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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 %
CWA
126
Clearview Wealth Advisors
Oregon
$23.5K +$643 +112 +3%
Fifth Third Bancorp
127
Fifth Third Bancorp
Ohio
$23K
AWM
128
Avior Wealth Management
Nebraska
$21.9K
National Bank of Canada
129
National Bank of Canada
Quebec, Canada
$20.3K
CA
130
Centerpoint Advisors
Massachusetts
$15K
HI
131
Harbour Investments
Wisconsin
$13K
OLVIG
132
Oliver Lagore Vanvalin Investment Group
Michigan
$10K +$4.31K +750 +75%
CFGS
133
Concourse Financial Group Securities
Alabama
$9.76K
US Bancorp
134
US Bancorp
Minnesota
$9.49K
AIP
135
Ahrens Investment Partners
Louisiana
$9.42K +$9.42K +1,641 New
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$9.41K +$223 +38,907 +2%
NSIM
137
North Star Investment Management
Illinois
$9.28K
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$8.32K
GRP
139
Global Retirement Partners
California
$7.96K +$216 +39 +3%
CWC
140
Carolinas Wealth Consulting
North Carolina
$7.29K
BAM
141
Belpointe Asset Management
Nevada
$6.96K
SWA
142
SOA Wealth Advisors
New York
$6.89K
MRCM
143
M&R Capital Management
New Jersey
$6.12K
CB
144
Community Bank
New York
$5.74K
SWM
145
Spire Wealth Management
Virginia
$5.74K
FDCDDQ
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.24K
PP
147
PFS Partners
New Jersey
$2.85K +$75 +13 +3%
WP
148
WealthPLAN Partners
Nebraska
$2.16K +$2.16K +377 New
HNB
149
Huntington National Bank
Ohio
$2.01K -$1.92K
TRCT
150
Tower Research Capital (TRC)
New York
$2K +$1.75K +247 +706%