GAB icon

Gabelli Equity Trust
GAB

Overview Fund Activity

164 hedge funds and large institutions have $105M invested in Gabelli Equity Trust in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 16 closing their positions.

Holders
164
Holders Change
+6
Holders Change %
+3.8%
% of All Funds
2.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
52
Reduced
36
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$3.37M
2
Cohen & Steers
2
Cohen & Steers
New York
$4.46M
3
EWM
3
Empirical Wealth Management
Washington
$642K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$778K
5
MFG
5
Magnus Financial Group
New York
$336K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.33M
2
AAM
2
Advisors Asset Management
Colorado
$0
3
LPL Financial
3
LPL Financial
California
$10.4M
4
LWM
4
Laidlaw Wealth Management
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$10.8M
Name Market Value Shares Shares
Change 		Shares
Change %
AWS
26
Atria Wealth Solutions
New York
$675K 131,511 -48,682 -27%
HighTower Advisors
27
HighTower Advisors
Illinois
$656K 127,820 +241 +0.2%
WS
28
Wedbush Securities
California
$654K 127,419 +27,259 +27%
EWM
29
Empirical Wealth Management
Washington
$642K 125,160 +125,160 New
SWP
30
Stratos Wealth Partners
Ohio
$611K 119,111 +3,353 +3%
ASN
31
Advisory Services Network
Georgia
$584K 113,867 -2,789 -2%
GSEP
32
Golden State Equity Partners
California
$581K 113,270 -3,653 -3%
Stifel Financial
33
Stifel Financial
Missouri
$576K 112,373 +1,422 +1%
HCM
34
Hollencrest Capital Management
California
$490K 95,533 – –
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$472K 92,046 +1,887 +2%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$449K 87,593 -3,260 -4%
MML Investors Services
37
MML Investors Services
Massachusetts
$438K 85,400 -6,833 -7%
Truist Financial
38
Truist Financial
North Carolina
$418K 81,396 +152 +0.2%
LFAS
39
Level Four Advisory Services
Texas
$412K 80,279 +3,693 +5%
PC
40
Pecaut & Co
Iowa
$354K 68,933 +1,763 +3%
MFG
41
Magnus Financial Group
New York
$336K 65,438 +65,438 New
SDAM
42
Shulman DeMeo Asset Management
New York
$300K 58,516 -4 -0%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$298K 58,118 -13,895 -19%
GVAG
44
Great Valley Advisor Group
Delaware
$294K 57,224 +4,328 +8%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$287K 55,998 +55,998 New
BRWA
46
B. Riley Wealth Advisors
Florida
$264K 51,520 +3,761 +8%
BCM
47
Brookstone Capital Management
Illinois
$260K 52,982 +3,832 +8%
IA
48
IFP Advisors
Florida
$259K 50,451 +50,451 New
EP
49
Eudaimonia Partners
Tennessee
$257K 50,000 – –
EH
50
Equitable Holdings
New York
$241K 46,946 +4,200 +10%
1
2
3 4 5