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Gabelli Equity Trust

158 hedge funds and large institutions have $120M invested in Gabelli Equity Trust in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 11 closing their positions.

Holders
158
Holders Change
+3
Holders Change %
+1.94%
% of All Funds
2.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
51
Reduced
31
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$12.8M 2,201,583 +68,006 +3%
LPL Financial
2
LPL Financial
California
$12.7M 2,194,314 +60,469 +3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.64M 1,661,469 +21,587 +1%
Bank of America
4
Bank of America
North Carolina
$9.56M 1,648,996 -215,542 -12%
PTC
5
Philadelphia Trust Company
Pennsylvania
$6.73M 1,159,794 -3,250 -0.3%
GI
6
GAMCO Investors
Connecticut
$4.91M 846,675 -38,734 -4%
Wells Fargo
7
Wells Fargo
California
$4.04M 696,340 -27,430 -4%
Cohen & Steers
8
Cohen & Steers
New York
$3.97M 683,640
BWM
9
BerganKDV Wealth Management
Minnesota
$3.62M 623,338 +824 +0.1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.46M 597,150 +55,490 +10%
LOPW
11
Live Oak Private Wealth
North Carolina
$2.98M 514,176
CAN
12
Cetera Advisor Networks
California
$2.9M 500,549 +143,500 +40%
MGWM
13
Marks Group Wealth Management
Minnesota
$2.69M 464,309
Osaic Holdings
14
Osaic Holdings
Arizona
$2.66M 459,463 +7,694 +2%
UBS Group
15
UBS Group
Switzerland
$2.43M 419,150 +14,911 +4%
SC
16
Scotia Capital
Ontario, Canada
$2.13M 367,846 +26,168 +8%
AWM
17
Accel Wealth Management
Iowa
$1.74M 299,900 +27,591 +10%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.69M 292,029 -22,672 -7%
RJA
19
Raymond James & Associates
Florida
$1.45M 249,820 +13,090 +6%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$1.06M 181,921 -84 -0%
AWS
21
Atria Wealth Solutions
New York
$1.05M 180,193 +7,519 +4%
AAM
22
Advisors Asset Management
Colorado
$987K 170,179 -19,164 -10%
SPIA
23
Steward Partners Investment Advisory
New York
$925K 159,567 +48,338 +43%
PAG
24
Private Advisor Group
New Jersey
$875K 151,062 +5,027 +3%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$858K 148,009 -8,159 -5%