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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 %
KTC
151
Kentucky Trust Company
Kentucky
$39.8K +$39.8K +7,400 New
GWP
152
Gen-Wealth Partners
Michigan
$37.3K – – –
CFGS
153
Concourse Financial Group Securities
Alabama
$33.1K – – –
RIL
154
Rothschild Investment LLC
Illinois
$32.3K – – –
AF
155
Allworth Financial
California
$29.7K +$61 +11 +0.2%
WSC
156
Wellington Shields & Co
New York
$29.2K – – –
GIA
157
GHP Investment Advisors
Colorado
$28.8K – – –
BWAM
158
Boyd Watterson Asset Management
Ohio
$28.4K – – –
JPMorgan Chase & Co
159
JPMorgan Chase & Co
New York
$24.2K -$1.61K -300 -6%
Comerica Bank
160
Comerica Bank
Texas
$23.5K +$14K +2,601 +147%
PS
161
Principal Securities
Iowa
$21.2K +$581 +108 +3%
OLVIG
162
Oliver Lagore Vanvalin Investment Group
Michigan
$20.2K – – –
RTL
163
Red Tortoise LLC
Georgia
$16.1K – – –
National Bank of Canada
164
National Bank of Canada
Quebec, Canada
$16.1K – – –
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$15.1K – – –
HNB
166
Hilltop National Bank
Wyoming
$14.8K – – –
CAS
167
Coppell Advisory Solutions
Texas
$14.2K – – –
VWM
168
Vermillion Wealth Management
Minnesota
$14K +$14K +2,602 New
ACA
169
American Capital Advisory
Idaho
$13.6K – – –
WA
170
Whipplewood Advisors
Colorado
$13.5K +$13.5K +2,505 New
IA
171
IFP Advisors
Florida
$13.5K -$619K -115,003 -98%
CBT
172
Crews Bank & Trust
Florida
$13K +$13K +2,423 New
PPC
173
Park Place Capital
Alabama
$10.8K +$10.8K +2,000 New
GEA
174
Glen Eagle Advisors
New Jersey
$10.3K – – –
GRP
175
Global Retirement Partners
California
$9.39K +$258 +48 +3%
5 6
7
8 9