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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.13K- 18.54% |
$23.5K - $27.3K
|
22.5K
$125K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-6.53K- 2.23% |
$30K - $34.8K
|
286K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.54K- 31.81% |
$30K - $34.8K
|
14K
$77.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.23K- 8.25% |
$33.2K - $38.5K
|
80.4K
$445K
|
|
|
Feb 14, 2024
Q4 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-7.28K- 89.33% |
$33.4K - $38.8K
|
869
$4.81K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-8.3K- 23.07% |
$38.1K - $44.2K
|
27.7K
$153K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-10.1K- 17.57% |
$46.2K - $53.6K
|
47.2K
$261K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.3K- 8.65% |
$47.3K - $54.9K
|
109K
$603K
|
|
|
Feb 07, 2024
Q4 2023
|
Pecaut & Co.
|
SELL
|
- |
-10.6K- 15.41% |
$48.8K - $56.6K
|
58.3K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.6K- 40.92% |
$53.1K - $61.7K
|
16.7K
$92.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-12.4K- 9.74% |
$56.9K - $66.1K
|
115K
$637K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.9K- 9.82% |
$59.3K - $68.9K
|
119K
$657K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.6K- 13.01% |
$67.1K - $77.9K
|
97.8K
$542K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-16.7K- 48.7% |
$76.5K - $88.8K
|
17.5K
$97.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-20.7K- 4.55% |
$95K - $110K
|
434K
$2.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25K- 27.13% |
$115K - $133K
|
67.1K
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-33.3K- 6.07% |
$153K - $178K
|
516K
$2.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-44.8K- 22.03% |
$205K - $239K
|
158K
$878K
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-48K- 80.31% |
$221K - $256K
|
11.8K
$65.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-58.6K- 73.05% |
$269K - $313K
|
21.6K
$120K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-113K- 21.23% |
$518K - $602K
|
419K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-123K- 18.77% |
$566K - $658K
|
534K
$2.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-132K- 29.18% |
$607K - $705K
|
321K
$1.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-147K- 96.83% |
$674K - $783K
|
4.8K
$26.6K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-333K- 13.62% |
$1.53M - $1.78M
|
2.12M
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-431K- 26.14% |
$1.98M - $2.3M
|
1.22M
$6.75M
|