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GABELLI EQUITY TR INC
GABELLI EQUITY TR INC. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 90 Institutional holders with a total value of $100,049,608.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 339 2,000 0.00%
2 WFG Advisors, LP 905 5,000 0.00%
3 WEALTHPLAN PARTNERS, LLC 914 5,064 0.01%
4 Joel Isaacson & Co., LLC 1,072 6,000 0.01%
5 ANCHOR INVESTMENT MANAGEMENT, LLC 1,233 6,954 0.01%
6 North Star Investment Management Corp. 1,617 9,000 0.01%
7 M&R CAPITAL MANAGEMENT INC 1,981 11,000 0.01%
8 GIERL AUGUSTINE INVESTMENT MANAGEMENT INC 2,584 15,000 0.01%
9 CITY HOLDING CO 3,030 17,000 0.02%
10 Thomas J. Herzfeld Advisors, Inc. 3,991 23,000 0.02%
11 JPMORGAN CHASE & CO 4,500 25,000 0.02%
12 ISTHMUS PARTNERS, LLC 5,210 28,000 0.03%
13 CITIGROUP INC 5,382 30,000 0.03%
14 US BANCORP \DE\ 6,376 36,000 0.04%
15 FIRST MANHATTAN CO. LLC. 7,116 40,000 0.04%
16 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 10,000 56,000 0.06%
17 Community Financial Services Group, LLC 10,247 58,000 0.06%
18 Concert Wealth Management Inc. 10,806 61,000 0.06%
19 COMMERCE BANK 11,050 63,000 0.06%
20 BRUDERMAN ASSET MANAGEMENT, LLC 11,700 66,000 0.07%
21 MILLENNIUM MANAGEMENT LLC 12,567 71,000 0.07%
22 WEALTHSOURCE PARTNERS, LLC 12,512 71,000 0.07%
23 ROYAL BANK OF CANADA 12,894 72,000 0.07%
24 FIFTH THIRD BANCORP 13,788 78,000 0.08%
25 OLIVER LUXXE ASSETS LLC 14,213 80,000 0.08%
26 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 14,560 82,000 0.08%
27 FRONT STREET CAPITAL MANAGEMENT, INC. 14,468 82,000 0.08%
28 Fisher Asset Management, LLC 15,543 88,000 0.09%
29 AmeriServ Wealth Advisors 15,820 89,000 0.09%
30 Janney Montgomery Scott LLC 15,700 89,000 0.09%
31 SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,022 90,000 0.09%
32 KELMAN-LAZAROV, INC. 16,713 92,590 0.09%
33 BERGANKDV WEALTH MANAGEMENT, LLC 17,090 96,000 0.10%
34 PECAUT & CO. 17,243 97,000 0.10%
35 Stockman Wealth Management, Inc. 18,000 102,000 0.10%
36 GENEOS WEALTH MANAGEMENT INC. 18,158 102,000 0.10%
37 Cetera Advisor Networks LLC 18,420 104,000 0.10%
38 Advisory Services Network, LLC 18,560 105,000 0.10%
39 Affiance Financial, LLC 18,822 106,000 0.11%
40 Bank of New York Mellon Corp 19,571 110,000 0.11%
41 JANE STREET GROUP, LLC 21,344 120,000 0.12%
42 TCI Wealth Advisors, Inc. 21,887 123,000 0.12%
43 NEXT Financial Group, Inc 22,407 126,000 0.13%
44 Pekin Hardy Strauss, Inc. 22,980 130,000 0.13%
45 CORNERSTONE WEALTH MANAGEMENT, LLC 24,388 135,000 0.13%
46 JOHNSON INVESTMENT COUNSEL INC 25,908 146,000 0.15%
47 Cambridge Investment Research Advisors, Inc. 27,570 155,000 0.15%
48 Alpha Cubed Investments, LLC 28,536 161,000 0.16%
49 STIFEL FINANCIAL CORP 34,559 193,000 0.19%
50 FineMark National Bank & Trust 34,795 196,000 0.20%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.