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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 %
SBIA
76
Sheaff Brock Investment Advisors
Indiana
$184K 33,495 – –
IA
77
IFG Advisory
Georgia
$173K 31,486 – –
RFN
78
RDA Financial Network
Iowa
$167K 30,343 -9,025 -23%
KAS
79
Kestra Advisory Services
Texas
$160K 29,209 -2,930 -9%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$158K 28,990 -1,990 -6%
BPA
81
Beacon Pointe Advisors
California
$154K 28,000 – –
SFS
82
Symphony Financial Services
Ohio
$153K 27,905 -954 -3%
KPWS
83
Kestra Private Wealth Services
Texas
$152K 27,666 +2,200 +9%
PHS
84
Pekin Hardy Strauss
Illinois
$149K 27,228 – –
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$146K 26,575 -25,689 -49%
KWM
86
Kingsview Wealth Management
Oregon
$146K 26,543 -109 -0.4%
PA
87
Pinnacle Associates
New York
$146K 28,642 +28,642 New
FZCM
88
Flynn Zito Capital Management
New York
$142K 25,855 -3,000 -10%
MCM
89
Mendel Capital Management
Arkansas
$141K 25,638 – –
QCIG
90
Quad-Cities Investment Group
Iowa
$138K 25,202 -243 -1%
AAS
91
Ameritas Advisory Services
Nebraska
$136K 24,714 – –
BCA
92
Bay Colony Advisors
Massachusetts
$130K 23,595 -1,923 -8%
Koshinski Asset Management
93
Koshinski Asset Management
Illinois
$124K 22,499 +591 +3%
M
94
MOTCO
Texas
$123K 22,318 +22,318 New
VFPW
95
Vantage Financial Partners (Wisconsin)
Wisconsin
$122K 22,175 +47 +0.2%
IA
96
Insight Advisors
Pennsylvania
$120K 21,842 – –
HH
97
Hilltop Holdings
Texas
$109K 19,859 +392 +2%
AWE
98
Avidian Wealth Enterprises
Texas
$106K 19,295 – –
JWCA
99
J.W. Cole Advisors
Florida
$105K 19,054 -873 -4%
BIAS
100
Beacon Investment Advisory Services
New Jersey
$104K 19,000 – –
2 3
4
5 6