Purchases and Sales Made in Q3 2024 in Gabelli Equity Trust Inc (GAB)
This table provides information about the institutional ownership of Gabelli Equity Trust Inc (GAB) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.89M+ 466.51% |
$9.76M - $10.6M
|
2.3M
$12.5M
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
526K+ 413.29% |
$2.71M - $2.94M
|
653K
$3.54M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
471K+ 20.73% |
$2.43M - $2.64M
|
2.74M
$14.9M
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
118KNew |
$608K - $661K
|
118K
$640K
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
98.4K+ 435.59% |
$507K - $551K
|
121K
$656K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
65.1K+ 19.85% |
$335K - $364K
|
393K
$2.13M
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
63.8KNew |
$328K - $357K
|
63.8K
$346K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
56.6K+ 13.4% |
$292K - $317K
|
479K
$2.6M
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
51.8KNew |
$267K - $290K
|
51.8K
$281K
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
48.9KNew |
$252K - $274K
|
48.9K
$265K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
43.8K+ 36.9% |
$225K - $245K
|
162K
$880K
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
42.9K+ 374.49% |
$221K - $240K
|
54.4K
$295K
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
41.9KNew |
$216K - $235K
|
41.9K
$227K
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
35KNew |
$180K - $196K
|
35K
$190K
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
31.9K+ 2.7% |
$164K - $178K
|
1.21M
$6.56M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
31.5K+ 19.25% |
$162K - $177K
|
195K
$1.06M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
29.3K+ 64.9% |
$151K - $164K
|
74.4K
$403K
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
28.6KNew |
$148K - $160K
|
28.6K
$155K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
28.4K+ 100.0% |
$146K - $159K
|
56.8K
$308K
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
22.3KNew |
$115K - $125K
|
22.3K
$121K
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
18.7KNew |
$96.5K - $105K
|
18.7K
$102K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.4K+ 12.56% |
$94.7K - $103K
|
165K
$893K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
17.1KNew |
$88.2K - $95.9K
|
17.1K
$92.9K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.9KNew |
$86.9K - $94.5K
|
16.9K
$91.5K
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
16.3KNew |
$84.2K - $91.5K
|
16.3K
$88.6K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
15.7K+ 79.25% |
$80.8K - $87.8K
|
35.5K
$192K
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
15.6KNew |
$80.2K - $87.2K
|
15.6K
$84.4K
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
15KNew |
$77.3K - $84K
|
15K
$81.3K
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
13.6KNew |
$70K - $76.1K
|
13.6K
$73.7K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.6KNew |
$64.6K - $70.3K
|
12.6K
$68K
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
12.2K+ 6.09% |
$62.9K - $68.4K
|
213K
$1.15M
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
11KNew |
$56.5K - $61.5K
|
11K
$59.5K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
10.8K+ 34.73% |
$55.8K - $60.7K
|
42K
$228K
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
10.7KNew |
$55.1K - $59.9K
|
10.7K
$58K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.91K+ 13.29% |
$51.1K - $55.5K
|
84.5K
$458K
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
8.5K+ 8.94% |
$43.8K - $47.6K
|
104K
$561K
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
7.14K+ 12.31% |
$36.8K - $40K
|
65.2K
$353K
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
6.87KNew |
$35.4K - $38.5K
|
6.87K
$37.2K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
6.43K+ 160.8% |
$33.1K - $36K
|
10.4K
$56.5K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.47K+ 1.13% |
$28.2K - $30.6K
|
490K
$2.65M
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
4.79K+ 1.49% |
$24.7K - $26.8K
|
326K
$1.77M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.7K+ 2.97% |
$24.2K - $26.3K
|
163K
$885K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.25K+ 7.9% |
$21.9K - $23.8K
|
58.1K
$315K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.55K+ 2.12% |
$18.3K - $19.9K
|
171K
$925K
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
2.66K+ 2.75% |
$13.7K - $14.9K
|
99.4K
$539K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.2K+ 8.64% |
$11.3K - $12.3K
|
27.7K
$150K
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.87K+ 2.29% |
$9.63K - $10.5K
|
83.7K
$453K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.48K+ 0.32% |
$7.63K - $8.29K
|
459K
$2.49M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 11.71% |
$6.18K - $6.72K
|
11.4K
$62K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.2KNew |
$6.18K - $6.72K
|
1.2K
$6.5K
|