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 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.52K+ 20.94% |
$17.5K - $20.1K
|
20.3K
$111K
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
21.8KNew |
$109K - $125K
|
21.8K
$119K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.75KNew |
$13.7K - $15.7K
|
2.75K
$15K
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.72K- 12.24% |
$8.52K - $9.81K
|
12.3K
$67.3K
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-963- 7.75% |
$4.79K - $5.51K
|
11.5K
$62.7K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4KNew |
$19.9K - $22.9K
|
4K
$21.9K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
25.2KNew |
$125K - $144K
|
25.2K
$138K
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
39.1KNew |
$194K - $224K
|
39.1K
$214K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15KNew |
$74.6K - $85.8K
|
15K
$82.1K
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
174+ 0.99% |
$865 - $995
|
17.7K
$96.9K
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
16.5K+ 112.22% |
$82K - $94.4K
|
31.2K
$171K
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-2K- 8.65% |
$9.94K - $11.4K
|
21.1K
$115K
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-56- 0.28% |
$278 - $320
|
19.8K
$108K
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
16.1KNew |
$79.9K - $91.9K
|
16.1K
$87.9K
|
|
Q4 2023 | |||||||
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.53KNew |
$11.6K - $13.5K
|
2.53K
$13.8K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1KNew |
$4.59K - $5.33K
|
1K
$5.47K
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
21.5KNew |
$98.8K - $115K
|
21.5K
$118K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.54K- 31.81% |
$30K - $34.8K
|
14K
$76.7K
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
27.9KNew |
$128K - $149K
|
27.9K
$153K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
457+ 20.91% |
$2.1K - $2.44K
|
2.64K
$14.5K
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-8.3K- 23.07% |
$38.1K - $44.2K
|
27.7K
$151K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.6K- 40.92% |
$53.1K - $61.7K
|
16.7K
$91.4K
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
42.9KNew |
$197K - $228K
|
42.9K
$234K
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-100- 0.55% |
$459 - $533
|
18K
$98.5K
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
5.35KNew |
$24.6K - $28.5K
|
5.35K
$29.3K
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
69.5K+ 44.29% |
$319K - $371K
|
227K
$1.24M
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-465- 14.22% |
$2.13K - $2.48K
|
2.8K
$15.3K
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
75.4KNew |
$346K - $402K
|
75.4K
$412K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
741New |
$3.4K - $3.95K
|
741
$4.05K
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-58.6K- 73.05% |
$269K - $313K
|
21.6K
$118K
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
11.4KNew |
$52.3K - $60.8K
|
11.4K
$62.4K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
46KNew |
$211K - $245K
|
46K
$252K
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.5KNew |
$6.89K - $8K
|
1.5K
$8.21K
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
18.6KNew |
$85.5K - $99.3K
|
18.6K
$102K
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
16.7KNew |
$76.6K - $89K
|
16.7K
$91.3K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.49KNew |
$6.83K - $7.93K
|
1.49K
$8.13K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.26KNew |
$10.4K - $12.1K
|
2.26K
$12.4K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 2.91% |
$36.7 - $42.6
|
283
$1.55K
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.5KNew |
$6.89K - $8K
|
1.5K
$8.21K
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.53KNew |
$16.2K - $18.8K
|
3.53K
$19.3K
|
|
Q3 2023 | |||||||
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.77KNew |
$9.1K - $10.4K
|
1.77K
$9.7K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
383New |
$1.96K - $2.25K
|
383
$2.1K
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
1KNew |
$5.13K - $5.87K
|
1K
$5.47K
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.43K+ 40.05% |
$22.7K - $26K
|
15.5K
$84.6K
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
521New |
$2.67K - $3.06K
|
521
$2.85K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.58K- 34.47% |
$13.2K - $15.1K
|
4.9K
$26.8K
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
131+ 0.91% |
$672 - $769
|
14.6K
$79.9K
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
35KNew |
$180K - $205K
|
35K
$191K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10.1KNew |
$51.9K - $59.4K
|
10.1K
$55.4K
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
303New |
$1.55K - $1.78K
|
303
$1.66K
|