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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.

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 %
CAS
151
Coppell Advisory Solutions
Texas
$13.7K +$13.7K +2,643 New
ACA
152
American Capital Advisory
Idaho
$12.8K
TSWM
153
Tyler-Stone Wealth Management
Ohio
$10.4K +$10.4K +2,000 New
GEA
154
Glen Eagle Advisors
New Jersey
$9.91K
IGWM
155
ICA Group Wealth Management
Colorado
$9.41K -$23.4K -4,500 -71%
Comerica Bank
156
Comerica Bank
Texas
$9.23K
GWM
157
Geneos Wealth Management
Colorado
$8.84K
US Bancorp
158
US Bancorp
Minnesota
$8.6K
GRP
159
Global Retirement Partners
California
$8.58K +$244 +47 +3%
NSIM
160
North Star Investment Management
Illinois
$8.41K
CIBC Private Wealth Group
161
CIBC Private Wealth Group
Georgia
$7.01K +$194 +37 +3%
CWC
162
Carolinas Wealth Consulting
North Carolina
$6.6K
SWA
163
SOA Wealth Advisors
New York
$6.24K
CB
164
Community Bank
New York
$5.2K
SWM
165
Spire Wealth Management
Virginia
$5.2K
CA
166
Continuum Advisory
Idaho
$5.01K +$135 +26 +3%
TJHA
167
Thomas J. Herzfeld Advisors
Florida
$4.77K +$255 +49 +6%
FDCDDQ
168
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.84K
MRCM
169
M&R Capital Management
New Jersey
$3.6K -$1.95K -374 -35%
HBW
170
Hazlett, Burt & Watson
West Virginia
$2K
SFC
171
Strategic Financial Concepts
Texas
$2K +$2K +10,840 New
PWMG
172
Prestige Wealth Management Group
New Jersey
$1.78K
AssetMark Inc
173
AssetMark Inc
California
$1.69K +$1.69K +324 New
KFI
174
Key Financial Inc
Pennsylvania
$1.04K
FFA
175
Farther Finance Advisors
California
$1.03K +$1.03K +198 New