Purchases and Sales Made in Q1 2023 in Gabelli Equity Trust Inc (GAB)
This table provides information about the institutional ownership of Gabelli Equity Trust Inc (GAB) during Q1 2023. 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 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
411+ 2.81% |
$2.22K - $2.46K
|
15.1K
$82.8K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
388+ 1.61% |
$2.1K - $2.32K
|
24.4K
$134K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
377New |
$2.04K - $2.26K
|
377
$2.07K
|
|
|
Apr 25, 2023
Q1 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
340+ 2.8% |
$1.84K - $2.04K
|
12.5K
$68.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
300New |
$1.62K - $1.8K
|
300
$1.65K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
262+ 2.02% |
$1.42K - $1.57K
|
13.2K
$72.8K
|
|
|
Apr 19, 2023
Q1 2023
|
David J Yvars Group
|
BUY
|
- |
254+ 1.32% |
$1.37K - $1.52K
|
19.4K
$107K
|
|
|
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 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
247+ 705.71% |
$1.34K - $1.48K
|
282
$1.55K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
208+ 0.89% |
$1.13K - $1.25K
|
23.5K
$129K
|
|
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
197+ 2.62% |
$1.07K - $1.18K
|
7.72K
$42.5K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
169New |
$914 - $1.01K
|
169
$930
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
156+ 1.43% |
$844 - $934
|
11.1K
$60.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
133+ 0.3% |
$720 - $797
|
44.8K
$247K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
112+ 2.81% |
$606 - $671
|
4.1K
$22.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
93+ 1.05% |
$503 - $557
|
8.99K
$49.4K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
39+ 2.8% |
$211 - $234
|
1.43K
$7.89K
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
13+ 2.69% |
$70.3 - $77.9
|
496
$2.73K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 2.78% |
$16.2 - $18
|
111
$611
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-86- 0.1% |
$465 - $515
|
89.3K
$491K
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-140- 0.24% |
$757 - $839
|
58.7K
$323K
|
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-300- 0.03% |
$1.62K - $1.8K
|
885K
$4.87M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-351- 0.96% |
$1.9K - $2.1K
|
36.4K
$200K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.68K- 13.56% |
$9.06K - $10K
|
10.7K
$58.8K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.73K- 2.3% |
$9.38K - $10.4K
|
73.6K
$405K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.76K- 5.13% |
$9.53K - $10.5K
|
32.6K
$179K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.36K- 2.51% |
$12.8K - $14.2K
|
92K
$506K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.52K- 8.89% |
$13.6K - $15.1K
|
25.8K
$142K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.2K- 12.26% |
$22.7K - $25.2K
|
30.1K
$165K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.87K- 8.55% |
$26.3K - $29.2K
|
52.1K
$286K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.98K- 2.56% |
$27K - $29.8K
|
189K
$1.04M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.29K- 6.8% |
$28.6K - $31.7K
|
72.5K
$399K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-5.75K- 27.69% |
$31.1K - $34.4K
|
15K
$82.6K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.58K- 6.61% |
$35.6K - $39.4K
|
93K
$511K
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-6.94K- 1.47% |
$37.5K - $41.6K
|
464K
$2.55M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.52K- 4.17% |
$40.7K - $45K
|
173K
$950K
|
|
|
May 02, 2023
Q1 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-8.51K- 34.55% |
$46K - $51K
|
16.1K
$88.6K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.32K- 4.87% |
$50.4K - $55.8K
|
182K
$1M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.5K- 5.21% |
$51.4K - $56.9K
|
173K
$950K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.2K- 23.85% |
$55.3K - $61.2K
|
32.6K
$179K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12K- 1.63% |
$64.9K - $71.9K
|
724K
$3.98M
|
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
SELL
|
- |
-20.3K- 20.39% |
$110K - $122K
|
79.4K
$437K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-30.7K- 21.64% |
$166K - $184K
|
111K
$612K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-42K- 13.37% |
$227K - $252K
|
272K
$1.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-66.2K- 69.28% |
$358K - $397K
|
29.4K
$162K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-87.5K- 4.48% |
$473K - $524K
|
1.86M
$10.3M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-104K- 20.43% |
$562K - $622K
|
404K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-178K- 7.71% |
$965K - $1.07M
|
2.13M
$11.7M
|