GABELLI EQUITY TR INC shareholder history

Current and past GABELLI EQUITY TR INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Pekin Hardy Strauss, Inc. 43430.01%0.02%0.03%Q1 2013Q3 202343
Cambridge Investment Research Advisors, Inc. 42420.00%0.01%0.10%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.00%0.01%Q2 2013Q3 202342
GAMCO INVESTORS, INC. ET AL 42420.02%0.04%0.06%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
Thomas J. Herzfeld Advisors, Inc. 42420.01%0.01%0.02%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
Creative Planning 42420.00%0.00%0.01%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
WEDBUSH SECURITIES INC 40400.02%0.05%0.23%Q4 2013Q3 202340
HighTower Advisors, LLC 40400.00%0.00%0.01%Q4 2013Q3 202340
Raymond James Financial Services Advisors, Inc. 1880.00%0.02%0.06%Q2 2013Q3 202340
HOLLENCREST CAPITAL MANAGEMENT 40400.05%0.17%0.34%Q4 2013Q3 202340
FIFTH THIRD BANCORP 23170.00%0.00%0.00%Q2 2013Q3 202340
COHEN & STEERS, INC. 2630.00%0.02%0.04%Q2 2013Q3 202339
AMERIPRISE FINANCIAL INC 39390.00%0.00%0.01%Q2 2013Q4 202239
Advisory Services Network, LLC 27120.02%0.04%0.10%Q4 2013Q3 202339
North Star Investment Management Corp. 21170.00%0.00%0.00%Q1 2014Q3 202338
OPPENHEIMER & CO INC 37370.00%0.01%0.01%Q2 2013Q2 202237
Stratos Wealth Partners, LTD. 36360.01%0.03%0.06%Q4 2014Q3 202336
Cetera Advisor Networks LLC 2210.00%0.02%0.04%Q1 2013Q3 202336
SCOTIA CAPITAL INC. 2510.00%0.01%0.02%Q2 2013Q3 202336
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
STIFEL FINANCIAL CORP 35350.00%0.00%0.00%Q1 2015Q3 202335
Private Advisor Group, LLC 21140.00%0.01%0.02%Q4 2014Q3 202335
Janney Montgomery Scott LLC 3040.00%0.00%0.01%Q3 2013Q3 202334
CITIGROUP INC 33330.00%0.00%0.00%Q2 2013Q2 202133
JPMORGAN CHASE & CO 32320.00%0.00%0.00%Q4 2015Q3 202332
Advisors Asset Management, Inc. 2480.00%0.04%0.14%Q1 2015Q2 202332
Sheaff Brock Investment Advisors, LLC 32320.02%0.07%0.15%Q4 2015Q3 202332
BANK OF MONTREAL /CAN/ 32320.00%0.00%0.00%Q2 2013Q1 202132
M&R CAPITAL MANAGEMENT INC 31310.00%0.00%0.00%Q2 2016Q4 202331
NEXT Financial Group, Inc 2460.00%0.03%0.07%Q2 2014Q4 202130
GUGGENHEIM CAPITAL LLC 2410.00%0.00%0.01%Q2 2013Q2 202230
PECAUT & CO. 29290.10%0.79%1.36%Q3 2016Q3 202329
CITY HOLDING CO 29290.00%0.01%0.01%Q4 2015Q4 202229
Bank of New York Mellon Corp 28280.00%0.00%0.00%Q2 2013Q1 202028
RAYMOND JAMES TRUST N.A. 2530.00%0.02%0.04%Q3 2014Q3 202128
BENJAMIN F. EDWARDS & COMPANY, INC. 2610.00%0.00%0.01%Q1 2014Q3 202327
First Allied Advisory Services, Inc. 27270.02%0.25%0.56%Q1 2014Q3 202027
MML INVESTORS SERVICES, LLC 27270.00%0.01%0.01%Q1 2017Q3 202327
SALEM INVESTMENT COUNSELORS INC 1980.00%0.00%0.00%Q4 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.01%Q2 2013Q4 201927
Geneos Wealth Management Inc. 2610.00%0.01%0.03%Q1 2016Q3 202327
BEACON INVESTMENT ADVISORY SERVICES, INC. 25250.01%0.01%0.02%Q3 2017Q3 202325
SUNTRUST BANKS INC 2140.00%0.00%0.00%Q2 2013Q3 201925
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.02%0.02%Q4 2017Q3 202324
Baird Financial Group, Inc. 14100.00%0.00%0.01%Q2 2017Q3 202324
Invesco Ltd. 24240.00%0.00%0.00%Q2 2013Q1 201924
THRIVENT FINANCIAL FOR LUTHERANS 2310.00%0.00%0.00%Q3 2017Q3 202324
PHILADELPHIA TRUST CO 24240.14%0.54%0.71%Q4 2017Q3 202324
Sigma Planning Corp 1820.00%0.01%0.04%Q4 2014Q1 202324
STEPHENS INC /AR/ 24240.00%0.00%0.01%Q4 2017Q3 202324
HUNTINGTON NATIONAL BANK 1510.00%0.00%0.00%Q1 2009Q3 202324
Patriot Financial Group Insurance Agency, LLC 23230.01%0.01%0.02%Q4 2016Q2 202223
Cornerstone Wealth Management, LLC 23230.01%0.05%0.33%Q3 2016Q1 202223
Quad-Cities Investment Group, LLC 23230.09%0.17%0.39%Q1 2018Q3 202323
WEST CHESTER CAPITAL ADVISORS, INC 610.07%0.32%0.84%Q2 2013Q1 202223
AE Wealth Management LLC 1840.00%0.00%0.01%Q4 2017Q3 202322
FINANCIAL COUNSELORS INC 1310.00%0.01%0.01%Q2 2016Q3 202322
Institute for Wealth Management, LLC. 2010.01%0.02%0.24%Q2 2017Q3 202322
Affiance Financial, LLC 1620.06%0.08%0.21%Q4 2014Q1 202222
B. Riley Wealth Advisors, Inc. 2010.00%0.01%0.01%Q2 2014Q3 202322
Centerpoint Advisors, LLC 22220.01%0.01%0.01%Q4 2017Q1 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
TCI Wealth Advisors, Inc. 1920.01%0.05%0.09%Q3 2015Q3 202121
Covington Capital Management 21210.00%0.00%0.00%Q3 2017Q3 202221
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1110.00%0.00%0.00%Q2 2013Q1 202321
Red Cedar Capital, LLC 21210.00%0.00%0.01%Q4 2017Q4 202221
FIRST MANHATTAN CO. LLC. 1010.00%0.00%0.00%Q4 2015Q3 202320
American Portfolios Advisors 20200.00%0.00%0.00%Q4 2017Q3 202220
Graves Light Lenhart Wealth, Inc. 20200.03%0.05%0.06%Q4 2018Q3 202320
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 1730.00%0.13%0.78%Q3 2014Q4 202120
TIEDEMANN ADVISORS, LLC 1720.00%0.04%0.13%Q1 2017Q4 202119
IFC Holdings Incorporated/FL 19190.27%0.44%0.73%Q2 2013Q4 201719
IFP Advisors, Inc 1410.00%0.03%0.11%Q4 2015Q3 202319
GREAT VALLEY ADVISOR GROUP, INC. 1810.01%0.04%0.10%Q4 2018Q3 202319
Prestige Wealth Management Group LLC 1090.00%0.00%0.00%Q4 2018Q3 202319
CWM, LLC 1180.00%0.00%0.00%Q4 2018Q3 202319
Jacobus Wealth Management, Inc. 18180.12%0.33%0.57%Q2 2013Q3 201718
Gemmer Asset Management LLC 18180.00%0.00%0.00%Q4 2017Q1 202218
Private Capital Group, LLC 18180.00%0.00%0.00%Q4 2017Q1 202218
Shulman DeMeo Asset Management LLC 990.10%0.15%0.40%Q1 2019Q3 202318
BUCKINGHAM STRATEGIC WEALTH, LLC 18180.00%0.01%0.02%Q2 2019Q3 202318
BREITER CAPITAL MANAGEMENT INC 18180.03%0.06%0.10%Q4 2017Q1 202218
Commonwealth Equity Services, Inc 18180.02%0.02%0.03%Q2 2013Q3 201718
MERCER GLOBAL ADVISORS INC /ADV 1350.00%0.00%0.01%Q1 2019Q3 202318
NewEdge Advisors, LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1710.01%0.05%0.07%Q2 2018Q3 202318
Bruderman Asset Management, LLC 18180.02%0.02%0.04%Q1 2015Q2 201918
BerganKDV Wealth Management, LLC 980.02%0.25%0.60%Q1 2016Q2 202317
MidWestOne Financial Group, Inc. 17170.02%0.03%0.04%Q2 2019Q2 202317
Global Wealth Management Investment Advisory, Inc. 1520.00%0.01%0.06%Q4 2018Q3 202317
Day & Ennis, LLC 1210.04%0.05%0.06%Q1 2019Q3 202317
Yakira Capital Management, Inc. 1510.03%0.97%2.75%Q3 2014Q3 202116
FineMark National Bank & Trust 880.00%0.04%0.10%Q2 2013Q2 201816
PEAPACK GLADSTONE FINANCIAL CORP 16160.00%0.01%0.01%Q1 2017Q4 202016
TRUIST FINANCIAL CORP 16160.00%0.00%0.00%Q4 2019Q3 202316
NorthRock Partners, LLC 16160.02%0.02%0.02%Q4 2019Q3 202316
ACCURATE INVESTMENT SOLUTIONS, INC. 16160.01%0.01%0.02%Q4 2015Q3 201916
Stockman Wealth Management, Inc. 16160.05%0.07%0.11%Q3 2016Q2 202016
Karpus Management, Inc. 1150.01%1.14%2.11%Q3 2014Q4 201816
COMMERCE BANK 16160.00%0.00%0.00%Q1 2013Q4 201616
Advisor Group, Inc. 15150.01%0.02%0.03%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
MSI Financial Services Inc 15150.00%0.01%0.04%Q2 2013Q4 201615
Rockefeller Capital Management L.P. 15150.00%0.01%0.01%Q1 2020Q3 202315
SYNOVUS FINANCIAL CORP 15150.00%0.00%0.00%Q1 2020Q3 202315
WFG Advisors, LP 14140.00%0.00%0.01%Q2 2013Q3 201614
Family Management Corp 14140.03%0.05%0.06%Q4 2016Q1 202014
Tower Research Capital LLC (TRC) 410.00%0.00%0.03%Q2 2013Q3 202314
Live Oak Private Wealth LLC 14140.56%0.66%0.75%Q2 2020Q3 202314
MONROE BANK & TRUST/MI 620.01%0.01%0.02%Q4 2014Q2 201914
Community Bank, N.A. 14140.00%0.00%0.00%Q2 2020Q3 202314
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1010.00%0.00%0.00%Q4 2018Q3 202314
Selective Wealth Management, Inc. 1310.01%0.08%0.80%Q3 2018Q3 202214
Citadel Advisors 410.00%0.00%0.00%Q2 2013Q3 202314
Front Street Capital Management, Inc. 810.01%0.03%0.04%Q2 2016Q4 202014
PINNACLE ASSOCIATES LTD 14140.00%0.00%0.00%Q2 2020Q3 202314
Aries Wealth Management 13130.04%0.06%0.09%Q4 2017Q4 202013
Marks Group Wealth Management, Inc 13130.11%0.27%0.35%Q3 2020Q3 202313
Key FInancial Inc 1210.00%0.00%0.00%Q1 2020Q3 202313
CLOUGH CAPITAL PARTNERS L P 1010.01%0.09%0.16%Q4 2014Q3 202113
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.01%0.01%0.03%Q3 2020Q3 202313
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q4 2015Q2 202313
Cetera Investment Advisers 1210.00%0.01%0.04%Q4 2015Q3 202313
Capital Square, LLC 610.07%0.08%0.10%Q4 2019Q2 202313
Kestra Advisory Services, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
Valley Brook Capital Group, Inc. 12120.10%0.18%0.24%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
RDA Financial Network 12120.03%0.03%0.04%Q4 2020Q3 202312
Brookstone Capital Management 1020.00%0.00%0.01%Q2 2015Q3 202312
J.P. Morgan Private Wealth Advisors LLC 1110.00%0.01%0.01%Q4 2014Q3 202312
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
Koshinski Asset Management, Inc. 12120.01%0.02%0.03%Q4 2020Q3 202312
Safeguard Investment Advisory Group, LLC 12120.03%0.05%0.08%Q4 2020Q3 202312
MTM Investment Management, LLC 12120.04%0.04%0.05%Q4 2020Q3 202312
MUFG Americas Holdings Corp 12120.00%0.00%0.00%Q4 2010Q3 201312
RMB Capital Management, LLC 710.00%0.02%0.04%Q1 2015Q2 201912
ENVESTNET ASSET MANAGEMENT INC 410.00%0.00%0.00%Q1 2014Q3 202311
Qube Research & Technologies Ltd 830.00%0.00%0.01%Q2 2020Q3 202311
Shaker Financial Services, LLC 510.16%1.16%2.17%Q4 2014Q4 202111
Simplicity Solutions, LLC 740.00%0.01%0.01%Q4 2017Q4 202011
Golden State Wealth Management, LLC 710.01%0.39%0.87%Q1 2019Q1 202211
ISTHMUS PARTNERS, LLC 910.01%0.03%0.19%Q3 2016Q2 202111
Clearview Wealth Advisors LLC 11110.01%0.02%0.02%Q4 2020Q2 202311
Steward Partners Investment Advisory, LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
ClearBridge Investments 11110.00%0.00%0.00%Q4 2020Q2 202311
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1010.00%0.06%0.20%Q4 2014Q4 201711
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 830.01%0.02%0.03%Q4 2018Q3 202111
TRUE Private Wealth Advisors 910.00%0.01%0.01%Q3 2018Q4 202111
HOWE & RUSLING INC 830.00%0.00%0.01%Q1 2018Q3 202211
Eudaimonia Partners, LLC 650.06%0.08%0.12%Q4 2019Q3 202311
NORTHSTAR WEALTH PARTNERS LLC 10100.10%0.23%0.33%Q1 2018Q2 202010
Accel Wealth Management 10100.35%0.85%1.12%Q2 2021Q3 202310
TRUSTCORE FINANCIAL SERVICES, LLC 640.00%0.00%0.00%Q4 2017Q2 202010
Sowell Financial Services LLC 10100.00%0.01%0.03%Q3 2019Q4 202110
FormulaFolio Investments, LLC 10100.00%0.01%0.02%Q2 2018Q3 202010
EULAV Asset Management 640.00%0.01%0.01%Q1 2015Q3 201810
Smith Affiliated Capital Corp. 910.00%0.01%0.05%Q2 2011Q2 201410
Virtu KCG Holdings LLC 510.00%0.00%0.01%Q2 2014Q2 201710
D.A. DAVIDSON & CO. 820.00%0.01%0.01%Q2 2013Q2 201710
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
FMR LLC 310.00%0.00%0.00%Q3 2018Q3 202310
BESSEMER GROUP INC 720.00%0.00%0.00%Q1 2014Q2 20229
Venture Visionary Partners LLC 990.00%0.00%0.01%Q2 2021Q2 20239
Texas Yale Capital Corp. 990.00%0.00%0.00%Q3 2021Q3 20239
B. Riley Wealth Management, Inc. 990.00%0.02%0.04%Q2 2020Q2 20229
SYM FINANCIAL Corp 810.01%0.02%0.03%Q2 2021Q3 20239
Stratos Wealth Advisors, LLC 990.00%0.01%0.01%Q3 2021Q3 20239
Capital Analysts, LLC 990.01%0.02%0.02%Q2 2013Q2 20159
LEVEL FOUR ADVISORY SERVICES, LLC 880.03%0.03%0.04%Q4 2021Q3 20238
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Larson Financial Group LLC 710.00%0.01%0.06%Q4 2018Q3 20228
PCG Wealth Advisors, LLC 880.08%0.10%0.14%Q4 2021Q3 20238
LINCOLN NATIONAL CORP 710.00%0.00%0.00%Q3 2020Q3 20228
Ranch Capital Advisors Inc. 880.01%0.01%0.01%Q4 2019Q3 20218
Avion Wealth 880.00%0.00%0.00%Q4 2021Q3 20238
DELTA ASSET MANAGEMENT LLC/TN 880.00%0.00%0.00%Q1 2014Q4 20158
Equitable Holdings, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 880.06%0.10%0.15%Q4 2021Q3 20238
Anchor Investment Management, LLC 710.00%0.00%0.00%Q1 2016Q2 20208
Platform Technology Partners 320.04%0.13%0.45%Q2 2020Q3 20238
BNP PARIBAS FINANCIAL MARKETS 710.00%0.00%0.02%Q3 2013Q4 20178
CIBC WORLD MARKET INC. 880.00%0.00%0.00%Q4 2021Q3 20238
CAROLINAS WEALTH CONSULTING LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Laidlaw Wealth Management LLC 710.07%0.09%0.11%Q4 2020Q2 20238
Ameritas Advisory Services, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Clear Perspective Advisors, LLC 710.00%0.03%0.05%Q4 2016Q2 20198
Savant Capital, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
NORTHERN TRUST CORP 610.00%0.00%0.00%Q1 2016Q3 20228
Dash Acquisitions Inc. 880.06%0.08%0.10%Q2 2021Q1 20238
Virtu Financial LLC 210.00%0.01%0.03%Q3 2018Q2 20238
Montz Harcus Wealth Management LLC 880.06%0.07%0.07%Q4 2021Q3 20238
Gary Goldberg Planning Services Inc 880.03%0.04%0.06%Q1 2013Q4 20148
Americana Partners, LLC 770.01%0.02%0.04%Q3 2021Q1 20237
DOLIVER ADVISORS, LP 210.03%0.22%0.87%Q4 2014Q3 20217
Riggs Asset Managment Co. Inc. 770.01%0.01%0.01%Q1 2018Q3 20197
Rehmann Capital Advisory Group 770.00%0.00%0.01%Q1 2018Q3 20197
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.01%0.02%Q2 2013Q4 20147
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.00%Q3 2016Q2 20217
CX Institutional 770.01%0.04%0.08%Q2 2018Q4 20197
David J Yvars Group 770.09%0.12%0.19%Q1 2022Q3 20237
FLYNN ZITO CAPITAL MANAGEMENT, LLC 520.05%0.11%0.21%Q4 2021Q3 20237
GHP Investment Advisors, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
REGIONS FINANCIAL CORP 770.00%0.00%0.00%Q3 2017Q1 20197
PRIMORIS WEALTH ADVISORS, LLC 770.09%0.11%0.16%Q4 2021Q2 20237
TWO SIGMA SECURITIES, LLC 210.00%0.02%0.10%Q1 2016Q4 20227
WEALTHSOURCE PARTNERS, LLC 770.01%0.02%0.03%Q3 2016Q1 20187
FIRSTMERIT BANK N A TRUSTEE 770.01%0.01%0.01%Q1 2014Q3 20157
NATIONAL PLANNING CORP 610.01%0.02%0.05%Q3 2013Q4 20157
THOMPSON DAVIS & CO., INC. 770.04%0.08%0.14%Q1 2017Q3 20187
PRIVATE TRUST CO NA 770.01%0.02%0.02%Q1 2013Q3 20147
JANE STREET GROUP, LLC 210.00%0.00%0.00%Q1 2014Q3 20237
Atria Wealth Solutions, Inc. 770.01%0.02%0.02%Q1 2022Q3 20237
Mariner, LLC 510.00%0.00%0.00%Q1 2022Q3 20236
CSS LLC/IL 660.04%0.04%0.05%Q4 2017Q1 20196
Stonegate Investment Group, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Lumature Wealth Partners, LLC 660.06%0.07%0.12%Q4 2020Q1 20226
ICA Group Wealth Management, LLC 660.00%0.01%0.02%Q1 2022Q2 20236
Weiss Asset Management LP 210.00%0.10%0.48%Q4 2015Q2 20206
PEOPLES FINANCIAL SERVICES CORP. 660.01%0.01%0.02%Q4 2013Q1 20156
IHT Wealth Management, LLC 660.00%0.06%0.14%Q4 2016Q1 20186
Insight Advisors, LLC/ PA 660.02%0.03%0.03%Q4 2020Q1 20226
Bickling Financial Services, Inc. 660.03%0.04%0.04%Q2 2021Q3 20226
SMITH, MOORE & CO. 330.01%0.01%0.02%Q1 2018Q1 20226
Parallel Advisors, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
TD Waterhouse Canada Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20146
QCI ASSET MANAGEMENT INC/NY 660.00%0.00%0.01%Q2 2020Q3 20216
Addison Advisors LLC 510.00%0.00%0.01%Q4 2020Q2 20226
1832 Asset Management L.P. 420.00%0.01%0.01%Q3 2015Q1 20186
PFS Partners, LLC 660.00%0.00%0.00%Q4 2021Q1 20236
CORNERSTONE ADVISORS INC 510.01%0.51%0.99%Q4 2014Q4 20176
Kelman-Lazarov, Inc. 330.05%0.06%0.06%Q1 2016Q4 20176
GPS Wealth Strategies Group, LLC 660.02%0.02%0.03%Q2 2022Q3 20236
Good Life Advisors, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
DAVIS R M INC 420.00%0.00%0.01%Q1 2015Q3 20186
JOHNSON INVESTMENT COUNSEL INC 420.00%0.00%0.01%Q3 2016Q3 20236
ATWOOD & PALMER INC 510.00%0.00%0.01%Q3 2017Q4 20226
GLENMEDE TRUST CO NA 550.00%0.00%0.00%Q3 2022Q3 20235
Accurate Wealth Management, LLC 320.02%0.04%0.07%Q1 2022Q2 20235
ROBINSON CAPITAL MANAGEMENT, LLC 550.11%0.16%0.22%Q4 2015Q4 20165
Plancorp, LLC 550.01%0.01%0.01%Q3 2021Q3 20225
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 320.01%0.01%0.01%Q1 2017Q2 20185
Wellington Shields & Co., LLC 550.01%0.01%0.01%Q3 2022Q3 20235
MANCHESTER FINANCIAL INC 550.02%0.03%0.03%Q3 2021Q3 20225
Ahrens Investment Partners LLC 310.01%0.04%0.14%Q4 2018Q1 20235
BRINKER CAPITAL INC 410.04%0.05%0.06%Q1 2017Q3 20185
Wellington Shields Capital Management, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
TimeScale Financial, Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
HM PAYSON & CO 550.00%0.00%0.00%Q2 2019Q2 20205
CoreCap Advisors, LLC 550.01%0.01%0.01%Q4 2021Q4 20225
INVESTMENT CENTERS OF AMERICA INC 310.01%0.01%0.02%Q3 2013Q3 20175
GOLDMAN SACHS GROUP INC 210.00%0.00%0.00%Q2 2013Q2 20235
Perkins Coie Trust Co 550.00%0.00%0.00%Q1 2015Q1 20165
Royal Fund Management, LLC 550.00%0.00%0.00%Q1 2019Q1 20205
Coppell Advisory Solutions LLC 410.00%0.03%0.10%Q4 2020Q3 20235
Avior Wealth Management, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
TCG Advisory Services, LLC 550.01%0.02%0.02%Q3 2022Q3 20235
SG Americas Securities, LLC 210.00%0.00%0.01%Q4 2013Q1 20165
Global Financial Private Capital, Inc 410.00%0.00%0.00%Q4 2017Q1 20195
Jentner Corp 550.06%0.07%0.08%Q1 2019Q1 20205
SIT INVESTMENT ASSOCIATES INC 310.00%0.02%0.04%Q2 2013Q4 20175
CAPTRUST FINANCIAL ADVISORS 550.00%0.00%0.00%Q3 2022Q3 20235
Alpha Cubed Investments, LLC 550.03%0.04%0.05%Q2 2016Q2 20175
Freedom Investment Management, Inc. 550.00%0.01%0.01%Q3 2017Q3 20185
High Net Worth Advisory Group LLC 550.01%0.01%0.01%Q4 2021Q4 20225
Meridian Wealth Management, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Moors & Cabot, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
OTA Financial Group L.P. 210.10%0.55%2.09%Q4 2016Q4 20195
Bartlett & Co. LLC 220.00%0.00%0.00%Q2 2019Q2 20204
CASCADE INVESTMENT GROUP, INC. 440.09%0.10%0.10%Q4 2022Q3 20234
Modera Wealth Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
WealthTrust Fairport, LLC 310.01%0.02%0.03%Q3 2014Q3 20164
Elite Wealth Management, Inc. 440.02%0.02%0.02%Q4 2013Q3 20144
Financial Gravity Asset Management, Inc. 310.00%0.01%0.01%Q1 2018Q2 20194
Newbridge Financial Services Group, Inc. 440.01%0.01%0.01%Q3 2020Q2 20214
Global Retirement Partners, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 310.01%0.60%1.01%Q1 2022Q1 20234
OLIVER LAGORE VANVALIN INVESTMENT GROUP 440.00%0.00%0.00%Q4 2022Q3 20234
NINE MASTS CAPITAL Ltd 440.08%0.12%0.17%Q2 2015Q1 20164
Resurgent Financial Advisors LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Wealthcare Advisory Partners LLC 310.00%0.01%0.01%Q1 2020Q1 20214
Arista Wealth Management, LLC 440.09%0.12%0.15%Q4 2022Q3 20234
Savior LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Integrated Wealth Management 440.00%0.00%0.00%Q1 2015Q4 20154
LEVEL FOUR FINANCIAL, LLC 440.14%0.15%0.16%Q4 2020Q3 20214
Brinker Capital Investments, LLC 440.00%0.00%0.00%Q1 2019Q4 20194
Register Financial Advisors LLC 440.04%0.04%0.05%Q4 2022Q3 20234
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q2 2016Q2 20234
BANK OF NOVA SCOTIA 210.00%0.01%0.02%Q4 2015Q4 20184
Fisher Asset Management, LLC 440.00%0.00%0.00%Q4 2015Q3 20164
Concert Wealth Management Inc. 440.01%0.01%0.02%Q2 2016Q1 20174
Arlington Partners LLC 440.00%0.01%0.01%Q2 2019Q1 20204
BOSTON PRIVATE BANK & TRUST CO 440.00%0.00%0.00%Q4 2013Q3 20144
Index Management Solutions, LLC 440.21%0.32%0.48%Q1 2014Q4 20144
CREDIT SUISSE AG/ 210.00%0.00%0.00%Q3 2014Q2 20213
HB Wealth Management, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
BARCLAYS PLC 330.00%0.00%0.00%Q1 2021Q3 20213
1607 Capital Partners, LLC 210.06%0.13%0.22%Q4 2016Q2 20183
VALLEY NATIONAL ADVISERS INC 330.00%0.00%0.00%Q2 2021Q4 20213
Ausdal Financial Partners, Inc. 210.02%0.03%0.03%Q4 2015Q1 20183
Antonetti Capital Management LLC 330.02%0.03%0.03%Q4 2013Q2 20143
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 210.02%0.02%0.02%Q3 2016Q3 20233
Joel Isaacson & Co., LLC 330.00%0.00%0.00%Q1 2016Q3 20163
Gradient Investments LLC 210.00%0.00%0.01%Q2 2013Q1 20153
Connecticut Wealth Management, LLC 330.03%0.03%0.04%Q3 2020Q1 20213
Missouri Trust & Investment Co 330.00%0.00%0.00%Q4 2021Q2 20223
Community Financial Services Group, LLC 330.03%0.03%0.03%Q2 2016Q4 20163
Crestwood Advisors Group, LLC 330.01%0.02%0.02%Q3 2017Q1 20183
Beacon Capital Management, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Executive Wealth Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Ameritas Investment Company, LLC 330.02%0.02%0.02%Q1 2021Q3 20213
United Asset Strategies, Inc. 210.03%0.05%0.08%Q4 2013Q3 20143
FLAGSHIP HARBOR ADVISORS, LLC 330.01%0.01%0.01%Q2 2018Q4 20183
YorkBridge Wealth Partners, LLC 330.02%0.02%0.02%Q2 2022Q4 20223
ASPIRIANT, LLC 330.01%0.01%0.01%Q3 2018Q1 20193
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
Windsor Capital Management, LLC 330.01%0.01%0.01%Q2 2013Q4 20133
Raleigh Capital Management Inc. 330.00%0.00%0.00%Q1 2022Q3 20223
Vantage Financial Partners, LLC 330.03%0.04%0.04%Q1 2023Q3 20233
Western Wealth Management, LLC 330.00%0.00%0.01%Q1 2022Q3 20223
Capital Wealth Planning, LLC 210.02%0.02%0.02%Q2 2019Q1 20203
J.W. COLE ADVISORS, INC. 210.00%0.14%0.41%Q3 2020Q3 20233
GSA CAPITAL PARTNERS LLP 210.01%0.01%0.02%Q1 2017Q3 20193
WOLVERINE ASSET MANAGEMENT LLC 110.00%0.00%0.01%Q1 2015Q4 20223
Jane Street Holding, LLC 330.00%0.01%0.01%Q2 2013Q4 20133
Csenge Advisory Group 220.00%0.00%0.00%Q2 2023Q3 20232
WMS Partners, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
GFS Advisors, LLC 220.05%0.05%0.05%Q4 2014Q1 20152
Homrich & Berg 220.00%0.00%0.00%Q2 2021Q3 20212
SII INVESTMENTS INC/WI 110.01%0.01%0.02%Q2 2013Q3 20142
PENSECO FINANCIAL SERVICES CORP 220.01%0.01%0.02%Q2 2013Q3 20132
Bulldog Investors, LLP 110.11%0.17%0.24%Q3 2014Q4 20172
STATE OF WISCONSIN INVESTMENT BOARD 220.00%0.00%0.01%Q1 2016Q2 20162
White Lighthouse Investment Management Inc. 220.03%0.03%0.04%Q3 2021Q4 20212
Corient Private Wealth LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Golden State Equity Partners 220.16%0.18%0.19%Q2 2023Q3 20232
Copperwynd Financial, LLC 220.05%0.05%0.06%Q2 2018Q3 20182
CNB Bank 110.00%0.00%0.01%Q1 2021Q3 20212
Polaris Wealth Advisory Group, LLC 110.00%0.01%0.01%Q2 2016Q3 20182
Pinnacle Summer Investments, Inc. 220.00%0.00%0.00%Q4 2013Q1 20142
Measured Wealth Private Client Group, LLC 220.22%0.23%0.24%Q2 2019Q3 20192
Cerity Partners LLC 110.00%0.00%0.00%Q1 2023Q3 20232
HBK Sorce Advisory LLC 220.00%0.00%0.00%Q3 2022Q4 20222
LOEB PARTNERS CORP 220.01%0.16%0.31%Q4 2018Q1 20192
Enterprise Bank & Trust Co 220.12%0.14%0.16%Q1 2019Q2 20192
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Laurion Capital Management LP 110.00%0.00%0.01%Q4 2016Q4 20172
Kore Private Wealth LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Cable Hill Partners, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
RIVERNORTH CAPITAL MANAGEMENT, LLC 220.08%0.30%0.53%Q4 2017Q1 20182
Calamos Wealth Management LLC 220.00%0.00%0.01%Q2 2023Q3 20232
KEYBANK NATIONAL ASSOCIATION/OH 220.00%0.00%0.00%Q4 2014Q1 20152
Summit Financial Strategies, Inc. 220.01%0.01%0.02%Q3 2021Q4 20212
San Luis Wealth Advisors LLC 110.07%0.12%0.18%Q3 2021Q1 20222
Mutual Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
PATTEN & PATTEN INC/TN 220.02%0.02%0.02%Q3 2017Q4 20172
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q1 2022Q3 20232
Sunbelt Securities, Inc. 220.04%0.04%0.04%Q3 2019Q4 20192
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q1 2020Q4 20232
Catamount Wealth Management 220.01%0.01%0.01%Q2 2018Q3 20182
Integrated Wealth Concepts LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Jolley Asset Management, LLC 221.38%1.40%1.43%Q4 2019Q1 20202
Donald L. Hagan, LLC 110.02%0.02%0.02%Q3 2015Q1 20162
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Coppell Advisory Solutions Corp. 220.00%0.02%0.03%Q4 2022Q1 20232
SEI INVESTMENTS CO 220.00%0.00%0.00%Q4 2017Q1 20182
Foundations Investment Advisors, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Asset Planning Services, Ltd. 220.00%0.00%0.00%Q1 2018Q2 20182
IFG Advisory, LLC 220.01%0.02%0.02%Q2 2023Q3 20232
BLAIR WILLIAM & CO/IL 220.00%0.00%0.00%Q2 2018Q3 20182
HSBC HOLDINGS PLC 110.00%0.00%0.00%Q4 2017Q4 20171
Capital Advisory Group Advisory Services, LLC 110.05%0.05%0.05%Q3 2022Q3 20221
OneDigital Investment Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Allworth Financial LP 110.00%0.00%0.00%Q1 2023Q1 20231
NWAM LLC 110.33%0.33%0.33%Q2 2012Q2 20121
HRT FINANCIAL LP 110.00%0.00%0.00%Q3 2019Q3 20191
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Ground Swell Capital, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
B, B, H, & B INC. 110.02%0.02%0.02%Q4 2020Q4 20201
Blue Trust, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
BlackRock Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
Financial Architects, Inc 110.00%0.00%0.00%Q4 2019Q4 20191
Hamilton Capital, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Elequin Capital, LP 110.17%0.17%0.17%Q4 2022Q4 20221
CENTAURUS FINANCIAL, INC. 110.08%0.08%0.08%Q2 2018Q2 20181
Telos Capital Management, Inc. 110.01%0.01%0.01%Q1 2020Q1 20201
HAZLETT, BURT & WATSON, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Oak Point Wealth Management 110.55%0.55%0.55%Q1 2018Q1 20181
Haverford Trust Co 110.01%0.01%0.01%Q1 2014Q1 20141
Sandy Spring Bank 110.00%0.00%0.00%Q3 2018Q3 20181
CENTRAL TRUST Co 110.00%0.00%0.00%Q1 2020Q1 20201
Lebenthal Holdings,LLC 110.09%0.09%0.09%Q4 2014Q4 20141
Castle Financial & Retirement Planning Associates, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
Beacon Pointe Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Ford Financial Group, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Cetera Advisors LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Capital Investment Advisors, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
EdgeRock Capital LLC 110.01%0.01%0.01%Q3 2022Q3 20221
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q3 2013Q3 20131
CWA Asset Management Group, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
FIRST MERCHANTS CORP 110.01%0.01%0.01%Q3 2019Q3 20191
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q4 2019Q4 20191
BLUEFIN CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Commonwealth Financial Services, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Paragon Wealth Strategies, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Capital Directions Investment Advisors, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Squar Milner Financial Services LLC 110.05%0.05%0.05%Q2 2018Q2 20181
HORIZON FINANCIAL SERVICES, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
WESPAC Advisors SoCal, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q4 2015Q4 20151
Strategic Investment Advisors / MI 110.03%0.03%0.03%Q1 2021Q1 20211
Magnus Financial Group LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Del Mar Asset Management, LP 113.72%3.72%3.72%Q3 2014Q3 20141
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q1 2015Q1 20151
PrairieView Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Kovack Advisors, Inc. 110.01%0.01%0.01%Q3 2020Q3 20201
Reby Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Hilltop Holdings Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
GEODE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Hunting Hill Global Capital, LLC 111.24%1.24%1.24%Q3 2021Q3 20211
Cornell Pochily Investment Advisors, Inc. 110.08%0.08%0.08%Q2 2019Q2 20191
COHEN & STEERS CAPITAL MANAGEMENT INC 110.03%0.03%0.03%Q1 2015Q1 20151
Mach-1 Financial Group, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
WASHINGTON TRUST BANK 110.00%0.00%0.00%Q4 2017Q4 20171
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q1 2022Q1 20221
WC Walker & Associates, Inc. 110.04%0.04%0.04%Q4 2020Q4 20201
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q2 2014Q2 20141
Sound View Wealth Advisors Group, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Wealth Alliance Advisory Group, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Conrad Siegel Investment Advisors, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
Squarepoint Ops LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Shepherd Financial Partners LLC 110.02%0.02%0.02%Q2 2020Q2 20201
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
RETIREMENT DESIGN & MANAGEMENT INC /ADV 110.06%0.06%0.06%Q4 2014Q4 20141
Financial Gravity Companies, Inc. 110.01%0.01%0.01%Q1 2018Q1 20181
ETRADE Capital Management LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.01%0.01%0.01%Q2 2016Q2 20161
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 110.02%0.02%0.02%Q3 2014Q3 20141
CHURCHILL MANAGEMENT Corp 110.00%0.00%0.00%Q4 2019Q4 20191
XTX Topco Ltd 110.04%0.04%0.04%Q1 2021Q1 20211
GOULD ASSET MANAGEMENT LLC /CA/ 110.04%0.04%0.04%Q3 2017Q3 20171
Oliver Luxxe Assets LLC 110.06%0.06%0.06%Q3 2016Q3 20161
CALTON & ASSOCIATES, INC. 110.02%0.02%0.02%Q4 2017Q4 20171
Cribstone Capital Management, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
GIRARD PARTNERS LTD. 110.01%0.01%0.01%Q3 2018Q3 20181
Neuberger Berman Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
WealthOne, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Cooper Financial Group 110.03%0.03%0.03%Q4 2020Q4 20201
Altus Wealth Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
BSW Wealth Partners 110.04%0.04%0.04%Q2 2017Q2 20171
Filbrandt Wealth Management, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Meridian Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
JEPPSON WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.02%0.02%0.02%Q4 2022Q4 20221
Kingsview Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Asset Dedication, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
MONTAG A & ASSOCIATES INC 110.01%0.01%0.01%Q4 2020Q4 20201
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
STOCK YARDS BANK & TRUST CO 110.00%0.00%0.00%Q3 2023Q3 20231
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Dakota Wealth Management 110.09%0.09%0.09%Q3 2018Q3 20181
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Joseph P. Lucia & Associates, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Independent Advisor Alliance 110.06%0.06%0.06%Q4 2019Q4 20191
External links

This page lists all the filers that currently own GABELLI EQUITY TR INC or have owned GABELLI EQUITY TR INC in the past.