Purchases and Sales Made in Q2 2023 in Gabelli Equity Trust Inc (GAB)
This table provides information about the institutional ownership of Gabelli Equity Trust Inc (GAB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
819+ 1.57% |
$4.37K - $4.75K
|
52.9K
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
737+ 2.45% |
$3.93K - $4.27K
|
30.8K
$167K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
429New |
$2.29K - $2.49K
|
429
$2.33K
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
418+ 2.78% |
$2.23K - $2.42K
|
15.5K
$84.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
384+ 2.35% |
$2.05K - $2.23K
|
16.7K
$90.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
345+ 2.77% |
$1.84K - $2K
|
12.8K
$69.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
310+ 2.6% |
$1.65K - $1.8K
|
12.2K
$66.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
266+ 2.01% |
$1.42K - $1.54K
|
13.5K
$73.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
260+ 0.79% |
$1.39K - $1.51K
|
33.2K
$180K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
243+ 1.03% |
$1.3K - $1.41K
|
23.8K
$129K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
201+ 2.6% |
$1.07K - $1.17K
|
7.92K
$43K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
157+ 1.42% |
$837 - $911
|
11.2K
$60.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
156+ 140.54% |
$831 - $905
|
267
$1.45K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
114+ 2.78% |
$608 - $661
|
4.21K
$22.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
61+ 0.19% |
$325 - $354
|
32.7K
$177K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
39+ 2.72% |
$208 - $226
|
1.47K
$8K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-84- 0.05% |
$448 - $487
|
182K
$988K
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-220- 0.37% |
$1.17K - $1.28K
|
58.5K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-267- 94.68% |
$1.42K - $1.55K
|
15
$81.4
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-409- 3.83% |
$2.18K - $2.37K
|
10.3K
$55.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-474- 1.83% |
$2.53K - $2.75K
|
25.4K
$138K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-496Closed |
$2.64K - $2.88K
|
0
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-890- 5.93% |
$4.74K - $5.16K
|
14.1K
$76.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.11K- 1.2% |
$5.89K - $6.41K
|
90.9K
$493K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.13K- 3.48% |
$6.04K - $6.58K
|
31.4K
$171K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.15K- 0.98% |
$6.12K - $6.66K
|
117K
$633K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.53K- 6.38% |
$8.14K - $8.86K
|
22.4K
$122K
|
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-1.76K- 2.56% |
$9.4K - $10.2K
|
67.2K
$365K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.98K- 1.09% |
$10.6K - $11.5K
|
180K
$978K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.35K- 2.82% |
$12.5K - $13.7K
|
81.2K
$441K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.83K- 3.04% |
$15.1K - $16.4K
|
90.2K
$490K
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-3.25K- 0.28% |
$17.3K - $18.9K
|
1.16M
$6.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.64K- 40.52% |
$19.4K - $21.1K
|
5.34K
$29K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.82K- 3.19% |
$20.3K - $22.1K
|
116K
$629K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-4.93K- 29.05% |
$26.3K - $28.6K
|
12.1K
$65.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.11K- 64.57% |
$27.2K - $29.6K
|
2.8K
$15.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.16K- 5.22% |
$43.5K - $47.3K
|
148K
$804K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-10.5K- 49.7% |
$56K - $60.9K
|
10.6K
$57.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-12.2K- 15.42% |
$65.2K - $71K
|
67.2K
$365K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-19.2K- 10.12% |
$102K - $111K
|
170K
$924K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-21.9K- 50.0% |
$117K - $127K
|
21.9K
$119K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-22.7K- 7.2% |
$121K - $131K
|
292K
$1.59M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-24.7K- 55.1% |
$132K - $143K
|
20.1K
$109K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-26.1K- 35.34% |
$139K - $151K
|
47.8K
$259K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-26.7K- 59.69% |
$143K - $155K
|
18.1K
$98.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-27.4K- 3.79% |
$146K - $159K
|
696K
$3.78M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-27.6K- 17.76% |
$147K - $160K
|
128K
$693K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-29.6K- 21.67% |
$158K - $172K
|
107K
$581K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-32.3K- 22.53% |
$172K - $187K
|
111K
$602K
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-38.7K- 4.37% |
$206K - $225K
|
847K
$4.6M
|