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, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.21KNew |
$6.03K - $7.47K
|
1.21K
$6.53K
|
|
|
Feb 03, 2023
Q4 2022
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-2.5K- 15.38% |
$12.4K - $15.4K
|
13.8K
$74K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.3KNew |
$51K - $63.2K
|
10.3K
$55.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
2.11KNew |
$10.5K - $13K
|
2.11K
$11.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1New |
$4.97 - $6.16
|
1
$5.38
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.56KNew |
$7.75K - $9.61K
|
1.56K
$8.39K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.51KNew |
$7.51K - $9.31K
|
1.51K
$8.13K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
5.43KNew |
$29.9K - $133K
|
5.43K
$29.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
13.9KNew |
$76.2K - $340K
|
13.9K
$74.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
89+ 2.54% |
$490 - $2.19K
|
3.59K
$19.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-679- 6.16% |
$3.73K - $16.7K
|
10.4K
$55.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
39New |
$215 - $958
|
39
$210
|
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
303+ 2.7% |
$1.67K - $7.44K
|
11.5K
$61.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
28+ 2.67% |
$154 - $688
|
1.08K
$5.79K
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
13.6KNew |
$74.8K - $334K
|
13.6K
$73.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-6.01K- 85.74% |
$33.1K - $148K
|
1K
$5.38K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
78.2KNew |
$430K - $1.92M
|
78.2K
$421K
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
50KNew |
$275K - $1.23M
|
50K
$269K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
10.1KNew |
$55.5K - $248K
|
10.1K
$54.3K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
2.4KNew |
$13.2K - $59K
|
2.4K
$12.9K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
38+ 2.56% |
$209 - $933
|
1.52K
$8.19K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2K- 11.76% |
$11.1K - $14.1K
|
15K
$80.7K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-51.8KClosed |
$287K - $365K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-20.2KClosed |
$112K - $142K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-28.4K- 98.78% |
$157K - $200K
|
350
$1.88K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-12KClosed |
$66.5K - $84.6K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Dash Acquisitions Inc.
|
SELL
|
- |
-1K- 3.41% |
$5.54K - $7.05K
|
28.3K
$152K
|
|
|
Jul 28, 2022
Q2 2022
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-31.9KClosed |
$177K - $225K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1.2KClosed |
$6.63K - $8.43K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.5KClosed |
$8.31K - $10.6K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-844Closed |
$4.68K - $5.95K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-774Closed |
$4.29K - $5.46K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-220Closed |
$1.22K - $1.55K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
17.3KNew |
$95.8K - $122K
|
17.3K
$93K
|
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
15KNew |
$83.1K - $106K
|
15K
$80.7K
|
|
|
Jul 14, 2022
Q2 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-20.1KClosed |
$112K - $142K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.59K+ 79.93% |
$17.5K - $18.7K
|
5.83K
$31.3K
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-41.3K- 48.32% |
$279K - $299K
|
44.1K
$237K
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-47.1KClosed |
$319K - $341K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-23.9KClosed |
$162K - $173K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-330Closed |
$2.23K - $2.39K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.1KClosed |
$74.8K - $80.1K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-20- 0.42% |
$135 - $145
|
4.75K
$25.6K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
13KNew |
$87.9K - $94.1K
|
13K
$69.9K
|
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-11.5KClosed |
$77.5K - $83.1K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-2KClosed |
$13.5K - $14.5K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-10.7KClosed |
$72.3K - $77.5K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-131KClosed |
$886K - $949K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.3KClosed |
$15.5K - $16.6K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-162- 4.68% |
$1.1K - $1.17K
|
3.3K
$17.7K
|
|