Global Wealth Management Investment Advisory, Inc. Gabelli Equity Trust Inc Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	BUY	$5.33 - $5.8 $2,286 - $2,488	429 New	429 $2,000
Q3 2020 Nov 16, 2020	SELL	$4.9 - $5.57 $5,390 - $6,127	-1,100 Reduced 71.94%	429 $2,000
Q3 2019 Nov 14, 2019	SELL	$5.93 - $6.21 $101,414 - $106,203	-17,102 Reduced 91.79%	1,529 $9,000
Q2 2019 Aug 20, 2019	BUY	$6.0 - $6.32 $102,612 - $108,084	17,102 Added 1118.51%	18,631 $115,000
Q4 2018 Feb 14, 2019	BUY	$4.81 - $6.51 $7,354 - $9,953	1,529 New	1,529 $8,000

Others Institutions Holding GAB

# of Institutions

199

Shares Held

25.3M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

2.74M
Shares

$14.9 Million
0.01% of portfolio
Morgan Stanley New York, NY

2.34M
Shares

$12.7 Million
0.0% of portfolio
International Assets Investment Management, LLC Orlando, FL

2.3M
Shares

$12.5 Million
1.14% of portfolio
Commonwealth Equity Services, LLC

1.89M
Shares

$10.3 Million
0.02% of portfolio
Philadelphia Trust CO Philadelphia, PA

1.21M
Shares

$6.57 Million
0.48% of portfolio

View Full List

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 ...

More about GAB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Wealth Management Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Global Wealth Management Investment Advisory, Inc. with notifications on news.

Account