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Gabelli Equity Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.7M -$2.2M -396,912 -15%
LPL Financial
2
LPL Financial
California
$11.5M -$276K -49,691 -2%
Bank of America
3
Bank of America
North Carolina
$10.7M -$640K -115,264 -6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.77M +$142K +25,546 +2%
PTC
5
Philadelphia Trust Company
Pennsylvania
$6.29M +$2.5K +450 +0%
GI
6
GAMCO Investors
Connecticut
$4.85M +$102K +18,361 +2%
Wells Fargo
7
Wells Fargo
California
$4.03M -$427K -76,942 -9%
BWM
8
BerganKDV Wealth Management
Minnesota
$3.41M
Cohen & Steers
9
Cohen & Steers
New York
$3.23M +$1.17M +210,100 +55%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.96M -$3.47K -625 -0.1%
LOPW
11
Live Oak Private Wealth
North Carolina
$2.82M
UBS Group
12
UBS Group
Switzerland
$2.78M +$703K +126,534 +33%
MGWM
13
Marks Group Wealth Management
Minnesota
$2.58M +$664K +119,628 +34%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.06M +$14.8K +2,669 +0.7%
CAN
15
Cetera Advisor Networks
California
$1.9M -$82.3K -14,816 -4%
AWM
16
Accel Wealth Management
Iowa
$1.72M +$97.8K +17,609 +6%
SC
17
Scotia Capital
Ontario, Canada
$1.55M +$93.9K +16,914 +6%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.43M -$94.8K -17,077 -6%
RJA
19
Raymond James & Associates
Florida
$1.28M +$18.3K +3,289 +1%
IFG
20
Independent Financial Group
California
$1.12M +$188K +33,934 +20%
AAM
21
Advisors Asset Management
Colorado
$1.06M -$19.7K -3,553 -2%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$1.05M +$4.22K +760 +0.4%
AWS
23
Atria Wealth Solutions
New York
$998K +$236K +42,477 +30%
SPIA
24
Steward Partners Investment Advisory
New York
$778K +$3.15K +568 +0.4%
Stifel Financial
25
Stifel Financial
Missouri
$701K +$4.14K +746 +0.6%