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