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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
SC
126
Savant Capital
Illinois
$67.5K
RFA
127
Register Financial Advisors
Georgia
$66.5K +$1.02K +185 +2%
SPC
128
Sigma Planning Corp
Michigan
$64.8K +$148 +27 +0.2%
CAG
129
Csenge Advisory Group
Florida
$64.2K +$1.72K +316 +3%
KFA
130
Kapstone Financial Advisors
Ohio
$63.7K
AWM
131
Apollon Wealth Management
South Carolina
$63.5K -$69.8K -12,718 -52%
MA
132
Mutual Advisors
Nebraska
$63.5K +$445 +82 +0.7%
SWA
133
Stratos Wealth Advisors
Ohio
$62.9K +$6.59K +1,200 +12%
EWA
134
Exencial Wealth Advisors
Oklahoma
$62.3K
IFWM
135
Institute for Wealth Management
Colorado
$61.7K +$16 +3 +0%
TWM
136
Triton Wealth Management
Arizona
$59.8K +$59.8K +10,975 New
CW
137
CIC Wealth
Maryland
$58.8K +$58.8K +10,703 New
TYCC
138
Texas Yale Capital Corp
Florida
$58.7K
AL
139
Aspiriant LLC
California
$58.6K
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$57.3K +$35.3K +6,432 +161%
SMC
141
Smith, Moore & Co
Missouri
$57.1K +$494 +90 +0.9%
TWC
142
TD Waterhouse Canada
Ontario, Canada
$49.9K
GWP
143
Gen-Wealth Partners
Michigan
$37.7K
CB
144
CNB Bank
Pennsylvania
$37.7K +$37.7K +6,869 New
RIL
145
Rothschild Investment LLC
Illinois
$32.9K
CFGS
146
Concourse Financial Group Securities
Alabama
$32.9K
WSC
147
Wellington Shields & Co
New York
$29.8K
AF
148
Allworth Financial
California
$29.5K +$55 +10 +0.2%
GIA
149
GHP Investment Advisors
Colorado
$29.3K
BWAM
150
Boyd Watterson Asset Management
Ohio
$29K