GABELLI CONVERT & INC SEC (GCV) Institutional Ownership Changes & 13F Activity

GABELLI CONVERT & INC SEC (GCV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Shaker Financial Services, Llc, Sage Capital Management, Llc, Raymond James Financial Inc, Advisory Services Network, Llc, and Integrity Advisory Solutions, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Raymond James Financial IncBuy+31,547+171.6%49,932$233.68KQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+15,08515,085$70.60KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+6,151+28.1%28,064$131.34KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+506+2.5%20,593$96.38KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+11$4.00Q2 2026Aug 14, 2026
Morgan StanleyBuy+3,190+0.5%615,200$2.88MQ2 2026Aug 13, 2026
Advisory Services Network, LlcBuy+21,346+20.1%127,502$596.71KQ2 2026Aug 12, 2026
Stifel Financial CorpSell-11,000-13.0%73,543$344.18KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+6,574+30.1%28,402$132.92KQ2 2026Aug 12, 2026
Lpl Financial LlcBuy+6,832+0.9%768,825$3.60MQ2 2026Aug 07, 2026
Janney Montgomery Scott LlcBuy+267+0.7%38,633$181.00KQ2 2026Aug 05, 2026
Cambridge Investment Research Advisors, Inc.Sell-2,361-4.0%56,692$265.00Q2 2026Jul 30, 2026
Institute For Wealth Management, Llc.Buy+6,9006,900$32.29KQ2 2026Jul 28, 2026
Kestra Advisory Services, LlcBuy+1,620+2.8%60,446$282.89KQ2 2026Jul 28, 2026
Benjamin Edwards IncBuy+2,907+8.5%37,039$173.34KQ2 2026Jul 24, 2026
Newton One Investments LlcBuy+1,2501,250$5.85KQ2 2026Jul 22, 2026
Sage Capital Management, LlcBuy+34,000+147.8%57,000$266.76KQ2 2026Jul 20, 2026
Pmg Family Office LlcBuy+14,41914,419$67.48KQ2 2026Jul 16, 2026
Pfg AdvisorsBuy+2,950+2.0%151,870$710.75KQ2 2026Jul 16, 2026
Shaker Financial Services, LlcBuy+120,933120,933$565.97KQ2 2026Jul 15, 2026
Tactive Advisors, LlcSell-81-0.6%14,627$68.45KQ2 2026Jul 09, 2026
Mallini Complete Financial Planning LlcBuy+3,996+7.2%59,679$279.30KQ2 2026Jul 08, 2026
Virtu Financial LlcSell-19,402-100.0%0$0.00Q2 2026May 14, 2026
Integrity Advisory Solutions, LlcSell-19,811-100.0%0$0.00Q2 2026May 11, 2026
Pnc Financial Services Group, Inc.Sell-24-100.0%0$0.00Q2 2026May 08, 2026
Ubs Group AgSell-454-100.0%0$0.00Q2 2026May 05, 2026
Windsor Capital Management, LlcSell-12,682-100.0%0$0.00Q2 2026Apr 10, 2026
Highline Wealth Partners LlcSell-700-100.0%0$0.00Q2 2026Apr 06, 2026
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Frequently asked questions about GCV activity

  • Which institutional owners are buying GCV?

    Institutional owners buying GCV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in GCV activity?

    "Buy" means an investor increased their reported position in GCV compared to the prior reporting period. This reflects growing exposure to GABELLI CONVERT & INC SEC (GCV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in GCV increasing?

    Institutional interest in GCV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.