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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.

New
Increased
Maintained
Reduced
Closed
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 %
SIAG
126
Safeguard Investment Advisory Group
California
$75.1K +$1.7K +316 +2%
MWM
127
Meridian Wealth Management
Kentucky
$74.9K +$1.78K +330 +2%
WSCM
128
Wellington Shields Capital Management
New York
$74.6K – – –
MIM
129
MTM Investment Management
South Carolina
$72.8K +$72.8K +13,530 New
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$70K -$1.34K -250 -2%
EC
131
Elequin Capital
New York
$69.2K +$69.2K +12,861 New
RFA
132
Register Financial Advisors
Georgia
$66.2K +$1.05K +195 +2%
SC
133
Savant Capital
Illinois
$66.2K – – –
CAG
134
Csenge Advisory Group
Florida
$65.3K +$1.81K +336 +3%
KFA
135
Kapstone Financial Advisors
Ohio
$64.5K – – –
MA
136
Mutual Advisors
Nebraska
$64.1K +$473 +87 +0.7%
SPC
137
Sigma Planning Corp
Michigan
$63.7K +$151 +28 +0.2%
CIG
138
Cascade Investment Group
Colorado
$63.2K -$33.8K -6,286 -35%
SWA
139
Stratos Wealth Advisors
Ohio
$61.6K – – –
TWM
140
Triton Wealth Management
Arizona
$61.4K – – –
EWA
141
Exencial Wealth Advisors
Oklahoma
$61.3K +$210 +39 +0.3%
IFWM
142
Institute for Wealth Management
Colorado
$60.5K +$22 +4 +0%
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$58.3K +$2.21K +411 +4%
TYCC
144
Texas Yale Capital Corp
Florida
$57.6K – – –
SMC
145
Smith, Moore & Co
Missouri
$56.8K +$850 +158 +2%
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$56.3K +$56.3K +10,470 New
APW
147
Aurora Private Wealth
New Jersey
$56K +$56K +10,459 New
Ameriprise
148
Ameriprise
Minnesota
$55.7K -$11.8K -2,190 -17%
CA
149
CoreCap Advisors
Michigan
$54.5K -$37.7K -7,000 -41%
TWC
150
TD Waterhouse Canada
Ontario, Canada
$49.2K – – –
4 5
6
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