Latest Institutional Purchases of Gabelli Equity Trust Inc (GAB)
This list provides information on the latest institutional transactions involving Gabelli Equity Trust Inc (GAB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 2.91% |
$36.7 - $42.6
|
283
$1.56K
|
|
Q3 2023 | |||||||
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
15.2KNew |
$77.8K - $89.1K
|
15.2K
$83.9K
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
15KNew |
$76.7K - $87.8K
|
15K
$82.7K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10.1KNew |
$51.9K - $59.4K
|
10.1K
$56K
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.43K+ 40.05% |
$22.7K - $26K
|
15.5K
$85.6K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.77KNew |
$9.1K - $10.4K
|
1.77K
$9.81K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.7KNew |
$8.72K - $9.98K
|
1.7K
$9.4K
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
1KNew |
$5.13K - $5.87K
|
1K
$5.53K
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
521New |
$2.67K - $3.06K
|
521
$2.88K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
383New |
$1.96K - $2.25K
|
383
$2.12K
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
303New |
$1.55K - $1.78K
|
303
$1.68K
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
131+ 0.91% |
$672 - $769
|
14.6K
$80.7K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
27.9KNew |
$149K - $162K
|
27.9K
$154K
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.5KNew |
$141K - $154K
|
26.5K
$147K
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
22.8K+ 31.01% |
$122K - $132K
|
96.4K
$533K
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
11.6KNew |
$61.8K - $67.3K
|
11.6K
$64.1K
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
10.8KNew |
$57.6K - $62.7K
|
10.8K
$59.8K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.47KNew |
$50.5K - $54.9K
|
9.47K
$52.4K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
824+ 0.13% |
$4.39K - $4.78K
|
623K
$3.45M
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
429New |
$2.29K - $2.49K
|
429
$2.37K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
114+ 2.78% |
$608 - $661
|
4.21K
$23.3K
|
|
Q1 2023 | |||||||
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
31.5KNew |
$170K - $189K
|
31.5K
$174K
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
15.8K+ 1386.0% |
$85.7K - $94.9K
|
17K
$93.9K
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
3.5K+ 14.75% |
$18.9K - $21K
|
27.2K
$151K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.64KNew |
$8.88K - $9.83K
|
1.64K
$9.07K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
377New |
$2.04K - $2.26K
|
377
$2.08K
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
250+ 2.39% |
$1.35K - $1.5K
|
10.7K
$59.2K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
169New |
$914 - $1.01K
|
169
$935
|
|
Q4 2022 | |||||||
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
112KNew |
$555K - $688K
|
112K
$618K
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
19.3KNew |
$96K - $119K
|
19.3K
$107K
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
15K+ 100.0% |
$74.6K - $92.4K
|
30K
$166K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
14.6KNew |
$72.5K - $89.8K
|
14.6K
$80.7K
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.3KNew |
$51K - $63.2K
|
10.3K
$56.7K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6.59KNew |
$32.8K - $40.6K
|
6.59K
$36.4K
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.72K+ 21.08% |
$13.5K - $16.7K
|
15.6K
$86.3K
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
2.11KNew |
$10.5K - $13K
|
2.11K
$11.7K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.56KNew |
$7.75K - $9.61K
|
1.56K
$8.63K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.51KNew |
$7.51K - $9.31K
|
1.51K
$8.36K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.21KNew |
$6.03K - $7.47K
|
1.21K
$6.71K
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1New |
$4.97 - $6.16
|
1
$5.53
|
|
Q3 2022 | |||||||
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
78.2KNew |
$430K - $1.92M
|
78.2K
$432K
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
50KNew |
$275K - $1.23M
|
50K
$277K
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
13.9KNew |
$76.2K - $340K
|
13.9K
$76.6K
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
13.6KNew |
$74.8K - $334K
|
13.6K
$75.2K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
10.1KNew |
$55.5K - $248K
|
10.1K
$55.8K
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
5.43KNew |
$29.9K - $133K
|
5.43K
$30K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
2.4KNew |
$13.2K - $59K
|
2.4K
$13.3K
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
303+ 2.7% |
$1.67K - $7.44K
|
11.5K
$63.7K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
89+ 2.54% |
$490 - $2.19K
|
3.59K
$19.8K
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
39New |
$215 - $958
|
39
$216
|