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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 %
AWM
51
Arista Wealth Management
Nevada
$235K 45,805 +1,328 +3%
VBCG
52
Valley Brook Capital Group
Pennsylvania
$227K 44,336 – –
AAS
53
Ameritas Advisory Services
Nebraska
$227K 44,854 +24,718 +123%
NA
54
NewEdge Advisors
Louisiana
$217K 42,228 +2,742 +7%
GLLW
55
Graves Light Lenhart Wealth
Virginia
$206K 41,224 – –
SIG
56
Stonegate Investment Group
Alabama
$203K 39,588 +1,147 +3%
SF
57
Synovus Financial
Georgia
$202K 39,468 – –
NP
58
NorthRock Partners
Minnesota
$185K 36,000 – –
CFS
59
Commonwealth Financial Services
West Virginia
$185K 35,989 +35,989 New
NS
60
NBC Securities
Alabama
$180K 35,266 +35,266 New
SVWAG
61
Sound View Wealth Advisors Group
Georgia
$180K 35,000 +35,000 New
SBIA
62
Sheaff Brock Investment Advisors
Indiana
$176K 34,380 – –
MWM
63
Meridian Wealth Management
Kentucky
$175K 34,210 +17,518 +105%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$170K 33,163 -73,895 -69%
KAS
65
Kestra Advisory Services
Texas
$168K 32,735 +67 +0.2%
IA
66
IFG Advisory
Georgia
$162K 31,486 – –
CIBC World Market
67
CIBC World Market
Ontario, Canada
$160K 31,169 +600 +2%
KPWS
68
Kestra Private Wealth Services
Texas
$157K 30,522 -900 -3%
PA
69
Pinnacle Associates
New York
$147K 28,642 – –
AWM
70
AE Wealth Management
Kansas
$145K 28,279 +5,802 +26%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$142K 27,667 -3,133 -10%
PHS
72
Pekin Hardy Strauss
Illinois
$140K 27,228 – –
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$133K 25,873 -7,296 -22%
QCIG
74
Quad-Cities Investment Group
Iowa
$130K 25,421 +57 +0.2%
KWM
75
Kingsview Wealth Management
Oregon
$130K 25,280 +25,280 New
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