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Gabelli Equity Trust

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$69K
SC
102
Savant Capital
Illinois
$68K
PL
103
Plancorp LLC
Missouri
$68K
RFN
104
RDA Financial Network
Iowa
$67K
MHWM
105
Montz Harcus Wealth Management
Louisiana
$65K +$1.62K +293 +3%
US Bancorp
106
US Bancorp
Minnesota
$64K -$5.74K -1,042 -8%
BFS
107
Bickling Financial Services
Massachusetts
$64K +$1.68K +303 +3%
GLA
108
Good Life Advisors
Pennsylvania
$63K
IFWM
109
Institute for Wealth Management
Colorado
$62K
GCWM
110
Graham Capital Wealth Management
District of Columbia
$62K
MF
111
Manchester Financial
California
$60K
GT
112
Glenmede Trust
Pennsylvania
$60K +$60K +11,048 New
SFC
113
SYM Financial Corp
Indiana
$59K +$1.47K +267 +3%
Mariner
114
Mariner
Kansas
$59K +$59K +10,748 New
SWA
115
Stratos Wealth Advisors
Ohio
$58K +$1.61K +292 +3%
TYCC
116
Texas Yale Capital Corp
Florida
$57K
HIP
117
HUB Investment Partners
Texas
$57K +$57K +10,416 New
VVP
118
Venture Visionary Partners
Ohio
$56K -$3.67K -679 -6%
LNC
119
Lincoln National Corp
Pennsylvania
$55K +$55K +10,087 New
GIA
120
GHP Investment Advisors
Colorado
$48K +$469 +86 +1%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$44K
APA
122
American Portfolios Advisors
New York
$41.7K +$30.6K +5,555 +275%
BFEC
123
Benjamin F. Edwards & Company
Missouri
$41K
TJHA
124
Thomas J. Herzfeld Advisors
Florida
$40K +$993 +182 +3%
SIC
125
Salem Investment Counselors
North Carolina
$32K