Who owns Gabelli mutual funds -?

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Analyze quarterly positions in Gabelli mutual funds - with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Gabelli mutual funds - stock

Who bought or sold Gabelli mutual funds - this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Morgan Stanley 305k $4.6M 100% Mar 2026
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Private Management Group 257k $3.9M -1% Mar 2026
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Blue Bell Private Wealth Management 159k $2.4M 7% Mar 2026
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180 Wealth Advisors 120k $1.8M 3% Mar 2026
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Advisor Group Holdings 103k $1.5M 5% Dec 2025
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GatePass Capital 87k $1.3M -1% Mar 2026
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Bank of America Corporation 85k $1.3M 100% Mar 2026
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Gabelli Securities 83k $1.2M 0% Dec 2025
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UBS Group 78k $1.2M -1% Mar 2026
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Raymond James Financial 76k $1.1M 8% Dec 2025
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Evolve Private Wealth 70k $1.0M 100% Mar 2026
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Capstone Investment Advisors 69k $1.0M 0% Mar 2026
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LPL Financial 59k $883k 31% Mar 2026
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Beckerman Institutional 58k $864k -2% Mar 2026
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Wells Fargo & Company 53k $788k 2% Mar 2026
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GAMCO Asset Management 46k $684k 0% Dec 2025
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Stephens 45k $679k 0% Mar 2026
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CSS 36k $540k -12% Mar 2026
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Silverlake Wealth Management 15k $224k 4% Mar 2026
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Private Advisor 13k $198k 9% Mar 2026
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Commonwealth Equity Services 12k $184k 0% Mar 2026
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Fifth Third Bancorp 11k $165k 100% Mar 2026
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Brian McDonald 11k $165k 0% Dec 2025
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Ancora Advisors 5.0k $75k 0% Mar 2026
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Nbc Securities 2.9k $43k 0% Mar 2026
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International Assets Investment Management 2.1k $32k 0% Mar 2026
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Royal Bank of Canada 600.00 $9.0k 300% Mar 2026
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North Star Investment Management 450.00 $6.8k 0% Mar 2026
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BFSG 260.00 $3.9k 0% Mar 2026
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SOA Wealth Advisors 242.00 $3.6k 0% Mar 2026
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SageView Advisory Group 208.00 $3.1k 100% Dec 2025
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Union Bankshares 200.00 $3.0k 0% Mar 2026
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Salem Investment Counselors 160.00 $2.4k 100% Mar 2026
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Medallion Wealth Advisors 100.00 $1.5k 0% Mar 2026
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MAI Wealth Advisors 73.00 $1.1k 0% Mar 2026
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Capital Advisors 69.00 $1.0k 0% Mar 2026
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Larson Financial Group 65.00 $975.000000 -57% Dec 2025
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Jones Financial Companies, L.L 50.00 $750.000000 100% Dec 2025
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Spire Wealth Management 40.00 $601.000000 0% Mar 2026
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Keating Financial Advisory Services 31.00 $466.001300 100% Mar 2026
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Ulland Investment Advisors 20.00 $0 0% Mar 2026
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Beaird Harris Wealth Management 20.00 $300.000000 0% Dec 2025
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Fourth Dimension Wealth 12.00 $180.000000 0% Mar 2026
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Who sold out of Gabelli mutual funds -?

Fund or Company Name Date Sold Shares Held Valued At
Deschutes Portfolio Strategy Dec 2025 40k $606k
Advisory Services Network Sep 2025 400.00 $5.8k
Flagship Harbor Advisors Dec 2025 300.00 $4.5k
Pnc Financial Services Dec 2025 200.00 $3.0k
Hanson McClain Advisors Sep 2025 169.00 $2.4k
Harbour Investments Dec 2025 119.00 $1.8k
Cornerstone Advisors Dec 2025 82.00 $1.2k
Goss Wealth Management Dec 2025 36.00 $540.000000