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Gabelli Equity Trust
GAB

Overview Fund Activity

172 hedge funds and large institutions have $111M invested in Gabelli Equity Trust in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+9
Holders Change %
+5.52%
% of All Funds
2.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
51
Reduced
31
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$1.15M
2
UBS Group
UBS Group
Switzerland
+$693K
3
MGWM
Marks Group Wealth Management
Minnesota
+$656K
4
WAM
Wolverine Asset Management
Illinois
+$654K
5
EC
Elequin Capital
New York
+$612K

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$4.69M
2
Morgan Stanley
Morgan Stanley
New York
-$2.18M
3
Bank of America
Bank of America
North Carolina
-$632K
4
LFG
Larson Financial Group
Missouri
-$430K
5
Wells Fargo
Wells Fargo
California
-$422K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$7.95K – – –
GRP
152
Global Retirement Partners
California
$7.64K +$7.64K +1,395 New
CWC
153
Carolinas Wealth Consulting
North Carolina
$6.96K – – –
BAM
154
Belpointe Asset Management
Nevada
$6.65K +$6.65K +1,213 New
SWA
155
SOA Wealth Advisors
New York
$6.58K – – –
CAS
156
Coppell Advisory Solutions
Texas
$6.26K +$6.26K +1,143 New
CASC
157
Coppell Advisory Solutions Corp
Texas
$6.26K +$6.26K +1,143 New
MRCM
158
M&R Capital Management
New Jersey
$5.84K – – –
CB
159
Community Bank
New York
$5.48K – – –
OLVIG
160
Oliver Lagore Vanvalin Investment Group
Michigan
$5.48K +$5.48K +1,000 New
RCC
161
Red Cedar Capital
Nebraska
$5K – – –
SWM
162
Spire Wealth Management
Virginia
$5K – – –
FDCDDQ
163
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.05K – – –
IGWM
164
ICA Group Wealth Management
Colorado
$3.66K -$91.8K -16,747 -96%
PP
165
PFS Partners
New Jersey
$2.65K +$77 +14 +3%
HNB
166
Huntington National Bank
Ohio
$1.92K -$2K – –
PWMG
167
Prestige Wealth Management Group
New Jersey
$1.88K – – –
KFI
168
Key Financial Inc
Pennsylvania
$1.1K – – –
PA
169
Parallel Advisors
California
$926 – – –
PAG
170
Private Advisor Group
New Jersey
$370 +$191 +34,827 +106%
PWS
171
Paragon Wealth Strategies
Florida
$5 +$5 +1 New
IAIM
172
International Assets Investment Management
Florida
– -$4.69M -849,857 Closed
LFG
173
Larson Financial Group
Missouri
– -$430K -78,180 Closed
Northern Trust
174
Northern Trust
Illinois
– -$243K -44,135 Closed
CAGAS
175
Capital Advisory Group Advisory Services
Minnesota
– -$75K -13,601 Closed
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