GAB icon

Gabelli Equity Trust

164 hedge funds and large institutions have $105M invested in Gabelli Equity Trust in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 16 closing their positions.

Holders
164
Holders Change
+6
Holders Change %
+3.8%
% of All Funds
2.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
52
Reduced
36
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PTP
101
Platform Technology Partners
New York
$74.9K 14,600 +131 +0.9%
WSCM
102
Wellington Shields Capital Management
New York
$71.1K 13,857
FCI
103
Financial Counselors Inc
Kansas
$71.1K 13,852 -275 -2%
JIC
104
Johnson Investment Counsel
Ohio
$70.8K 13,804 +294 +2%
MIM
105
MTM Investment Management
South Carolina
$69.4K 13,530
SC
106
Savant Capital
Illinois
$69K 13,449 +152 +1%
Envestnet Portfolio Solutions
107
Envestnet Portfolio Solutions
Illinois
$68.7K 13,393 +13,393 New
MHWM
108
Montz Harcus Wealth Management
Louisiana
$67.6K 13,168 +360 +3%
GCWM
109
Graham Capital Wealth Management
District of Columbia
$65.4K 11,283
SFC
110
SYM Financial Corp
Indiana
$64.5K 12,575 +343 +3%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$64K 12,552
Envestnet Asset Management
112
Envestnet Asset Management
Illinois
$63.4K 12,353 -16,302 -57%
Cerity Partners
113
Cerity Partners
New York
$63.3K 12,338 +12,338 New
SIAG
114
Safeguard Investment Advisory Group
California
$63.1K 12,291 -3,189 -21%
RFN
115
RDA Financial Network
Iowa
$62.9K 12,265
RFA
116
Register Financial Advisors
Georgia
$58.4K 11,386 +173 +2%
MA
117
Mutual Advisors
Nebraska
$58.3K 11,367 +79 +0.7%
IFWM
118
Institute for Wealth Management
Colorado
$57.6K 11,233 -46 -0.4%
CWM
119
Calamos Wealth Management
Illinois
$55.5K 10,812
TYCC
120
Texas Yale Capital Corp
Florida
$54.9K 10,700
CA
121
CoreCap Advisors
Michigan
$54.5K 10,633
CAG
122
Csenge Advisory Group
Florida
$54.1K 10,553 +306 +3%
JWCA
123
J.W. Cole Advisors
Florida
$52.9K 10,309
SWA
124
Stratos Wealth Advisors
Ohio
$52.6K 10,248 -292 -3%
JPMPWA
125
J.P. Morgan Private Wealth Advisors
California
$51.9K 10,121 +10,121 New