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Gabelli Equity Trust
GAB

Overview Fund Activity

155 hedge funds and large institutions have $107M invested in Gabelli Equity Trust in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 58 increasing their positions, 28 reducing their positions, and 23 closing their positions.

Holders
155
Holders Change
-17
Holders Change %
-9.88%
% of All Funds
2.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
58
Reduced
28
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$896K
2
Cohen & Steers
2
Cohen & Steers
New York
$3.92M
3
PAG
3
Private Advisor Group
New Jersey
$838K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.59M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$888K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.2M
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
EC
3
Elequin Capital
New York
$0
4
UBS Group
4
UBS Group
Switzerland
$2.32M
5
Bank of America
5
Bank of America
North Carolina
$10.7M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$12.2M 2,133,845 +30,770 +1%
Morgan Stanley
2
Morgan Stanley
New York
$12.2M 2,133,577 -178,344 -8%
Bank of America
3
Bank of America
North Carolina
$10.7M 1,864,538 -87,500 -4%
PTC
4
Philadelphia Trust Company
Pennsylvania
$6.68M 1,163,044 +14,665 +1%
GI
5
GAMCO Investors
Connecticut
$5.08M 885,409 -300 -0%
Wells Fargo
6
Wells Fargo
California
$4.15M 723,770 -12,005 -2%
Cohen & Steers
7
Cohen & Steers
New York
$3.92M 683,640 +93,540 +16%
BWM
8
BerganKDV Wealth Management
Minnesota
$3.57M 622,514 – –
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.11M 541,660 +2,102 +0.4%
LOPW
10
Live Oak Private Wealth
North Carolina
$2.95M 514,176 – –
MGWM
11
Marks Group Wealth Management
Minnesota
$2.67M 464,309 -6,940 -1%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.59M 451,769 +75,384 +20%
UBS Group
13
UBS Group
Switzerland
$2.32M 404,239 -103,796 -20%
CAN
14
Cetera Advisor Networks
California
$2.05M 357,049 +9,432 +3%
SC
15
Scotia Capital
Ontario, Canada
$1.96M 341,678 +59,689 +21%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.81M 314,701 +54,116 +21%
AWM
17
Accel Wealth Management
Iowa
$1.56M 272,309 -42,036 -13%
RJA
18
Raymond James & Associates
Florida
$1.36M 236,730 +3,329 +1%
AAM
19
Advisors Asset Management
Colorado
$1.09M 189,343 -4,983 -3%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$1.04M 182,005 -9,322 -5%
AWS
21
Atria Wealth Solutions
New York
$991K 172,674 -9,500 -5%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$896K 156,168 +123,906 +384%
HighTower Advisors
23
HighTower Advisors
Illinois
$888K 155,129 +71,419 +85%
PAG
24
Private Advisor Group
New Jersey
$838K 146,035 +78,474 +116%
Stifel Financial
25
Stifel Financial
Missouri
$822K 143,216 +15,360 +12%
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