GAB icon

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.

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 %
Truist Financial
101
Truist Financial
North Carolina
$112K -$76.3K -14,191 -41%
HH
102
Hilltop Holdings
Texas
$109K +$2.23K +415 +2%
AWA
103
Arete Wealth Advisors
Illinois
$109K +$25.3K +4,707 +30%
GLA
104
Good Life Advisors
Pennsylvania
$108K -$197K -36,693 -65%
CS
105
Capital Square
Tennessee
$106K – – –
AWE
106
Avidian Wealth Enterprises
Texas
$104K – – –
JWCA
107
J.W. Cole Advisors
Florida
$103K +$716 +133 +0.7%
MFG
108
MidWestOne Financial Group
Iowa
$103K +$103K +19,142 New
BIAS
109
Beacon Investment Advisory Services
New Jersey
$102K – – –
PFG
110
Putney Financial Group
California
$100K +$100K +18,679 New
EWS
111
Eagle Wealth Strategies
New Jersey
$100K – – –
Mariner
112
Mariner
Kansas
$99.7K +$5.69K +1,058 +6%
CFGW
113
Chancellor Financial Group WB
Pennsylvania
$98.9K +$98.9K +18,375 New
CA
114
Cornerstone Advisory
Maryland
$97.2K +$97.2K +17,507 New
SI
115
Stephens Inc
Arkansas
$96.9K – – –
BRWA
116
B. Riley Wealth Advisors
Florida
$92.8K +$70 +13 +0.1%
MWM
117
Modera Wealth Management
New Jersey
$92.5K – – –
LI
118
LRI Investments
Florida
$87.9K – – –
PWA
119
PCG Wealth Advisors
Kansas
$85.1K -$6.46K -1,200 -7%
GT
120
Glenmede Trust
Pennsylvania
$83.2K – – –
JIC
121
Johnson Investment Counsel
Ohio
$82.8K +$1.77K +329 +2%
AWM
122
Apollon Wealth Management
South Carolina
$81.6K +$19.4K +3,605 +31%
MHWM
123
Montz Harcus Wealth Management
Louisiana
$81.2K +$2.15K +400 +3%
EWM
124
Executive Wealth Management
Michigan
$80.7K – – –
SFC
125
SYM Financial Corp
Indiana
$77.9K +$2.07K +384 +3%
3 4
5
6 7