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Gabelli Equity Trust

155 hedge funds and large institutions have $107M invested in Gabelli Equity Trust in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 58 increasing their positions, 28 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-17
Holders Change %
-9.88%
% of All Funds
2.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
58
Reduced
28
Closed
23
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
$72K
Citadel Advisors
102
Citadel Advisors
Florida
$71.9K +$4.06K +708 +6%
MHWM
103
Montz Harcus Wealth Management
Louisiana
$71.5K +$1.95K +340 +3%
RFN
104
RDA Financial Network
Iowa
$70.4K
Cerity Partners
105
Cerity Partners
New York
$69.6K +$69.6K +12,131 New
SFC
106
SYM Financial Corp
Indiana
$68.4K +$5.14K +896 +8%
VFPW
107
Vantage Financial Partners (Wisconsin)
Wisconsin
$67.2K +$67.2K +11,705 New
GLA
108
Good Life Advisors
Pennsylvania
$65.3K
IFWM
109
Institute for Wealth Management
Colorado
$64.7K
RFA
110
Register Financial Advisors
Georgia
$63.5K +$895 +156 +1%
GT
111
Glenmede Trust
Pennsylvania
$63.4K
TYCC
112
Texas Yale Capital Corp
Florida
$61.4K +$1.44K +250 +2%
TWC
113
TD Waterhouse Canada
Ontario, Canada
$61K
SWA
114
Stratos Wealth Advisors
Ohio
$60.5K
AWM
115
Accurate Wealth Management
Florida
$60K -$9.41K -1,675 -14%
VVP
116
Venture Visionary Partners
Ohio
$59.4K
GIA
117
GHP Investment Advisors
Colorado
$51.6K +$534 +93 +1%
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$45.4K
TJHA
119
Thomas J. Herzfeld Advisors
Florida
$44.3K +$1.13K +197 +3%
BFEC
120
Benjamin F. Edwards & Company
Missouri
$43K
JPMorgan Chase & Co
121
JPMorgan Chase & Co
New York
$38K +$12K +2,073 +46%
RFA
122
Resurgent Financial Advisors
Georgia
$37.8K
SIC
123
Salem Investment Counselors
North Carolina
$33.4K
WSC
124
Wellington Shields & Co
New York
$31.2K
IGWM
125
ICA Group Wealth Management
Colorado
$29.7K +$25.8K +4,500 +675%