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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 %
DWG
51
Darden Wealth Group
Michigan
$348K 67,000 +67,000 New
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$333K 64,073 +47,036 +276%
BRWA
53
B. Riley Wealth Advisors
Florida
$330K 63,535 +12,015 +23%
BCM
54
Brookstone Capital Management
Illinois
$311K 56,612 +2,759 +5%
SDAM
55
Shulman DeMeo Asset Management
New York
$303K 58,189 -47 -0.1%
CIBC World Market
56
CIBC World Market
Ontario, Canada
$302K 58,012 +25,843 +80%
EH
57
Equitable Holdings
New York
$280K 53,846 +100 +0.2%
OC
58
Oppenheimer & Co
New York
$277K 53,207 +53,207 New
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$272K 52,264 +23,748 +83%
AWM
60
Arista Wealth Management
Nevada
$245K 47,128 +47,128 New
AAS
61
Avantax Advisory Services
Texas
$239K 46,000
SOS
62
Silver Oak Securities
Tennessee
$235K 45,124
GVAG
63
Great Valley Advisor Group
Delaware
$234K 44,915 +632 +1%
SIG
64
Stonegate Investment Group
Alabama
$224K 43,064 +1,217 +3%
MWA
65
Midland Wealth Advisors
Illinois
$223K 42,870
NA
66
NewEdge Advisors
Louisiana
$223K 42,797 -900 -2%
GLLW
67
Graves Light Lenhart Wealth
Virginia
$215K 41,224
Truist Financial
68
Truist Financial
North Carolina
$208K 40,077 -53,006 -57%
SF
69
Synovus Financial
Georgia
$205K 39,468
RFN
70
RDA Financial Network
Iowa
$205K 39,368 +27,103 +221%
MWM
71
Mission Wealth Management
California
$203K 39,074
SBIA
72
Sheaff Brock Investment Advisors
Indiana
$174K 33,495 -885 -3%
KAS
73
Kestra Advisory Services
Texas
$167K 32,139 -11,428 -26%
IA
74
IFG Advisory
Georgia
$164K 31,486 +3,300 +12%
VFA
75
Valeo Financial Advisors
Indiana
$162K 31,197