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Gabelli Equity Trust

186 hedge funds and large institutions have $122M invested in Gabelli Equity Trust in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 56 increasing their positions, 34 reducing their positions, and 12 closing their positions.

Holders
186
Holders Change
+22
Holders Change %
+13.41%
% of All Funds
2.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
56
Reduced
34
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$64K
FCI
127
Financial Counselors Inc
Kansas
$63.1K -$7.24K -1,425 -10%
RFN
128
RDA Financial Network
Iowa
$62.3K
IAIM
129
International Assets Investment Management
Florida
$59.8K +$59.8K +11,776 New
RFA
130
Register Financial Advisors
Georgia
$58.8K +$925 +182 +2%
MA
131
Mutual Advisors
Nebraska
$58.1K +$401 +79 +0.7%
JF
132
Jump Financial
Illinois
$57.9K +$57.9K +11,400 New
IFWM
133
Institute for Wealth Management
Colorado
$57.1K
CAG
134
Csenge Advisory Group
Florida
$55.2K +$1.55K +305 +3%
TYCC
135
Texas Yale Capital Corp
Florida
$54.4K
SWA
136
Stratos Wealth Advisors
Ohio
$52.1K
Ameriprise
137
Ameriprise
Minnesota
$51.1K +$51.1K +10,057 New
TWC
138
TD Waterhouse Canada
Ontario, Canada
$48.6K
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
$35.5K +$20.7K +4,078 +141%
RFA
140
Resurgent Financial Advisors
Georgia
$33.5K
IGWM
141
ICA Group Wealth Management
Colorado
$32.1K +$32.1K +6,310 New
RIL
142
Rothschild Investment LLC
Illinois
$30.5K +$30.5K +6,000 New
WSC
143
Wellington Shields & Co
New York
$27.6K
SPIS
144
Steward Partners Investment Solutions
Oregon
$27.2K +$27.2K +5,350 New
GIA
145
GHP Investment Advisors
Colorado
$27.1K
BFEC
146
Benjamin F. Edwards & Company
Missouri
$25K
JPMorgan Chase & Co
147
JPMorgan Chase & Co
New York
$24.4K -$746K -146,846 -97%
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$20.3K
MPWT
149
MassMutual Private Wealth & Trust
Connecticut
$17.9K +$17.9K +3,531 New
PS
150
Principal Securities
Iowa
$17.9K +$17.9K +3,521 New