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Gabelli Equity TR Inc

CUSIP: 362397218 | 98 institutional holders

Quarters

Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020
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Institutional Holders — Q2 2021

Morgan Stanley5,106,927
0.0% of portfolio›$596
Hunting Hill Global Capital, LLC4,161,638
0.1% of portfolio›$486
Cohen & Steers, Inc.2,908,362
0.0% of portfolio›$339
Yakira Capital Management, Inc.1,088,680
0.0% of portfolio›$127
Commonwealth Equity Services, LLC980,280
0.0% of portfolio›$114
Bank of America Corp914,810
0.0% of portfolio›$106
Gamco Investors, Inc. ET AL789,006
0.0% of portfolio›$92
Sculptor Capital LP770,077
0.0% of portfolio›$89
Clough Capital Partners L P700,200
0.0% of portfolio›$82
Wells Fargo & Company666,220
0.0% of portfolio›$78
LPL Financial LLC608,339
0.0% of portfolio›$71
Live Oak Private Wealth LLC412,330
0.0% of portfolio›$48
Osaic Holdings, Inc.383,840
0.0% of portfolio›$45
UBS Group AG313,512
0.0% of portfolio›$37
Wolverine Asset Management LLC309,034
0.0% of portfolio›$36
Cetera Advisor Networks LLC275,620
0.0% of portfolio›$32
Marks Group Wealth Management, Inc236,140
0.0% of portfolio›$28
Ameriprise Financial Inc223,857
0.0% of portfolio›$26
Citadel Advisors LLC220,876
0.0% of portfolio›$26
Virtu Financial LLC219,829
0.0% of portfolio›$26
Boothbay Fund Management, LLC216,000
0.0% of portfolio›$25
Alpine Global Management, LLC216,000
0.0% of portfolio›$89
City of London Investment Management Co LTD213,548
0.0% of portfolio›$25
Marco Investment Management LLC208,340
0.0% of portfolio›$24
Raymond James Financial Services Advisors, Inc.170,890
0.0% of portfolio›$20
Raymond James & Associates155,580
0.0% of portfolio›$18
Tiedemann Wealth Management, LLC144,440
0.0% of portfolio›$17
Independent Advisor Alliance129,990
0.0% of portfolio›$15
Hollencrest Capital Management127,461
0.0% of portfolio›$15
Northern Trust Corp119,191
0.0% of portfolio›$13
Royal Bank of Canada107,428
0.0% of portfolio›$12
SIT Investment Associates Inc107,388
0.0% of portfolio›$13
Cowen and Company, LLC100,000
0.0% of portfolio›$12
Janney Montgomery Scott LLC87,530
0.0% of portfolio›$10
Cetera Investment Advisers84,400
0.0% of portfolio›$10
Goldman Sachs Group Inc70,800
0.0% of portfolio›$8
Independent Financial Group, LLC57,960
0.0% of portfolio›$6.8K
Harbor Financial Services, LLC49,890
0.0% of portfolio›$6
Private Advisor Group, LLC49,040
0.0% of portfolio›$6
Cambridge Investment Research Advisors, Inc.46,610
0.0% of portfolio›$5
Oppenheimer & Co Inc44,550
0.0% of portfolio›$5
Wedbush Securities Inc42,910
0.0% of portfolio›$5
MML Investors Services, LLC42,550
0.0% of portfolio›$5
AmeriServ Wealth Advisors30,100
0.0% of portfolio›$4
Pinnacle Associates LTD28,650
0.0% of portfolio›$3
Rockefeller Capital Management L.P.28,420
0.0% of portfolio›$3
United Asset Strategies, Inc.26,510
0.0% of portfolio›$3
Bank of Nova Scotia25,707
0.0% of portfolio›$3
Cornerstone Wealth Management, LLC25,250
0.0% of portfolio›$3
Buckingham Asset Management, LLC25,250
0.0% of portfolio›$3
Stifel Financial Corp23,601
0.0% of portfolio›$3
Pekin Hardy Strauss, Inc.23,230
0.0% of portfolio›$3
US Bancorp \de\23,190
0.0% of portfolio›$3
Platform Technology Partners21,350
0.0% of portfolio›$2
Parametric Portfolio Associates LLC20,240
0.0% of portfolio›$2
Lumature Wealth Partners, LLC20,200
0.0% of portfolio›$2
Ameritas Investment Corp20,000
0.0% of portfolio›$2
CSS LLC19,784
0.0% of portfolio›$28
B. Riley Wealth Advisors, Inc.19,781
0.0% of portfolio›$3
MidWestOne Financial Group, Inc.19,142
0.0% of portfolio›$2
Beacon Investment Advisory Services, Inc.19,000
0.0% of portfolio›$2
Steward Partners Investment Advisory, LLC18,990
0.0% of portfolio›$2
Stephens Inc18,390
0.0% of portfolio›$2
Day & Ennis, LLC18,050
0.0% of portfolio›$2
Dash Acquisitions Inc.16,690
0.0% of portfolio›$2
Truist Financial Corp14,240
0.0% of portfolio›$0
Mercer Global Advisors Inc14,190
0.0% of portfolio›$2
Clearbridge Investments, LLC13,000
0.0% of portfolio›$2
CWM, LLC12,560
0.0% of portfolio›$1
Cpcm, LLC12,500
0.0% of portfolio›$1
RDA Financial Network12,270
0.0% of portfolio›$1
Hamilton Capital, LLC11,900
0.0% of portfolio›$1
Institute for Wealth Management, Llc.11,320
0.0% of portfolio›$1
AE Wealth Management LLC10,980
0.0% of portfolio›$1
Kestra Advisory Services, LLC10,890
0.0% of portfolio›$1
Breiter Capital Management Inc10,000
0.0% of portfolio›$1
SYM Financial Corp8,170
0.0% of portfolio›$1
Fifth Third Bancorp7,941
0.0% of portfolio›$1
Benjamin F. Edwards & Company, Inc.4,900
0.0% of portfolio›$1
JPMorgan Chase & Co4,500
0.0% of portfolio›$1
Howe & Rusling Inc4,430
0.0% of portfolio›$1
Selective Wealth Management, Inc.3,370
0.0% of portfolio›$0
Salem Investment Counselors Inc3,240
0.0% of portfolio›$0
Covington Capital Management3,130
0.0% of portfolio›$0
Bessemer Group Inc2,995
0.0% of portfolio›$0
PNC Financial Services Group, Inc.2,810
0.0% of portfolio›$0
Centerpoint Advisors, LLC2,550
0.0% of portfolio›$0
Northwestern Mutual Wealth Management Co1,730
0.0% of portfolio›$0
American Portfolios Advisors1,580
0.0% of portfolio›$184
Private Capital Group, LLC1,200
0.0% of portfolio›$0
Nfsg Corp1,200
0.0% of portfolio›$0
Community Bank, N.A.1,000
0.0% of portfolio›$0
FNY Investment Advisers, LLC1,000
0.0% of portfolio›$0
Gemmer Asset Management LLC780
0.0% of portfolio›$0
Federation des caisses Desjardins du Quebec739
0.0% of portfolio›$86
Global Wealth Management Investment Advisory, Inc.430
0.0% of portfolio›$0
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Morgan Stanley
5,106,927$5960.0%CoreLowNew York, NY2021-08-23
Hunting Hill Global Capital, LLC
4,161,638$4860.1%ValueMediumNew York, NY2021-08-16
Cohen & Steers, Inc.
2,908,362$3390.0%YieldMediumNew York, NY2021-08-16
Yakira Capital Management, Inc.
1,088,680$1270.0%YieldVery HighWestport, CT2021-08-13
Commonwealth Equity Services, LLC
980,280$1140.0%ETFLowWaltham, MA2021-08-11
Bank of America Corp
914,810$1060.0%CoreLowCharlotte, NC2021-09-13
Gamco Investors, Inc. ET AL
789,006$920.0%ValueLowGreenwich, CT2021-08-13
Sculptor Capital LP
770,077$890.0%CoreHighNew York, NY2021-08-16
Clough Capital Partners L P
700,200$820.0%ValueHighBoston, MA2021-08-16
Wells Fargo & Company
666,220$780.0%CoreLowSan Francisco, CA2021-08-16
LPL Financial LLC
608,339$710.0%IndexVery LowFort Mill, SC2021-08-13
Live Oak Private Wealth LLC
412,330$480.0%ValueLowWilmington, NC2021-08-02
Osaic Holdings, Inc.
383,840$450.0%IndexLowScottsdale, AZ2021-08-02
UBS Group AG
313,512$370.0%CoreMediumZurich, Switzerland2021-08-13
Wolverine Asset Management LLC
309,034$360.0%Deep ValueVery HighChicago, IL2021-08-13
Cetera Advisor Networks LLC
275,620$320.0%N/AN/AEl Segundo, CA2021-08-13
Marks Group Wealth Management, Inc
236,140$280.0%CoreMediumMinnetonka, MN2021-08-10
Ameriprise Financial Inc
223,857$260.0%CoreMediumMinneapolis, MN2021-08-16
Citadel Advisors LLC
220,876$260.0%CoreVery HighMiami, FL2021-08-16
Virtu Financial LLC
219,829$260.0%GARPVery HighNew York, NY2021-09-17
Boothbay Fund Management, LLC
216,000$250.0%ValueVery HighNew York, NY2021-08-17
Alpine Global Management, LLC
216,000$890.0%YieldVery HighNew York, NY2021-08-13
City of London Investment Management Co LTD
213,548$250.0%YieldMediumLondon, United Kingdom2021-08-13
Marco Investment Management LLC
208,340$240.0%CoreVery LowAtlanta, GA2021-08-11
Raymond James Financial Services Advisors, Inc.
170,890$200.0%GrowthVery LowSt. Petersburg, FL2021-08-11
Raymond James & Associates
155,580$180.0%N/AN/ASt Petersburg, FL2021-08-11
Tiedemann Wealth Management, LLC
144,440$170.0%N/AN/ANew York, NY2021-08-12
Independent Advisor Alliance
129,990$150.0%CoreLowCharlotte, NC2021-08-12
Hollencrest Capital Management
127,461$150.0%ETFLowNewport Beach, CA2021-07-21
Northern Trust Corp
119,191$130.0%IndexVery LowChicago, IL2021-08-13
Royal Bank of Canada
107,428$120.0%CoreLowToronto, Australia2021-08-16
SIT Investment Associates Inc
107,388$130.0%YieldLowMinneapolis, MN2021-08-13
Cowen and Company, LLC
100,000$120.0%N/AN/ANew York, NY2021-08-13
Janney Montgomery Scott LLC
87,530$100.0%CoreLowPhiladelphia, PA2021-07-26
Cetera Investment Advisers
84,400$100.0%IndexVery LowSchaumburg, IL2021-08-13
Goldman Sachs Group Inc
70,800$80.0%CoreMediumNew York, NY2021-08-13
Independent Financial Group, LLC
57,960$6.8K0.0%GrowthLowSan Diego, CA2026-06-15
Harbor Financial Services, LLC
49,890$60.0%N/AN/AMobile, AL2021-08-09
Private Advisor Group, LLC
49,040$60.0%ETFMediumMorristown, NJ2021-08-12
Cambridge Investment Research Advisors, Inc.
46,610$50.0%ETFLowFairfield, IA2021-08-10
Oppenheimer & Co Inc
44,550$50.0%CoreLowNew York, NY2021-08-03
Wedbush Securities Inc
42,910$50.0%CoreLowPasadena, CA2021-07-27
MML Investors Services, LLC
42,550$50.0%IndexLowSpringfield, MA2021-08-13
AmeriServ Wealth Advisors
30,100$40.0%ETFVery LowJohnstown, PA2021-07-15
Pinnacle Associates LTD
28,650$30.0%CoreLowNew York, NY2021-08-02
Rockefeller Capital Management L.P.
28,420$30.0%CoreLowNew York, NY2021-08-10
United Asset Strategies, Inc.
26,510$30.0%GrowthLowGarden City, NY2021-07-19
Bank of Nova Scotia
25,707$30.0%GARPHighToronto, Australia2021-08-12
Cornerstone Wealth Management, LLC
25,250$30.0%ETFLowSt. Peters, MO2021-08-09
Buckingham Asset Management, LLC
25,250$30.0%Agg GrowthVery LowClayton, MO2021-08-06
Stifel Financial Corp
23,601$30.0%CoreLowSt. Louis, MO2021-08-13
Pekin Hardy Strauss, Inc.
23,230$30.0%ValueMediumChicago, IL2021-08-12
US Bancorp \de\
23,190$30.0%CoreLowMinneapolis, MN2021-08-05
Platform Technology Partners
21,350$20.0%CoreVery LowLocust Valley, NY2021-08-05
Parametric Portfolio Associates LLC
20,240$20.0%N/AN/ASeattle, WA2021-09-03
Lumature Wealth Partners, LLC
20,200$20.0%N/AN/AAlpharetta, GA2021-08-10
Ameritas Investment Corp
20,000$20.0%N/AN/ALincoln, NE2021-08-16
CSS LLC
19,784$280.0%Deep ValueHighChicago, IL2021-08-16
B. Riley Wealth Advisors, Inc.
19,781$30.0%GrowthLowMemphis, TN2021-08-10
MidWestOne Financial Group, Inc.
19,142$20.0%GrowthVery LowIowa City, IA2021-08-17
Beacon Investment Advisory Services, Inc.
19,000$20.0%GrowthLowMorristown, NJ2021-08-02
Steward Partners Investment Advisory, LLC
18,990$20.0%CoreLowStamford, CT2021-08-13
Stephens Inc
18,390$20.0%CoreLowLittle Rock, AR2021-08-12
Day & Ennis, LLC
18,050$20.0%N/AN/AMacon, GA2021-08-11
Dash Acquisitions Inc.
16,690$20.0%CoreLowWoodland Hills, CA2021-08-04
Truist Financial Corp
14,240$00.0%CoreLowCharlotte, NC2021-08-16
Mercer Global Advisors Inc
14,190$20.0%IndexVery LowDenver, CO2021-08-10
Clearbridge Investments, LLC
13,000$20.0%CoreMediumNew York, NY2021-08-13
CWM, LLC
12,560$10.0%GrowthVery LowOmaha, NE2021-09-15
Cpcm, LLC
12,500$10.0%N/AN/ASeattle, WA2021-08-13
RDA Financial Network
12,270$10.0%GrowthMediumAkron, IA2021-07-13
Hamilton Capital, LLC
11,900$10.0%ETFVery LowColumbus, OH2021-08-12
Institute for Wealth Management, Llc.
11,320$10.0%GrowthLowDenver, CO2021-07-21
AE Wealth Management LLC
10,980$10.0%CoreMediumTopeka, KS2021-07-21
Kestra Advisory Services, LLC
10,890$10.0%IndexLowAustin, TX2022-07-26
Breiter Capital Management Inc
10,000$10.0%N/AN/ABradenton, FL2021-07-14
SYM Financial Corp
8,170$10.0%ETFVery LowWinona Lake, IN2021-07-20
Fifth Third Bancorp
7,941$10.0%GrowthLowCincinnati, OH2021-08-06
Benjamin F. Edwards & Company, Inc.
4,900$10.0%N/AN/ASt. Louis, MO2021-08-11
JPMorgan Chase & Co
4,500$10.0%GrowthMediumNew York, NY2021-08-12
Howe & Rusling Inc
4,430$10.0%CoreLowRochester, NY2021-08-13
Selective Wealth Management, Inc.
3,370$00.0%ETFLowForest, VA2021-08-04
Salem Investment Counselors Inc
3,240$00.0%GrowthVery LowWinston-Salem, NC2021-08-17
Covington Capital Management
3,130$00.0%N/AN/ALos Angeles, CA2021-08-13
Bessemer Group Inc
2,995$00.0%CoreMediumWoodbridge, NJ2021-08-06
PNC Financial Services Group, Inc.
2,810$00.0%GrowthVery LowPittsburgh, PA2021-08-06
Centerpoint Advisors, LLC
2,550$00.0%ETFVery LowNeedham, MA2021-07-26
Northwestern Mutual Wealth Management Co
1,730$00.0%IndexVery LowMilwaukee, WI2021-08-13
American Portfolios Advisors
1,580$1840.0%N/AN/AHolbrook, NY2023-03-22
Private Capital Group, LLC
1,200$00.0%N/AN/AWest Hartford, CT2021-07-26
Nfsg Corp
1,200$00.0%GrowthMediumBoca Raton, FL2021-09-07
Community Bank, N.A.
1,000$00.0%CoreVery LowDewitt, NY2021-08-03
FNY Investment Advisers, LLC
1,000$00.0%GrowthVery HighNew York, NY2021-07-14
Gemmer Asset Management LLC
780$00.0%ETFLowWalnut Creek, CA2021-07-23
Federation des caisses Desjardins du Quebec
739$860.0%ValueMediumLevis, Austria2024-08-30
Global Wealth Management Investment Advisory, Inc.
430$00.0%CoreLowFort Lauderdale, FL2021-08-11
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2021-08-13