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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.1KClosed |
$74.8K - $80.1K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-20- 0.42% |
$135 - $145
|
4.75K
$28.7K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
13KNew |
$87.9K - $94.1K
|
13K
$78.7K
|
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-11.5KClosed |
$77.5K - $83.1K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-2KClosed |
$13.5K - $14.5K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-10.7KClosed |
$72.3K - $77.5K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-131KClosed |
$886K - $949K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.3KClosed |
$15.5K - $16.6K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-19.3KClosed |
$131K - $140K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-162- 4.68% |
$1.1K - $1.17K
|
3.3K
$20K
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-13KClosed |
$87.7K - $93.9K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-4KClosed |
$27K - $29K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3KNew |
$19.9K - $22.1K
|
3K
$18.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
11.3KNew |
$74.9K - $83.2K
|
11.3K
$68.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
19.7KNew |
$131K - $145K
|
19.7K
$119K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-121KClosed |
$805K - $893K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
- |
-625KClosed |
$4.15M - $4.61M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-293KClosed |
$1.95M - $2.16M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Yakira Capital Management, Inc.
Westport, CT |
SELL
|
- |
-237KClosed |
$1.57M - $1.75M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.2KClosed |
$7.97K - $8.84K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-20.7KClosed |
$137K - $152K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1KNew |
$6.64K - $7.37K
|
1K
$6.05K
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.1KClosed |
$13.9K - $15.4K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-10.4KClosed |
$68.8K - $76.4K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
5.29KNew |
$35.1K - $39K
|
5.29K
$32K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-25.7KClosed |
$170K - $189K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-3.47KClosed |
$23K - $25.6K
|
0
$0
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
SELL
|
- |
-33.2K- 25.79% |
$220K - $245K
|
95.5K
$578K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
12.3KNew |
$80.1K - $86.8K
|
12.3K
$74.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-16.3KClosed |
$106K - $115K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.3K+ 10.0% |
$8.48K - $9.19K
|
14.3K
$86.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-12.1KClosed |
$78.9K - $85.5K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-12.2KClosed |
$79.3K - $86K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
343New |
$2.24K - $2.43K
|
343
$2.08K
|
|
|
Nov 10, 2021
Q3 2021
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-5.21KClosed |
$34K - $36.8K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-8.34KClosed |
$54.4K - $59K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
102K+ 24.71% |
$664K - $720K
|
514K
$3.11M
|
|
|
Oct 28, 2021
Q3 2021
|
Manchester Financial Inc
|
BUY
|
- |
11KNew |
$71.7K - $77.8K
|
11K
$66.6K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.22KClosed |
$7.97K - $8.65K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.5KClosed |
$43.4K - $49K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-12.2KClosed |
$81.6K - $92.3K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2K- 40.09% |
$13.4K - $15.1K
|
3K
$18.1K
|
|
|
Jul 29, 2021
Q2 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-55.3KClosed |
$369K - $417K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-150Closed |
$1K - $1.13K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-17.6KClosed |
$117K - $133K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-534- 30.8% |
$3.56K - $4.03K
|
1.2K
$7.26K
|
|
| Q1 2021 | |||||||
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.26KNew |
$13.7K - $16K
|
2.26K
$13.7K
|
|
|
May 17, 2021
Q1 2021
|
Cooper Financial Group
|
SELL
|
- |
-23.9KClosed |
$145K - $168K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.57KClosed |
$9.52K - $11.1K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-13.4KClosed |
$81.6K - $94.8K
|
0
$0
|
|