Gabelli Asset FD SH BEN INT

Q3 2024 vs Q4 2025

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Kelleher Financial Advisors

NEW

Shares2,144

Change+2,144

Value$101.5K

Filed 2026-01-20

Williams Jones Wealth Management, Llc.

CLOSED

Shares0 from 4,659

Change-4,659 (-100%)

Value$0 (-$250.2K)

Filed 2026-02-13

	Status
Kelleher Financial Advisors	NEW	2,144	—	+2,144	—	—	$101.5K	—	2026-01-20
Williams Jones Wealth Management, Llc.	CLOSED	0	4,659	-4,659	-100%	$250.2K	$0	-$250.2K	2026-02-13

Showing 2 of 2 institutions