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Gabelli Equity Trust
GAB

Overview Fund Activity

169 hedge funds and large institutions have $145M invested in Gabelli Equity Trust in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 16 closing their positions.

Holders
169
Holders Change
-1
Holders Change %
-0.59%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
47
Reduced
34
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAIM
1
International Assets Investment Management
Florida
$5.11M
2
Bank of America
2
Bank of America
North Carolina
$12.5M
3
AWS
3
Atria Wealth Solutions
New York
$1.48M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.2M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$10.6M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.68M
2
TA
2
Tiedemann Advisors
New York
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$318K
4
SWM
4
Spire Wealth Management
Virginia
$103K
5
SFS
5
Shaker Financial Services
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16.2M 2,341,191 +115,028 +5%
LPL Financial
2
LPL Financial
California
$13.5M 1,942,183 +9,717 +0.5%
Bank of America
3
Bank of America
North Carolina
$12.5M 1,799,025 +276,858 +18%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10.6M 1,522,441 +102,555 +7%
PTC
5
Philadelphia Trust Company
Pennsylvania
$7.51M 1,083,874 +23,500 +2%
Wells Fargo
6
Wells Fargo
California
$6.35M 916,052 +2,434 +0.3%
GI
7
GAMCO Investors
Connecticut
$6M 865,948 – –
IAIM
8
International Assets Investment Management
Florida
$5.11M 734,717 +734,717 New
BWM
9
BerganKDV Wealth Management
Minnesota
$4.31M 622,514 – –
Cohen & Steers
10
Cohen & Steers
New York
$3.68M 530,452 -558,156 -51%
LOPW
11
Live Oak Private Wealth
North Carolina
$3.56M 514,176 – –
GSWM
12
Golden State Wealth Management
California
$3.56M 514,119 +16,995 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.39M 488,922 +7,103 +1%
CAN
14
Cetera Advisor Networks
California
$2.59M 373,833 +54,351 +17%
MGWM
15
Marks Group Wealth Management
Minnesota
$2.44M 351,955 – –
Ameriprise
16
Ameriprise
Minnesota
$2.33M 335,521 -1,831 -0.5%
UBS Group
17
UBS Group
Switzerland
$2.3M 332,367 -2,597 -0.8%
AWM
18
Accel Wealth Management
Iowa
$2.16M 310,466 +17,801 +6%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.99M 286,647 -31,714 -10%
SC
20
Scotia Capital
Ontario, Canada
$1.74M 250,793 +14,025 +6%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.69M 243,624 +19,154 +9%
RJA
22
Raymond James & Associates
Florida
$1.56M 224,867 +6,793 +3%
AWS
23
Atria Wealth Solutions
New York
$1.48M 213,912 +213,912 New
AAM
24
Advisors Asset Management
Colorado
$1.41M 202,805 +8,736 +5%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$1.36M 196,088 +10,000 +5%
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