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Gabelli Equity Trust

178 hedge funds and large institutions have $117M invested in Gabelli Equity Trust in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 37 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-13
Holders Change %
-6.81%
% of All Funds
2.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
62
Reduced
37
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
126
Exencial Wealth Advisors
Oklahoma
$59K +$59K +11,354 New
IFWM
127
Institute for Wealth Management
Colorado
$58.4K
TYCC
128
Texas Yale Capital Corp
Florida
$55.6K
AL
129
Aspiriant LLC
California
$55.5K +$55.5K +10,676 New
Jane Street
130
Jane Street
New York
$53.6K +$53.6K +10,317 New
SMC
131
Smith, Moore & Co
Missouri
$53.6K +$478 +92 +0.9%
SWA
132
Stratos Wealth Advisors
Ohio
$53.3K
TWC
133
TD Waterhouse Canada
Ontario, Canada
$47.7K
GWP
134
Gen-Wealth Partners
Michigan
$36.1K
RIL
135
Rothschild Investment LLC
Illinois
$31.2K
CFGS
136
Concourse Financial Group Securities
Alabama
$31.2K +$22.4K +4,300 +253%
AF
137
Allworth Financial
California
$28.7K +$13.2K +2,463 +85%
WSC
138
Wellington Shields & Co
New York
$28.2K
GIA
139
GHP Investment Advisors
Colorado
$27.8K
BWAM
140
Boyd Watterson Asset Management
Ohio
$27.5K +$27.5K +5,280 New
BFEC
141
Benjamin F. Edwards & Company
Missouri
$25K
GJWM
142
Gilliland Jeter Wealth Management
Arkansas
$20.8K
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$20.8K
OLVIG
144
Oliver Lagore Vanvalin Investment Group
Michigan
$19.5K
PS
145
Principal Securities
Iowa
$19.4K +$546 +105 +3%
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$15.8K +$244 +47 +2%
RTL
147
Red Tortoise LLC
Georgia
$15.6K +$15.6K +3,000 New
National Bank of Canada
148
National Bank of Canada
Quebec, Canada
$15.6K -$2.81K -542 -15%
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$14.6K
HNB
150
Hilltop National Bank
Wyoming
$14.3K