Purchases and Sales Made in Q3 2021 in Gabelli Equity Trust Inc (GAB)
This table provides information about the institutional ownership of Gabelli Equity Trust Inc (GAB) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.5KNew |
$29.3K - $31.8K
|
4.5K
$24.4K
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
3.47KNew |
$22.6K - $24.5K
|
3.47K
$18.8K
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.1KNew |
$13.7K - $14.8K
|
2.1K
$11.4K
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.07K+ 10.58% |
$13.5K - $14.7K
|
21.7K
$118K
|
|
Jun 02, 2022
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2K+ 6.21% |
$13K - $14.1K
|
34.2K
$186K
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.81K+ 7.16% |
$11.8K - $12.8K
|
27K
$147K
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.78K+ 5.84% |
$11.6K - $12.6K
|
32.2K
$175K
|
|
Oct 21, 2021
Q3 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
1.69K+ 10.0% |
$11K - $11.9K
|
18.6K
$101K
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.54K+ 3.01% |
$10K - $10.9K
|
52.5K
$285K
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.48KNew |
$9.65K - $10.5K
|
1.48K
$8.04K
|
|
Nov 12, 2021
Q3 2021
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.3K+ 10.0% |
$8.48K - $9.19K
|
14.3K
$77.6K
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
1.24K+ 11.76% |
$8.07K - $8.75K
|
11.8K
$63.8K
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
1.04K+ 10.0% |
$6.8K - $7.37K
|
11.5K
$62.3K
|
|
Nov 12, 2021
Q3 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
672+ 2.69% |
$4.38K - $4.75K
|
25.6K
$139K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
605+ 2.61% |
$3.94K - $4.28K
|
23.8K
$129K
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
571+ 3.13% |
$3.72K - $4.04K
|
18.8K
$102K
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
523+ 2.09% |
$3.41K - $3.7K
|
25.5K
$139K
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
384+ 12.24% |
$2.5K - $2.71K
|
3.52K
$19.1K
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
343New |
$2.24K - $2.43K
|
343
$1.86K
|
|
Oct 20, 2021
Q3 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
280+ 2.21% |
$1.83K - $1.98K
|
12.9K
$70.3K
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
266+ 2.33% |
$1.73K - $1.88K
|
11.7K
$63.4K
|
|
Nov 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
238+ 2.34% |
$1.55K - $1.68K
|
10.4K
$56.5K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
182+ 0.93% |
$1.19K - $1.29K
|
19.7K
$107K
|
|
Nov 12, 2021
Q3 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
144+ 2.21% |
$939 - $1.02K
|
6.67K
$36.2K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
95+ 0.41% |
$619 - $672
|
23.3K
$126K
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
71+ 2.22% |
$463 - $502
|
3.27K
$17.7K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
20+ 0.42% |
$130 - $141
|
4.77K
$25.9K
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
BUY
|
- |
20+ 10.0% |
$130 - $141
|
220
$1.19K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-200- 0.55% |
$1.3K - $1.41K
|
36K
$196K
|
|
Nov 05, 2021
Q3 2021
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-219- 0.73% |
$1.43K - $1.55K
|
29.9K
$162K
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-947- 28.27% |
$6.17K - $6.7K
|
2.4K
$13K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.03K- 0.5% |
$6.68K - $7.25K
|
205K
$1.11M
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.21K- 4.97% |
$7.92K - $8.58K
|
23.2K
$126K
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.22KClosed |
$7.97K - $8.65K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.17K- 4.78% |
$14.2K - $15.3K
|
43.2K
$235K
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-4.13K- 6.26% |
$26.9K - $29.2K
|
61.9K
$336K
|
|
Nov 10, 2021
Q3 2021
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-5.21KClosed |
$34K - $36.8K
|
0
$0
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-6.01K- 79.24% |
$39.2K - $42.5K
|
1.57K
$8.54K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.11K- 2.97% |
$39.8K - $43.2K
|
200K
$1.08M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.4K- 43.89% |
$41.7K - $45.2K
|
8.17K
$44.4K
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
SELL
|
- |
-8.34KClosed |
$54.3K - $58.9K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-8.34KClosed |
$54.4K - $59K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.5K- 18.37% |
$74.9K - $81.2K
|
51K
$277K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.6K- 21.02% |
$75.5K - $81.9K
|
43.5K
$236K
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-12.1KClosed |
$78.9K - $85.5K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-12.2KClosed |
$79.3K - $86K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-13.4K- 9.25% |
$87.1K - $94.4K
|
131K
$712K
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-16.3KClosed |
$106K - $115K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Pecaut & Co.
|
SELL
|
- |
-16.8K- 10.83% |
$109K - $119K
|
138K
$750K
|