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Gabelli Equity Trust

191 hedge funds and large institutions have $128M invested in Gabelli Equity Trust in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 20 closing their positions.

Holders
191
Holders Change
+5
Holders Change %
+2.69%
% of All Funds
2.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
60
Reduced
43
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$14.2M 2,573,366 +470,699 +22%
Morgan Stanley
2
Morgan Stanley
New York
$12.9M 2,335,786 -1,894,844 -45%
LPL Financial
3
LPL Financial
California
$12.5M 2,256,192 +64,421 +3%
PTC
4
Philadelphia Trust Company
Pennsylvania
$6.62M 1,199,269 -2,175 -0.2%
Cohen & Steers
5
Cohen & Steers
New York
$6.31M 1,143,640 +240,000 +27%
GI
6
GAMCO Investors
Connecticut
$4.67M 846,675
Bank of America
7
Bank of America
North Carolina
$4.33M 783,532 -434,473 -36%
LCM
8
Landscape Capital Management
New Jersey
$3.91M 707,976 +278,693 +65%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.87M 519,232 +3,513 +0.7%
LOPW
10
Live Oak Private Wealth
North Carolina
$2.84M 514,176
MGWM
11
Marks Group Wealth Management
Minnesota
$2.56M 464,309
Creative Planning
12
Creative Planning
Kansas
$2.53M 457,509 -76,452 -14%
SC
13
Scotia Capital
Ontario, Canada
$2.51M 453,964 +12,201 +3%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$2.48M 449,417 +414,751 +1,196%
SFS
15
Shaker Financial Services
Virginia
$2.45M 443,099 -37,315 -8%
Wells Fargo
16
Wells Fargo
California
$2.36M 427,767 -6,370 -1%
UBS Group
17
UBS Group
Switzerland
$2.31M 419,334 -39,152 -9%
CAN
18
Cetera Advisor Networks
California
$2.25M 407,612 -11,441 -3%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.78M 322,665 +22,816 +8%
AWM
20
Accel Wealth Management
Iowa
$1.63M 295,814 +9,951 +3%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$1.53M 277,385 +43,576 +19%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.45M 262,195 -58,815 -18%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$1.25M 226,552
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$1.18M 212,918 +859 +0.4%
RJA
25
Raymond James & Associates
Florida
$1.13M 204,156 -7,418 -4%