Purchases and Sales Made in Q1 2022 in Gabelli Equity Trust Inc (GAB)
This table provides information about the institutional ownership of Gabelli Equity Trust Inc (GAB) during Q1 2022. The information is specifically focused on institutions that hold shares of GABELLI EQUITY TRUST INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.29K+ 8.41% |
$8.71K - $9.33K
|
16.6K
$90.2K
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.22K+ 5.76% |
$8.25K - $8.83K
|
22.4K
$122K
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.02KNew |
$6.91K - $7.4K
|
1.02K
$5.55K
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
920+ 1.75% |
$6.22K - $6.66K
|
53.4K
$290K
|
|
Apr 21, 2022
Q1 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
844New |
$5.71K - $6.11K
|
844
$4.58K
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
530+ 2.03% |
$3.58K - $3.84K
|
26.7K
$145K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
405New |
$2.74K - $2.93K
|
405
$2.2K
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
281+ 2.12% |
$1.9K - $2.03K
|
13.6K
$73.6K
|
|
May 05, 2022
Q1 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
233+ 2.12% |
$1.58K - $1.69K
|
11.2K
$60.9K
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
BUY
|
- |
212+ 2.11% |
$1.43K - $1.53K
|
10.2K
$55.6K
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
172+ 0.31% |
$1.16K - $1.25K
|
56.3K
$306K
|
|
May 16, 2022
Q1 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
144+ 2.1% |
$973 - $1.04K
|
6.99K
$37.9K
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
76+ 2.1% |
$514 - $550
|
3.69K
$20K
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
70+ 2.09% |
$473 - $507
|
3.42K
$18.6K
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
30+ 2.11% |
$203 - $217
|
1.45K
$7.87K
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
9+ 2.06% |
$60.8 - $65.2
|
445
$2.42K
|
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 2.0% |
$13.5 - $14.5
|
102
$554
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-20- 0.42% |
$135 - $145
|
4.75K
$25.8K
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-162- 4.68% |
$1.1K - $1.17K
|
3.3K
$17.9K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-330Closed |
$2.23K - $2.39K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-359- 2.82% |
$2.43K - $2.6K
|
12.4K
$67.1K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-400- 1.7% |
$2.7K - $2.9K
|
23.2K
$126K
|
|
Apr 27, 2022
Q1 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-503- 0.84% |
$3.4K - $3.64K
|
59.7K
$324K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-710- 5.93% |
$4.8K - $5.14K
|
11.3K
$61.2K
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.06K- 13.29% |
$7.13K - $7.64K
|
6.89K
$37.4K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.67K- 53.45% |
$11.3K - $12.1K
|
1.45K
$7.87K
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.83K- 0.54% |
$12.4K - $13.3K
|
336K
$1.82M
|
|
May 06, 2022
Q1 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2K- 10.53% |
$13.5K - $14.5K
|
17K
$92.3K
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2K- 5.82% |
$13.5K - $14.5K
|
32.4K
$176K
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-2KClosed |
$13.5K - $14.5K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.3KClosed |
$15.5K - $16.6K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.57K- 10.77% |
$17.4K - $18.6K
|
21.3K
$116K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.6K- 0.78% |
$17.6K - $18.8K
|
332K
$1.8M
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.05K- 4.45% |
$20.6K - $22.1K
|
65.4K
$355K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.22K- 3.2% |
$21.8K - $23.3K
|
97.4K
$529K
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.45K- 9.28% |
$23.3K - $25K
|
33.8K
$183K
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.5K- 24.48% |
$23.7K - $25.3K
|
10.8K
$58.6K
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-4KClosed |
$27K - $29K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Pecaut & Co.
|
SELL
|
- |
-4.7K- 3.59% |
$31.8K - $34K
|
126K
$686K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.96K- 4.28% |
$33.6K - $35.9K
|
111K
$602K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.01K- 6.18% |
$33.8K - $36.3K
|
76K
$413K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5.56K- 73.3% |
$37.6K - $40.2K
|
2.02K
$11K
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.95K- 16.31% |
$40.2K - $43.1K
|
30.5K
$166K
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6K- 12.38% |
$40.6K - $43.4K
|
42.5K
$231K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.32K- 38.14% |
$42.7K - $45.7K
|
10.2K
$55.6K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-7.3K- 31.63% |
$49.3K - $52.9K
|
15.8K
$85.7K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.7K- 4.17% |
$52K - $55.7K
|
177K
$960K
|
|
May 05, 2022
Q1 2022
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-8.42K- 25.0% |
$56.9K - $60.9K
|
25.3K
$137K
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-10.7KClosed |
$72.3K - $77.5K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.1KClosed |
$74.8K - $80.1K
|
0
$0
|