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Gabelli Equity Trust
GAB

Overview Fund Activity

163 hedge funds and large institutions have $115M invested in Gabelli Equity Trust in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
163
Holders Change
+6
Holders Change %
+3.82%
% of All Funds
2.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
53
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.9M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.06M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.66M
4
LFG
4
Larson Financial Group
Missouri
$430K
5
UBS Group
5
UBS Group
Switzerland
$2.1M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$118K
2
Bank of America
2
Bank of America
North Carolina
$11.4M
3
GC
3
Guggenheim Capital
Illinois
$0
4
Wells Fargo
4
Wells Fargo
California
$4.47M
5
SWP
5
Stratos Wealth Partners
Ohio
$656K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$118K -$468K -85,271 -80%
BCM
77
Brookstone Capital Management
Illinois
$117K +$10.1K +1,999 +9%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$109K +$109K +19,763 New
CA
79
CoreCap Advisors
Michigan
$106K +$45.5K +8,250 +75%
MFG
80
MidWestOne Financial Group
Iowa
$105K – – –
DJYG
81
David J. Yvars Group
Florida
$104K -$18.6K -3,387 -15%
BIAS
82
Beacon Investment Advisory Services
New Jersey
$104K – – –
CS
83
Capital Square
Tennessee
$103K – – –
IGWM
84
ICA Group Wealth Management
Colorado
$96K – – –
GWSG
85
GPS Wealth Strategies Group
Colorado
$95K – – –
SI
86
Stephens Inc
Arkansas
$93K – – –
PWA
87
Primoris Wealth Advisors
Florida
$91K – – –
MC
88
Moors & Cabot
Massachusetts
$84K – – –
YWP
89
YorkBridge Wealth Partners
New York
$83K – – –
AP
90
Americana Partners
Texas
$82K – – –
TWC
91
TD Waterhouse Canada
Ontario, Canada
$81.8K +$63.8K +10,650 +355%
ClearBridge Investments
92
ClearBridge Investments
New York
$79K – – –
SIAG
93
Safeguard Investment Advisory Group
California
$78K +$3.81K +696 +5%
WSCM
94
Wellington Shields Capital Management
New York
$76K +$76K +13,857 New
CAGAS
95
Capital Advisory Group Advisory Services
Minnesota
$75K +$75K +13,601 New
MIM
96
MTM Investment Management
South Carolina
$74K – – –
AWM
97
AE Wealth Management
Kansas
$73K -$8.44K -1,530 -10%
WWM
98
Western Wealth Management
Colorado
$72K – – –
Jane Street
99
Jane Street
New York
$72K +$72K +13,049 New
MWM
100
Meridian Wealth Management
Kentucky
$72K +$72K +13,119 New
2 3
4
5 6