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Get Institutions for : 
Gabelli Equity Trust Inc (GAB)  
$5.21 0.00 (0.00%) as of 4:30 Thu 4/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 176    10
Total shares held : 
21,707,915  
% of shares held : 
9.9%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  31  
Amount of shares held : 
1,197,486  
% of shares held change : 
  0.55%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$5.12  
Last Quarter's Ending Price : 
$5.08  
Last Quarter's Average Price
$5.01  
Change from last quarter's     
avg. price to the last closing  : 
0.20 (3.99%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
22
 1,530,266
 7.05%
 
Increased Positions :
55
 1,107,593
 5.1%
 
Unchanged Positions :
65
 2,847,690
 13.12%
 
Decreased Positions :
34
-1,269,994
-5.85%
 
Closed Positions :
12
-170,379
-0.78%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 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 1177 - 2023-12-31 2,191,771 $11,134,000 159,476
   MORGAN STANLEY 3244 - 2023-12-31 2,115,315 $10,746,000 11,495
   COMMONWEALTH EQUITY SERVICES LLC. 701 - 2023-12-31 2,102,667 $10,682,000 402,970
   BANK OF AMERICA CORP /DE/ 2739 - 2023-12-31 1,218,005 $6,187,000 -413,196
   PHILADELPHIA TRUST CO 52 - 2023-12-31 1,201,444 $6,103,000 -5,000
   COHEN & STEERS INC 143 - 2023-12-31 903,640 $4,590,000 35,000
   GAMCO INVESTORS INC ET AL 351 - 2023-12-31 846,675 $4,301,000 0
   BerganKDV Wealth Management LLC 57 - 2023-06-30 623,338 $3,615,000 824
   CREATIVE PLANNING 785 - 2023-12-31 533,961 $2,713,000 -123,394
   ROYAL BANK OF CANADA 2351 - 2023-12-31 515,719 $2,620,000 -33,339
   Live Oak Private Wealth LLC 55 - 2023-12-31 514,176 $2,612,000 0
   SHAKER FINANCIAL SERVICES, LLC 38 *New 2023-12-31 480,414 $2,441,000 480,414
   Marks Group Wealth Management Inc 106 - 2023-12-31 464,309 $2,359,000 0
   UBS Group AG 2679 - 2023-12-31 458,486 $2,329,000 9,154
   SCOTIA CAPITAL INC. 338 - 2023-12-31 441,763 $2,244,000 22,226
   WELLS FARGO & CO/MN 2440 - 2023-12-31 434,137 $2,205,000 -20,693
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 119 *New 2023-12-31 429,283 $2,181,000 429,283
   FINANCIAL NETWORK 929 - 2023-12-31 419,053 $2,129,000 -112,958
   Advisor Group Holdings Inc. 2027 - 2023-12-31 321,010 $1,631,000 -132,238
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1696 - 2023-12-31 299,849 $1,523,000 11,845
   Accel Wealth Management 39 - 2023-12-31 285,863 $1,452,000 -6,528
   Baird Financial Group Inc. 1078 - 2023-12-31 233,809 $1,188,000 96,157
   Qube Research & Technologies Ltd 1565 - 2023-12-31 226,552 $1,151,000 69,536
   Rockefeller Capital Management L.P. 1105 - 2023-12-31 212,059 $1,077,000 16,682
   RAYMOND JAMES & ASSOCIATES 2447 - 2023-12-31 211,574 $1,075,000 480
   WOLVERINE ASSET MANAGEMENT LLC 277 *New 2023-12-31 206,750 $1,050,000 206,750
   Steward Partners Investment Advisory LLC 801 - 2023-12-31 158,405 $805,000 -44,756
   Private Advisor Group LLC 1273 - 2023-12-31 145,587 $740,000 1,605
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 304 - 2024-03-31 117,776 $640,000 106,000
   HIGHTOWER ADVISORS, LLC 2096 - 2023-12-31 125,420 $636,000 -2,400
   EMPIRICAL FINANCIAL SERVICES, LLC 289 - 2023-12-31 125,160 $636,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3450 - 2023-12-31 123,102 $625,000 123,102
   Atria Wealth Solutions Inc. 1100 - 2023-12-31 118,592 $602,000 -12,919
   Golden State Equity Partners 162 - 2023-12-31 115,489 $587,000 2,219
   WEDBUSH MORGAN SECURITIES INC 501 - 2023-12-31 115,014 $584,000 -12,405
   ADVISORY SERVICES NETWORK, LLC 833 - 2023-12-31 114,231 $580,000 364
   Stratos Wealth Partners LTD. - 2023-12-31 108,803 $553,000 -10,308
   STIFEL FINANCIAL CORP 2548 - 2023-12-31 97,754 $497,000 -14,619
   HOLLENCREST SECURITIES LLC 196 - 2023-12-31 95,533 $485,000 0
   MML INVESTORS SERVICES LLC 1771 - 2023-12-31 95,104 $483,000 9,704
   IFP Advisors Inc 590 - 2023-12-31 88,337 $449,000 37,886
   BB&T CORP 2060 - 2023-12-31 81,548 $414,000 152
   JANNEY MONTGOMERY SCOTT LLC 2023 - 2023-12-31 80,366 $408,000 -7,227
   SILVER OAK SECURITIES Inc 314 *New 2023-12-31 78,741 $400,000 78,741
   HCR Wealth Advisors 137 *New 2023-12-31 75,353 $383,000 75,353
   THRIVENT FINANCIAL FOR LUTHERANS 2208 - 2023-12-31 74,738 $380,000 16,620
   Magnus Financial Group LLC 202 - 2023-12-31 74,101 $376,000 8,663
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2469 - 2023-12-31 67,071 $341,000 -24,975
   VIRTU FINANCIAL LLC 558 - 2023-12-31 66,424 $337,000 66,424
   NATIONAL ASSET MANAGEMENT, INC. 1008 - 2023-12-31 64,907 $330,000 13,387
   PECAUT & CO. 67 - 2023-12-31 58,312 $296,000 -10,621
   Shulman DeMeo Asset Management LLC 104 - 2023-12-31 58,266 $296,000 -250
   Brookstone Capital Management 715 - 2023-12-31 56,284 $286,000 3,302
   Equitable Holdings Inc. 962 - 2023-12-31 53,746 $273,000 6,800
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1887 - 2023-12-31 51,619 $262,000 -4,379
   Goss Wealth Management LLC 1600 - 2023-12-31 50,128 $255,000 7,900
   Eudaimonia Partners LLC 207 - 2023-12-31 50,000 $254,000 0
   Valley Brook Capital Group 94 - 2023-12-31 48,836 $248,000 4,500
   GREAT VALLEY ADVISOR GROUP INC. 629 - 2023-12-31 47,168 $240,000 -10,056
   Arista Wealth Management LLC 49 - 2023-12-31 47,128 $239,000 1,323
   H D Vest Advisory Services 1367 *New 2023-12-31 46,000 $234,000 46,000
   MIDLAND WEALTH ADVISORS LLC 180 - 2023-12-31 42,870 $218,000 0
   NBC SECURITIES INC. 732 - 2024-03-31 37,066 $214,000 1,800
   Graves-Light Private Wealth Management Inc. 170 - 2023-12-31 41,224 $209,000 0
   Stonegate Investment Group LLC - 2023-12-31 40,732 $207,000 1,144
   SYNOVUS FINANCIAL CORP 793 - 2023-12-31 39,468 $200,000 0
   NorthRock Partners LLC 370 - 2023-12-31 36,000 $183,000 0
   Sound View Wealth Advisors Group LLC 365 - 2023-12-31 35,000 $178,000 0
   Cetera Investment Advisers 2054 - 2023-12-31 34,666 $176,000 1,503
   Sheaff Brock Investment Advisors LLC 422 - 2023-12-31 34,380 $175,000 0
   Kestra Advisory Services LLC 2125 - 2023-12-31 32,803 $167,000 68
   IFG Advisory LLC 562 - 2023-12-31 31,486 $160,000 0
   Waterloo Capital L.P. 363 *New 2023-12-31 31,294 $159,000 31,294
   CIBC WORLD MARKETS INC. 1099 - 2023-12-31 31,169 $158,000 0
   CITADEL ADVISORS LLC 4536 - 2023-12-31 30,662 $156,000 6,226
   PINNACLE ASSOCIATES LTD 790 - 2023-12-31 28,642 $146,000 0
   Quad-Cities Investment Group LLC 169 - 2024-03-31 26,381 $146,000 662
   NOMURA HOLDINGS INC 920 *New 2023-12-31 27,900 $142,000 27,900
   Commonwealth Financial Services LLC 173 - 2023-12-31 27,687 $141,000 -8,302
   Kingsview Wealth Management LLC 919 - 2023-12-31 27,756 $141,000 2,476
   PEKIN SINGER STRAUSS ASSET MANAGEMENT 282 - 2023-12-31 27,228 $138,000 0
   MERCER GLOBAL ADVISORS INC /ADV 1883 - 2023-12-31 26,178 $133,000 305
   KESTRA PRIVATE WEALTH SERVICES LLC 1116 - 2023-12-31 25,926 $132,000 -4,596
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 368 - 2023-12-31 24,936 $127,000 286
   David J Yvars Group 73 - 2024-03-31 22,357 $123,000 338
   PCG Wealth Advisors LLC 101 - 2023-12-31 23,110 $117,000 0
   CAPTRUST FINANCIAL ADVISORS 2497 - 2023-12-31 22,537 $114,000 -5,130
   Vantage Financial Partners LLC 129 - 2023-12-31 22,035 $112,000 69
   Beacon Pointe Advisors LLC 1242 - 2023-12-31 22,000 $112,000 0
   CI Private Wealth LLC 2137 - 2023-12-31 21,681 $110,000 128
   LEVEL FOUR ADVISORY SERVICES LLC 737 - 2023-12-31 21,633 $110,000 -58,646
   LAIRD NORTON TYEE TRUST CO 77 *New 2023-12-31 21,533 $109,000 21,533
   MARINER WEALTH ADVISORS, LLC 2840 - 2023-12-31 20,748 $105,000 2,607
   Capital Investment Advisors LLC 586 *New 2023-12-31 19,817 $101,000 19,817
   TWO SIGMA SECURITIES LLC 961 *New 2023-12-31 19,780 $100,000 19,780
   J.W. COLE ADVISORS INC. 789 - 2023-12-31 19,675 $100,000 9,366
   HILLTOP HOLDINGS INC. 578 - 2023-12-31 19,626 $100,000 707
   BEACON INVESTMENT ADVISORY SERVICES INC. 261 - 2023-12-31 19,000 $97,000 0
   HRT FINANCIAL LLC 1720 *New 2023-12-31 19,235 $97,000 19,235
   JOHNSON INVESTMENT COUNSEL INC 698 - 2023-12-31 19,116 $97,000 5,312

  100 Records found
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