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Gabelli Dividend & Income Trust shares owned by Summit Financial

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

Historical chart of Summit Financial investment in Gabelli Dividend & Income Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Gabelli Dividend & Income Trust by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 62k 27.13
2025-06-30 $1.6M 60k 26.01
2025-03-31 $1.1M 44k 24.13
2024-12-31 $970k 40k 24.15

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View all positions for Summit Financial

Top funds holding Gabelli Dividend & Income Trust

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

View all funds holding Gabelli Dividend & Income Trust