Larson Financial Group LLC Gabelli Equity Trust Inc Transaction History

Larson Financial Group LLC

$1.75 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 03, 2022	BUY	$5.5 - $24.56 $429,990 - $1.92 Million	78,180 New	78,180 $430,000
Q3 2020 Oct 08, 2020	SELL	$4.9 - $5.57 $8,031 - $9,129	-1,639 Closed	0 $0
Q2 2020 Jul 10, 2020	BUY	$3.84 - $5.84 $149 - $227	39 Added 2.44%	1,639 $8,000
Q1 2020 Apr 09, 2020	BUY	$3.21 - $6.23 $150 - $292	47 Added 3.03%	1,600 $7,000
Q4 2019 Jan 10, 2020	BUY	$5.82 - $6.31 $180 - $195	31 Added 2.04%	1,553 $9,000
Q3 2019 Oct 11, 2019	BUY	$5.93 - $6.21 $183 - $192	31 Added 2.08%	1,522 $9,000
Q2 2019 Jul 16, 2019	BUY	$6.0 - $6.32 $4,980 - $5,245	830 Added 125.57%	1,491 $9,000
Q1 2019 Apr 05, 2019	BUY	$5.12 - $6.27 $76 - $94	15 Added 2.32%	661 $4,000
Q4 2018 Feb 07, 2019	BUY	$4.81 - $6.51 $3,107 - $4,205	646 New	646 $3,000

Others Institutions Holding GAB

# of Institutions

199

Shares Held

25.3M

Call Options Held

0

Put Options Held

0

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

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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