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Gabelli Equity Trust

158 hedge funds and large institutions have $120M invested in Gabelli Equity Trust in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 11 closing their positions.

Holders
158
Holders Change
+3
Holders Change %
+1.94%
% of All Funds
2.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
51
Reduced
31
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
QCIG
76
Quad-Cities Investment Group
Iowa
$147K 25,364 -474 -2%
BCA
77
Bay Colony Advisors
Massachusetts
$138K 23,772 +243 +1%
PWA
78
PCG Wealth Advisors
Kansas
$134K 23,110
AWM
79
AE Wealth Management
Kansas
$130K 22,477 +926 +4%
BSW
80
Buckingham Strategic Wealth
Missouri
$130K 22,415 -1,527 -6%
Koshinski Asset Management
81
Koshinski Asset Management
Illinois
$127K 21,908 -21,907 -50%
DJYG
82
David J. Yvars Group
Florida
$126K 21,725 +2,290 +12%
VFPW
83
Vantage Financial Partners (Wisconsin)
Wisconsin
$116K 20,068 +8,363 +71%
AAS
84
Ameritas Advisory Services
Nebraska
$114K 20,136 -24,711 -55%
MFG
85
MidWestOne Financial Group
Iowa
$111K 19,142
BIAS
86
Beacon Investment Advisory Services
New Jersey
$110K 19,000
CS
87
Capital Square
Tennessee
$109K 18,747 +18,747 New
Mariner
88
Mariner
Kansas
$105K 18,064 -26,747 -60%
DE
89
Day & Ennis
Georgia
$105K 18,050
CIG
90
Cascade Investment Group
Colorado
$105K 18,035
GWSG
91
GPS Wealth Strategies Group
Colorado
$100K 17,290
HIP
92
HUB Investment Partners
Texas
$100K 17,276
MWM
93
Modera Wealth Management
New Jersey
$99K 17,061
MWM
94
Meridian Wealth Management
Kentucky
$96.8K 16,692 +384 +2%
FZCM
95
Flynn Zito Capital Management
New York
$93.5K 16,115
Corient Private Wealth
96
Corient Private Wealth
Florida
$90.1K 15,538 +15,538 New
SIAG
97
Safeguard Investment Advisory Group
California
$89.8K 15,480 +418 +3%
EWM
98
Executive Wealth Management
Michigan
$87K 15,000
ClearBridge Investments
99
ClearBridge Investments
New York
$82.9K 14,300
PTP
100
Platform Technology Partners
New York
$82.8K 14,469 +14,469 New