4.3K	+$126.8K	$126.8K
13	PMG Family Office LLC added	Shares	+230	+$53.4K	$562.0K
14	DAVENPORT & Co LLC added	Shares	+34	+$51.7K	$604.1K
15	Grandview Asset Management LLC unchanged	Shares	0	+$40.3K	$479.2K
16	180 WEALTH ADVISORS, LLC trimmed	Shares	-2.0K	+$39.6K	$1.1M
17	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+37	+$38.2K	$442.5K
18	VISTA INVESTMENT PARTNERS II, LLC unchanged	Shares	0	+$28.6K	$340.6K
19	Abel Hall, LLC unchanged	Shares	0	+$26.1K	$310.5K
20	Centurion Wealth Management LLC unchanged	Shares	0	+$22.5K	$268.2K
21	Echo45 Advisors LLC unchanged	Shares	0	+$21.5K	$256.2K
22	Constitution Capital LLC unchanged	Shares	0	+$20.5K	$244.0K
23	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$20.2K	$290.1K
24	Thrive Wealth Management, LLC unchanged	Shares	0	+$18.5K	$220.5K
25	Quad-Cities Investment Group, LLC trimmed	Shares	-200	+$17.8K	$275.4K
26	Oakworth Capital, Inc. unchanged	Shares	0	+$15.0K	$178.4K
27	Maltin Wealth Management, Inc. trimmed	Shares	-1.5K	+$12.6K	$640.1K
28	Morton Capital Management LLC/CA trimmed	Shares	-777	+$10.9K	$379.6K
29	Bogart Wealth, LLC unchanged	Shares	0	+$10.3K	$123.0K
30	LANARK FINANCIAL, INC. unchanged	Shares	0	+$10.2K	$121.4K
31	Blue Trust, Inc. new	Shares	+300	+$8.8K	$8.8K
32	SOA Wealth Advisors, LLC. unchanged	Shares	0	+$6.6K	$78.6K
33	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$4.9K	$58.2K
34	Cape Investment Advisory, Inc. new	Shares	+150	+$4.4K	$4.4K
35	Provenance Wealth Advisors, LLC unchanged	Shares	0	+$4.2K	$49.5K
36	Farther Finance Advisors, LLC added	Shares	+4	+$4.1K	$58.0K
37	EASTERN BANK unchanged	Shares	0	+$3.5K	$42.1K
38	Golden State Wealth Management, LLC added	Shares	+17	+$3.2K	$32.9K
39	Vermillion Wealth Management, Inc. unchanged	Shares	0	+$2.7K	$32.6K
40	Center for Financial Planning, Inc. unchanged	Shares	0	+$2.5K	$29.4K
41	Darwin Wealth Management, LLC unchanged	Shares	0	+$2.1K	$24.9K
42	Key FInancial Inc unchanged	Shares	0	+$1.9K	$22.7K
43	Community Financial Services Group, LLC unchanged	Shares	0	+$1.2K	$17.2K
44	LifeSteps Financial, Inc. new	Shares	+40	+$1.2K	$1.2K
45	Crews Bank & Trust unchanged	Shares	0	+$1.0K	$12.3K
46	Stolper Co added	Shares	+9.4K	+$749	$1.3K
47	1620 INVESTMENT ADVISORS, INC. unchanged	Shares	0	+$494	$5.9K
48	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	+$247	$2.9K
49	BARRETT & COMPANY, INC. added	Shares	+1	+$196	$2.0K
50	Aurora Private Wealth, Inc. added	Shares	+551	+$38	$403

Scroll to load more