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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4+ 0.04% |
$21.4 - $23.3
|
11.2K
$66.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.42KNew |
$13K - $14.1K
|
2.42K
$14.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
902New |
$4.83K - $5.26K
|
902
$5.33K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2KNew |
$10.7K - $11.7K
|
2K
$11.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
87+ 0.74% |
$466 - $507
|
11.8K
$69.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-6.29K- 34.85% |
$33.7K - $36.6K
|
11.7K
$69.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
613+ 2.72% |
$3.29K - $3.57K
|
23.1K
$137K
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
106KNew |
$567K - $617K
|
106K
$625K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-9.03K- 29.74% |
$48.4K - $52.6K
|
21.3K
$126K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
16.3KNew |
$84.2K - $91.5K
|
16.3K
$96.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
15KNew |
$77.3K - $84K
|
15K
$88.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
18.7KNew |
$96.5K - $105K
|
18.7K
$111K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
35KNew |
$180K - $196K
|
35K
$207K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
10.7KNew |
$55.1K - $59.9K
|
10.7K
$63.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
41.9KNew |
$216K - $235K
|
41.9K
$248K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
98.4K+ 435.59% |
$507K - $551K
|
121K
$715K
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
SELL
|
- |
-3.11K- 17.43% |
$16K - $17.4K
|
14.7K
$87K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.5K- 3.84% |
$7.73K - $8.4K
|
37.6K
$222K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-229K- 48.36% |
$1.18M - $1.28M
|
245K
$1.45M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
51.8KNew |
$267K - $290K
|
51.8K
$306K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-100- 50.0% |
$515 - $560
|
100
$591
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
28.6KNew |
$148K - $160K
|
28.6K
$169K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
139+ 0.81% |
$716 - $778
|
17.2K
$102K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.2KNew |
$6.18K - $6.72K
|
1.2K
$7.09K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-46.7K- 14.14% |
$240K - $261K
|
283K
$1.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-196- 0.1% |
$1.01K - $1.1K
|
205K
$1.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
6.87KNew |
$35.4K - $38.5K
|
6.87K
$40.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
11KNew |
$56.5K - $61.5K
|
11K
$64.9K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2KNew |
$10.3K - $11.2K
|
2K
$11.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
19.7KNew |
$102K - $111K
|
19.7K
$116K
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
5.28KNew |
$27.3K - $29.7K
|
5.28K
$31.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
15.5KNew |
$80.4K - $87.4K
|
15.5K
$91.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
47.1KNew |
$244K - $265K
|
47.1K
$279K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.36K+ 43.25% |
$43.2K - $47K
|
27.7K
$164K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-638K- 90.06% |
$3.3M - $3.58M
|
70.4K
$416K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-600Closed |
$3.1K - $3.37K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-465- 0.4% |
$2.4K - $2.61K
|
115K
$679K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.5K- 71.32% |
$23.3K - $25.3K
|
1.81K
$10.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Pecaut & Co.
|
SELL
|
- |
-18.6K- 52.08% |
$96.3K - $105K
|
17.1K
$101K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
19.3KNew |
$99.8K - $108K
|
19.3K
$114K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
92.1KNew |
$476K - $518K
|
92.1K
$544K
|
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
11.7KNew |
$60.2K - $65.5K
|
11.7K
$68.9K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-542- 15.3% |
$2.8K - $3.05K
|
3K
$17.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.06K+ 2.71% |
$10.7K - $11.6K
|
78.2K
$462K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
198New |
$1.02K - $1.11K
|
198
$1.17K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3KNew |
$15.5K - $16.9K
|
3K
$17.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6KNew |
$31K - $33.7K
|
6K
$35.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-885- 2.57% |
$4.58K - $4.97K
|
33.5K
$198K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
10.7KNew |
$55.2K - $60K
|
10.7K
$63.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
104New |
$538 - $584
|
104
$615
|
|