Bruce N Alpert - Net Worth and Insider Trading

Bruce N Alpert Net Worth

The estimated net worth of Bruce N Alpert is at least $192,740 dollars as of 2024-04-29. Bruce N Alpert is the President of Gabelli Dividend & Income Trust and owns about 4,000 shares of Gabelli Dividend & Income Trust (GDV) stock worth over $88,000. Bruce N Alpert is the President of The Gabelli Global Small and Mid Cap Value Trust and owns about 6,063 shares of The Gabelli Global Small and Mid Cap Value Trust (GGZ) stock worth over $69,058. Bruce N Alpert is also the Executive VP of Adviser of Gabelli Healthcare & WellnessRx Trust and owns about 3,004 shares of Gabelli Healthcare & WellnessRx Trust (GRX) stock worth over $28,313. Besides these, Bruce N Alpert also holds GAMCO Investors Inc (GAMI) , GDL Fund (GDL) , GAMCO Natural Resources, Gold & Income Trust (GNT) . Details can be seen in Bruce N Alpert's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Bruce N Alpert has not made any transactions after 2018-12-27 and currently still holds the listed stock(s).

Transaction Summary of Bruce N Alpert

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Bruce N Alpert Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Bruce N Alpert owns 15 companies in total, including Gabelli Dividend & Income Trust (GDV) , Gabelli Global Utility & Income Trust (GLU) , and Gabelli Equity Trust Inc (GAB) among others .

Click here to see the complete history of Bruce N Alpert’s form 4 insider trades.

Insider Ownership Summary of Bruce N Alpert

Ticker Comapny Transaction Date Type of Owner
GDV Gabelli Dividend & Income Trust 2015-04-30 President
GLU Gabelli Global Utility & Income Trust 2004-05-25 President
GAB Gabelli Equity Trust Inc 2003-10-02 President
GGT Gabelli Multimedia Trust Inc 2011-05-04 President
GGZ The Gabelli Global Small and Mid Cap Value Trust 2018-12-27 President
GCV GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC 2005-07-13 other: Spouse
GAMI GAMCO Investors Inc 2010-12-31 EVP & COO Gabelli Funds & LLC
GNT GAMCO Natural Resources, Gold & Income Trust 2013-08-02 President
GUT Gabelli Utility Trust 2003-07-28 President
GRX Gabelli Healthcare & WellnessRx Trust 2015-04-30 Acting President/Treasurer
GDL GDL Fund 2010-12-31 President
GGN GAMCO Global Gold Natural Resources & Income Trust 2005-03-24 President
TETAA Teton Advisors Inc 2009-02-09 director & Chairman
GGO.PRA.PFD The Gabelli Go Anywhere Trust 2020-02-11 President
TETAB Teton Advisors Inc 2009-02-09 director & Chairman

Bruce N Alpert Latest Holdings Summary

Bruce N Alpert currently owns a total of 6 stocks. Among these stocks, Bruce N Alpert owns 4,000 shares of Gabelli Dividend & Income Trust (GDV) as of April 30, 2015, with a value of $88,000 and a weighting of 45.66%. Bruce N Alpert owns 6,063 shares of The Gabelli Global Small and Mid Cap Value Trust (GGZ) as of December 27, 2018, with a value of $69,058 and a weighting of 35.83%. Bruce N Alpert also owns 3,004 shares of Gabelli Healthcare & WellnessRx Trust (GRX) as of April 30, 2015, with a value of $28,313 and a weighting of 14.69%. The other 3 stocks GAMCO Investors Inc (GAMI) , GDL Fund (GDL) , GAMCO Natural Resources, Gold & Income Trust (GNT) have a combined weighting of 3.82% among all his current holdings.

Latest Holdings of Bruce N Alpert

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
GDV Gabelli Dividend & Income Trust 2015-04-30 4,000 22.00 88,000
GGZ The Gabelli Global Small and Mid Cap Value Trust 2018-12-27 6,063 11.39 69,058
GRX Gabelli Healthcare & WellnessRx Trust 2015-04-30 3,004 9.43 28,313
GAMI GAMCO Investors Inc 2010-12-31 329 22.40 7,370
GDL GDL Fund 2010-12-31 0 7.83 0
GNT GAMCO Natural Resources, Gold & Income Trust 2013-08-02 0 5.29 0

Holding Weightings of Bruce N Alpert


Bruce N Alpert Form 4 Trading Tracker

According to the SEC Form 4 filings, Bruce N Alpert has made a total of 0 transactions in Gabelli Dividend & Income Trust (GDV) over the past 5 years. The most-recent trade in Gabelli Dividend & Income Trust is the acquisition of 2,000 shares on April 30, 2015, which cost Bruce N Alpert around $42,920.

According to the SEC Form 4 filings, Bruce N Alpert has made a total of 0 transactions in The Gabelli Global Small and Mid Cap Value Trust (GGZ) over the past 5 years. The most-recent trade in The Gabelli Global Small and Mid Cap Value Trust is the acquisition of 1,000 shares on December 27, 2018, which cost Bruce N Alpert around $9,580.

According to the SEC Form 4 filings, Bruce N Alpert has made a total of 0 transactions in Gabelli Healthcare & WellnessRx Trust (GRX) over the past 5 years. The most-recent trade in Gabelli Healthcare & WellnessRx Trust is the acquisition of 2,000 shares on April 30, 2015, which cost Bruce N Alpert around $22,480.

More details on Bruce N Alpert's insider transactions can be found in the Insider Trading History of Bruce N Alpert table.

Insider Trading History of Bruce N Alpert

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Bruce N Alpert Trading Performance

GuruFocus tracks the stock performance after each of Bruce N Alpert's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Bruce N Alpert is 5.35%. GuruFocus also compares Bruce N Alpert's trading performance to market benchmark return within the same time period. The performance of stocks bought by Bruce N Alpert within 3 months outperforms 3 times out of 5 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Bruce N Alpert's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Bruce N Alpert

Average Return

2.64%

Average return per transaction

Outperforming Transactions

40%

2 out of 5 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 2.86 5.35 1.77 2.64 3.07 4.78
Relative Return to S&P 500(%) 0.06 0.12 -4.37 -8.05 -6.2 -6.58

Bruce N Alpert Ownership Network

Ownership Network List of Bruce N Alpert

No Data

Ownership Network Relation of Bruce N Alpert


Bruce N Alpert Owned Company Details

What does Gabelli Dividend & Income Trust do?

Who are the key executives at Gabelli Dividend & Income Trust?

Bruce N Alpert is the President of Gabelli Dividend & Income Trust. Other key executives at Gabelli Dividend & Income Trust include Treasurer John Chester Ball , director & Chief Financial Officer Mario J Gabelli , and 10 percent owner Group Ag Ubs .

Gabelli Dividend & Income Trust (GDV) Insider Trades Summary

Over the past 18 months, Bruce N Alpert made no insider transaction in Gabelli Dividend & Income Trust (GDV). Other recent insider transactions involving Gabelli Dividend & Income Trust (GDV) include a net sale of 5,500 shares made by Mario J Gabelli , and a net purchase of 12 shares made by John Chester Ball .

In summary, during the past 3 months, insiders sold 0 shares of Gabelli Dividend & Income Trust (GDV) in total and bought 12 shares, with a net purchase of 12 shares. During the past 18 months, 5,500 shares of Gabelli Dividend & Income Trust (GDV) were sold and 12 shares were bought by its insiders, resulting in a net sale of 5,488 shares.

Gabelli Dividend & Income Trust (GDV)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Gabelli Dividend & Income Trust Insider Transactions

No Available Data

Bruce N Alpert Mailing Address

Above is the net worth, insider trading, and ownership report for Bruce N Alpert. You might contact Bruce N Alpert via mailing address: C/o Gamco Investors, Inc., One Corporate Center, Rye Ny 10580.

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