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Get Institutions for : 
Gabelli Equity Trust Inc (GAB)  
$5.33 0.03 (0.57%) as of 4:30 Thu 5/2


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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  : 
0.32 (6.39%)  




 
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
   GAMCO INVESTORS INC ET AL 351 - 2023-12-31 846,675 $4,301,000 0
   Live Oak Private Wealth LLC 60 - 2024-03-31 514,176 $2,838,000 0
   Marks Group Wealth Management Inc 106 - 2023-12-31 464,309 $2,359,000 0
   EMPIRICAL FINANCIAL SERVICES, LLC 289 - 2023-12-31 125,160 $636,000 0
   HOLLENCREST SECURITIES LLC 196 - 2023-12-31 95,533 $485,000 0
   Eudaimonia Partners LLC 206 - 2024-03-31 50,000 $276,000 0
   Graves-Light Private Wealth Management Inc. 170 - 2023-12-31 41,224 $209,000 0
   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
   Sheaff Brock Investment Advisors LLC 422 - 2023-12-31 34,380 $175,000 0
   IFG Advisory LLC 562 - 2023-12-31 31,486 $160,000 0
   CIBC WORLD MARKETS INC. 1099 - 2023-12-31 31,169 $158,000 0
   PEKIN SINGER STRAUSS ASSET MANAGEMENT 282 - 2023-12-31 27,228 $138,000 0
   Beacon Pointe Advisors LLC 1242 - 2023-12-31 22,000 $112,000 0
   EAGLE WEALTH STRATEGIES LLC 91 - 2024-03-31 18,624 $101,000 0
   BEACON INVESTMENT ADVISORY SERVICES INC. 261 - 2023-12-31 19,000 $97,000 0
   CASCADE INVESTMENT GROUP INC. 135 - 2023-12-31 18,035 $92,000 0
   Day & Ennis LLC 119 - 2023-12-31 18,050 $92,000 0
   Good Life Advisors LLC 429 - 2023-12-31 17,802 $90,000 0
   TCG Advisory Services LLC 379 - 2023-12-31 17,276 $88,000 0
   MODERA WEALTH MANAGEMENT, LLC 516 - 2023-12-31 17,061 $87,000 0
   YorkBridge Wealth Partners LLC 254 - 2022-12-31 15,000 $82,000 0
   GLENMEDE TRUST CO NA 1206 - 2023-12-31 15,473 $79,000 0
   Executive Wealth Management LLC - 2023-12-31 15,000 $76,000 0
   FLYNN ZITO CAPITAL MANAGEMENT LLC 93 - 2023-12-31 14,693 $75,000 0
   MTM Investment Management LLC 210 - 2024-03-31 13,530 $75,000 0
   WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC 271 - 2023-12-31 13,857 $70,000 0
   RDA Financial Network 223 - 2024-03-31 12,265 $68,000 0
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 480 - 2023-12-31 11,233 $57,000 0
   Stratos Wealth Advisors LLC 655 - 2024-03-31 10,248 $57,000 0
   YALE CAPITAL CORP 425 - 2023-12-31 10,700 $54,000 0
   TD Waterhouse Canada Inc. 950 - 2023-12-31 9,750 $49,000 0
   Resurgent Financial Advisors LLC 413 - 2023-12-31 6,590 $33,000 0
   GHP INVESTMENT ADVISORS INC 544 - 2024-03-31 5,344 $29,000 0
   WELLINGTON SHIELDS & CO., LLC 279 - 2023-12-31 5,428 $28,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1404 - 2023-12-31 4,900 $25,000 0
   FIFTH THIRD BANCORP 1639 - 2024-03-31 4,000 $22,000 0
   NATIONAL BANK OF CANADA /FI/ 1859 - 2023-12-31 3,542 $18,000 0
   HARBOUR INVESTMENTS INC. 2096 - 2023-12-31 2,263 $11,000 0
   COMERICA BANK 3131 - 2023-12-31 1,774 $9,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 420 - 2023-12-31 1,750 $9,000 0
   Geneos Wealth Management Inc. - 2023-12-31 1,700 $9,000 0
   PROEQUITIES INC. 1697 - 2023-12-31 1,700 $9,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 865 - 2023-12-31 1,617 $8,000 0
   US BANCORP 3342 - 2023-12-31 1,654 $8,000 0
   SOA Wealth Advisors LLC. 578 - 2024-03-31 1,200 $7,000 0
   Spire Wealth Management 1870 - 2024-03-31 1,000 $6,000 0
   CAROLINAS WEALTH CONSULTING LLC 594 - 2023-12-31 1,270 $6,000 0
   M&R CAPITAL MANAGEMENT INC 419 - 2024-03-31 1,066 $6,000 0
   Community Bank N.A. 378 - 2023-12-31 1,000 $5,000 0
   Red Cedar Capital LLC 150 - 2022-12-31 847 $5,000 0
   FIRST MANHATTAN CO 1236 - 2023-12-31 521 $3,000 0
   TUCKER ASSET MANAGEMENT LLC 713 - 2023-12-31 600 $3,000 0
   Prestige Wealth Management Group LLC 730 - 2024-03-31 343 $2,000 0
   HAZLETT BURT & WATSON INC. - 2023-12-31 303 $2,000 0
   Global Wealth Management Investment Advisory Inc. 400 - 2023-12-31 429 $2,000 0
   Parallel Advisors LLC 2951 - 2023-12-31 169 $1,000 0
   Key Financial Inc 1182 - 2023-12-31 200 $1,000 0
   FMR LLC 4819 - 2023-12-31 1 $0 0

  60 Records found
  1    
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