Purchases and Sales Made in Q4 2024 in Gabelli Equity Trust Inc (GAB)
This table provides information about the institutional ownership of Gabelli Equity Trust Inc (GAB) during Q4 2024. 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, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.6K+ 146.62% |
$13.9K - $15.2K
|
4.38K
$25.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
2.51KNew |
$13.4K - $14.6K
|
2.51K
$14.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.42KNew |
$13K - $14.1K
|
2.42K
$14.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2K+ 7.14% |
$10.7K - $11.7K
|
30K
$176K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2KNew |
$10.7K - $11.7K
|
2K
$11.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.36K+ 0.7% |
$7.28K - $7.92K
|
197K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.26K+ 2.85% |
$6.75K - $7.34K
|
45.5K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.17KNew |
$6.25K - $6.8K
|
1.17K
$6.86K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.06K+ 6.06% |
$5.67K - $6.17K
|
18.5K
$109K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
950+ 3.57% |
$5.09K - $5.54K
|
27.5K
$162K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
902New |
$4.83K - $5.26K
|
902
$5.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
613+ 2.72% |
$3.29K - $3.57K
|
23.1K
$136K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
510New |
$2.73K - $2.97K
|
510
$3K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
500New |
$2.68K - $2.92K
|
500
$2.94K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
415+ 2.09% |
$2.22K - $2.42K
|
20.3K
$119K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
411+ 3.94% |
$2.2K - $2.4K
|
10.8K
$63.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
400+ 2.72% |
$2.14K - $2.33K
|
15.1K
$88.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
384+ 2.72% |
$2.06K - $2.24K
|
14.5K
$85.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
336+ 2.85% |
$1.8K - $1.96K
|
12.1K
$71.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
330+ 2.43% |
$1.77K - $1.92K
|
13.9K
$81.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
329+ 2.19% |
$1.76K - $1.92K
|
15.4K
$90.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
324+ 100.0% |
$1.74K - $1.89K
|
648
$3.81K
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
316+ 2.32% |
$1.69K - $1.84K
|
14K
$82.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
220+ 0.48% |
$1.18K - $1.28K
|
46.2K
$272K
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
216+ 0.77% |
$1.16K - $1.26K
|
28.1K
$165K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
195+ 1.61% |
$1.05K - $1.14K
|
12.3K
$72.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
170New |
$911 - $991
|
170
$1K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
158+ 1.52% |
$847 - $921
|
10.6K
$62.1K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
133+ 0.7% |
$713 - $775
|
19.2K
$113K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
108+ 2.82% |
$579 - $630
|
3.93K
$23.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
107+ 0.42% |
$574 - $624
|
25.3K
$149K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
92+ 0.39% |
$493 - $536
|
23.7K
$139K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
89+ 0.32% |
$477 - $519
|
27.8K
$163K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
87+ 0.74% |
$466 - $507
|
11.8K
$69.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
67+ 0.06% |
$359 - $391
|
117K
$687K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
48+ 2.83% |
$257 - $280
|
1.74K
$10.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
39+ 0.34% |
$209 - $227
|
11.4K
$67K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
37+ 2.7% |
$198 - $216
|
1.41K
$8.28K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
28+ 0.24% |
$150 - $163
|
11.8K
$69.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
27+ 2.73% |
$145 - $157
|
1.02K
$5.98K
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
25+ 2.65% |
$134 - $146
|
968
$5.69K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
13+ 0.08% |
$69.7 - $75.8
|
17.2K
$101K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
11+ 0.2% |
$59 - $64.1
|
5.39K
$31.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10+ 0.03% |
$53.6 - $58.3
|
29K
$171K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4+ 0.04% |
$21.4 - $23.3
|
11.2K
$66.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-30- 0.04% |
$161 - $175
|
83.6K
$492K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-250- 1.88% |
$1.34K - $1.46K
|
13.1K
$76.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-300- 6.25% |
$1.61K - $1.75K
|
4.5K
$26.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-500- 0.92% |
$2.68K - $2.92K
|
53.9K
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-529- 0.26% |
$2.84K - $3.08K
|
204K
$1.2M
|