A detailed history of Institute For Wealth Management, Llc. transactions in Gabelli Equity Trust Inc stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 11,233 shares of GAB stock, worth $61,444. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,233
Previous 11,233 -0.0%
Holding current value
$61,444
Previous $62,000 6.45%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 13, 2023

SELL
$5.13 - $5.87 $235 - $270
-46 Reduced 0.41%
11,233 $57,000
Q2 2022

Jul 25, 2022

BUY
$5.54 - $7.05 $664 - $846
120 Added 1.08%
11,279 $69,000
Q4 2021

Jan 21, 2022

SELL
$6.64 - $7.37 $936 - $1,039
-141 Reduced 1.25%
11,159 $80,000
Q2 2021

Jul 21, 2021

SELL
$6.67 - $7.54 $460 - $520
-69 Reduced 0.61%
11,300 $78,000
Q1 2021

May 04, 2021

SELL
$6.07 - $7.05 $1,274 - $1,480
-210 Reduced 1.81%
11,369 $78,000
Q1 2020

Apr 29, 2020

SELL
$3.21 - $6.23 $2,648 - $5,139
-825 Reduced 6.65%
11,579 $50,000
Q4 2019

Feb 27, 2020

BUY
$5.82 - $6.31 $72,191 - $78,269
12,404 New
12,404 $76,000
Q4 2019

Jan 27, 2020

SELL
$5.82 - $6.31 $72,191 - $78,269
-12,404 Closed
0 $0
Q1 2019

May 15, 2019

SELL
$5.12 - $6.27 $56,970 - $69,766
-11,127 Reduced 47.29%
12,404 $76,000
Q4 2018

Feb 08, 2019

BUY
$4.81 - $6.51 $113,184 - $153,186
23,531 New
23,531 $596,000
Q1 2018

May 15, 2018

SELL
$6.01 - $6.64 $71,116 - $78,571
-11,833 Closed
0 $0
Q4 2017

Feb 12, 2018

BUY
$5.99 - $6.54 $70,879 - $77,387
11,833 New
11,833 $73,000
Q3 2017

Nov 14, 2017

SELL
$6.08 - $6.45 $61,037 - $64,751
-10,039 Closed
0 $0
Q2 2017

Aug 14, 2017

BUY
N/A
10,039
10,039 $62,000

Others Institutions Holding GAB

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

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.