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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 %
GWM
176
Geneos Wealth Management
Colorado
$9.15K – – –
US Bancorp
177
US Bancorp
Minnesota
$8.9K – – –
CIBC Private Wealth Group
178
CIBC Private Wealth Group
Georgia
$7.58K +$199 +37 +3%
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$7.38K – – –
CWC
180
Carolinas Wealth Consulting
North Carolina
$6.83K – – –
SWA
181
SOA Wealth Advisors
New York
$6.46K – – –
MCM
182
MAI Capital Management
Ohio
$6.27K +$6.27K +1,166 New
CA
183
Continuum Advisory
Idaho
$5.47K +$145 +27 +3%
CB
184
Community Bank
New York
$5.38K – – –
SWM
185
Spire Wealth Management
Virginia
$5.38K – – –
TJHA
186
Thomas J. Herzfeld Advisors
Florida
$5.21K +$135 +25 +3%
BCWM
187
Bartlett & Co Wealth Management
Ohio
$4.85K +$4.85K +902 New
FDCDDQ
188
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.98K – – –
AssetMark Inc
189
AssetMark Inc
California
$3.49K +$1.74K +324 +100%
CAWM
190
Capital A Wealth Management
Pennsylvania
$2.74K +$2.74K +510 New
LDB
191
Lee, Danner & Bass
Tennessee
$2.69K +$2.69K +500 New
HBW
192
Hazlett, Burt & Watson
West Virginia
$2K – – –
PWMG
193
Prestige Wealth Management Group
New Jersey
$1.85K – – –
DF
194
DecisionPoint Financial
Arizona
$915 +$915 +170 New
SIS
195
Sound Income Strategies
Florida
$560 – – –
KFI
196
Key Financial Inc
Pennsylvania
$538 – – –
FFA
197
Frazier Financial Advisors
Ohio
$436 – – –
NS
198
NBC Securities
Alabama
$210 -$191K -35,427 -100%
WAM
199
Wolverine Asset Management
Illinois
– -$665K -121,044 Closed
PFA
200
Pure Financial Advisors
California
– -$285K -51,834 Closed
5 6 7
8
9