GAB icon

Gabelli Equity Trust
GAB

Overview Fund Activity

178 hedge funds and large institutions have $117M invested in Gabelli Equity Trust in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 37 reducing their positions, and 29 closing their positions.

Holders
178
Holders Change
-13
Holders Change %
-6.81%
% of All Funds
2.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
62
Reduced
37
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAIM
1
International Assets Investment Management
Florida
$2.11M
2
Cerity Partners
2
Cerity Partners
New York
$1.35M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$14.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$12.7M
5
GSEP
5
Golden State Equity Partners
California
$579K

Top Sellers

1
LCM
1
Landscape Capital Management
New Jersey
$366K
2
SFS
2
Shaker Financial Services
Virginia
$661K
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$761K
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$852K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$14.5M 2,789,806 +216,440 +8%
Morgan Stanley
2
Morgan Stanley
New York
$12.7M 2,448,806 +113,020 +5%
LPL Financial
3
LPL Financial
California
$11.8M 2,272,625 +16,433 +0.7%
PTC
4
Philadelphia Trust Company
Pennsylvania
$6.13M 1,178,109 -21,160 -2%
Cohen & Steers
5
Cohen & Steers
New York
$5.95M 1,143,640 – –
GI
6
GAMCO Investors
Connecticut
$4.4M 846,675 – –
Bank of America
7
Bank of America
North Carolina
$4.15M 798,107 +14,575 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.95M 567,267 +48,035 +9%
LOPW
9
Live Oak Private Wealth
North Carolina
$2.67M 514,176 – –
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.52M 484,285 +34,868 +8%
SC
11
Scotia Capital
Ontario, Canada
$2.49M 479,084 +25,120 +6%
MGWM
12
Marks Group Wealth Management
Minnesota
$2.47M 474,164 +9,855 +2%
Creative Planning
13
Creative Planning
Kansas
$2.38M 457,184 -325 -0.1%
Wells Fargo
14
Wells Fargo
California
$2.2M 422,788 -4,979 -1%
IAIM
15
International Assets Investment Management
Florida
$2.11M 406,176 +288,400 +245%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.72M 330,127 +7,462 +2%
UBS Group
17
UBS Group
Switzerland
$1.7M 327,703 -91,631 -22%
AWM
18
Accel Wealth Management
Iowa
$1.67M 321,257 +25,443 +9%
Cerity Partners
19
Cerity Partners
New York
$1.35M 260,022 +260,022 New
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$1.1M 212,056 -862 -0.4%
RJA
21
Raymond James & Associates
Florida
$1.07M 204,853 +697 +0.3%
AAM
22
Advisors Asset Management
Colorado
$1.04M 200,571 +70,895 +55%
PAG
23
Private Advisor Group
New Jersey
$918K 176,612 -19,195 -10%
SPIA
24
Steward Partners Investment Advisory
New York
$869K 167,071 +25,900 +18%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$852K 163,766 -113,619 -41%
1
2 3 4 5