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Gabelli Equity Trust
GAB

Overview Fund Activity

185 hedge funds and large institutions have $122M invested in Gabelli Equity Trust in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 12 closing their positions.

Holders
185
Holders Change
+7
Holders Change %
+3.93%
% of All Funds
2.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
57
Reduced
39
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$3.58M
2
LPL Financial
2
LPL Financial
California
$15.1M
3
CPRC
3
Consolidated Portfolio Review Corp
New York
$648K
4
WAM
4
Wolverine Asset Management
Illinois
$665K
5
UBS Group
5
UBS Group
Switzerland
$2.16M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$10.4M
2
MGWM
2
Marks Group Wealth Management
Minnesota
$1.34M
3
Bank of America
3
Bank of America
North Carolina
$3.79M
4
Morgan Stanley
4
Morgan Stanley
New York
$12.9M
5
GSEP
5
Golden State Equity Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$15.1M 2,743,836 +471,211 +21%
Morgan Stanley
2
Morgan Stanley
New York
$12.9M 2,342,957 -105,849 -4%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$10.4M 1,891,197 -898,609 -32%
PTC
4
Philadelphia Trust Company
Pennsylvania
$6.64M 1,209,969 +31,860 +3%
Cohen & Steers
5
Cohen & Steers
New York
$6.28M 1,143,640 – –
GI
6
GAMCO Investors
Connecticut
$4.65M 846,675 – –
Bank of America
7
Bank of America
North Carolina
$3.79M 691,255 -106,852 -13%
SFS
8
Shaker Financial Services
Virginia
$3.58M 652,653 +525,502 +413%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.98M 543,202 -24,065 -4%
LOPW
10
Live Oak Private Wealth
North Carolina
$2.82M 514,176 – –
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.69M 489,754 +5,469 +1%
SC
12
Scotia Capital
Ontario, Canada
$2.63M 479,962 +878 +0.2%
Wells Fargo
13
Wells Fargo
California
$2.63M 479,427 +56,639 +13%
Creative Planning
14
Creative Planning
Kansas
$2.52M 458,665 +1,481 +0.3%
UBS Group
15
UBS Group
Switzerland
$2.16M 392,759 +65,056 +20%
AWM
16
Accel Wealth Management
Iowa
$1.79M 326,046 +4,789 +1%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.56M 283,455 -46,672 -14%
Cerity Partners
18
Cerity Partners
New York
$1.39M 252,442 -7,580 -3%
MGWM
19
Marks Group Wealth Management
Minnesota
$1.34M 244,838 -229,326 -48%
AAM
20
Advisors Asset Management
Colorado
$1.17M 212,791 +12,220 +6%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$1.13M 204,969 -7,087 -3%
RJA
22
Raymond James & Associates
Florida
$1.12M 204,657 -196 -0.1%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$1.07M 195,294 +31,528 +19%
SPIA
24
Steward Partners Investment Advisory
New York
$937K 170,620 +3,549 +2%
PAG
25
Private Advisor Group
New Jersey
$906K 165,006 -11,606 -7%
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