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Gabelli Convert & Inc SEC (GCV)

CUSIP: 36240B109 | US | Financial Services · Asset Management | Micro Cap | 144 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

LPL Financial LLC743,195
0.0% of portfolio›$3.1M
PFG Advisors162,914
0.0% of portfolio›$674.5K
Shaker Financial Services, LLC109,136
0.1% of portfolio›$451.8K
Kestra Advisory Services, LLC60,446
0.0% of portfolio›$250.2K
Sage Capital Management, LLC57,000
0.1% of portfolio›$236.0K
Cambridge Investment Research Advisors, Inc.56,692
0.0% of portfolio›$235.0K
Mallini Complete Financial Planning LLC54,893
0.2% of portfolio›$227.3K
MGO One Seven LLC50,000
0.0% of portfolio›$207.0K
MBL Wealth, LLC23,194
0.0% of portfolio›$96.0K
Carnegie Lake Advisors LLC19,000
0.0% of portfolio›$78.7K
PMG Family Office LLC15,188
0.1% of portfolio›$62.9K
Herold Advisors, Inc.10,601
0.0% of portfolio›$43.9K
CoreCap Advisors, LLC4,815
0.0% of portfolio›$19.9K
Wolverine Asset Management LLC2,785
0.0% of portfolio›$11.5K
Highline Wealth Partners LLC500
0.0% of portfolio›$2.1K
StyleTurnoverLocationFiled
LPL Financial LLC
743,195$3.1M0.0%IndexVery LowFort Mill, SC2026-11-06
PFG Advisors
162,914$674.5K0.0%ETFMediumPhoenix, AZ2026-10-16
Shaker Financial Services, LLC
109,136$451.8K0.1%YieldHighArlington, VA2026-10-14
Kestra Advisory Services, LLC
60,446$250.2K0.0%CoreLowAustin, TX2026-11-02
Sage Capital Management, LLC
57,000$236.0K0.1%ETFLowStockton, NJ2026-10-20
Cambridge Investment Research Advisors, Inc.
56,692$235.0K0.0%ETFLowFairfield, IA2026-11-02
Mallini Complete Financial Planning LLC
54,893$227.3K0.2%ETFMediumGainesville, FL2026-10-06
MGO One Seven LLC
50,000$207.0K0.0%GrowthLowBeachwood, OH2026-10-28
MBL Wealth, LLC
23,194$96.0K0.0%ETFLowCharlotte, NC2026-10-22
Carnegie Lake Advisors LLC
19,000$78.7K0.0%ValueLowPrinceton, NJ2026-11-06
PMG Family Office LLC
15,188$62.9K0.1%YieldVery LowPlano, TX2026-10-19
Herold Advisors, Inc.
10,601$43.9K0.0%CoreLowNew York, NY2026-10-19
CoreCap Advisors, LLC
4,815$19.9K0.0%ETFMediumSouthfield, MI2026-10-08
Wolverine Asset Management LLC
2,785$11.5K0.0%Deep ValueVery HighChicago, IL2026-11-02
Highline Wealth Partners LLC
500$2.1K0.0%ETFMediumSherman Oaks, CA2026-10-19