Purchases and Sales Made in Q4 2023 in Gabelli Equity Trust Inc (GAB)
This table provides information about the institutional ownership of Gabelli Equity Trust Inc (GAB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
3.3K+ 6.23% |
$15.2K - $17.6K
|
56.3K
$312K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.86K+ 26.88% |
$13.1K - $15.2K
|
13.5K
$74.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.64K+ 21.41% |
$12.1K - $14.1K
|
15K
$83K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.61K+ 14.37% |
$12K - $13.9K
|
20.7K
$115K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.53KNew |
$11.6K - $13.5K
|
2.53K
$14K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.48K+ 9.79% |
$11.4K - $13.2K
|
27.8K
$154K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.26KNew |
$10.4K - $12.1K
|
2.26K
$12.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.22K+ 1.96% |
$10.2K - $11.8K
|
115K
$640K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.61K+ 1.11% |
$7.37K - $8.55K
|
146K
$807K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.5K+ 4.53% |
$6.9K - $8.01K
|
34.7K
$192K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.5KNew |
$6.89K - $8K
|
1.5K
$8.31K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.5KNew |
$6.89K - $8K
|
1.5K
$8.31K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.49KNew |
$6.83K - $7.93K
|
1.49K
$8.24K
|
|
|
Jan 31, 2024
Q4 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1.32K+ 2.89% |
$6.07K - $7.05K
|
47.1K
$261K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.14K+ 2.89% |
$5.25K - $6.1K
|
40.7K
$226K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.11K+ 8.99% |
$5.09K - $5.92K
|
13.5K
$74.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.1K+ 6.68% |
$5.05K - $5.87K
|
17.6K
$97.4K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1KNew |
$4.59K - $5.33K
|
1K
$5.54K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
741New |
$3.4K - $3.95K
|
741
$4.11K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
707+ 3.74% |
$3.25K - $3.77K
|
19.6K
$109K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
563+ 4.19% |
$2.58K - $3K
|
14K
$77.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
480+ 0.23% |
$2.2K - $2.56K
|
212K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
457+ 20.91% |
$2.1K - $2.44K
|
2.64K
$14.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
379+ 2.88% |
$1.74K - $2.02K
|
13.5K
$75.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
364+ 0.32% |
$1.67K - $1.94K
|
114K
$633K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
363+ 2.89% |
$1.67K - $1.93K
|
12.9K
$71.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
354+ 2.88% |
$1.62K - $1.89K
|
12.6K
$70.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
305+ 1.18% |
$1.4K - $1.63K
|
26.2K
$145K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
305+ 2.89% |
$1.4K - $1.63K
|
10.9K
$60.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
298+ 1.17% |
$1.37K - $1.59K
|
25.7K
$142K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
286+ 1.16% |
$1.31K - $1.52K
|
24.9K
$138K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
210New |
$964 - $1.12K
|
210
$1.16K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
182+ 1.6% |
$835 - $970
|
11.6K
$64.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
152+ 0.19% |
$698 - $810
|
81.5K
$452K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
128+ 0.59% |
$588 - $682
|
21.7K
$120K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
79+ 0.69% |
$363 - $421
|
11.4K
$63.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
69+ 0.31% |
$317 - $368
|
22K
$122K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
68+ 0.21% |
$312 - $362
|
32.8K
$182K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
44+ 2.9% |
$202 - $235
|
1.56K
$8.65K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 2.91% |
$36.7 - $42.6
|
283
$1.57K
|
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
SELL
|
- |
-46- 0.21% |
$211 - $245
|
22K
$122K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-100- 0.55% |
$459 - $533
|
18K
$99.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-134- 84.81% |
$615 - $714
|
24
$133
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-250- 0.43% |
$1.15K - $1.33K
|
58.3K
$323K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-465- 14.22% |
$2.13K - $2.48K
|
2.8K
$15.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.43K- 10.29% |
$6.54K - $7.6K
|
12.4K
$68.8K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.4K- 1.88% |
$11K - $12.8K
|
125K
$695K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.38K- 7.82% |
$20.1K - $23.3K
|
51.6K
$286K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.6K- 15.06% |
$21.1K - $24.5K
|
25.9K
$144K
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-5K- 0.41% |
$23K - $26.7K
|
1.2M
$6.66M
|