We are live on ! Find out more
GAB icon

Gabelli Equity Trust

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$22.1M +$1.84M +330,144 +10%
Morgan Stanley
2
Morgan Stanley
New York
$14.3M +$222K +39,857 +2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$10.9M -$75.9K -13,621 -0.7%
JWCA
4
J.W. Cole Advisors
Florida
$7.32M +$3M +537,971 +75%
PTC
5
Philadelphia Trust Company
Pennsylvania
$6.64M -$17.3K -3,100 -0.3%
GI
6
GAMCO Investors
Connecticut
$4.9M -$30.3K -5,430 -0.6%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.5M +$154K +27,661 +5%
Raymond James Financial
8
Raymond James Financial
Florida
$3.23M +$231K +41,437 +8%
Bank of America
9
Bank of America
North Carolina
$3.09M +$133K +23,911 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.07M +$62.2K +11,171 +2%
LOPW
11
Live Oak Private Wealth
North Carolina
$2.99M
IFG
12
Independent Financial Group
California
$2.89M +$278K +49,929 +11%
Creative Planning
13
Creative Planning
Kansas
$2.68M +$646 +116 +0%
SC
14
Scotia Capital
Ontario, Canada
$2.67M +$8.28K +1,487 +0.3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.66M +$2.25M +404,110 +762%
Wells Fargo
16
Wells Fargo
California
$2.65M -$8.4K -1,508 -0.3%
Cohen & Steers
17
Cohen & Steers
New York
$2.33M
IAIM
18
International Assets Investment Management
Florida
$2.31M
UBS Group
19
UBS Group
Switzerland
$2.21M +$200K +35,824 +10%
AWM
20
Accel Wealth Management
Iowa
$2.12M +$23.3K +4,185 +1%
GC
21
Guggenheim Capital
Illinois
$2.09M +$557K +99,982 +39%
GSWM
22
Golden State Wealth Management
California
$1.98M -$996K -178,781 -34%
SPIA
23
Steward Partners Investment Advisory
New York
$1.86M +$382K +68,549 +27%
Cerity Partners
24
Cerity Partners
New York
$1.79M +$386K +69,237 +29%
MGWM
25
Marks Group Wealth Management
Minnesota
$1.42M