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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 Holding Trade Value Shares
Change
Shares
Change %
TWC
126
TD Waterhouse Canada
Ontario, Canada
$49.6K -$100K -19,696 -67%
CSPIA
127
Cary Street Partners Investment Advisory
Virginia
$48.6K
TJHA
128
Thomas J. Herzfeld Advisors
Florida
$41.8K +$1.13K +221 +3%
RFA
129
Resurgent Financial Advisors
Georgia
$33.8K
SIC
130
Salem Investment Counselors
North Carolina
$29.9K
WSC
131
Wellington Shields & Co
New York
$27.8K
GIA
132
GHP Investment Advisors
Colorado
$26.7K
BFEC
133
Benjamin F. Edwards & Company
Missouri
$25K -$13.2K -2,578 -34%
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$20.5K -$121K -23,556 -85%
AWM
135
Avior Wealth Management
Nebraska
$19.6K
National Bank of Canada
136
National Bank of Canada
Quebec, Canada
$17.9K
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$16.8K +$2.39K +465 +17%
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$14.9K -$718 -140 -5%
CAS
139
Coppell Advisory Solutions
Texas
$12K -$54.1K -9,865 -82%
HI
140
Harbour Investments
Wisconsin
$11.6K
Comerica Bank
141
Comerica Bank
Texas
$9.1K +$9.1K +1,774 New
OLVIG
142
Oliver Lagore Vanvalin Investment Group
Michigan
$8.98K
CFGS
143
Concourse Financial Group Securities
Alabama
$8.72K
GWM
144
Geneos Wealth Management
Colorado
$8.72K +$8.72K +1,700 New
US Bancorp
145
US Bancorp
Minnesota
$8.49K
NSIM
146
North Star Investment Management
Illinois
$8.3K
GRP
147
Global Retirement Partners
California
$7.63K +$221 +44 +3%
SWA
148
SOA Wealth Advisors
New York
$6.16K
CWC
149
Carolinas Wealth Consulting
North Carolina
$5.89K
MRCM
150
M&R Capital Management
New Jersey
$5.47K