Kelman Lazarov, Inc. Gabelli Equity Trust Inc Transaction History

Kelman Lazarov, Inc.

$494 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 08, 2018	SELL	$6.01 - $6.64 $114,797 - $126,830	-19,101 Closed	0 $0
Q4 2017 Jan 23, 2018	BUY	$5.99 - $6.54 $14,304 - $15,617	2,388 Added 14.29%	19,101 $118,000
Q3 2017 Oct 05, 2017	BUY	$6.08 - $6.45 $101,615 - $107,798	16,713	16,713 $109,000

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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