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Gabelli Dividend & Income Trust shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Gabelli Dividend & Income Trust (GDV) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Gabelli Dividend & Income Trust

Tip: Access up to 7 years of quarterly data

All positions including Gabelli Dividend & Income Trust held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Gabelli Dividend & Income Trust by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $442k 15k 29.40

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Top funds holding Gabelli Dividend & Income Trust

Morgan Stanley
Saba Capital Management
Karpus Investment Management
Wells Fargo & Company
Raymond James Financial
Allspring Global Investments Holdings
Advisors Asset Management
Sit Investment Associates
Gabelli Securities
LPL Financial
Royal Bank of Canada
Bank of America Corporation
Steward Partners Investment Advisory
Cohen & Steers Capital Management
Brooklyn Capital Management

View all funds holding Gabelli Dividend & Income Trust