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Gabelli Equity Trust

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$15.1M +$2.54M +471,211 +21%
Morgan Stanley
2
Morgan Stanley
New York
$12.9M -$572K -105,849 -4%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$10.4M -$4.85M -898,609 -32%
PTC
4
Philadelphia Trust Company
Pennsylvania
$6.64M +$172K +31,860 +3%
Cohen & Steers
5
Cohen & Steers
New York
$6.28M
GI
6
GAMCO Investors
Connecticut
$4.65M
Bank of America
7
Bank of America
North Carolina
$3.79M -$577K -106,852 -13%
SFS
8
Shaker Financial Services
Virginia
$3.58M +$2.84M +525,502 +413%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.98M -$130K -24,065 -4%
LOPW
10
Live Oak Private Wealth
North Carolina
$2.82M
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.69M +$29.5K +5,469 +1%
SC
12
Scotia Capital
Ontario, Canada
$2.63M +$4.74K +878 +0.2%
Wells Fargo
13
Wells Fargo
California
$2.63M +$306K +56,639 +13%
Creative Planning
14
Creative Planning
Kansas
$2.52M +$8K +1,481 +0.3%
IAIM
15
International Assets Investment Management
Florida
$2.3M +$61.8K +11,450 +3%
UBS Group
16
UBS Group
Switzerland
$2.16M +$351K +65,056 +20%
AWM
17
Accel Wealth Management
Iowa
$1.79M +$25.9K +4,789 +1%
IFG
18
Independent Financial Group
California
$1.71M +$198K +36,685 +13%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.56M -$252K -46,672 -14%
Cerity Partners
20
Cerity Partners
New York
$1.39M -$40.9K -7,580 -3%
MGWM
21
Marks Group Wealth Management
Minnesota
$1.34M -$1.24M -229,326 -48%
AAM
22
Advisors Asset Management
Colorado
$1.17M +$66K +12,220 +6%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$1.13M -$38.3K -7,087 -3%
RJA
24
Raymond James & Associates
Florida
$1.12M -$1.06K -196 -0.1%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$1.07M +$170K +31,528 +19%