Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in The Gabelli Equity Trust Inc. includono Midwest Trust Co, Balyasny Asset Management Llc, Tactive Advisors, LLC, Moloney Securities Asset Management, LLC, Glenmede Investment Management, LP, StoneX Group Inc., Aire Advisors, Llc, MorganRosel Wealth Management, LLC, Beaird Harris Wealth Management, LLC, Armstrong Advisory Group, Inc, Smallwood Wealth Investment Management, LLC, e Transce3nd, LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 204.703 | 1,27 | 1.191 | 7,01 | ||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 1.020 | 2,62 | 6 | 0,00 | ||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 21.080 | 80,94 | 123 | 90,63 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 64.836 | 4,85 | 377 | 10,88 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 29.580 | 172 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 2.727 | 16 | ||||||
| 2025-08-08 | 13F | Thompson Davis & Co., Inc. | 13.000 | 76 | ||||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 15.896 | 2,60 | 93 | 8,24 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 2.740 | 2,58 | 16 | 7,14 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 32.542 | 2,32 | 189 | 8,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 13.605 | 79 | ||||||
| 2025-08-06 | 13F | Chancellor Financial Group WB LP | 19.010 | 1,70 | 111 | 7,84 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 45.156 | 138,53 | 263 | 151,92 | ||||
| 2025-08-08 | 13F | Creative Planning | 460.823 | 0,03 | 2.682 | 5,63 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 92.692 | 7,10 | 539 | 13,24 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 35.102 | 0 | ||||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 6.246 | 36 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 459.571 | 0,32 | 2.675 | 5,94 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 601.262 | 4,82 | 3.499 | 10,73 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 15.832 | 92 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 24.475 | 0,55 | 142 | 5,97 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 32.548 | 6,55 | 189 | 12,50 | ||||
| 2025-07-25 | 13F | Valley Brook Capital Group, Inc. | 115.836 | 2,66 | 674 | 8,53 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 52.810 | 307 | ||||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 11.014 | 2,60 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 18.317 | 107 | ||||||
| 2025-07-22 | 13F | Accel Wealth Management | 364.694 | 1,16 | 2.123 | 6,85 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1.000 | 6 | ||||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 3.917 | 23 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 110.735 | 14,61 | 644 | 21,05 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 22.637 | 81,07 | 132 | 92,65 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 11.476 | 2,60 | 67 | 8,20 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 16.264 | 15,64 | 95 | 22,08 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 554.382 | 8,08 | 3.227 | 14,15 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 89.087 | 1,30 | 518 | 7,02 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2.464.758 | 1,64 | 14.345 | 7,36 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 211.300 | 11,35 | 1.229 | 17,51 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 31.486 | 11,71 | 183 | 18,06 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 121.605 | 5,91 | 708 | 11,87 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 17.104 | 45,00 | 100 | 54,69 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 28.038 | 0,70 | 163 | 6,54 | ||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 47.974 | 2,64 | 279 | 8,56 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 65.339 | 29,24 | 380 | 36,69 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 15.473 | 90 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 379.728 | 10,42 | 2.210 | 16,68 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 25.778 | 150 | ||||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 27.879 | 2,39 | 162 | 8,00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 81.363 | 1,43 | 474 | 7,26 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 12.942 | 0,43 | 75 | 5,63 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 457.149 | 761,91 | 2.661 | 810,96 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 306.890 | 29,13 | 1.786 | 36,44 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 29.978 | 0,79 | 174 | 6,75 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 531.315 | 4,71 | 3.092 | 10,63 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.902 | 9,06 | 11 | 22,22 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 14.590 | 2,22 | 85 | 7,69 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3.804.780 | 9,50 | 22.144 | 15,66 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 11.000 | 2,80 | 64 | 10,34 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 38.908 | 620,25 | 226 | 707,14 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2.000 | 12 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1.484 | 2,56 | 9 | 14,29 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 318.939 | 27,38 | 1.856 | 34,59 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 11.813 | 69 | ||||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 18.021 | 1,45 | 105 | 6,12 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 17.154 | 100 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 15.222 | 0,34 | 89 | 6,02 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5.100 | 200,00 | 30 | 222,22 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 39.426 | 0,13 | 229 | 6,02 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 358.969 | 38,61 | 2.089 | 46,39 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 191.249 | 0,68 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 26.873 | 156 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4.147 | 5,44 | 24 | 14,29 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 22.161 | 10,03 | 129 | 16,36 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 1.258.278 | 74,69 | 7.323 | 84,55 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 27 | 2.500,00 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 527.685 | 2,16 | 3.071 | 7,91 | ||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 52.739 | 184,29 | 307 | 200,00 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 24.230 | 0,98 | 141 | 7,63 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 1.125 | 6 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 81.459 | 4,51 | 474 | 10,49 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 71.096 | 0,44 | 414 | 5,90 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 11.031 | 0,51 | 66 | 6,56 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 13.612 | 79 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 147.684 | 6,85 | 1 | |||||
| 2025-08-14 | 13F | Comerica Bank | 16.537 | 1.653.600,00 | 96 |
