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Gabelli Equity Trust
GAB

Overview Fund Activity

198 hedge funds and large institutions have $250M invested in Gabelli Equity Trust in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+13
Holders Change %
+7.03%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
64
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$18.9M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$124M
3
IAA
3
Independent Advisor Alliance
North Carolina
$1.98M
4
GC
4
Guggenheim Capital
Illinois
$901K
5
GSEP
5
Golden State Equity Partners
California
$524K

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$2.24M
2
Cohen & Steers
2
Cohen & Steers
New York
$2.15M
3
SFS
3
Shaker Financial Services
Virginia
$326K
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
IA
5
IFP Advisors
Florida
$13.5K
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.06M +$7.31K +1,358 +0.7%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$940K +$61.7K +11,472 +7%
Osaic Holdings
28
Osaic Holdings
Arizona
$939K +$52.5K +9,751 +6%
GC
29
Guggenheim Capital
Illinois
$901K +$558K +103,719 +163%
PAG
30
Private Advisor Group
New Jersey
$872K -$15.4K -2,866 -2%
SWP
31
Stratos Wealth Partners
Ohio
$839K -$33.9K -6,296 -4%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$754K +$283K +52,691 +60%
Stifel Financial
33
Stifel Financial
Missouri
$722K +$182K +33,879 +34%
CPRC
34
Consolidated Portfolio Review Corp
New York
$661K +$25.7K +4,781 +4%
WS
35
Wedbush Securities
California
$628K +$360 +67 +0.1%
EWM
36
Empirical Wealth Management
Washington
$618K – – –
KCP
37
Kera Capital Partners
California
$569K +$569K +105,780 New
ASN
38
Advisory Services Network
Georgia
$551K -$28.2K -5,248 -5%
VBCG
39
Valley Brook Capital Group
Pennsylvania
$532K -$25.6K -4,750 -5%
GSEP
40
Golden State Equity Partners
California
$524K +$524K +97,358 New
HCM
41
Hollencrest Capital Management
California
$514K – – –
AWS
42
Atria Wealth Solutions
New York
$512K +$24.3K +4,512 +5%
EFA
43
Evernest Financial Advisors
Indiana
$501K -$34.1K -6,337 -6%
MML Investors Services
44
MML Investors Services
Massachusetts
$497K -$26.2K -4,878 -5%
CL
45
Choreo LLC
Illinois
$496K – – –
LBC
46
Leigh Baldwin & Co
New York
$463K +$463K +86,084 New
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$461K +$111K +20,612 +32%
PI
48
PFG Investments
New York
$450K -$161 -30 -0%
NP
49
NorthRock Partners
Minnesota
$425K +$31.7K +5,887 +8%
HWA
50
HCR Wealth Advisors
California
$405K – – –
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