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Gabelli Equity Trust
GAB

Overview Fund Activity

169 hedge funds and large institutions have $145M invested in Gabelli Equity Trust in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-1
Holders Change %
-0.59%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
47
Reduced
34
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAIM
1
International Assets Investment Management
Florida
$5.11M
2
Bank of America
2
Bank of America
North Carolina
$12.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$16.2M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10.6M
5
CAN
5
Cetera Advisor Networks
California
$2.59M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.68M
2
TA
2
Tiedemann Advisors
New York
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$318K
4
SWM
4
Spire Wealth Management
Virginia
$103K
5
SFS
5
Shaker Financial Services
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$1.23M -$53.4K -7,696 -4%
SPIA
27
Steward Partners Investment Advisory
New York
$965K +$40.5K +5,846 +4%
PC
28
Pecaut & Co
Iowa
$875K -$32.6K -4,699 -4%
Stifel Financial
29
Stifel Financial
Missouri
$769K -$34.4K -4,964 -4%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$737K +$91.3K +13,183 +14%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$690K +$162K +23,359 +31%
ASN
32
Advisory Services Network
Georgia
$675K -$22.3K -3,221 -3%
HCM
33
Hollencrest Capital Management
California
$662K – – –
LWM
34
Laidlaw Wealth Management
New York
$578K +$103K +14,925 +22%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$550K -$295K -42,466 -35%
BRWM
36
B. Riley Wealth Management
Tennessee
$529K – – –
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$527K -$34.7K -5,007 -6%
Creative Planning
38
Creative Planning
Kansas
$514K +$86.6K +12,496 +20%
Truist Financial
39
Truist Financial
North Carolina
$490K +$20.1K +2,900 +4%
GC
40
Guggenheim Capital
Illinois
$453K -$21.1K -3,047 -4%
WS
41
Wedbush Securities
California
$450K +$63.3K +9,127 +16%
SDAM
42
Shulman DeMeo Asset Management
New York
$414K -$3.49K -503 -0.8%
LFAS
43
Level Four Advisory Services
Texas
$390K +$1.19K +172 +0.3%
GVAG
44
Great Valley Advisor Group
Delaware
$384K +$6.62K +920 +2%
SLWA
45
San Luis Wealth Advisors
California
$372K +$372K +51,760 New
AAS
46
Ameritas Advisory Services
Nebraska
$353K – – –
BRWA
47
B. Riley Wealth Advisors
Florida
$324K +$16.5K +2,380 +5%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$318K -$547K -78,533 -63%
Northern Trust
49
Northern Trust
Illinois
$306K -$286K -41,259 -48%
MML Investors Services
50
MML Investors Services
Massachusetts
$294K -$41.5K -6,000 -12%
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