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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 %
DWG
51
Darden Wealth Group
Michigan
$368K 67,000 – –
CIBC World Market
52
CIBC World Market
Ontario, Canada
$358K 65,154 +7,142 +12%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$358K 65,125 +1,052 +2%
GC
54
Guggenheim Capital
Illinois
$350K 63,775 +63,775 New
SDAM
55
Shulman DeMeo Asset Management
New York
$319K 58,116 -73 -0.1%
EH
56
Equitable Holdings
New York
$319K 58,098 +4,252 +8%
GLA
57
Good Life Advisors
Pennsylvania
$312K 56,834 +28,417 +100%
FCI
58
Financial Counselors Inc
Kansas
$299K 54,395 +42,931 +374%
OC
59
Oppenheimer & Co
New York
$292K 53,207 – –
PFA
60
Pure Financial Advisors
California
$285K 51,834 +51,834 New
BCM
61
Brookstone Capital Management
Illinois
$280K 51,032 -5,580 -10%
LWMM
62
Legacy Wealth Management (Mississippi)
Mississippi
$269K 48,944 +48,944 New
AWM
63
Arista Wealth Management
Nevada
$259K 47,128 – –
AAS
64
Avantax Advisory Services
Texas
$253K 46,000 – –
GVAG
65
Great Valley Advisor Group
Delaware
$250K 45,624 +709 +2%
SIG
66
Stonegate Investment Group
Alabama
$243K 44,249 +1,185 +3%
NA
67
NewEdge Advisors
Louisiana
$240K 43,806 +1,009 +2%
VFA
68
Valeo Financial Advisors
Indiana
$231K 42,032 +10,835 +35%
ATPW
69
Ashton Thomas Private Wealth
Arizona
$230K 41,903 +41,903 New
GLLW
70
Graves Light Lenhart Wealth
Virginia
$226K 41,224 – –
SF
71
Synovus Financial
Georgia
$217K 39,468 – –
MWM
72
Mission Wealth Management
California
$206K 37,574 -1,500 -4%
NS
73
NBC Securities
Alabama
$194K 35,466 +15,680 +79%
SVWAG
74
Sound View Wealth Advisors Group
Georgia
$192K 35,000 +35,000 New
Truist Financial
75
Truist Financial
North Carolina
$192K 34,946 -5,131 -13%
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