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Gabelli Equity Trust

157 hedge funds and large institutions have $119M invested in Gabelli Equity Trust in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 19 closing their positions.

Holders
157
Holders Change
-12
Holders Change %
-7.1%
% of All Funds
2.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
49
Reduced
37
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.8M 2,588,079 +246,888 +11%
LPL Financial
2
LPL Financial
California
$13.1M 2,141,232 +199,049 +10%
Bank of America
3
Bank of America
North Carolina
$13.1M 2,140,117 +341,092 +19%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.12M 1,494,831 -27,610 -2%
PTC
5
Philadelphia Trust Company
Pennsylvania
$6.92M 1,134,824 +50,950 +5%
Wells Fargo
6
Wells Fargo
California
$5.37M 879,674 -36,378 -4%
GI
7
GAMCO Investors
Connecticut
$5.29M 867,548 +1,600 +0.2%
BWM
8
BerganKDV Wealth Management
Minnesota
$3.8M 622,514
LOPW
9
Live Oak Private Wealth
North Carolina
$3.14M 514,176
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.11M 509,481 +20,559 +4%
Cohen & Steers
11
Cohen & Steers
New York
$2.32M 380,000 -150,452 -28%
CAN
12
Cetera Advisor Networks
California
$2.15M 351,870 -21,963 -6%
MGWM
13
Marks Group Wealth Management
Minnesota
$2.15M 351,621 -334 -0.1%
UBS Group
14
UBS Group
Switzerland
$1.91M 312,439 -19,928 -6%
AWM
15
Accel Wealth Management
Iowa
$1.73M 294,457 -16,009 -5%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.68M 274,868 +31,244 +13%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.67M 274,506 -12,141 -4%
SC
18
Scotia Capital
Ontario, Canada
$1.62M 265,188 +14,395 +6%
RJA
19
Raymond James & Associates
Florida
$1.35M 220,718 -4,149 -2%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$1.23M 200,933 +4,845 +2%
AAM
21
Advisors Asset Management
Colorado
$1.22M 199,574 -3,231 -2%
SWP
22
Stratos Wealth Partners
Ohio
$1.04M 171,094 -5,756 -3%
Stifel Financial
23
Stifel Financial
Missouri
$910K 149,180 +38,232 +34%
SPIA
24
Steward Partners Investment Advisory
New York
$858K 140,710 +1,478 +1%
PC
25
Pecaut & Co
Iowa
$787K 129,082 +2,836 +2%