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Gabelli Equity Tr shares owned by Live Oak Private Wealth

Quarter-by-quarter ownership of Gabelli Equity Tr (GAB.R) shares owned by Live Oak Private Wealth from 13F filings

Historical chart of Live Oak Private Wealth investment in Gabelli Equity Tr

Tip: Access up to 7 years of quarterly data

All positions including Gabelli Equity Tr held by Live Oak Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Gabelli Equity Tr by Live Oak Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.6k 514k 0.01

More positions owned by Live Oak Private Wealth

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Charles Schwab Corporation (SCHW)
Apple (AAPL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Bank of America Corporation (BAC)
Alphabet Cap Stk Cl C (GOOG)
Hca Holdings (HCA)
Dollar Tree (DLTR)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Lowe's Companies (LOW)
JPMorgan Chase & Co. (JPM)
Chevron Corporation (CVX)
Newmont Mining Corporation (NEM)
Brookfield Corp Cl A Ltd Vt Sh (BN)

View all positions for Live Oak Private Wealth

Top funds holding Gabelli Equity Tr

Ursa Fund Management
LPL Financial
Yakira Capital Management
Boothbay Fund Management
Alpine Partners VI
Absolute Investment Advisers
Morgan Stanley
Commonwealth Equity Services
Cable Car Capital
Citadel Advisors
Cetera Investment Advisers
Bank of America Corporation
Independent Financial Group
Cambridge Investment Research Advisors
Wells Fargo & Company

View all funds holding Gabelli Equity Tr