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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.

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 %
JPMorgan Chase & Co
151
JPMorgan Chase & Co
New York
$26.4K -$57.3K -10,435 -68%
GJWM
152
Gilliland Jeter Wealth Management
Arkansas
$22K
PS
153
Principal Securities
Iowa
$21K +$565 +103 +3%
OLVIG
154
Oliver Lagore Vanvalin Investment Group
Michigan
$20.6K
RTL
155
Red Tortoise LLC
Georgia
$16.5K
National Bank of Canada
156
National Bank of Canada
Quebec, Canada
$16.5K
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$15.4K
HNB
158
Hilltop National Bank
Wyoming
$15.1K
CAS
159
Coppell Advisory Solutions
Texas
$14.5K
ACA
160
American Capital Advisory
Idaho
$13.9K
GEA
161
Glen Eagle Advisors
New Jersey
$10.5K
Comerica Bank
162
Comerica Bank
Texas
$9.74K
GWM
163
Geneos Wealth Management
Colorado
$9.33K
GRP
164
Global Retirement Partners
California
$9.31K +$247 +45 +3%
US Bancorp
165
US Bancorp
Minnesota
$9.08K
CIBC Private Wealth Group
166
CIBC Private Wealth Group
Georgia
$7.53K +$198 +36 +3%
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$7.53K -$9.15K -1,666 -55%
CWC
168
Carolinas Wealth Consulting
North Carolina
$6.97K
SWA
169
SOA Wealth Advisors
New York
$6.59K
S
170
SignatureFD
Georgia
$6.59K +$6.59K +1,200 New
SWM
171
Spire Wealth Management
Virginia
$5.49K
CB
172
Community Bank
New York
$5.49K
CA
173
Continuum Advisory
Idaho
$5.46K +$143 +26 +3%
TJHA
174
Thomas J. Herzfeld Advisors
Florida
$5.18K +$137 +25 +3%
FDCDDQ
175
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.06K