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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
40.9K+ 55.43% |
$219K - $232K
|
115K
$679K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
27+ 2.65% |
$145 - $153
|
1.04K
$6.17K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
13.9K+ 11.34% |
$74.7K - $79K
|
137K
$808K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.01K+ 1.67% |
$5.44K - $5.75K
|
61.8K
$365K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
327+ 2.13% |
$1.75K - $1.85K
|
15.7K
$92.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
400+ 2.65% |
$2.14K - $2.27K
|
15.5K
$91.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.03K+ 1.62% |
$5.52K - $5.83K
|
64.5K
$381K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
308+ 1.3% |
$1.65K - $1.75K
|
24K
$142K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.93K+ 3.5% |
$15.7K - $16.6K
|
86.5K
$512K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
13.4KNew |
$71.9K - $76.1K
|
13.4K
$79.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
66.8K+ 93.47% |
$358K - $379K
|
138K
$817K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
22New |
$118 - $125
|
22
$130
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-38.4K- 27.39% |
$206K - $218K
|
102K
$602K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-6.43K- 59.32% |
$34.5K - $36.5K
|
4.41K
$26.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.62K+ 6.38% |
$8.68K - $9.19K
|
27K
$160K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
26.7KNew |
$143K - $152K
|
26.7K
$158K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
14.5K+ 4.18% |
$77.6K - $82.1K
|
361K
$2.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-361- 0.62% |
$1.93K - $2.05K
|
57.8K
$341K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-276- 1.09% |
$1.48K - $1.56K
|
25K
$148K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-2.49K- 99.4% |
$13.3K - $14.1K
|
15
$88.7
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.2K- 8.01% |
$81.5K - $88.6K
|
175K
$1.03M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
510New |
$2.73K - $2.97K
|
510
$3.01K
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-377K- 81.41% |
$2.02M - $2.2M
|
86.1K
$509K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
13+ 0.08% |
$69.7 - $75.8
|
17.2K
$102K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
18.7KNew |
$100K - $109K
|
18.7K
$110K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.17KNew |
$6.25K - $6.8K
|
1.17K
$6.89K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.3K- 10.48% |
$17.7K - $19.2K
|
28.2K
$167K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.19K- 17.45% |
$11.7K - $12.8K
|
10.4K
$61.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
19.1KNew |
$103K - $112K
|
19.1K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
12.9KNew |
$68.9K - $75K
|
12.9K
$76K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-744K- 65.02% |
$3.99M - $4.34M
|
400K
$2.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-592K- 90.71% |
$3.17M - $3.45M
|
60.6K
$358K
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-5K- 7.46% |
$26.8K - $29.2K
|
62K
$366K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.5KNew |
$56.1K - $61K
|
10.5K
$61.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-300- 6.25% |
$1.61K - $1.75K
|
4.5K
$26.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
500New |
$2.68K - $2.92K
|
500
$2.96K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
22.7KNew |
$122K - $132K
|
22.7K
$134K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
368KNew |
$1.97M - $2.14M
|
368K
$2.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
220+ 0.48% |
$1.18K - $1.28K
|
46.2K
$273K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
324+ 100.0% |
$1.74K - $1.89K
|
648
$3.83K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
39+ 0.34% |
$209 - $227
|
11.4K
$67.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-115K- 97.87% |
$616K - $670K
|
2.5K
$14.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-36.7K- 64.56% |
$197K - $214K
|
20.1K
$119K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
48+ 2.83% |
$257 - $280
|
1.74K
$10.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
108+ 2.82% |
$579 - $630
|
3.93K
$23.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
7.4KNew |
$39.7K - $43.1K
|
7.4K
$43.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
13.5KNew |
$72.5K - $78.9K
|
13.5K
$80K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
170New |
$911 - $991
|
170
$1K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.61K+ 31.17% |
$19.3K - $21K
|
15.2K
$89.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.8KNew |
$57.7K - $62.7K
|
10.8K
$63.6K
|
|