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
|
Ifg Advisory, LLC
|
BUY
|
- |
3.3K+ 11.71% |
$17.1K - $18.5K
|
31.5K
$171K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3KNew |
$15.5K - $16.9K
|
3K
$16.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.76K+ 5.12% |
$14.3K - $15.5K
|
56.6K
$307K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2.46K+ 84.73% |
$12.7K - $13.8K
|
5.37K
$29.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.06K+ 2.71% |
$10.7K - $11.6K
|
78.2K
$424K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2KNew |
$10.3K - $11.2K
|
2K
$10.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.41K+ 5.15% |
$7.3K - $7.94K
|
28.9K
$157K
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.22K+ 2.91% |
$6.29K - $6.84K
|
43.1K
$234K
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
836+ 6.44% |
$4.32K - $4.7K
|
13.8K
$75.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
730+ 5.49% |
$3.77K - $4.1K
|
14K
$76.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
697+ 0.34% |
$3.6K - $3.92K
|
205K
$1.11M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
632+ 1.43% |
$3.27K - $3.55K
|
44.9K
$244K
|
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
392+ 2.82% |
$2.03K - $2.2K
|
14.3K
$77.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
375+ 2.81% |
$1.94K - $2.11K
|
13.7K
$74.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
324+ 2.9% |
$1.68K - $1.82K
|
11.5K
$62.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
324New |
$1.68K - $1.82K
|
324
$1.76K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
321+ 2.23% |
$1.66K - $1.8K
|
14.7K
$80K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
304+ 1.21% |
$1.57K - $1.71K
|
25.5K
$139K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
198New |
$1.02K - $1.11K
|
198
$1.08K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
187+ 1.59% |
$967 - $1.05K
|
11.9K
$64.8K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
130+ 0.66% |
$672 - $731
|
19.9K
$108K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
105+ 2.9% |
$543 - $590
|
3.72K
$20.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
104New |
$538 - $584
|
104
$565
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
100+ 0.19% |
$517 - $562
|
53.8K
$292K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
92+ 0.9% |
$476 - $517
|
10.3K
$56K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
85+ 0.74% |
$439 - $478
|
11.6K
$63K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
49+ 5.64% |
$253 - $275
|
918
$4.98K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
48+ 0.22% |
$248 - $270
|
22.1K
$120K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
47+ 2.93% |
$243 - $264
|
1.65K
$8.96K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
47+ 1.57% |
$243 - $264
|
3.04K
$16.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
37+ 2.85% |
$191 - $208
|
1.34K
$7.25K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
28+ 0.24% |
$145 - $157
|
11.8K
$63.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
26+ 2.77% |
$134 - $146
|
964
$5.23K
|
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-47- 0.08% |
$243 - $264
|
58.2K
$316K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-253- 0.94% |
$1.31K - $1.42K
|
26.7K
$145K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-325- 0.07% |
$1.68K - $1.83K
|
457K
$2.48M
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-374- 35.08% |
$1.93K - $2.1K
|
692
$3.76K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-465- 0.4% |
$2.4K - $2.61K
|
115K
$624K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-542- 15.3% |
$2.8K - $3.05K
|
3K
$16.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-600Closed |
$3.1K - $3.37K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-664- 2.54% |
$3.43K - $3.73K
|
25.5K
$138K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-862- 0.4% |
$4.46K - $4.84K
|
212K
$1.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-885- 2.57% |
$4.58K - $4.97K
|
33.5K
$182K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-900- 2.06% |
$4.65K - $5.06K
|
42.8K
$232K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-936- 3.55% |
$4.84K - $5.26K
|
25.4K
$138K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-994- 0.92% |
$5.14K - $5.59K
|
108K
$584K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.49K- 7.89% |
$7.71K - $8.38K
|
17.4K
$94.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.8K- 8.45% |
$9.29K - $10.1K
|
19.5K
$106K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2K- 6.67% |
$10.3K - $11.2K
|
28K
$152K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.07K- 12.0% |
$10.7K - $11.7K
|
15.2K
$82.6K
|