B. Riley Wealth Advisors, Inc.
Position in GDV — Gabelli Dividend & Income Trust
CIK 1464811
MEMPHIS, TN
Position in GDV
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$215,031
+$10,533 QoQ
Shares Held
7,314
-0.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#131
of 196 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GDV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $51,293,701 across 79 Asset Management names. GDV ranks #46 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STEW |
SRH Total Return Fund, Inc.
|
405,048 | $7,250,359 | |
| 2 | BX |
Blackstone Inc.
|
55,522 | $6,533,273 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
454,953 | $5,918,938 | |
| 4 | AB |
Alliancebernstein Holding L.P.
|
75,577 | $2,661,821 | |
| 5 | GLAD |
Gladstone Capital Corp
|
135,581 | $2,632,983 | |
| 6 | RA |
Brookfield Real Assets Income Fund Inc.
|
133,545 | $1,720,059 | |
| 7 | CSWC |
Capital Southwest Corp
|
69,775 | $1,658,551 | |
| 8 | MAIN |
Main Street Capital CORP
|
26,913 | $1,396,246 |
All Filings in GDV
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,031 | 7,314 | Shares | Sole | 2026-07-14 | |
| 2025-12-31 | $204,498 | 7,364 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $255,834 | 9,836 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $283,496 | 11,739 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $403,645 | 16,509 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $1,049,360 | 46,207 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,129,145 | 49,136 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,054,863 | 48,746 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $955,203 | 49,136 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $959,830 | 45,425 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $920,082 | 44,256 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $866,155 | 42,026 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $771,732 | 41,225 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $718,449 | 35,132 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $820,068 | 33,282 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $896,967 | 33,221 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $828,503 | 32,125 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $835,973 | 31,774 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $807,547 | 33,704 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $614,635 | 28,641 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $250,128 | 13,631 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $237,652 | 13,503 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $197,891 | 13,362 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||