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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.

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
GSWM
3
Golden State Wealth Management
California
$2.93M
4
Raymond James Financial
4
Raymond James Financial
Florida
$2.61M
5
IAA
5
Independent Advisor Alliance
North Carolina
$1.98M

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 Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$124M 23,112 +613 +3%
LPL Financial
2
LPL Financial
California
$18.9M 3,520,427 +776,591 +28%
Morgan Stanley
3
Morgan Stanley
New York
$12.6M 2,349,668 +6,711 +0.3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10.2M 1,903,700 +12,503 +0.7%
PTC
5
Philadelphia Trust Company
Pennsylvania
$6.43M 1,195,494 -14,475 -1%
GI
6
GAMCO Investors
Connecticut
$4.53M 841,675 -5,000 -0.6%
Bank of America
7
Bank of America
North Carolina
$3.18M 591,245 -100,010 -14%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.02M 560,998 +17,796 +3%
GSWM
9
Golden State Wealth Management
California
$2.93M 543,761 +543,761 New
LOPW
10
Live Oak Private Wealth
North Carolina
$2.77M 514,176 – –
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.72M 505,444 +15,690 +3%
Raymond James Financial
12
Raymond James Financial
Florida
$2.61M 485,966 +485,966 New
SC
13
Scotia Capital
Ontario, Canada
$2.54M 472,658 -7,304 -2%
Wells Fargo
14
Wells Fargo
California
$2.44M 454,013 -25,414 -5%
Creative Planning
15
Creative Planning
Kansas
$2.4M 446,343 -12,322 -3%
IAIM
16
International Assets Investment Management
Florida
$2.24M 417,926 -1,883,104 -82%
Cohen & Steers
17
Cohen & Steers
New York
$2.15M 400,000 -743,640 -65%
UBS Group
18
UBS Group
Switzerland
$2.13M 396,145 +3,386 +0.9%
IAA
19
Independent Advisor Alliance
North Carolina
$1.98M 367,744 +367,744 New
AWM
20
Accel Wealth Management
Iowa
$1.86M 346,036 +19,990 +6%
Cerity Partners
21
Cerity Partners
New York
$1.48M 275,209 +22,767 +9%
MGWM
22
Marks Group Wealth Management
Minnesota
$1.32M 244,838 – –
SPIA
23
Steward Partners Investment Advisory
New York
$1.2M 223,420 +52,800 +31%
AAM
24
Advisors Asset Management
Colorado
$1.12M 209,094 -3,697 -2%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$1.1M 204,440 -529 -0.3%
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