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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 %
AWM
126
Accurate Wealth Management
Florida
$59.1K 10,273 -409 -4%
CSPIA
127
Cary Street Partners Investment Advisory
Virginia
$54.9K 9,472 +9,472 New
TJHA
128
Thomas J. Herzfeld Advisors
Florida
$46K 7,923 +201 +3%
BFEC
129
Benjamin F. Edwards & Company
Missouri
$43K 7,478
RFA
130
Resurgent Financial Advisors
Georgia
$38.2K 6,590
SIC
131
Salem Investment Counselors
North Carolina
$33.8K 5,826
WSC
132
Wellington Shields & Co
New York
$31.5K 5,428
IGWM
133
ICA Group Wealth Management
Colorado
$30K 5,167
GIA
134
GHP Investment Advisors
Colorado
$29.4K 5,344 -3,641 -41%
CWA
135
Clearview Wealth Advisors
Oregon
$24.4K 4,211 +114 +3%
AWM
136
Avior Wealth Management
Nebraska
$22.2K 3,823
National Bank of Canada
137
National Bank of Canada
Quebec, Canada
$20.5K 3,542
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$17.6K 3,042 +1,592 +110%
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$16.3K 2,804 -5,110 -65%
HI
140
Harbour Investments
Wisconsin
$13.1K 2,263
OLVIG
141
Oliver Lagore Vanvalin Investment Group
Michigan
$10.2K 1,750
CFGS
142
Concourse Financial Group Securities
Alabama
$9.86K 1,700
US Bancorp
143
US Bancorp
Minnesota
$9.59K 1,654
NSIM
144
North Star Investment Management
Illinois
$9.38K 1,617
GRP
145
Global Retirement Partners
California
$8.55K 1,473 +39 +3%
CWC
146
Carolinas Wealth Consulting
North Carolina
$7.37K 1,270
SWA
147
SOA Wealth Advisors
New York
$6.96K 1,200
MRCM
148
M&R Capital Management
New Jersey
$6.18K 1,066
SWM
149
Spire Wealth Management
Virginia
$5.8K 1,000
CB
150
Community Bank
New York
$5.8K 1,000