Clearview Wealth Advisors LLC Gabelli Equity Trust Inc Transaction History

Clearview Wealth Advisors LLC

$114 Million
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 07, 2023	BUY	$5.33 - $5.8 $607 - $661	114 Added 2.78%	4,211 $24,000
Q1 2023 Apr 12, 2023	BUY	$5.41 - $5.99 $605 - $670	112 Added 2.81%	4,097 $23,000
Q4 2022 Jan 31, 2023	BUY	$4.97 - $6.16 $536 - $665	108 Added 2.79%	3,985 $21,000
Q3 2022 Oct 18, 2022	BUY	$5.5 - $24.56 $533 - $2,382	97 Added 2.57%	3,877 $21,000
Q2 2022 Aug 05, 2022	BUY	$5.54 - $7.05 $515 - $655	93 Added 2.52%	3,780 $23,000
Q1 2022 Apr 29, 2022	BUY	$6.76 - $7.24 $513 - $550	76 Added 2.1%	3,687 $26,000
Q4 2021 Feb 02, 2022	BUY	$6.64 - $7.37 $590 - $655	89 Added 2.53%	3,611 $26,000
Q3 2021 Nov 02, 2021	BUY	$6.52 - $7.07 $2,503 - $2,714	384 Added 12.24%	3,522 $23,000
Q2 2021 Jul 30, 2021	BUY	$6.67 - $7.54 $440 - $497	66 Added 2.15%	3,138 $22,000
Q1 2021 May 06, 2021	BUY	$6.07 - $7.05 $400 - $465	66 Added 2.2%	3,072 $21,000
Q4 2020 Jan 21, 2021	BUY	$5.06 - $6.74 $15,210 - $20,260	3,006 New	3,006 $19,000

Others Institutions Holding GAB

# of Institutions

193

Shares Held

23.3M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

2.79M
Shares

$15.2 Million
0.02% of portfolio
Morgan Stanley New York, NY

2.45M
Shares

$13.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

2.27M
Shares

$12.4 Million
0.01% of portfolio
Philadelphia Trust CO Philadelphia, PA

1.18M
Shares

$6.41 Million
0.48% of portfolio
Cohen & Steers, Inc. New York, NY

1.14M
Shares

$6.22 Million
0.01% of portfolio

About GABELLI EQUITY TRUST INC

Ticker GAB
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
The Gabelli Equity Trust Inc. is a closed ended equity mutual fund launched by GAMCO Investors, Inc. The fund is managed by Gabelli Funds, LLC. It invests in public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It invests in preferred stock, convertible or exchangeable ...

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