Purchases and Sales Made in Q1 2025 in Gabelli Equity Trust Inc (GAB)
This table provides information about the institutional ownership of Gabelli Equity Trust Inc (GAB) during Q1 2025. 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 |
---|---|---|---|---|---|---|---|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.03K+ 1.62% |
$5.52K - $5.83K
|
64.5K
$381K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.01K+ 1.67% |
$5.44K - $5.75K
|
61.8K
$365K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
789+ 3.06% |
$4.23K - $4.47K
|
26.6K
$157K
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
489+ 0.23% |
$2.62K - $2.77K
|
210K
$1.24M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
473+ 0.51% |
$2.54K - $2.68K
|
92.9K
$549K
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
404+ 1.99% |
$2.17K - $2.29K
|
20.7K
$122K
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
400+ 2.65% |
$2.14K - $2.27K
|
15.5K
$91.6K
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
328+ 2.7% |
$1.76K - $1.86K
|
12.5K
$73.6K
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
327+ 2.13% |
$1.75K - $1.85K
|
15.7K
$92.9K
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
317+ 1.73% |
$1.7K - $1.8K
|
18.7K
$110K
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
314+ 2.25% |
$1.68K - $1.78K
|
14.3K
$84.4K
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
308+ 1.3% |
$1.65K - $1.75K
|
24K
$142K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
306+ 0.43% |
$1.64K - $1.74K
|
70.8K
$418K
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
303New |
$1.62K - $1.72K
|
303
$1.79K
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
276+ 2.64% |
$1.48K - $1.56K
|
10.7K
$63.4K
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
256+ 1.46% |
$1.37K - $1.45K
|
17.8K
$105K
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
208+ 0.65% |
$1.11K - $1.18K
|
32.4K
$192K
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
192+ 1.56% |
$1.03K - $1.09K
|
12.5K
$73.9K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
142+ 1.02% |
$761 - $805
|
14.1K
$83.1K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
87+ 0.31% |
$466 - $493
|
27.8K
$165K
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
69+ 2.65% |
$370 - $391
|
2.67K
$15.8K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
38+ 2.7% |
$204 - $215
|
1.45K
$8.55K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
30New |
$161 - $170
|
30
$177
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
30+ 0.14% |
$161 - $170
|
21.6K
$127K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
27+ 2.65% |
$145 - $153
|
1.04K
$6.17K
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
26+ 2.69% |
$139 - $147
|
994
$5.87K
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
22New |
$118 - $125
|
22
$130
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
16+ 0.04% |
$85.8 - $90.7
|
39.4K
$233K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
11+ 0.2% |
$59 - $62.4
|
5.4K
$31.9K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-113- 0.54% |
$606 - $641
|
20.6K
$122K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-182- 0.19% |
$976 - $1.03K
|
97.2K
$574K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-250- 1.92% |
$1.34K - $1.42K
|
12.8K
$75.7K
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-264- 1.3% |
$1.42K - $1.5K
|
20K
$118K
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-276- 1.09% |
$1.48K - $1.56K
|
25K
$148K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-290- 0.28% |
$1.55K - $1.64K
|
102K
$603K
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-361- 0.62% |
$1.93K - $2.05K
|
57.8K
$341K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-726- 2.63% |
$3.89K - $4.12K
|
26.9K
$159K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-980- 1.46% |
$5.25K - $5.56K
|
65.9K
$390K
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.09K- 2.01% |
$5.82K - $6.15K
|
52.8K
$312K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.14K- 6.3% |
$6.08K - $6.44K
|
16.9K
$99.7K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 10.48% |
$6.43K - $6.8K
|
10.2K
$60.6K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.27K- 4.23% |
$6.8K - $7.2K
|
28.7K
$170K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.3K- 1.12% |
$12.3K - $13K
|
202K
$1.19M
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-2.49K- 99.4% |
$13.3K - $14.1K
|
15
$88.7
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.7K- 6.85% |
$14.5K - $15.3K
|
36.7K
$217K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.1K- 5.78% |
$16.6K - $17.6K
|
50.6K
$299K
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-3.3K- 22.79% |
$17.7K - $18.7K
|
11.2K
$66.1K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.4K- 66.67% |
$18.2K - $19.3K
|
1.7K
$10K
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-3.89K- 24.6% |
$20.9K - $22.1K
|
11.9K
$70.4K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.37K- 99.98% |
$23.4K - $24.8K
|
1
$5.91
|