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Gabelli Equity Trust

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
Name Market Value Shares Shares
Change
Shares
Change %
CS
101
Capital Square
Tennessee
$103K 18,747 +18,747 New
EWS
102
Eagle Wealth Strategies
New Jersey
$102K 18,624
CIG
103
Cascade Investment Group
Colorado
$99K 18,035
SI
104
Stephens Inc
Arkansas
$98.9K 18,008
Mariner
105
Mariner
Kansas
$95.9K 17,473 +55 +0.3%
MWM
106
Modera Wealth Management
New Jersey
$94.4K 17,200 +139 +0.8%
BRWA
107
B. Riley Wealth Advisors
Florida
$94.4K 17,232 -46,303 -73%
CA
108
CoreCap Advisors
Michigan
$94.1K 17,133 +17,133 New
PWA
109
PCG Wealth Advisors
Kansas
$93.4K 17,010 -4,100 -19%
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$92.6K 16,874 +16,874 New
LI
111
LRI Investments
Florida
$90.1K 16,347 +16,347 New
CWM
112
Comprehensive Wealth Management
Washington
$85.4K 15,549
AWA
113
Arete Wealth Advisors
Illinois
$85K 15,573 +15,573 New
GT
114
Glenmede Trust
Pennsylvania
$84.9K 15,473
HIP
115
HUB Investment Partners
Texas
$83.5K 15,203
JIC
116
Johnson Investment Counsel
Ohio
$82.7K 15,056 +317 +2%
EWM
117
Executive Wealth Management
Michigan
$82.4K 15,000 +15,000 New
DJYG
118
David J. Yvars Group
Florida
$80.8K 14,716 -3,107 -17%
MHWM
119
Montz Harcus Wealth Management
Louisiana
$80.7K 14,693 +386 +3%
SFC
120
SYM Financial Corp
Indiana
$77.4K 14,102 +371 +3%
WSCM
121
Wellington Shields Capital Management
New York
$76.1K 13,857
SIAG
122
Safeguard Investment Advisory Group
California
$74.9K 13,643 -181 -1%
MWM
123
Meridian Wealth Management
Kentucky
$74.6K 13,592 +13,592 New
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$73K 13,302 -730 -5%
Ameriprise
125
Ameriprise
Minnesota
$68.9K 12,551 +12,551 New