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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 %
Osaic Holdings
26
Osaic Holdings
Arizona
$905K 164,807 +18,393 +13%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$896K 163,220 +4,703 +3%
SWP
28
Stratos Wealth Partners
Ohio
$891K 162,307 +43,752 +37%
WAM
29
Wolverine Asset Management
Illinois
$665K 121,044 +98,444 +436%
CPRC
30
Consolidated Portfolio Review Corp
New York
$648K 118,058 +118,058 New
IA
31
IFP Advisors
Florida
$645K 117,503 – –
WS
32
Wedbush Securities
California
$641K 116,724 +1,164 +1%
EWM
33
Empirical Wealth Management
Washington
$631K 114,937 – –
VBCG
34
Valley Brook Capital Group
Pennsylvania
$569K 103,586 +8,500 +9%
ASN
35
Advisory Services Network
Georgia
$559K 107,592 – –
Stifel Financial
36
Stifel Financial
Missouri
$551K 100,283 -1,351 -1%
EFA
37
Evernest Financial Advisors
Indiana
$546K 99,398 +2,663 +3%
MML Investors Services
38
MML Investors Services
Massachusetts
$534K 97,271 +791 +0.8%
HCM
39
Hollencrest Capital Management
California
$524K 95,533 – –
CL
40
Choreo LLC
Illinois
$503K 92,100 – –
AWS
41
Atria Wealth Solutions
New York
$497K 90,564 -4,680 -5%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$480K 87,490 -3,190 -4%
HighTower Advisors
43
HighTower Advisors
Illinois
$462K 84,531 +9,914 +13%
PI
44
PFG Investments
New York
$459K 83,651 +1,869 +2%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$440K 80,156 -5,609 -7%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$432K 78,739 -1,567 -2%
IAIM
47
International Assets Investment Management
Florida
$418K 2,301,030 +1,894,854 +467%
HWA
48
HCR Wealth Advisors
California
$414K 75,353 – –
SOS
49
Silver Oak Securities
Tennessee
$407K 74,408 +29,284 +65%
NP
50
NorthRock Partners
Minnesota
$402K 73,187 -2,074 -3%
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