Latest Institutional Transactions on Gabelli Equity Trust Inc (GAB)
This table provides information on the latest institutional transactions involving Gabelli Equity Trust Inc (GAB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3K- 4.63% |
$16.1K - $17K
|
61.8K
$374K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.4KNew |
$71.9K - $76.1K
|
13.4K
$81.2K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-264- 1.3% |
$1.42K - $1.5K
|
20K
$121K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-35K- 69.72% |
$188K - $198K
|
15.2K
$92K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
53.2KNew |
$285K - $302K
|
53.2K
$322K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.5KNew |
$8.04K - $8.51K
|
1.5K
$9.08K
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
2.2KNew |
$11.8K - $12.5K
|
2.2K
$13.3K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
19KNew |
$102K - $108K
|
19K
$115K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-3.89K- 24.6% |
$20.9K - $22.1K
|
11.9K
$72.1K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
63K+ 243.48% |
$337K - $357K
|
88.8K
$537K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.14K- 6.3% |
$6.08K - $6.44K
|
16.9K
$102K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 10.48% |
$6.43K - $6.8K
|
10.2K
$62K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.09K- 2.01% |
$5.82K - $6.15K
|
52.8K
$320K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
10.5KNew |
$56.2K - $59.5K
|
10.5K
$63.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.13KNew |
$6.03K - $6.38K
|
1.13K
$6.81K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-20.5K- 4.91% |
$110K - $116K
|
397K
$2.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
27+ 2.65% |
$145 - $153
|
1.04K
$6.32K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
22New |
$118 - $125
|
22
$133
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
26.7KNew |
$143K - $152K
|
26.7K
$162K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-2.49K- 99.4% |
$13.3K - $14.1K
|
15
$90.8
|
|
| Q4 2024 | |||||||
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
510New |
$2.73K - $2.97K
|
510
$3.09K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
13+ 0.08% |
$69.7 - $75.8
|
17.2K
$104K
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-377K- 81.41% |
$2.02M - $2.2M
|
86.1K
$521K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
18.7KNew |
$100K - $109K
|
18.7K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.17KNew |
$6.25K - $6.8K
|
1.17K
$7.05K
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
19.1KNew |
$103K - $112K
|
19.1K
$116K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-744K- 65.02% |
$3.99M - $4.34M
|
400K
$2.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-592K- 90.71% |
$3.17M - $3.45M
|
60.6K
$367K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.5KNew |
$56.1K - $61K
|
10.5K
$63.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
500New |
$2.68K - $2.92K
|
500
$3.03K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
22.7KNew |
$122K - $132K
|
22.7K
$137K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
368KNew |
$1.97M - $2.14M
|
368K
$2.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
39+ 0.34% |
$209 - $227
|
11.4K
$68.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
324+ 100.0% |
$1.74K - $1.89K
|
648
$3.92K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
13.5KNew |
$72.5K - $78.9K
|
13.5K
$81.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
7.4KNew |
$39.7K - $43.1K
|
7.4K
$44.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
170New |
$911 - $991
|
170
$1.03K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.8KNew |
$57.7K - $62.7K
|
10.8K
$65.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4+ 0.04% |
$21.4 - $23.3
|
11.2K
$68K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.42KNew |
$13K - $14.1K
|
2.42K
$14.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2KNew |
$10.7K - $11.7K
|
2K
$12.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
902New |
$4.83K - $5.26K
|
902
$5.46K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
87+ 0.74% |
$466 - $507
|
11.8K
$71.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-6.29K- 34.85% |
$33.7K - $36.6K
|
11.7K
$71.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
613+ 2.72% |
$3.29K - $3.57K
|
23.1K
$140K
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
106KNew |
$567K - $617K
|
106K
$640K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-9.03K- 29.74% |
$48.4K - $52.6K
|
21.3K
$129K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
16.3KNew |
$84.2K - $91.5K
|
16.3K
$98.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
15KNew |
$77.3K - $84K
|
15K
$90.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
18.7KNew |
$96.5K - $105K
|
18.7K
$113K
|
|