Purchases and Sales Made in Q3 2023 in Gabelli Equity Trust Inc (GAB)
This table provides information about the institutional ownership of Gabelli Equity Trust Inc (GAB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
619K+ 1623.8% |
$3.18M - $3.63M
|
657K
$3.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
185K+ 27.06% |
$949K - $1.09M
|
869K
$4.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
125KNew |
$642K - $735K
|
125K
$692K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
124K+ 453.23% |
$637K - $729K
|
152K
$839K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
65.4KNew |
$336K - $384K
|
65.4K
$362K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
56KNew |
$287K - $329K
|
56K
$310K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
51.7K+ 14.05% |
$265K - $303K
|
420K
$2.32M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
50.5KNew |
$259K - $296K
|
50.5K
$279K
|
|
|
Nov 09, 2023
Q3 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
46.7K+ 4.02% |
$239K - $274K
|
1.21M
$6.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
43.7K+ 38.54% |
$224K - $256K
|
157K
$868K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
43.6K+ 27.32% |
$224K - $256K
|
203K
$1.12M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
38.2K+ 2.3% |
$196K - $224K
|
1.7M
$9.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
36KNew |
$185K - $211K
|
36K
$199K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
35.3KNew |
$181K - $207K
|
35.3K
$195K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
35KNew |
$180K - $205K
|
35K
$194K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
31.5K+ 6.29% |
$161K - $185K
|
532K
$2.94M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
30.2K+ 7.2% |
$155K - $177K
|
449K
$2.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
27.3K+ 27.22% |
$140K - $160K
|
127K
$705K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
25.3KNew |
$130K - $148K
|
25.3K
$140K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
24.7K+ 122.76% |
$127K - $145K
|
44.9K
$248K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
22KNew |
$113K - $129K
|
22K
$122K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
18.9KNew |
$97.1K - $111K
|
18.9K
$105K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
17.5K+ 104.95% |
$89.9K - $103K
|
34.2K
$189K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.5KNew |
$84.5K - $96.7K
|
16.5K
$91.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
15.2KNew |
$77.8K - $89.1K
|
15.2K
$83.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
15KNew |
$76.7K - $87.8K
|
15K
$82.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.5K+ 7.4% |
$69K - $79K
|
195K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13.4KNew |
$68.7K - $78.6K
|
13.4K
$74.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.3KNew |
$63.3K - $72.4K
|
12.3K
$68.2K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10.1KNew |
$51.9K - $59.4K
|
10.1K
$56K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
8.14KNew |
$41.8K - $47.8K
|
8.14K
$45K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
6.43K+ 56.47% |
$33K - $37.7K
|
17.8K
$98.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.02K+ 38.71% |
$30.9K - $35.3K
|
21.6K
$119K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
5.8K+ 25.81% |
$29.8K - $34.1K
|
28.3K
$156K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.43K+ 40.05% |
$22.7K - $26K
|
15.5K
$85.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.33K+ 8.18% |
$22.2K - $25.4K
|
57.2K
$316K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.2K+ 9.83% |
$21.5K - $24.7K
|
46.9K
$260K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
3.83K+ 7.8% |
$19.7K - $22.5K
|
53K
$293K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.76K+ 7.87% |
$19.3K - $22.1K
|
51.5K
$285K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.69K+ 4.82% |
$18.9K - $21.7K
|
80.3K
$444K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.35K+ 2.9% |
$17.2K - $19.7K
|
119K
$659K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.74K+ 6.94% |
$14.1K - $16.1K
|
42.2K
$234K
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.9K+ 9.46% |
$9.74K - $11.1K
|
22K
$121K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.89K+ 2.09% |
$9.68K - $11.1K
|
92K
$509K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.77KNew |
$9.1K - $10.4K
|
1.77K
$9.81K
|
|
|
Nov 13, 2023
Q3 2023
|
Pecaut & Co.
|
BUY
|
- |
1.76K+ 2.62% |
$9.04K - $10.3K
|
68.9K
$381K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.7KNew |
$8.72K - $9.98K
|
1.7K
$9.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.42K+ 1.28% |
$7.29K - $8.35K
|
112K
$621K
|
|
|
Oct 31, 2023
Q3 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1.33K+ 2.99% |
$6.81K - $7.8K
|
45.8K
$253K
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.15K+ 2.98% |
$5.88K - $6.73K
|
39.6K
$219K
|