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 |
---|---|---|---|---|---|---|---|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1.8KClosed |
$9.11K - $12.1K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.42KNew |
$22.4K - $29.8K
|
4.42K
$24.3K
|
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
808New |
$4.09K - $5.45K
|
808
$4.44K
|
|
Jan 27, 2021
Q4 2020
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
13.5KNew |
$68.5K - $91.2K
|
13.5K
$74.4K
|
|
Jan 14, 2021
Q4 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-10.2KClosed |
$51.4K - $68.4K
|
0
$0
|
|
Q3 2020 | |||||||
Feb 13, 2024
Q3 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-9.93KClosed |
$48.7K - $55.3K
|
0
$0
|
|
Dec 21, 2020
Q3 2020
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.6KClosed |
$7.82K - $8.89K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-11.4KClosed |
$55.9K - $63.6K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
North Rock Partners, LLC
|
BUY
|
- |
16+ 0.04% |
$78.4 - $89.1
|
36K
$198K
|
|
Nov 06, 2020
Q3 2020
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-28.2KClosed |
$138K - $157K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-800Closed |
$3.92K - $4.46K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-391Closed |
$1.92K - $2.18K
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Bartlett & Co. LLC
|
SELL
|
- |
-9.93KClosed |
$48.7K - $55.3K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-450- 14.89% |
$1.73K - $2.63K
|
2.57K
$14.2K
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-62.6KClosed |
$240K - $366K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Family Management Corp
New York, NY |
SELL
|
- |
-14.2KClosed |
$54.6K - $83K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-191Closed |
$733 - $1.12K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-4Closed |
$15.4 - $23.4
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
11.5KNew |
$44.2K - $67.2K
|
11.5K
$63.3K
|
|
Jul 23, 2020
Q2 2020
|
Telos Capital Management, Inc.
|
SELL
|
- |
-13.4KClosed |
$51.6K - $78.4K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
Jentner Corp
|
SELL
|
- |
-12.8KClosed |
$49.2K - $74.8K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-18.5KClosed |
$71.2K - $108K
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-300Closed |
$1.15K - $1.75K
|
0
$0
|
|
Jul 13, 2020
Q2 2020
|
Arlington Partners LLC
|
SELL
|
- |
-1.1KClosed |
$4.22K - $6.42K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-62.5KClosed |
$201K - $389K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-234KClosed |
$753K - $1.46M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.25KClosed |
$16.8K - $32.7K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-592Closed |
$1.9K - $3.69K
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1+ 0.01% |
$3.21 - $6.23
|
18.6K
$102K
|
|
Apr 29, 2020
Q1 2020
|
Cx Institutional
|
SELL
|
- |
-36.9KClosed |
$118K - $230K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
39.5KNew |
$127K - $246K
|
39.5K
$217K
|
|
Apr 16, 2020
Q1 2020
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2KClosed |
$6.42K - $12.5K
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Churchill Management Corp
|
SELL
|
- |
-18.2KClosed |
$58.5K - $114K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 12, 2020
Q4 2019
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-18.2KClosed |
$106K - $115K
|
0
$0
|
|
Jan 30, 2020
Q4 2019
|
First Merchants Corp
|
SELL
|
- |
-11.8KClosed |
$68.9K - $74.7K
|
0
$0
|
|
Jan 24, 2020
Q4 2019
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-2KClosed |
$11.6K - $12.6K
|
0
$0
|
|
Jan 21, 2020
Q4 2019
|
Ota Financial Group L.P.
|
BUY
|
- |
3.56K+ 7.21% |
$20.7K - $22.5K
|
52.9K
$291K
|
|
Jan 15, 2020
Q4 2019
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-61.6KClosed |
$358K - $389K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-11.7KClosed |
$69.4K - $72.7K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Rmb Capital Management, LLC
|
SELL
|
- |
-18.3KClosed |
$109K - $114K
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-54.2KClosed |
$321K - $337K
|
0
$0
|
|
Oct 15, 2019
Q3 2019
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-241Closed |
$1.43K - $1.5K
|
0
$0
|
|
Oct 07, 2019
Q3 2019
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-48.5KClosed |
$288K - $301K
|
0
$0
|
|
Oct 03, 2019
Q3 2019
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.62KNew |
$9.59K - $10K
|
1.62K
$8.89K
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-8.93KClosed |
$53.6K - $56.4K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-77.5KClosed |
$465K - $490K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Css LLC
Chicago, IL |
SELL
|
- |
-139KClosed |
$836K - $880K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Wms Partners, LLC
|
SELL
|
- |
-14.2KClosed |
$85.2K - $89.7K
|
0
$0
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-5KClosed |
$30K - $31.6K
|
0
$0
|
|
Aug 05, 2019
Q2 2019
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2.21KClosed |
$13.3K - $14K
|
0
$0
|