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Gabelli Equity Trust

191 hedge funds and large institutions have $128M invested in Gabelli Equity Trust in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 20 closing their positions.

Holders
191
Holders Change
+5
Holders Change %
+2.69%
% of All Funds
2.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
60
Reduced
43
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WSC
151
Wellington Shields & Co
New York
$30K 5,428
GIA
152
GHP Investment Advisors
Colorado
$29.5K 5,344
BFEC
153
Benjamin F. Edwards & Company
Missouri
$27K 4,900
JPMorgan Chase & Co
154
JPMorgan Chase & Co
New York
$24.8K 4,500 -300 -6%
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$22.1K 4,000
GJWM
156
Gilliland Jeter Wealth Management
Arkansas
$22.1K 4,000 +4,000 New
OLVIG
157
Oliver Lagore Vanvalin Investment Group
Michigan
$20.7K 3,750 +2,000 +114%
PS
158
Principal Securities
Iowa
$20K 3,617 +96 +3%
National Bank of Canada
159
National Bank of Canada
Quebec, Canada
$19.4K 3,542
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$16.5K 2,990 -3,990 -57%
AF
161
Allworth Financial
California
$16K 2,907 +2,907 New
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$15.5K 2,804
HNB
163
Hilltop National Bank
Wyoming
$15.2K 2,750 +2,750 New
ACA
164
American Capital Advisory
Idaho
$14.5K 2,525
GEA
165
Glen Eagle Advisors
New Jersey
$10.5K 1,906 +1,906 New
Comerica Bank
166
Comerica Bank
Texas
$9.79K 1,774
GWM
167
Geneos Wealth Management
Colorado
$9.38K 1,700
CFGS
168
Concourse Financial Group Securities
Alabama
$9.38K 1,700
US Bancorp
169
US Bancorp
Minnesota
$9.13K 1,654
NSIM
170
North Star Investment Management
Illinois
$8.93K 1,617
GRP
171
Global Retirement Partners
California
$8.85K 1,604 +43 +3%
HCM
172
Highlander Capital Management
New Jersey
$8.28K 1,500
CIBC Private Wealth Group
173
CIBC Private Wealth Group
Georgia
$7.06K 1,299 +1,299 New
CWC
174
Carolinas Wealth Consulting
North Carolina
$7.01K 1,270
SWA
175
SOA Wealth Advisors
New York
$6.62K 1,200