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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-58.6K- 73.05% |
$269K - $313K
|
21.6K
$119K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
46KNew |
$211K - $245K
|
46K
$253K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.5KNew |
$6.89K - $8K
|
1.5K
$8.25K
|
|
|
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
$91.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.26KNew |
$10.4K - $12.1K
|
2.26K
$12.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.49KNew |
$6.83K - $7.93K
|
1.49K
$8.18K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 2.91% |
$36.7 - $42.6
|
283
$1.56K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.5KNew |
$6.89K - $8K
|
1.5K
$8.25K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.53KNew |
$16.2K - $18.8K
|
3.53K
$19.4K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.77KNew |
$9.1K - $10.4K
|
1.77K
$9.76K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
383New |
$1.96K - $2.25K
|
383
$2.11K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.43K+ 40.05% |
$22.7K - $26K
|
15.5K
$85.1K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
521New |
$2.67K - $3.06K
|
521
$2.87K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
1KNew |
$5.13K - $5.87K
|
1K
$5.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.58K- 34.47% |
$13.2K - $15.1K
|
4.9K
$27K
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
131+ 0.91% |
$672 - $769
|
14.6K
$80.3K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10.1KNew |
$51.9K - $59.4K
|
10.1K
$55.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
303New |
$1.55K - $1.78K
|
303
$1.67K
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
15KNew |
$76.7K - $87.8K
|
15K
$82.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.7KNew |
$8.72K - $9.98K
|
1.7K
$9.35K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
15.2KNew |
$77.8K - $89.1K
|
15.2K
$83.4K
|
|
| Q2 2023 | |||||||
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.5KNew |
$141K - $154K
|
26.5K
$146K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-496Closed |
$2.64K - $2.88K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.64K- 40.52% |
$19.4K - $21.1K
|
5.34K
$29.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
22.8K+ 31.01% |
$122K - $132K
|
96.4K
$530K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
27.9KNew |
$149K - $162K
|
27.9K
$153K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.47KNew |
$50.5K - $54.9K
|
9.47K
$52.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
429New |
$2.29K - $2.49K
|
429
$2.36K
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-38.7K- 4.37% |
$206K - $225K
|
847K
$4.66M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
114+ 2.78% |
$608 - $661
|
4.21K
$23.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
11.6KNew |
$61.8K - $67.3K
|
11.6K
$63.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
10.8KNew |
$57.6K - $62.7K
|
10.8K
$59.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-409- 3.83% |
$2.18K - $2.37K
|
10.3K
$56.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
824+ 0.13% |
$4.39K - $4.78K
|
623K
$3.43M
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
169New |
$914 - $1.01K
|
169
$930
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
31.5KNew |
$170K - $189K
|
31.5K
$173K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
377New |
$2.04K - $2.26K
|
377
$2.07K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
15.8K+ 1386.0% |
$85.7K - $94.9K
|
17K
$93.4K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
250+ 2.39% |
$1.35K - $1.5K
|
10.7K
$58.9K
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
3.5K+ 14.75% |
$18.9K - $21K
|
27.2K
$150K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.64KNew |
$8.88K - $9.83K
|
1.64K
$9.03K
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
18KNew |
$89.6K - $111K
|
18K
$99.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
14.6KNew |
$72.5K - $89.8K
|
14.6K
$80.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
19.3KNew |
$96K - $119K
|
19.3K
$106K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6.59KNew |
$32.8K - $40.6K
|
6.59K
$36.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-9.96K- 85.76% |
$49.5K - $61.4K
|
1.65K
$9.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.72K+ 21.08% |
$13.5K - $16.7K
|
15.6K
$85.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
112KNew |
$555K - $688K
|
112K
$614K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
15K+ 100.0% |
$74.6K - $92.4K
|
30K
$165K
|
|