Purchases and Sales Made in Q2 2024 in Gabelli Equity Trust Inc (GAB)
This table provides information about the institutional ownership of Gabelli Equity Trust Inc (GAB) during Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
288K+ 244.87% |
$1.49M - $1.62M
|
406K
$2.23M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
260KNew |
$1.34M - $1.46M
|
260K
$1.43M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
216K+ 8.41% |
$1.12M - $1.22M
|
2.79M
$15.3M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
113K+ 4.84% |
$584K - $635K
|
2.45M
$13.5M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
113K+ 4.84% |
$584K - $635K
|
2.45M
$13.5M
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
92.1KNew |
$476K - $518K
|
92.1K
$507K
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
70.9K+ 54.67% |
$367K - $398K
|
201K
$1.1M
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
67KNew |
$346K - $377K
|
67K
$369K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
53.2K+ 50.55% |
$275K - $299K
|
159K
$872K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
53.2KNew |
$275K - $299K
|
53.2K
$293K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
48K+ 9.25% |
$248K - $270K
|
567K
$3.12M
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
47.1KNew |
$244K - $265K
|
47.1K
$259K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
47K+ 276.08% |
$243K - $264K
|
64.1K
$352K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.9K+ 7.76% |
$180K - $196K
|
484K
$2.66M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
29.8K+ 48.99% |
$154K - $168K
|
90.7K
$499K
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
28.9KNew |
$149K - $162K
|
28.9K
$159K
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
27.1K+ 220.98% |
$140K - $152K
|
39.4K
$217K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
25.9K+ 18.35% |
$134K - $146K
|
167K
$919K
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
25.8K+ 80.34% |
$134K - $145K
|
58K
$319K
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
25.4K+ 8.6% |
$132K - $143K
|
321K
$1.77M
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
25.1K+ 5.53% |
$130K - $141K
|
479K
$2.63M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.7K+ 83.28% |
$123K - $133K
|
52.3K
$287K
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
19.7KNew |
$102K - $111K
|
19.7K
$108K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
19.6K+ 20.03% |
$101K - $110K
|
118K
$646K
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
19.3KNew |
$99.8K - $108K
|
19.3K
$106K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.3K+ 23.39% |
$94.6K - $103K
|
96.5K
$531K
|
|
Jul 26, 2024
Q2 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
18.3K+ 23.75% |
$94.4K - $103K
|
95.1K
$523K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.4K+ 0.73% |
$85K - $92.4K
|
2.27M
$12.5M
|
|
Aug 13, 2024
Q2 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
15.5KNew |
$80.4K - $87.4K
|
15.5K
$85.5K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.6K+ 1.86% |
$75.4K - $81.9K
|
798K
$4.39M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12K+ 23.32% |
$62.1K - $67.5K
|
63.5K
$349K
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
11.9K+ 13.99% |
$61.4K - $66.7K
|
96.7K
$532K
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
11.7KNew |
$60.2K - $65.5K
|
11.7K
$64.1K
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
11.4KNew |
$58.7K - $63.8K
|
11.4K
$62.4K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.8KNew |
$56K - $60.9K
|
10.8K
$59.6K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.7K+ 238.56% |
$55.5K - $60.3K
|
15.2K
$83.8K
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
10.7KNew |
$55.2K - $60K
|
10.7K
$58.7K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.3KNew |
$53.3K - $58K
|
10.3K
$56.7K
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
9.86K+ 2.12% |
$51K - $55.4K
|
474K
$2.61M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.37K+ 13.2% |
$48.4K - $52.6K
|
80.3K
$442K
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.36K+ 11.39% |
$43.2K - $47K
|
81.8K
$450K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.36K+ 43.25% |
$43.2K - $47K
|
27.7K
$152K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.46K+ 2.31% |
$38.6K - $41.9K
|
330K
$1.82M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.92K+ 39.84% |
$35.8K - $38.9K
|
24.3K
$134K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6KNew |
$31K - $33.7K
|
6K
$33K
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
5.28KNew |
$27.3K - $29.7K
|
5.28K
$29K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.3K+ 252.94% |
$22.2K - $24.2K
|
6K
$33K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.89K+ 4.75% |
$20.1K - $21.9K
|
85.8K
$472K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.48K+ 3.02% |
$18K - $19.5K
|
119K
$652K
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.42K+ 13.66% |
$17.7K - $19.2K
|
28.4K
$156K
|