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Gabelli Equity Trust

155 hedge funds and large institutions have $107M invested in Gabelli Equity Trust in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 58 increasing their positions, 28 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-17
Holders Change %
-9.88%
% of All Funds
2.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
58
Reduced
28
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$784K +$56.1K +9,769 +8%
SWP
27
Stratos Wealth Partners
Ohio
$686K +$4.82K +839 +0.7%
ASN
28
Advisory Services Network
Georgia
$676K +$126K +21,973 +23%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$651K +$277K +48,185 +74%
GCWM
30
Graham Capital Wealth Management
District of Columbia
$648K
SPIA
31
Steward Partners Investment Advisory
New York
$638K -$176K -30,709 -22%
HCM
32
Hollencrest Capital Management
California
$548K
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$534K -$37.8K -6,577 -7%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$528K -$13.6K -2,363 -3%
MML Investors Services
35
MML Investors Services
Massachusetts
$513K -$494 -86 -0.1%
Truist Financial
36
Truist Financial
North Carolina
$480K +$3.48K +607 +0.7%
PC
37
Pecaut & Co
Iowa
$456K -$117K -20,342 -20%
WS
38
Wedbush Securities
California
$427K +$3.88K +676 +0.9%
BRWA
39
B. Riley Wealth Advisors
Florida
$424K +$93.5K +16,284 +28%
LWM
40
Laidlaw Wealth Management
New York
$423K -$9.95K -1,734 -2%
LFAS
41
Level Four Advisory Services
Texas
$416K -$30.4K -5,293 -7%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$413K +$107K +18,665 +35%
SDAM
43
Shulman DeMeo Asset Management
New York
$337K -$804 -140 -0.2%
GVAG
44
Great Valley Advisor Group
Delaware
$299K -$28K -4,869 -9%
EP
45
Eudaimonia Partners
Tennessee
$287K
Mariner
46
Mariner
Kansas
$257K +$154K +26,883 +150%
AAS
47
Ameritas Advisory Services
Nebraska
$256K +$760 +133 +0.3%
Koshinski Asset Management
48
Koshinski Asset Management
Illinois
$252K
VBCG
49
Valley Brook Capital Group
Pennsylvania
$249K
AWM
50
Arista Wealth Management
Nevada
$248K +$6.79K +1,182 +3%