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 |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
43.8K+ 36.9% |
$225K - $245K
|
162K
$873K
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.19K+ 2.75% |
$6.1K - $6.64K
|
44.2K
$238K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
45+ 2.73% |
$232 - $252
|
1.7K
$9.12K
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-243- 0.96% |
$1.25K - $1.36K
|
25.2K
$136K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
28.4K+ 100.0% |
$146K - $159K
|
56.8K
$306K
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
4.79K+ 1.49% |
$24.7K - $26.8K
|
326K
$1.75M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
15.7K+ 79.25% |
$80.8K - $87.8K
|
35.5K
$191K
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-9.03K- 22.92% |
$46.5K - $50.5K
|
30.3K
$163K
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-73- 0.13% |
$376 - $409
|
58.1K
$313K
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-4.1K- 19.42% |
$21.1K - $23K
|
17K
$91.5K
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
185+ 1.55% |
$953 - $1.04K
|
12.1K
$65.2K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.48K+ 0.32% |
$7.63K - $8.29K
|
459K
$2.47M
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
591+ 2.7% |
$3.04K - $3.31K
|
22.5K
$121K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
10.8K+ 34.73% |
$55.8K - $60.7K
|
42K
$226K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.58K- 9.86% |
$28.7K - $31.2K
|
51K
$275K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-730- 5.2% |
$3.76K - $4.09K
|
13.3K
$71.6K
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
11KNew |
$56.5K - $61.5K
|
11K
$59K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.3KNew |
$53.3K - $58K
|
10.3K
$55.5K
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2KNew |
$10.3K - $11.2K
|
2K
$10.8K
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
19.7KNew |
$102K - $111K
|
19.7K
$106K
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
5.28KNew |
$27.3K - $29.7K
|
5.28K
$28.4K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
324New |
$1.68K - $1.82K
|
324
$1.74K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-994- 0.92% |
$5.14K - $5.59K
|
108K
$579K
|
|
Aug 13, 2024
Q2 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
15.5KNew |
$80.4K - $87.4K
|
15.5K
$83.7K
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
47.1KNew |
$244K - $265K
|
47.1K
$254K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2K- 6.67% |
$10.3K - $11.2K
|
28K
$151K
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
11.4KNew |
$58.7K - $63.8K
|
11.4K
$61.1K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.36K+ 43.25% |
$43.2K - $47K
|
27.7K
$149K
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-638K- 90.06% |
$3.3M - $3.58M
|
70.4K
$379K
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-465- 0.4% |
$2.4K - $2.61K
|
115K
$618K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-600Closed |
$3.1K - $3.37K
|
0
$0
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.07K- 12.0% |
$10.7K - $11.7K
|
15.2K
$81.8K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.5K- 71.32% |
$23.3K - $25.3K
|
1.81K
$9.74K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
53.2KNew |
$275K - $299K
|
53.2K
$286K
|
|
Aug 07, 2024
Q2 2024
|
Pecaut & Co.
|
SELL
|
- |
-18.6K- 52.08% |
$96.3K - $105K
|
17.1K
$92.2K
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
19.3KNew |
$99.8K - $108K
|
19.3K
$104K
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
67KNew |
$346K - $377K
|
67K
$360K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.8KNew |
$56K - $60.9K
|
10.8K
$58.3K
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
92.1KNew |
$476K - $518K
|
92.1K
$495K
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
11.7KNew |
$60.2K - $65.5K
|
11.7K
$62.7K
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-542- 15.3% |
$2.8K - $3.05K
|
3K
$16.1K
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.06K+ 2.71% |
$10.7K - $11.6K
|
78.2K
$421K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
198New |
$1.02K - $1.11K
|
198
$1.07K
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3KNew |
$15.5K - $16.9K
|
3K
$16.1K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
19.6K+ 20.03% |
$101K - $110K
|
118K
$632K
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-885- 2.57% |
$4.58K - $4.97K
|
33.5K
$180K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.3K+ 11.71% |
$17.1K - $18.5K
|
31.5K
$169K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6KNew |
$31K - $33.7K
|
6K
$32.3K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.3K+ 252.94% |
$22.2K - $24.2K
|
6K
$32.3K
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
10.7KNew |
$55.2K - $60K
|
10.7K
$57.4K
|