Purchases and Sales Made in Q4 2021 in Gabelli Equity Trust Inc (GAB)
This table provides information about the institutional ownership of Gabelli Equity Trust Inc (GAB) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.84K+ 6.85% |
$18.9K - $20.9K
|
44.3K
$238K
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.3KNew |
$15.3K - $16.9K
|
2.3K
$12.4K
|
|
Feb 11, 2022
Q4 2021
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
2.05K+ 6.86% |
$13.6K - $15.1K
|
31.9K
$172K
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2K+ 11.76% |
$13.3K - $14.7K
|
19K
$102K
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2K+ 6.18% |
$13.3K - $14.7K
|
34.4K
$185K
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.88K+ 5.21% |
$12.5K - $13.8K
|
37.9K
$204K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.67K+ 114.83% |
$11.1K - $12.3K
|
3.12K
$16.8K
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.42KNew |
$9.43K - $10.5K
|
1.42K
$7.64K
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.27KNew |
$8.43K - $9.36K
|
1.27K
$6.83K
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.06K+ 44.03% |
$7.03K - $7.8K
|
3.46K
$18.6K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.02K+ 2.49% |
$6.79K - $7.53K
|
42K
$226K
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1KNew |
$6.64K - $7.37K
|
1K
$5.38K
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
767+ 6.53% |
$5.09K - $5.65K
|
12.5K
$67.4K
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
600+ 4.38% |
$3.98K - $4.42K
|
14.3K
$76.9K
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
600+ 2.35% |
$3.98K - $4.42K
|
26.1K
$141K
|
|
Feb 01, 2022
Q4 2021
|
Platform Technology Partners
|
BUY
|
- |
464+ 0.77% |
$3.08K - $3.42K
|
60.4K
$325K
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
436New |
$2.9K - $3.21K
|
436
$2.35K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
429+ 2.66% |
$2.85K - $3.16K
|
16.6K
$89.1K
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
333+ 1.43% |
$2.21K - $2.45K
|
23.6K
$127K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
330New |
$2.19K - $2.43K
|
330
$1.78K
|
|
Feb 03, 2022
Q4 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
327+ 2.53% |
$2.17K - $2.41K
|
13.3K
$71.4K
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
310+ 2.66% |
$2.06K - $2.28K
|
12K
$64.4K
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
277+ 2.66% |
$1.84K - $2.04K
|
10.7K
$57.5K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
254+ 0.69% |
$1.69K - $1.87K
|
37.2K
$200K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
225+ 0.24% |
$1.49K - $1.66K
|
93.2K
$502K
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
220+ 1.17% |
$1.46K - $1.62K
|
19K
$102K
|
|
Feb 14, 2022
Q4 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
170+ 2.55% |
$1.13K - $1.25K
|
6.84K
$36.8K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
137+ 0.07% |
$910 - $1.01K
|
186K
$1M
|
|
Jan 26, 2022
Q4 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
100New |
$664 - $737
|
100
$538
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
99+ 0.42% |
$657 - $730
|
23.9K
$128K
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
89+ 2.53% |
$591 - $656
|
3.61K
$19.4K
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
83+ 2.54% |
$551 - $612
|
3.35K
$18K
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
40+ 0.15% |
$266 - $295
|
27.1K
$146K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-90- 0.19% |
$598 - $663
|
48.5K
$261K
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-141- 1.25% |
$936 - $1.04K
|
11.2K
$60K
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-398- 2.17% |
$2.64K - $2.93K
|
18K
$96.7K
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-514- 2.37% |
$3.41K - $3.79K
|
21.2K
$114K
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.2KClosed |
$7.97K - $8.84K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.48KClosed |
$9.83K - $10.9K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.85K- 5.4% |
$12.3K - $13.6K
|
32.4K
$174K
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.1KClosed |
$13.9K - $15.4K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-2.5KClosed |
$16.6K - $18.4K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.06K- 4.28% |
$20.3K - $22.5K
|
68.4K
$368K
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-3.47KClosed |
$23K - $25.6K
|
0
$0
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5.56K- 73.3% |
$36.9K - $40.9K
|
2.02K
$10.9K
|
|
Feb 11, 2022
Q4 2021
|
Pecaut & Co.
|
SELL
|
- |
-7.23K- 5.23% |
$48K - $53.3K
|
131K
$704K
|
|
Jan 28, 2022
Q4 2021
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-8.21K- 12.0% |
$54.5K - $60.5K
|
60.2K
$324K
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.4K- 20.04% |
$68.8K - $76.3K
|
41.3K
$222K
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-10.4KClosed |
$68.8K - $76.4K
|
0
$0
|