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Gabelli Equity Trust
GAB

Overview Fund Activity

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
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$3.37M
2
Cohen & Steers
2
Cohen & Steers
New York
$4.46M
3
EWM
3
Empirical Wealth Management
Washington
$642K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$778K
5
MFG
5
Magnus Financial Group
New York
$336K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.33M
2
AAM
2
Advisors Asset Management
Colorado
$0
3
LPL Financial
3
LPL Financial
California
$10.4M
4
LWM
4
Laidlaw Wealth Management
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$10.8M
Name Market Value Shares Shares
Change 		Shares
Change %
M1FG
176
Mach-1 Financial Group
Arkansas
– – -11,600 Closed
VVP
177
Venture Visionary Partners
Ohio
– – -10,350 Closed
AWM
178
Accurate Wealth Management
Florida
– – -10,273 Closed
IGWM
179
ICA Group Wealth Management
Colorado
– – -5,167 Closed
CWA
180
Clearview Wealth Advisors
Oregon
– – -4,211 Closed
WP
181
WealthPLAN Partners
Nebraska
– – -377 Closed
4 5 6 7
8