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Gabelli Equity Trust
GAB

Overview Fund Activity

186 hedge funds and large institutions have $122M invested in Gabelli Equity Trust in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 56 increasing their positions, 34 reducing their positions, and 12 closing their positions.

Holders
186
Holders Change
+22
Holders Change %
+13.41%
% of All Funds
2.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
56
Reduced
34
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$21.5M
2
SFS
2
Shaker Financial Services
Virginia
$2.44M
3
LCM
3
Landscape Capital Management
New Jersey
$2.18M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10.7M
5
WAM
5
Wolverine Asset Management
Illinois
$1.05M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$6.19M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$24.4K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.63M
4
Creative Planning
4
Creative Planning
Kansas
$2.71M
5
CAN
5
Cetera Advisor Networks
California
$2.13M
Name Market Value Shares Shares
Change 		Shares
Change %
PC
51
Pecaut & Co
Iowa
$296K 58,312 -10,621 -15%
SDAM
52
Shulman DeMeo Asset Management
New York
$296K 58,266 -250 -0.4%
BCM
53
Brookstone Capital Management
Illinois
$286K 56,284 +3,302 +6%
EH
54
Equitable Holdings
New York
$273K 53,746 +6,800 +14%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$262K 51,619 -4,379 -8%
NA
56
NewEdge Advisors
Louisiana
$255K 50,128 +7,900 +19%
EP
57
Eudaimonia Partners
Tennessee
$254K 50,000 – –
VBCG
58
Valley Brook Capital Group
Pennsylvania
$248K 48,836 +4,500 +10%
GVAG
59
Great Valley Advisor Group
Delaware
$240K 47,168 -10,056 -18%
AWM
60
Arista Wealth Management
Nevada
$239K 47,128 +1,323 +3%
AAS
61
Avantax Advisory Services
Texas
$234K 46,000 +46,000 New
MWA
62
Midland Wealth Advisors
Illinois
$218K 42,870 +42,870 New
GLLW
63
Graves Light Lenhart Wealth
Virginia
$209K 41,224 – –
SIG
64
Stonegate Investment Group
Alabama
$207K 40,732 +1,144 +3%
SF
65
Synovus Financial
Georgia
$200K 39,468 – –
NS
66
NBC Securities
Alabama
$179K 35,266 – –
SVWAG
67
Sound View Wealth Advisors Group
Georgia
$178K 35,000 – –
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$176K 34,666 +1,503 +5%
SBIA
69
Sheaff Brock Investment Advisors
Indiana
$175K 34,380 – –
KAS
70
Kestra Advisory Services
Texas
$167K 32,803 +68 +0.2%
IA
71
IFG Advisory
Georgia
$160K 31,486 – –
WC
72
Waterloo Capital
Texas
$159K 31,294 +31,294 New
CIBC World Market
73
CIBC World Market
Ontario, Canada
$158K 31,169 – –
Citadel Advisors
74
Citadel Advisors
Florida
$156K 30,662 +6,226 +25%
PA
75
Pinnacle Associates
New York
$146K 28,642 – –
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