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Gabelli Equity Trust
GAB

Overview Fund Activity

186 hedge funds and large institutions have $122M invested in Gabelli Equity Trust in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 56 increasing their positions, 34 reducing their positions, and 12 closing their positions.

Holders
186
Holders Change
+22
Holders Change %
+13.41%
% of All Funds
2.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
56
Reduced
34
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$21.5M
2
SFS
2
Shaker Financial Services
Virginia
$2.44M
3
LCM
3
Landscape Capital Management
New Jersey
$2.18M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10.7M
5
WAM
5
Wolverine Asset Management
Illinois
$1.05M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$6.19M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$24.4K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.63M
4
Creative Planning
4
Creative Planning
Kansas
$2.71M
5
CAN
5
Cetera Advisor Networks
California
$2.13M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$21.5M 4,230,630 +2,126,810 +101%
LPL Financial
2
LPL Financial
California
$11.1M 2,191,771 +159,476 +8%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$10.7M 2,102,667 +402,970 +24%
Bank of America
4
Bank of America
North Carolina
$6.19M 1,218,005 -413,196 -25%
PTC
5
Philadelphia Trust Company
Pennsylvania
$6.1M 1,201,444 -5,000 -0.4%
Cohen & Steers
6
Cohen & Steers
New York
$4.59M 903,640 +35,000 +4%
GI
7
GAMCO Investors
Connecticut
$4.3M 846,675 – –
Creative Planning
8
Creative Planning
Kansas
$2.71M 533,961 -123,394 -19%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.62M 515,719 -33,339 -6%
LOPW
10
Live Oak Private Wealth
North Carolina
$2.61M 514,176 – –
SFS
11
Shaker Financial Services
Virginia
$2.44M 480,414 +480,414 New
MGWM
12
Marks Group Wealth Management
Minnesota
$2.36M 464,309 – –
UBS Group
13
UBS Group
Switzerland
$2.33M 458,486 +9,154 +2%
SC
14
Scotia Capital
Ontario, Canada
$2.24M 441,763 +22,226 +5%
Wells Fargo
15
Wells Fargo
California
$2.21M 434,137 -20,693 -5%
LCM
16
Landscape Capital Management
New Jersey
$2.18M 429,283 +429,283 New
CAN
17
Cetera Advisor Networks
California
$2.13M 419,053 -112,958 -21%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.63M 321,010 -132,238 -29%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.52M 299,849 +11,845 +4%
AWM
20
Accel Wealth Management
Iowa
$1.45M 285,863 -6,528 -2%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$1.19M 233,809 +96,157 +70%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$1.15M 226,552 +69,536 +44%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$1.08M 212,059 +16,682 +9%
RJA
24
Raymond James & Associates
Florida
$1.07M 211,574 +480 +0.2%
WAM
25
Wolverine Asset Management
Illinois
$1.05M 206,750 +206,750 New
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