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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 %
PAG
26
Private Advisor Group
New Jersey
$1.08M 195,807 +50,220 +34%
SPIA
27
Steward Partners Investment Advisory
New York
$779K 141,171 -17,234 -11%
AAM
28
Advisors Asset Management
Colorado
$716K 129,676 +129,676 New
AWS
29
Atria Wealth Solutions
New York
$651K 117,898 -694 -0.6%
WS
30
Wedbush Securities
California
$650K 117,685 +2,671 +2%
IAIM
31
International Assets Investment Management
Florida
$640K 117,776 +106,000 +900%
EWM
32
Empirical Wealth Management
Washington
$637K 115,402 -9,758 -8%
SWP
33
Stratos Wealth Partners
Ohio
$635K 115,079 +6,276 +6%
ASN
34
Advisory Services Network
Georgia
$599K 108,586 -5,645 -5%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$581K 105,290 +30,552 +41%
Stifel Financial
36
Stifel Financial
Missouri
$580K 105,094 +7,340 +8%
IA
37
IFP Advisors
Florida
$540K 97,894 +9,557 +11%
HCM
38
Hollencrest Capital Management
California
$527K 95,533
Truist Financial
39
Truist Financial
North Carolina
$514K 93,083 +11,535 +14%
IW
40
Imprint Wealth
South Carolina
$472K 86,912 +86,912 New
HighTower Advisors
41
HighTower Advisors
Illinois
$465K 84,014 -41,406 -33%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$452K 81,875 +1,509 +2%
EFA
43
Evernest Financial Advisors
Indiana
$442K 84,862 -4,286 -5%
MML Investors Services
44
MML Investors Services
Massachusetts
$432K 78,188 -16,916 -18%
VBCG
45
Valley Brook Capital Group
Pennsylvania
$424K 76,836 +28,000 +57%
MFG
46
Magnus Financial Group
New York
$420K 76,103 +2,002 +3%
HWA
47
HCR Wealth Advisors
California
$416K 75,353
WAM
48
Wolverine Asset Management
Illinois
$415K 75,210 -131,540 -64%
PI
49
PFG Investments
New York
$405K 73,418 +73,418 New
NP
50
NorthRock Partners
Minnesota
$403K 72,985 -3,204 -4%