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Gabelli Equity Trust
GAB

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$18.9M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$124M
3
IAA
3
Independent Advisor Alliance
North Carolina
$1.98M
4
GC
4
Guggenheim Capital
Illinois
$901K
5
GSEP
5
Golden State Equity Partners
California
$524K

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$2.24M
2
Cohen & Steers
2
Cohen & Steers
New York
$2.15M
3
SFS
3
Shaker Financial Services
Virginia
$326K
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
IA
5
IFP Advisors
Florida
$13.5K
Name Holding Trade Value Shares
Change 		Shares
Change %
SBIA
76
Sheaff Brock Investment Advisors
Indiana
$180K – – –
VFA
77
Valeo Financial Advisors
Indiana
$173K -$52.7K -9,791 -23%
GVAG
78
Great Valley Advisor Group
Delaware
$162K -$83.1K -15,447 -34%
BPA
79
Beacon Pointe Advisors
California
$161K +$10.8K +2,000 +7%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$156K +$54 +10 +0%
Jane Street
81
Jane Street
New York
$153K +$153K +28,419 New
IA
82
IFG Advisory
Georgia
$152K -$17.8K -3,300 -10%
SFS
83
Symphony Financial Services
Ohio
$151K +$1.16K +216 +0.8%
KPWS
84
Kestra Private Wealth Services
Texas
$149K +$479 +89 +0.3%
BCM
85
Brookstone Capital Management
Illinois
$149K -$126K -23,400 -46%
RBWA
86
RFG - Bristol Wealth Advisors
Massachusetts
$149K +$149K +27,604 New
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$148K +$5.11K +950 +4%
PHS
88
Pekin Hardy Strauss
Illinois
$146K – – –
FZCM
89
Flynn Zito Capital Management
New York
$139K – – –
Citadel Advisors
90
Citadel Advisors
Florida
$139K +$139K +25,801 New
MCM
91
Mendel Capital Management
Arkansas
$138K – – –
KCPT
92
Kingstone Capital Partners Texas
Texas
$137K +$137K +25,376 New
QCIG
93
Quad-Cities Investment Group
Iowa
$136K +$576 +107 +0.4%
AAS
94
Ameritas Advisory Services
Nebraska
$133K – – –
GS
95
GWN Securities
Florida
$128K +$128K +22,682 New
BCA
96
Bay Colony Advisors
Massachusetts
$127K +$495 +92 +0.4%
M
97
MOTCO
Texas
$120K – – –
IA
98
Insight Advisors
Pennsylvania
$118K – – –
VFPW
99
Vantage Financial Partners (Wisconsin)
Wisconsin
$116K -$3.52K -654 -3%
RFN
100
RDA Financial Network
Iowa
$115K -$48.6K -9,025 -30%
2 3
4
5 6