Latest Institutional Purchases of Gabelli Equity Trust Inc (GAB)
This list provides information on the latest institutional transactions involving Gabelli Equity Trust Inc (GAB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
48+ 2.83% |
$257 - $280
|
1.74K
$10.3K
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
39+ 0.34% |
$209 - $227
|
11.4K
$67.3K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
13+ 0.08% |
$69.7 - $75.8
|
17.2K
$102K
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4+ 0.04% |
$21.4 - $23.3
|
11.2K
$66.4K
|
|
Q3 2024 | |||||||
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
98.4K+ 435.59% |
$507K - $551K
|
121K
$715K
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
51.8KNew |
$267K - $290K
|
51.8K
$306K
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
41.9KNew |
$216K - $235K
|
41.9K
$248K
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
35KNew |
$180K - $196K
|
35K
$207K
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
28.6KNew |
$148K - $160K
|
28.6K
$169K
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
18.7KNew |
$96.5K - $105K
|
18.7K
$111K
|
|
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
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
11KNew |
$56.5K - $61.5K
|
11K
$64.9K
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
10.7KNew |
$55.1K - $59.9K
|
10.7K
$63.3K
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
6.87KNew |
$35.4K - $38.5K
|
6.87K
$40.6K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.2KNew |
$6.18K - $6.72K
|
1.2K
$7.09K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
139+ 0.81% |
$716 - $778
|
17.2K
$102K
|
|
Q2 2024 | |||||||
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
92.1KNew |
$476K - $518K
|
92.1K
$544K
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
47.1KNew |
$244K - $265K
|
47.1K
$279K
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
19.7KNew |
$102K - $111K
|
19.7K
$116K
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
19.3KNew |
$99.8K - $108K
|
19.3K
$114K
|
|
Aug 13, 2024
Q2 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
15.5KNew |
$80.4K - $87.4K
|
15.5K
$91.9K
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
10.7KNew |
$55.2K - $60K
|
10.7K
$63.1K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.36K+ 43.25% |
$43.2K - $47K
|
27.7K
$164K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6KNew |
$31K - $33.7K
|
6K
$35.5K
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
5.28KNew |
$27.3K - $29.7K
|
5.28K
$31.2K
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3KNew |
$15.5K - $16.9K
|
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
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2KNew |
$10.3K - $11.2K
|
2K
$11.8K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
198New |
$1.02K - $1.11K
|
198
$1.17K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
104New |
$538 - $584
|
104
$615
|
|
Q1 2024 | |||||||
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
86.9KNew |
$432K - $497K
|
86.9K
$514K
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
25.6KNew |
$127K - $147K
|
25.6K
$152K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
25.2KNew |
$125K - $144K
|
25.2K
$149K
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
24.7KNew |
$123K - $141K
|
24.7K
$146K
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
21.8KNew |
$109K - $125K
|
21.8K
$129K
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
19.7KNew |
$97.7K - $112K
|
19.7K
$116K
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
16.1KNew |
$79.9K - $91.9K
|
16.1K
$95K
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
15.3KNew |
$75.9K - $87.3K
|
15.3K
$90.2K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15KNew |
$74.6K - $85.8K
|
15K
$88.7K
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
13.5KNew |
$67.3K - $77.4K
|
13.5K
$80K
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
12.3KNew |
$61K - $70.2K
|
12.3K
$72.5K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
11.1KNew |
$55.4K - $63.7K
|
11.1K
$65.8K
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.2KNew |
$50.8K - $58.5K
|
10.2K
$60.5K
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
6.94KNew |
$34.5K - $39.7K
|
6.94K
$41K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4KNew |
$19.9K - $22.9K
|
4K
$23.6K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.52K+ 20.94% |
$17.5K - $20.1K
|
20.3K
$120K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.75KNew |
$13.7K - $15.7K
|
2.75K
$16.3K
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2K+ 114.29% |
$9.94K - $11.4K
|
3.75K
$22.2K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.91KNew |
$9.47K - $10.9K
|
1.91K
$11.3K
|