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Gabelli Equity Trust
GAB

Overview Fund Activity

163 hedge funds and large institutions have $115M invested in Gabelli Equity Trust in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
163
Holders Change
+6
Holders Change %
+3.82%
% of All Funds
2.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
53
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.9M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.06M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.66M
4
LFG
4
Larson Financial Group
Missouri
$430K
5
UBS Group
5
UBS Group
Switzerland
$2.1M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$118K
2
Bank of America
2
Bank of America
North Carolina
$11.4M
3
GC
3
Guggenheim Capital
Illinois
$0
4
Wells Fargo
4
Wells Fargo
California
$4.47M
5
SWP
5
Stratos Wealth Partners
Ohio
$656K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$14.9M 2,708,833 +120,754 +5%
LPL Financial
2
LPL Financial
California
$11.8M 2,152,766 +11,534 +0.5%
Bank of America
3
Bank of America
North Carolina
$11.4M 2,067,302 -72,815 -3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.66M 1,575,429 +80,598 +5%
PTC
5
Philadelphia Trust Company
Pennsylvania
$6.31M 1,147,929 +13,105 +1%
GI
6
GAMCO Investors
Connecticut
$4.77M 867,348 -200 -0%
IAIM
7
International Assets Investment Management
Florida
$4.69M 849,857 – –
Wells Fargo
8
Wells Fargo
California
$4.47M 812,717 -66,957 -8%
BWM
9
BerganKDV Wealth Management
Minnesota
$3.42M 622,514 – –
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.97M 540,183 +30,702 +6%
LOPW
11
Live Oak Private Wealth
North Carolina
$2.83M 514,176 – –
UBS Group
12
UBS Group
Switzerland
$2.1M 381,501 +69,062 +22%
Cohen & Steers
13
Cohen & Steers
New York
$2.09M 380,000 – –
Osaic Holdings
14
Osaic Holdings
Arizona
$2.06M 373,716 +99,210 +36%
CAN
15
Cetera Advisor Networks
California
$1.99M 362,433 +10,563 +3%
MGWM
16
Marks Group Wealth Management
Minnesota
$1.93M 351,621 – –
AWM
17
Accel Wealth Management
Iowa
$1.71M 296,736 +2,279 +0.8%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.53M 277,662 +2,794 +1%
SC
19
Scotia Capital
Ontario, Canada
$1.46M 265,075 -113 -0%
RJA
20
Raymond James & Associates
Florida
$1.27M 230,112 +9,394 +4%
AAM
21
Advisors Asset Management
Colorado
$1.09M 197,879 -1,695 -0.8%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$1.05M 190,567 -10,366 -5%
SPIA
23
Steward Partners Investment Advisory
New York
$778K 141,370 +660 +0.5%
AWS
24
Atria Wealth Solutions
New York
$768K 139,697 +20,509 +17%
Stifel Financial
25
Stifel Financial
Missouri
$699K 127,110 -22,070 -15%
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