Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans The Gabelli Equity Trust Inc. comprennent 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, et Transce3nd, LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
