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Gabelli Equity Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.8M -$537K -97,763 -4%
LPL Financial
2
LPL Financial
California
$10.4M -$890K -162,019 -7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.72M +$210K +38,228 +2%
Bank of America
4
Bank of America
North Carolina
$8.37M -$97.8K -17,795 -1%
PTC
5
Philadelphia Trust Company
Pennsylvania
$6.19M +$256K +46,650 +4%
Cohen & Steers
6
Cohen & Steers
New York
$4.46M +$1.02M +185,000 +27%
GI
7
GAMCO Investors
Connecticut
$4.34M
Creative Planning
8
Creative Planning
Kansas
$3.37M +$3.4M +619,221 +1,624%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.82M -$264K -48,092 -8%
CAN
10
Cetera Advisor Networks
California
$2.73M +$173K +31,462 +6%
LOPW
11
Live Oak Private Wealth
North Carolina
$2.64M
MGWM
12
Marks Group Wealth Management
Minnesota
$2.38M
Wells Fargo
13
Wells Fargo
California
$2.33M -$1.33M -241,510 -35%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.33M -$34.1K -6,215 -1%
UBS Group
15
UBS Group
Switzerland
$2.31M +$166K +30,182 +7%
SC
16
Scotia Capital
Ontario, Canada
$2.15M +$284K +51,691 +14%
IFG
17
Independent Financial Group
California
$1.6M +$103K +18,773 +6%
AWM
18
Accel Wealth Management
Iowa
$1.5M -$41.3K -7,509 -3%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.48M -$22.1K -4,025 -1%
RJA
20
Raymond James & Associates
Florida
$1.08M -$213K -38,726 -16%
SPIA
21
Steward Partners Investment Advisory
New York
$1.04M +$240K +43,594 +27%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$1M +$73.9K +13,456 +7%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$805K +$240K +43,680 +39%
JP Morgan Chase
24
JP Morgan Chase
New York
$778K +$683K +124,235 +453%
PAG
25
Private Advisor Group
New Jersey
$738K -$38.9K -7,080 -5%