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Gabelli Equity Trust
GAB

Overview Fund Activity

164 hedge funds and large institutions have $105M invested in Gabelli Equity Trust in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 16 closing their positions.

Holders
164
Holders Change
+6
Holders Change %
+3.8%
% of All Funds
2.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
52
Reduced
36
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$3.37M
2
Cohen & Steers
2
Cohen & Steers
New York
$4.46M
3
EWM
3
Empirical Wealth Management
Washington
$642K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$778K
5
MFG
5
Magnus Financial Group
New York
$336K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.33M
2
AAM
2
Advisors Asset Management
Colorado
$0
3
LPL Financial
3
LPL Financial
California
$10.4M
4
LWM
4
Laidlaw Wealth Management
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$10.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$10.8M 2,103,820 -97,763 -4%
LPL Financial
2
LPL Financial
California
$10.4M 2,032,295 -162,019 -7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.72M 1,699,697 +38,228 +2%
Bank of America
4
Bank of America
North Carolina
$8.37M 1,631,201 -17,795 -1%
PTC
5
Philadelphia Trust Company
Pennsylvania
$6.19M 1,206,444 +46,650 +4%
Cohen & Steers
6
Cohen & Steers
New York
$4.46M 868,640 +185,000 +27%
GI
7
GAMCO Investors
Connecticut
$4.34M 846,675 – –
Creative Planning
8
Creative Planning
Kansas
$3.37M 657,355 +619,221 +1,624%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.82M 549,058 -48,092 -8%
CAN
10
Cetera Advisor Networks
California
$2.73M 532,011 +31,462 +6%
LOPW
11
Live Oak Private Wealth
North Carolina
$2.64M 514,176 – –
MGWM
12
Marks Group Wealth Management
Minnesota
$2.38M 464,309 – –
Wells Fargo
13
Wells Fargo
California
$2.33M 454,830 -241,510 -35%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.33M 453,248 -6,215 -1%
UBS Group
15
UBS Group
Switzerland
$2.31M 449,332 +30,182 +7%
SC
16
Scotia Capital
Ontario, Canada
$2.15M 419,537 +51,691 +14%
AWM
17
Accel Wealth Management
Iowa
$1.5M 292,391 -7,509 -3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.48M 288,004 -4,025 -1%
RJA
19
Raymond James & Associates
Florida
$1.08M 211,094 -38,726 -16%
SPIA
20
Steward Partners Investment Advisory
New York
$1.04M 203,161 +43,594 +27%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$1M 195,377 +13,456 +7%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$805K 157,016 +43,680 +39%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$778K 151,646 +124,235 +453%
PAG
24
Private Advisor Group
New Jersey
$738K 143,982 -7,080 -5%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$706K 137,652 -10,357 -7%
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