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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 %
FCI
101
Financial Counselors Inc
Kansas
$82K 14,127 -890 -6%
WSCM
102
Wellington Shields Capital Management
New York
$80.4K 13,857
PWA
103
Primoris Wealth Advisors
Florida
$79.8K 13,750
MIM
104
MTM Investment Management
South Carolina
$78.5K 13,530
JIC
105
Johnson Investment Counsel
Ohio
$78.4K 13,510 +266 +2%
SC
106
Savant Capital
Illinois
$77.1K 13,297
MHWM
107
Montz Harcus Wealth Management
Louisiana
$74.3K 12,808 +345 +3%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$73K 12,552
RFN
109
RDA Financial Network
Iowa
$71.1K 12,265
SFC
110
SYM Financial Corp
Indiana
$70.9K 12,232 +310 +3%
CAS
111
Coppell Advisory Solutions
Texas
$69.5K 12,051 -4,934 -29%
M1FG
112
Mach-1 Financial Group
Arkansas
$67.3K 11,600 +11,600 New
GLA
113
Good Life Advisors
Pennsylvania
$66K 11,377
MA
114
Mutual Advisors
Nebraska
$65.5K 11,288 +11,288 New
GCWM
115
Graham Capital Wealth Management
District of Columbia
$65.4K 11,283
IFWM
116
Institute for Wealth Management
Colorado
$65.4K 11,279
RFA
117
Register Financial Advisors
Georgia
$65K 11,213 +157 +1%
GT
118
Glenmede Trust
Pennsylvania
$63.4K 11,048
CWM
119
Calamos Wealth Management
Illinois
$62.7K 10,812 +10,812 New
TYCC
120
Texas Yale Capital Corp
Florida
$62.1K 10,700
CA
121
CoreCap Advisors
Michigan
$61.7K 10,633 +10,633 New
SWA
122
Stratos Wealth Advisors
Ohio
$61.1K 10,540
VVP
123
Venture Visionary Partners
Ohio
$60K 10,350
JWCA
124
J.W. Cole Advisors
Florida
$59.8K 10,309 +10,309 New
CAG
125
Csenge Advisory Group
Florida
$59.4K 10,247 +10,247 New