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Gabelli Equity Trust

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
Name Market Value Shares Shares
Change
Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$824K 158,517 +53,227 +51%
Osaic Holdings
27
Osaic Holdings
Arizona
$761K 146,414 -115,781 -44%
SFS
28
Shaker Financial Services
Virginia
$661K 127,151 -315,948 -71%
SWP
29
Stratos Wealth Partners
Ohio
$616K 118,555 +3,476 +3%
IA
30
IFP Advisors
Florida
$611K 117,503 +19,609 +20%
WS
31
Wedbush Securities
California
$601K 115,560 -2,125 -2%
EWM
32
Empirical Wealth Management
Washington
$598K 114,937 -465 -0.4%
GSEP
33
Golden State Equity Partners
California
$579K 111,359 +111,359 New
ASN
34
Advisory Services Network
Georgia
$559K 107,592 -994 -0.9%
Stifel Financial
35
Stifel Financial
Missouri
$528K 101,634 -3,460 -3%
EFA
36
Evernest Financial Advisors
Indiana
$503K 96,735 +11,873 +14%
MML Investors Services
37
MML Investors Services
Massachusetts
$502K 96,480 +18,292 +23%
HCM
38
Hollencrest Capital Management
California
$497K 95,533
AWS
39
Atria Wealth Solutions
New York
$495K 95,244 -22,654 -19%
VBCG
40
Valley Brook Capital Group
Pennsylvania
$494K 95,086 +18,250 +24%
CL
41
Choreo LLC
Illinois
$481K 92,100 +92,100 New
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$472K 90,680 +29,816 +49%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$446K 85,765 +3,890 +5%
PI
44
PFG Investments
New York
$425K 81,782 +8,364 +11%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$418K 80,306 +9,365 +13%
MFG
46
Magnus Financial Group
New York
$406K 78,166 +2,063 +3%
HWA
47
HCR Wealth Advisors
California
$392K 75,353
NP
48
NorthRock Partners
Minnesota
$391K 75,261 +2,276 +3%
HighTower Advisors
49
HighTower Advisors
Illinois
$387K 74,617 -9,397 -11%
LCM
50
Landscape Capital Management
New Jersey
$366K 70,380 -637,596 -90%