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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
35KNew |
$180K - $196K
|
35K
$212K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
10.7KNew |
$55.1K - $59.9K
|
10.7K
$64.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
98.4K+ 435.59% |
$507K - $551K
|
121K
$732K
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
SELL
|
- |
-3.11K- 17.43% |
$16K - $17.4K
|
14.7K
$89K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.5K- 3.84% |
$7.73K - $8.4K
|
37.6K
$227K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-229K- 48.36% |
$1.18M - $1.28M
|
245K
$1.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
51.8KNew |
$267K - $290K
|
51.8K
$314K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-100- 50.0% |
$515 - $560
|
100
$605
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
28.6KNew |
$148K - $160K
|
28.6K
$173K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
139+ 0.81% |
$716 - $778
|
17.2K
$104K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.2KNew |
$6.18K - $6.72K
|
1.2K
$7.26K
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
6.87KNew |
$35.4K - $38.5K
|
6.87K
$41.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-46.7K- 14.14% |
$240K - $261K
|
283K
$1.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-196- 0.1% |
$1.01K - $1.1K
|
205K
$1.24M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2KNew |
$10.3K - $11.2K
|
2K
$12.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
19.7KNew |
$102K - $111K
|
19.7K
$119K
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
5.28KNew |
$27.3K - $29.7K
|
5.28K
$31.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
15.5KNew |
$80.4K - $87.4K
|
15.5K
$94.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
47.1KNew |
$244K - $265K
|
47.1K
$285K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-638K- 90.06% |
$3.3M - $3.58M
|
70.4K
$426K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-600Closed |
$3.1K - $3.37K
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.5K- 71.32% |
$23.3K - $25.3K
|
1.81K
$11K
|
|
|
Aug 07, 2024
Q2 2024
|
Pecaut & Co.
|
SELL
|
- |
-18.6K- 52.08% |
$96.3K - $105K
|
17.1K
$104K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
19.3KNew |
$99.8K - $108K
|
19.3K
$117K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
92.1KNew |
$476K - $518K
|
92.1K
$557K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-542- 15.3% |
$2.8K - $3.05K
|
3K
$18.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.06K+ 2.71% |
$10.7K - $11.6K
|
78.2K
$473K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3KNew |
$15.5K - $16.9K
|
3K
$18.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
198New |
$1.02K - $1.11K
|
198
$1.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6KNew |
$31K - $33.7K
|
6K
$36.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-885- 2.57% |
$4.58K - $4.97K
|
33.5K
$203K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
10.7KNew |
$55.2K - $60K
|
10.7K
$64.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
104New |
$538 - $584
|
104
$629
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-374- 35.08% |
$1.93K - $2.1K
|
692
$4.19K
|
|
| Q1 2024 | |||||||
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.91KNew |
$9.47K - $10.9K
|
1.91K
$11.5K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
11.1KNew |
$55.4K - $63.7K
|
11.1K
$67.4K
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
25.6KNew |
$127K - $147K
|
25.6K
$155K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2K+ 114.29% |
$9.94K - $11.4K
|
3.75K
$22.7K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
739New |
$3.67K - $4.23K
|
739
$4.47K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.4K- 2.73% |
$56.9K - $65.4K
|
408K
$2.47M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
12.3KNew |
$61K - $70.2K
|
12.3K
$74.2K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
19.7KNew |
$97.7K - $112K
|
19.7K
$119K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.2KNew |
$50.8K - $58.5K
|
10.2K
$61.9K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.72K+ 5.48% |
$8.53K - $9.82K
|
33K
$200K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
13.5KNew |
$67.3K - $77.4K
|
13.5K
$81.9K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
86.9KNew |
$432K - $497K
|
86.9K
$526K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-600- 6.15% |
$2.98K - $3.43K
|
9.15K
$55.4K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
123+ 0.57% |
$611 - $704
|
21.8K
$132K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
15.3KNew |
$75.9K - $87.3K
|
15.3K
$92.4K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.75KNew |
$13.7K - $15.7K
|
2.75K
$16.6K
|
|