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Gabelli Equity Trust

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.

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
Name Holding Trade Value Shares
Change
Shares
Change %
LWMM
51
Legacy Wealth Management (Mississippi)
Mississippi
$403K +$140K +26,032 +53%
OC
52
Oppenheimer & Co
New York
$397K +$111K +20,663 +39%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$384K -$46.9K -8,718 -11%
HighTower Advisors
54
HighTower Advisors
Illinois
$379K -$75.6K -14,049 -17%
CIBC World Market
55
CIBC World Market
Ontario, Canada
$379K +$28.7K +5,330 +8%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$360K -$63.6K -11,819 -15%
SOS
57
Silver Oak Securities
Tennessee
$341K -$59K -10,965 -15%
DWG
58
Darden Wealth Group
Michigan
$334K -$26.9K -5,000 -7%
EH
59
Equitable Holdings
New York
$329K +$16.1K +3,000 +5%
KWA
60
Kingswood Wealth Advisors
California
$327K +$327K +60,822 New
SFS
61
Shaker Financial Services
Virginia
$326K -$3.19M -592,010 -91%
SDAM
62
Shulman DeMeo Asset Management
New York
$313K
FCI
63
Financial Counselors Inc
Kansas
$290K -$2.69K -500 -0.9%
KAS
64
Kestra Advisory Services
Texas
$289K +$132K +24,445 +84%
HIP
65
HUB Investment Partners
Texas
$270K +$188K +35,000 +230%
AWM
66
Arista Wealth Management
Nevada
$254K
AAS
67
Avantax Advisory Services
Texas
$249K +$1.18K +220 +0.5%
SIG
68
Stonegate Investment Group
Alabama
$245K +$6.77K +1,259 +3%
ATPW
69
Ashton Thomas Private Wealth
Arizona
$225K
GLLW
70
Graves Light Lenhart Wealth
Virginia
$222K
SF
71
Synovus Financial
Georgia
$212K
NA
72
NewEdge Advisors
Louisiana
$212K -$23.7K -4,400 -10%
KWM
73
Kingsview Wealth Management
Oregon
$212K +$69K +12,817 +48%
MWM
74
Mission Wealth Management
California
$202K
SVWAG
75
Sound View Wealth Advisors Group
Georgia
$188K