HolderBook

GABELLI CONV & INC SECS FD I (GCV)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

31
Reporting holders
$18.4M
Reported value
0.0%
Held as options
+1
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
GAMCO INVESTORS, INC. ET AL$5.1M1,089,0000.05%31qHELD
LPL Financial LLC$3.6M768,8250.00%10q+0.9%+$32.0K
MORGAN STANLEY$2.9M615,2000.00%35q+0.5%+$14.9K
GABELLI & Co INVESTMENT ADVISERS, INC.$1.6M340,9000.23%31qHELD
PFG Advisors$710.8K151,8700.04%31q+2.0%+$13.8K
Advisory Services Network, LLC$596.7K127,5020.01%31q+20.1%+$99.9K
Shaker Financial Services, LLC$566.0K120,9330.18%newNEW
Equitable Holdings, Inc.$393.1K84,0000.00%26qHELD
STIFEL FINANCIAL CORP$344.2K73,5430.00%27q-13.0%-$51.5K
Kestra Advisory Services, LLC$282.9K60,4460.00%4q+2.8%+$7.6K
Mallini Complete Financial Planning LLC$279.3K59,6790.20%7q+7.2%+$18.7K
Sage Capital Management, LLC$266.8K57,0000.10%5q+147.8%+$159.1K
MGO ONE SEVEN LLC$234.0K50,0000.00%12qHELD
RAYMOND JAMES FINANCIAL INC$233.7K49,9320.00%7q+171.6%+$147.6K
BENJAMIN EDWARDS INC$173.3K37,0390.00%4q+8.5%+$13.6K
Cetera Investment Advisers$132.9K28,4020.00%7q+30.1%+$30.8K
BANK OF AMERICA CORP /DE/$131.3K28,0640.00%31q+28.1%+$28.8K
Private Advisor Group, LLC$122.6K26,2000.00%22qHELD
Rockefeller Capital Management L.P.$120.5K25,7390.00%4qHELD
MBL Wealth, LLC$108.5K23,1940.01%4qHELD
OSAIC HOLDINGS, INC.$96.4K20,5930.00%26q+2.5%+$2.4K
Carnegie Lake Advisors LLC$88.9K19,0000.03%8qHELD
XTX Topco Ltd$70.6K15,0850.00%newNEW
Tactive Advisors, LLC$68.5K14,6270.02%5q-0.6%
PMG Family Office LLC$67.5K14,4190.06%newNEW
Herold Advisors, Inc.$50.0K10,6010.01%8qHELD
Institute for Wealth Management, LLC.$32.3K6,9000.00%newNEW
MERCER GLOBAL ADVISORS INC /ADV$25.0K5,3340.00%newNEW
CoreCap Advisors, LLC$22.5K4,8150.00%10qHELD
Newton One Investments LLC$5.8K1,2500.00%newNEW
Cambridge Investment Research Advisors, Inc.$530113,3840.00%30q+92.0%
Janney Montgomery Scott LLC$18138,6330.00%7q+0.7%
Stonebridge Financial Group, LLC/CA$9520,3300.01%newFIRST
WELLS FARGO & COMPANY/MN$410.00%31qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202631$18.4M3,930,09361220.0%
Q1 202630$15.8M3,689,30408120.0%
Q4 202533$15.5M3,738,87817130.0%
Q3 202539$16.6M4,010,87181060.0%
Q2 202534$15.5M4,041,6746860.0%
Q1 202530$14.4M3,843,60221180.0%
Q4 202433$14.5M3,815,98216140.0%
Q3 202436$13.8M3,765,373810100.0%
Q2 202431$14.2M3,890,1584780.0%
Q1 202429$18.2M4,907,7373890.0%
Q4 202334$18.7M5,191,245411120.0%
Q3 202331$20.2M5,382,74851260.0%
Q2 202328$18.9M4,402,818111100.0%
Q1 202326$17.9M4,028,6382870.0%
Q4 202226$18.8M3,914,11938110.0%
Q3 202235$21.2M4,274,83461250.0%
Q2 202234$22.1M4,089,72611390.0%
Q1 202234$24.1M3,945,11351090.0%
Q4 202131$25.6M3,727,09038100.0%
Q3 202130$22.9M3,769,8943880.0%
Q2 202128$27.5M4,178,33111350.0%
Q1 202132$27.5M4,511,59831570.0%
Q4 202031$29.4M4,708,28259100.0%
Q3 202028$25.8M4,771,04754110.0%
Q2 202026$24.9M4,857,2863950.0%
Q1 202026$25.4M5,696,2125690.0%
Q4 201921$26.7M4,568,8294160.0%
Q3 201922$25.5M4,797,5063760.0%
Q2 201922$22.5M4,380,7781970.0%
Q1 201929$23.9M4,595,4261890.0%
Q4 201836$20.7M4,641,9820110.0%