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Get Institutions for : 
Gabelli Equity Trust Inc (GAB)  
$5.90 0.04 (0.68%) as of 4:30 Wed 7/2


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 186    8
Total shares held : 
23,385,031  
% of shares held : 
10.67%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  14  
Amount of shares held : 
146,607  
% of shares held change : 
  0.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$5.37  
Last Quarter's Ending Price : 
$5.51  
Last Quarter's Average Price
$5.52  
Change from last quarter's     
avg. price to the last closing  : 
0.38 (6.88%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 140,487
 0.6%
 
Increased Positions :
65
 1,532,170
 6.55%
 
Unchanged Positions :
67
 2,535,974
 10.84%
 
Decreased Positions :
43
-898,814
-3.84%
 
Closed Positions :
19
-627,236
-2.68%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for period: 
3-31-2024 View holdings for period: 
6-30-2024 View holdings for period: 
9-30-2024 View holdings for period: 
12-31-2024 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   LPL FINANCIAL CORP 1164 - 2025-03-31 3,474,636 $19,145,000 -45,791
   MORGAN STANLEY 3045 - 2025-03-31 2,424,901 $13,361,000 75,233
   COMMONWEALTH EQUITY SERVICES LLC. 833 - 2025-03-31 1,892,283 $10,426,000 -11,417
   PHILADELPHIA TRUST CO 43 - 2025-03-31 1,144,244 $6,305,000 -51,250
   GAMCO INVESTORS INC ET AL 338 - 2025-03-31 847,105 $4,668,000 5,430
   J.W. COLE ADVISORS INC. 171 - 2025-03-31 720,307 $3,969,000 701,120
   Cetera Investment Advisers 1385 - 2025-03-31 573,601 $3,161,000 68,157
   Golden State Wealth Management LLC 50 - 2025-03-31 518,642 $2,858,000 -25,119
   ROYAL BANK OF CANADA 2350 - 2025-03-31 516,514 $2,846,000 -44,484
   Live Oak Private Wealth LLC 59 - 2025-03-31 514,176 $2,833,000 0
   RAYMOND JAMES FINANCIAL INC 2717 - 2025-03-31 512,945 $2,826,000 26,979
   BANK OF AMERICA CORP /DE/ 3544 - 2025-03-31 507,404 $2,796,000 -83,841
   CREATIVE PLANNING 1027 - 2025-03-31 460,707 $2,538,000 14,364
   SCOTIA CAPITAL INC. 369 - 2025-03-31 458,084 $2,524,000 -14,574
   WELLS FARGO & CO/MN 2540 - 2025-03-31 457,420 $2,520,000 3,407
   COHEN & STEERS INC 211 - 2025-03-31 400,000 $2,204,000 0
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 94 - 2025-03-31 397,426 $2,190,000 -20,500
   Accel Wealth Management 36 - 2025-03-31 360,509 $1,986,000 14,473
   UBS Group AG 3701 - 2025-03-31 343,904 $1,895,000 -52,241
   GUGGENHEIM CAPITAL LLC 750 - 2025-03-31 258,987 $1,427,000 91,493
   Steward Partners Investment Advisory LLC 782 - 2025-03-31 250,390 $1,380,000 26,970
   Marks Group Wealth Management Inc 156 - 2025-03-31 244,838 $1,349,000 0
   HPM Partners LLC 1305 - 2025-03-31 237,653 $1,309,000 -37,556
   FIXED INCOME SECURITIES INC 709 - 2025-03-31 209,583 $1,155,000 489
   Rockefeller Capital Management L.P. 1218 - 2025-03-31 202,144 $1,114,000 -2,296
   THRIVENT FINANCIAL FOR LUTHERANS 1000 - 2025-03-31 189,962 $1,047,000 15,270
   Advisor Group Holdings Inc. 2186 - 2025-03-31 189,761 $1,046,000 41,504
   Private Advisor Group LLC 1220 - 2025-03-31 188,848 $1,041,000 26,708
   JANNEY MONTGOMERY SCOTT LLC 1693 - 2025-03-31 138,210 $762,000 66,772
   Consolidated Portfolio Review Corp 180 - 2025-03-31 136,767 $754,000 13,928
   WEDBUSH MORGAN SECURITIES INC 512 - 2025-03-31 121,478 $669,000 4,687
   OPPENHEIMER & CO INC 987 - 2025-03-31 114,817 $633,000 40,947
   EMPIRICAL FINANCIAL SERVICES, LLC 358 - 2025-03-31 114,937 $633,000 0
   Valley Brook Capital Group 54 - 2025-03-31 112,836 $622,000 14,000
   STIFEL FINANCIAL CORP 2527 - 2025-03-31 112,642 $621,000 -21,520
   Kera Capital Partners Inc. 61 - 2025-03-31 105,780 $583,000 0
   ADVISORY SERVICES NETWORK, LLC 998 - 2025-03-31 102,054 $562,000 -290
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1936 - 2025-03-31 101,784 $561,000 -38,397
   Golden State Equity Partners 232 - 2025-03-31 97,176 $535,000 -182
   Stratos Wealth Partners LTD. 849 - 2025-03-31 96,620 $532,000 -59,391
   HOLLENCREST SECURITIES LLC 180 - 2025-03-31 95,533 $526,000 0
   MML INVESTORS SERVICES LLC 1958 - 2025-03-31 92,866 $512,000 473
   RSM US WEALTH MANAGEMENT LLC 824 - 2025-03-31 92,100 $507,000 0
   FLYNN ZITO CAPITAL MANAGEMENT LLC 66 - 2025-03-31 88,806 $489,000 62,951
   CAPTRUST FINANCIAL ADVISORS 1648 - 2025-03-31 87,944 $485,000 2,207
   PFG Investments LLC 512 - 2025-03-31 86,549 $477,000 2,928
   Atria Wealth Solutions Inc. 1204 - 2025-03-31 86,415 $476,000 -8,661
   LEIGH BALDWIN & CO. LLC 72 - 2025-03-31 86,084 $474,000 0
   NorthRock Partners LLC 370 - 2025-03-31 80,213 $442,000 1,139
   CIBC WORLD MARKETS INC. 988 - 2025-03-31 77,945 $429,000 7,461
   HCR Wealth Advisors 158 - 2025-03-31 75,353 $415,000 0
   HIGHTOWER ADVISORS, LLC 2591 - 2025-03-31 70,788 $390,000 306
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2615 - 2025-03-31 65,940 $363,000 -980
   MERCER GLOBAL ADVISORS INC /ADV 1654 - 2025-03-31 64,980 $358,000 35,980
   SILVER OAK SECURITIES Inc 454 - 2025-03-31 64,472 $355,000 1,029
   Equitable Holdings Inc. 1028 - 2025-03-31 63,099 $348,000 2,001
   Darden Wealth Group Inc 74 - 2025-03-31 62,000 $342,000 0
   KINGSWOOD WEALTH ADVISORS LLC 559 - 2025-03-31 61,836 $341,000 1,014
   Shulman DeMeo Asset Management LLC 85 - 2025-03-31 57,755 $318,000 -361
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4807 - 2025-03-31 53,218 $293,000 53,218
   ENVESTNET ASSET MANAGEMENT INC 3811 - 2025-03-31 53,039 $292,000 25,514
   FINANCIAL COUNSELORS INC 515 - 2025-03-31 52,810 $291,000 -1,085
   Kestra Advisory Services LLC 2166 - 2025-03-31 50,555 $279,000 -3,099
   Arista Wealth Management LLC 59 - 2025-03-31 47,128 $260,000 0
   Stonegate Investment Group LLC 291 - 2025-03-31 46,739 $258,000 1,231
   H D Vest Advisory Services 1920 - 2025-03-31 46,220 $255,000 0
   Ashton Thomas Private Wealth LLC 724 - 2025-03-31 41,903 $231,000 0
   Graves-Light Private Wealth Management Inc. 167 - 2025-03-31 41,224 $227,000 0
   SYNOVUS FINANCIAL CORP 840 - 2025-03-31 39,468 $217,000 0
   Kingsview Wealth Management LLC 997 - 2025-03-31 39,376 $217,000 16
   NBC SECURITIES INC. 753 - 2025-03-31 39,076 $215,000 39,037
   MISSION WEALTH MANAGEMENT LLC 603 - 2025-03-31 37,574 $207,000 0
   Goss Wealth Management LLC 2058 - 2025-03-31 36,706 $202,000 -2,700
   Evernest Financial Advisors LLC 145 - 2025-03-31 36,710 $202,000 -56,351
   Sheaff Brock Investment Advisors LLC 406 - 2025-03-31 33,495 $185,000 0
   Valeo Financial Advisors LLC 642 - 2025-03-31 32,449 $179,000 208
   BENJAMIN EDWARDS INC 1044 *New 2025-03-31 31,805 $175,000 31,805
   Baird Financial Group Inc. 1683 - 2025-03-31 30,548 $168,000 -166,104
   MOTCO 198 - 2025-03-31 30,318 $167,000 8,000
   MARINER WEALTH ADVISORS, LLC 3051 - 2025-03-31 29,858 $165,000 11,327
   Symphony Financial Services Inc. 81 - 2025-03-31 29,744 $164,000 1,623
   Beacon Pointe Advisors LLC 1135 - 2025-03-31 28,731 $158,000 -1,269
   IFG Advisory LLC 662 - 2025-03-31 28,186 $155,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC 1391 - 2025-03-31 27,842 $153,000 87
   PEKIN SINGER STRAUSS ASSET MANAGEMENT 339 - 2025-03-31 27,228 $150,000 0
   Kingstone Capital Partners Texas LLC 50 - 2025-03-31 26,996 $149,000 1,620
   Brookstone Capital Management 967 - 2025-03-31 26,906 $148,000 -726
   MIDLAND WEALTH ADVISORS LLC 179 *New 2025-03-31 26,748 $147,000 26,748
   CITADEL ADVISORS LLC 4689 - 2025-03-31 26,590 $147,000 789
   Mendel Capital Management LLC 95 - 2025-03-31 25,638 $141,000 0
   Quad-Cities Investment Group LLC 173 - 2025-03-31 25,033 $138,000 -276
   Ameritas Advisory Services LLC 839 - 2025-03-31 24,714 $136,000 0
   GREAT VALLEY ADVISOR GROUP INC. 850 - 2025-03-31 24,340 $134,000 -5,837
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 421 - 2025-03-31 23,995 $132,000 308
   COLONY GROUP, LLC 1776 *New 2025-03-31 21,905 $121,000 21,905
   Insight Advisors LLC/ PA 266 - 2025-03-31 21,842 $120,000 0
   Vantage Financial Partners LLC 184 - 2025-03-31 21,551 $119,000 30
   BB&T CORP 2379 - 2025-03-31 20,642 $114,000 -113
   HILLTOP HOLDINGS INC. 827 - 2025-03-31 20,678 $114,000 404
   Good Life Advisors LLC 480 - 2025-03-31 20,141 $111,000 0

  100 Records found
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