Ota Financial Group L.P. Gabelli Equity Trust Inc Transaction History

Ota Financial Group L.P.

$143 Million
Q2 2023

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 21, 2020	BUY	$5.82 - $6.31 $20,713 - $22,457	3,559 Added 7.21%	52,914 $322,000
Q3 2019 Oct 28, 2019	BUY	$5.93 - $6.21 $46,242 - $48,425	7,798 Added 18.76%	49,355 $295,000
Q4 2018 Jan 24, 2019	BUY	$4.81 - $6.51 $199,889 - $270,536	41,557 New	41,557 $211,000
Q1 2018 Apr 19, 2018	SELL	$6.01 - $6.64 $5.14 Million - $5.68 Million	-855,399 Closed	0 $0
Q4 2017 Feb 22, 2018	BUY	$5.99 - $6.54 $5.12 Million - $5.59 Million	855,399	855,399 $5.29 Million

Others Institutions Holding GAB

# of Institutions

200

Shares Held

23.5M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

2.57M
Shares

$13.5 Million
0.02% of portfolio
Morgan Stanley New York, NY

2.34M
Shares

$12.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

2.26M
Shares

$11.9 Million
0.01% of portfolio
Philadelphia Trust CO Philadelphia, PA

1.2M
Shares

$6.31 Million
0.53% of portfolio
Cohen & Steers, Inc. New York, NY

1.14M
Shares

$6.02 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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