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Gabelli Equity Trust

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$12.7M 2,311,921 -396,912 -15%
LPL Financial
2
LPL Financial
California
$11.5M 2,103,075 -49,691 -2%
Bank of America
3
Bank of America
North Carolina
$10.7M 1,952,038 -115,264 -6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.77M 1,600,975 +25,546 +2%
PTC
5
Philadelphia Trust Company
Pennsylvania
$6.29M 1,148,379 +450 +0%
GI
6
GAMCO Investors
Connecticut
$4.85M 885,709 +18,361 +2%
Wells Fargo
7
Wells Fargo
California
$4.03M 735,775 -76,942 -9%
BWM
8
BerganKDV Wealth Management
Minnesota
$3.41M 622,514
Cohen & Steers
9
Cohen & Steers
New York
$3.23M 590,100 +210,100 +55%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.96M 539,558 -625 -0.1%
LOPW
11
Live Oak Private Wealth
North Carolina
$2.82M 514,176
UBS Group
12
UBS Group
Switzerland
$2.78M 508,035 +126,534 +33%
MGWM
13
Marks Group Wealth Management
Minnesota
$2.58M 471,249 +119,628 +34%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.06M 376,385 +2,669 +0.7%
CAN
15
Cetera Advisor Networks
California
$1.9M 347,617 -14,816 -4%
AWM
16
Accel Wealth Management
Iowa
$1.72M 314,345 +17,609 +6%
SC
17
Scotia Capital
Ontario, Canada
$1.55M 281,989 +16,914 +6%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.43M 260,585 -17,077 -6%
RJA
19
Raymond James & Associates
Florida
$1.28M 233,401 +3,289 +1%
AAM
20
Advisors Asset Management
Colorado
$1.06M 194,326 -3,553 -2%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$1.05M 191,327 +760 +0.4%
AWS
22
Atria Wealth Solutions
New York
$998K 182,174 +42,477 +30%
SPIA
23
Steward Partners Investment Advisory
New York
$778K 141,938 +568 +0.4%
Stifel Financial
24
Stifel Financial
Missouri
$701K 127,856 +746 +0.6%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$695K 126,903 +105,422 +491%