Who owns Gabelli Equity Trust?

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Analyze quarterly positions in Gabelli Equity Trust with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Gabelli Equity Trust stock

Who bought or sold Gabelli Equity Trust this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Commonwealth Equity Services 2.1M $11M 24% Dec 2023
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Bank of America Corporation 1.2M $6.2M -25% Dec 2023
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Philadelphia Trust Company 1.2M $6.1M 0% Dec 2023
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Creative Planning 534k $2.7M -19% Dec 2023
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Royal Bank of Canada 516k $2.6M -6% Dec 2023
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Live Oak Private Wealth 514k $2.8M 0% Mar 2024
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Shaker Financial Services 480k $2.4M 100% Dec 2023
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Marks Group Wealth Management 464k $2.4M 0% Dec 2023
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UBS Group 459k $2.3M 2% Dec 2023
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Scotia Capital 442k $2.2M 5% Dec 2023
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Wells Fargo & Company 434k $2.2M -5% Dec 2023
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Landscape Capital Management 429k $2.2M 100% Dec 2023
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Raymond James Financial Services Advisors 323k $1.8M 8% Mar 2024
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Advisor Group Holdings 321k $1.6M -29% Dec 2023
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Accel Wealth Management 296k $1.6M 3% Mar 2024
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Baird Financial 234k $1.2M 70% Dec 2023
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Rockefeller Capital Management 212k $1.1M 9% Dec 2023
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Wolverine Asset Management 207k $1.1M 100% Dec 2023
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Raymond James & Associates 204k $1.1M -4% Mar 2024
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Steward Partners Investment Advisory 158k $805k -22% Dec 2023
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Private Advisor 146k $740k 1% Dec 2023
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HighTower Advisors 125k $636k -2% Dec 2023
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 125k $636k 0% Dec 2023
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Atria Wealth Solutions 119k $603k -10% Dec 2023
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International Assets Investment Management 118k $640k 900% Mar 2024
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Golden State Equity Partners 116k $587k 2% Dec 2023
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Stratos Wealth Partners 115k $635k 6% Mar 2024
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Wedbush Morgan Securities 115k $584k -10% Dec 2023
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Advisory Services Network 114k $580k 0% Dec 2023
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Stifel Financial 98k $497k -13% Dec 2023
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Hollencrest Securities 96k $485k 0% Dec 2023
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IFP Advisors 88k $449k 75% Dec 2023
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Branch Banking & Trust Company 82k $414k 0% Dec 2023
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Janney Montgomery Scott 80k $408k -8% Dec 2023
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Silver Oak Securities 79k $400k 100% Dec 2023
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HCR Wealth Advisors 75k $383k 100% Dec 2023
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PFG Investments 73k $405k 100% Mar 2024
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Cambridge Investment Research Advisors 71k $392k 6% Mar 2024
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Virtu Financial 66k $337k 100% Dec 2023
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National Asset Management 65k $330k 26% Dec 2023
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Wealth Enhancement Advisory Services 61k $336k 18% Mar 2024
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Pecaut & Co. 58k $296k -15% Dec 2023
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Shulman DeMeo Asset Management 58k $322k 0% Mar 2024
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Brookstone Capital Management 54k $297k -4% Mar 2024
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Eudaimonia Partners 50k $276k 0% Mar 2024
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Valley Brook Capital Group 49k $248k 10% Dec 2023
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Great Valley Advisor Group 47k $240k -18% Dec 2023
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H D Vest Advisory Services 46k $234k 100% Dec 2023
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Midland Wealth Advisors 43k $218k 100% Dec 2023
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Stonegate Investment Group 42k $231k 3% Mar 2024
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Graves-Light Private Wealth Management 41k $209k 0% Dec 2023
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Nbc Securities 37k $214k 5% Mar 2024
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NorthRock Partners 36k $183k 0% Dec 2023
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Sound View Wealth Advisors Group 35k $178k 0% Dec 2023
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Sheaff Brock Investment Advisors 34k $175k 0% Dec 2023
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Kestra Advisory Services 33k $167k 0% Dec 2023
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IFG Advisory 32k $160k 0% Dec 2023
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Valeo Financial Advisors 31k $166k 112% Mar 2024
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Citadel Advisors 31k $156k 25% Dec 2023
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Nomura Holdings 28k $142k 100% Dec 2023
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Kingsview Wealth Management 28k $141k 10% Dec 2023
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Commonwealth Financial Services 28k $141k -23% Dec 2023
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Pekin, Singer Strauss Asset Management 27k $138k 0% Dec 2023
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Quad-Cities Investment Group 26k $146k 3% Mar 2024
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Mercer Global Advisors 26k $133k 1% Dec 2023
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Kestra Private Wealth Services 26k $132k -15% Dec 2023
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 25k $127k 1% Dec 2023
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Captrust Financial Advisors 23k $115k -19% Dec 2023
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David J Yvars Group 22k $123k 2% Mar 2024
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Vantage Financial Partners 22k $112k 0% Dec 2023
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Beacon Pointe Advisors 22k $112k 0% Dec 2023
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CI Private Wealth 22k $110k 1% Dec 2023
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Level Four Advisory Services 22k $110k -73% Dec 2023
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PCG Wealth Advisors 21k $117k -9% Mar 2024
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Mariner Wealth Advisors 21k $105k 14% Dec 2023
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Two Sigma Securities 20k $101k 100% Dec 2023
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Capital Investment Advisors 20k $109k 0% Mar 2024
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J.w. Cole Advisors 20k $100k 91% Dec 2023
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Hilltop Holdings 20k $100k 4% Dec 2023
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Hrt Financial 19k $97k 100% Dec 2023
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Johnson Investment Counsel 19k $97k 38% Dec 2023
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Beacon Investment Advisory Services 19k $97k 0% Dec 2023
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Eagle Wealth Strategies 19k $101k 0% Mar 2024
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Day & Ennis 18k $92k 0% Dec 2023
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Cascade Investment Group 18k $92k 0% Dec 2023
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Good Life Advisors 18k $90k 0% Dec 2023
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Meridian Wealth Management 18k $98k 1% Mar 2024
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Jane Street 18k $89k 7% Dec 2023
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TCG Advisory Services 17k $88k 0% Dec 2023
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Modera Wealth Management 17k $87k 0% Dec 2023
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Envestnet Portfolio Solutions 17k $85k 100% Dec 2023
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AE Wealth Management 17k $85k -41% Dec 2023
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Putnam Fl Investment Management 17k $85k 100% Dec 2023
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Cullen Investment Group 16k $87k 100% Mar 2024
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Executive Wealth Management 15k $76k 0% Dec 2023
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HPM Partners 15k $76k 21% Dec 2023
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Flynn Zito Capital Management 15k $75k 0% Dec 2023
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Buckingham Asset Management 14k $71k -32% Dec 2023
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Savant Capital Management 14k $71k 4% Dec 2023
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Wellington Shields Capital Management 14k $70k 0% Dec 2023
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Montz Harcus Wealth Management 14k $69k 3% Dec 2023
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MTM Investment Management 14k $75k 0% Mar 2024
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CoreCap Advisors 14k $69k 27% Dec 2023
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CWM 13k $73k 6% Mar 2024
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Sym Financial Corporation 13k $66k 3% Dec 2023
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Safeguard Investment Advisory Group 13k $64k 3% Dec 2023
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Financial Counselors 12k $63k -10% Dec 2023
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RDA Financial Network 12k $68k 0% Mar 2024
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Register Financial Advisors 12k $65k 2% Mar 2024
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Mutual Advisors 11k $58k 1% Dec 2023
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Jump Financial 11k $58k 100% Dec 2023
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Institute For Wealth Management 11k $57k 0% Dec 2023
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Stratos Wealth Advisors 10k $57k 0% Mar 2024
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TD Waterhouse Canada 9.8k $49k 0% Dec 2023
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Resurgent Financial Advisors 6.6k $34k 0% Dec 2023
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ICA Group Wealth Management 6.3k $32k 100% Dec 2023
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Wellington Shields & Co 5.4k $28k 0% Dec 2023
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GHP Investment Advisors 5.3k $30k 0% Mar 2024
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Benjamin F. Edwards & Company 4.9k $25k 0% Dec 2023
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Jpmorgan Chase & Co 4.8k $24k -97% Dec 2023
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Fifth Third Bancorp 4.0k $22k 0% Mar 2024
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National Bank Of Canada /fi/ 3.5k $18k 0% Dec 2023
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Principal Securities 3.5k $18k 100% Dec 2023
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Hanson McClain Advisors 2.9k $16k 100% Mar 2024
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Pnc Financial Services 2.8k $14k -14% Dec 2023
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Coppell Advisory Solutions 2.6k $13k 21% Dec 2023
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American Capital Advisory 2.5k $13k 100% Dec 2023
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Baystate Wealth Management 2.3k $12k 100% Dec 2023
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Harbour Investments 2.3k $12k 0% Dec 2023
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Oliver Lagore Vanvalin Investment Group 1.8k $8.9k 0% Dec 2023
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Geneos Wealth Management 1.7k $8.6k 0% Dec 2023
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Proequities 1.7k $8.6M 0% Dec 2023
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Us Bancorp 1.7k $8.4k 0% Dec 2023
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North Star Investment Management 1.6k $8.2k 0% Dec 2023
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Global Retirement Partners 1.6k $8.9k 3% Mar 2024
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Highlander Capital Management 1.5k $7.6k 100% Dec 2023
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SOA Wealth Advisors 1.2k $6.6k 0% Mar 2024
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M&r Capital Management 1.1k $5.4k 0% Dec 2023
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Spire Wealth Management 1.0k $5.5k 0% Mar 2024
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Community Bank 1.0k $5.1k 0% Dec 2023
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Able Wealth Management 1.0k $5.1k 100% Dec 2023
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Thomas J. Herzfeld Advisors 869.00 $4.4k -89% Dec 2023
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EverSource Wealth Advisors 741.00 $3.8k 100% Dec 2023
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Tucker Asset Management 600.00 $3.0k 0% Dec 2023
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Global Wealth Management Investment Advisory 429.00 $2.2k 0% Dec 2023
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Prestige Wealth Management Group 343.00 $1.9k 0% Mar 2024
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Hazlett, Burt & Watson 303.00 $2.0k 0% Dec 2023
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Efficient Wealth Management 283.00 $1.0k 3% Dec 2023
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Frazier Financial Advisors 210.00 $1.1k 100% Dec 2023
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Key FInancial 200.00 $1.0k 0% Dec 2023
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Who sold out of Gabelli Equity Trust?

Fund or Company Name Date Sold Shares Held Valued At
Arista Wealth Management Dec 2023 47k $239k
Ameritas Advisory Services Sep 2023 45k $227k
Gail Mannix Dec 2023 29k $146k
Koshinski Asset Management Sep 2023 22k $112k
GPS Wealth Strategies Group Sep 2023 17k $89k
Stock Yards Trust Company Sep 2023 15k $77k
Calamos Wealth Management Sep 2023 11k $56k
Cary Street Partner Investment Advisory Sep 2023 9.5k $49k
Nelson, Van Denburg & Campbell Wealth Management Sep 2023 3.8k $20k
Massmutual Trust Dec 2023 3.5k $18k
Tennessee Valley Asset Management Partners Dec 2023 1.5k $7.6k
Stonebridge Capital Advisors Sep 2023 383.00 $2.0k
Huntington National Bank Sep 2023 350.00 $1.8k