Latest Institutional Transactions on Gabelli Equity Trust Inc (GAB)
This table provides information on the latest institutional transactions involving Gabelli Equity Trust Inc (GAB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.34K+ 7.51% |
$36.5K - $42K
|
105K
$554K
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.72K+ 5.48% |
$8.53K - $9.82K
|
33K
$174K
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-37.3K- 7.77% |
$185K - $213K
|
443K
$2.34M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
96+ 2.73% |
$477 - $549
|
3.62K
$19.1K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64.4K+ 2.94% |
$320K - $368K
|
2.26M
$11.9M
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-33.6K- 42.69% |
$167K - $192K
|
45.1K
$238K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
86.9KNew |
$432K - $497K
|
86.9K
$458K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.3KNew |
$6.46K - $7.43K
|
1.3K
$6.85K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.37K- 1.47% |
$31.7K - $36.4K
|
428K
$2.25M
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-600- 6.15% |
$2.98K - $3.43K
|
9.15K
$48.2K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-300- 6.25% |
$1.49K - $1.72K
|
4.5K
$23.7K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-58.8K- 18.32% |
$292K - $336K
|
262K
$1.38M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-76.5K- 14.32% |
$380K - $437K
|
458K
$2.41M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
938New |
$4.66K - $5.37K
|
938
$4.94K
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
10.2KNew |
$50.8K - $58.4K
|
10.2K
$53.8K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
11.5K+ 14.15% |
$57.3K - $66K
|
93.1K
$491K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-851- 3.07% |
$4.23K - $4.87K
|
26.9K
$142K
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.7K- 24.58% |
$23.3K - $26.9K
|
14.4K
$76K
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
123+ 0.57% |
$611 - $704
|
21.8K
$115K
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
279K+ 64.92% |
$1.39M - $1.59M
|
708K
$3.73M
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
15.3KNew |
$75.9K - $87.3K
|
15.3K
$80.5K
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
21.9KNew |
$109K - $125K
|
21.9K
$115K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-104K- 84.8% |
$519K - $597K
|
18.7K
$98.6K
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
368+ 2.72% |
$1.83K - $2.1K
|
13.9K
$73.3K
|
|
May 07, 2024
Q1 2024
|
Pecaut & Co.
|
SELL
|
- |
-22.6K- 38.67% |
$112K - $129K
|
35.8K
$188K
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
18.7KNew |
$93.2K - $107K
|
18.7K
$98.8K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.75KNew |
$13.7K - $15.7K
|
2.75K
$14.5K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.65K- 4.94% |
$28.1K - $32.3K
|
109K
$572K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-41.4K- 33.01% |
$206K - $237K
|
84K
$443K
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
21.8KNew |
$109K - $125K
|
21.8K
$115K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.52K+ 20.94% |
$17.5K - $20.1K
|
20.3K
$107K
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
418+ 3.23% |
$2.08K - $2.39K
|
13.4K
$70.4K
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-9.76K- 7.8% |
$48.5K - $55.8K
|
115K
$608K
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.3K- 10.48% |
$16.4K - $18.9K
|
28.2K
$149K
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.72K- 12.24% |
$8.52K - $9.81K
|
12.3K
$64.8K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.89K- 6.12% |
$14.3K - $16.5K
|
44.3K
$233K
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
297+ 2.74% |
$1.48K - $1.7K
|
11.2K
$58.8K
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2K+ 2.7% |
$9.95K - $11.5K
|
76.1K
$401K
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
45+ 0.2% |
$224 - $257
|
22.1K
$116K
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
204+ 0.79% |
$1.01K - $1.17K
|
26.1K
$138K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
17.4KNew |
$86.3K - $99.3K
|
17.4K
$91.5K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4KNew |
$19.9K - $22.9K
|
4K
$21.1K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
77+ 0.67% |
$383 - $440
|
11.5K
$60.7K
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
7.2K+ 40.44% |
$35.8K - $41.2K
|
25K
$132K
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-963- 7.75% |
$4.79K - $5.51K
|
11.5K
$60.4K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.7KNew |
$58.4K - $67.2K
|
11.7K
$61.9K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.51K+ 1.88% |
$7.5K - $8.63K
|
81.9K
$431K
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
28K+ 57.33% |
$139K - $160K
|
76.8K
$405K
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
39.1KNew |
$194K - $224K
|
39.1K
$206K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15KNew |
$74.6K - $85.8K
|
15K
$79.1K
|