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Gabelli Equity Trust
GAB

Overview Fund Activity

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
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$14.2M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$2.48M
3
LCM
3
Landscape Capital Management
New Jersey
$3.91M
4
Cohen & Steers
4
Cohen & Steers
New York
$6.31M
5
AAM
5
Advisors Asset Management
Colorado
$716K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.9M
2
Bank of America
2
Bank of America
North Carolina
$4.33M
3
WAM
3
Wolverine Asset Management
Illinois
$415K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$103K
5
Creative Planning
5
Creative Planning
Kansas
$2.53M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$392K 70,941 +3,870 +6%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$336K 60,864 +9,245 +18%
SDAM
53
Shulman DeMeo Asset Management
New York
$321K 58,236 -30 -0.1%
BCM
54
Brookstone Capital Management
Illinois
$297K 53,853 -2,431 -4%
EH
55
Equitable Holdings
New York
$297K 53,746 – –
EP
56
Eudaimonia Partners
Tennessee
$276K 50,000 – –
BRWA
57
B. Riley Wealth Advisors
Florida
$264K 51,520 -13,387 -21%
AAS
58
Avantax Advisory Services
Texas
$254K 46,000 – –
SOS
59
Silver Oak Securities
Tennessee
$249K 45,124 -33,617 -43%
GVAG
60
Great Valley Advisor Group
Delaware
$244K 44,283 -2,885 -6%
NA
61
NewEdge Advisors
Louisiana
$241K 43,697 -6,431 -13%
KAS
62
Kestra Advisory Services
Texas
$240K 43,567 +10,764 +33%
MWA
63
Midland Wealth Advisors
Illinois
$237K 42,870 – –
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$231K 41,899 +15,721 +60%
SIG
65
Stonegate Investment Group
Alabama
$231K 41,847 +1,115 +3%
GLLW
66
Graves Light Lenhart Wealth
Virginia
$228K 41,224 – –
SF
67
Synovus Financial
Georgia
$218K 39,468 – –
MWM
68
Mission Wealth Management
California
$216K 39,074 +39,074 New
NS
69
NBC Securities
Alabama
$214K 37,066 +1,800 +5%
PC
70
Pecaut & Co
Iowa
$197K 35,760 -22,552 -39%
SBIA
71
Sheaff Brock Investment Advisors
Indiana
$190K 34,380 – –
WC
72
Waterloo Capital
Texas
$182K 33,010 +1,716 +5%
CIBC World Market
73
CIBC World Market
Ontario, Canada
$178K 32,169 +1,000 +3%
VFA
74
Valeo Financial Advisors
Indiana
$166K 31,197 +16,497 +112%
BPA
75
Beacon Pointe Advisors
California
$166K 30,000 +8,000 +36%
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