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Gabelli Equity Trust
GAB

Overview Fund Activity

135 hedge funds and large institutions have $97.7M invested in Gabelli Equity Trust in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 11 closing their positions.

Holders
135
Holders Change
+18
Holders Change %
+15.38%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
31
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$12.9M
2
GSWM
2
Golden State Wealth Management
California
$2.36M
3
MGWM
3
Marks Group Wealth Management
Minnesota
$1.48M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$577K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.75M

Top Sellers

1
JWCA
1
J.W. Cole Advisors
Florida
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$9.95M
3
Bank of America
3
Bank of America
North Carolina
$9.21M
4
MAFM
4
Mid Atlantic Financial Management
Pennsylvania
$0
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$765K 122,052 +33,388 +38%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$577K 92,008 +92,008 New
ASN
28
Advisory Services Network
Georgia
$549K 87,524 -6,756 -7%
Stifel Financial
29
Stifel Financial
Missouri
$543K 86,677 -400 -0.5%
SDAM
30
Shulman DeMeo Asset Management
New York
$472K 75,209 -1,633 -2%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$464K 74,077 +20,802 +39%
Truist Financial
32
Truist Financial
North Carolina
$408K 65,016 +5,630 +9%
KAS
33
Kestra Advisory Services
Texas
$399K 63,249 +3,027 +5%
Creative Planning
34
Creative Planning
Kansas
$379K 60,464 -2,744 -4%
AWM
35
AE Wealth Management
Kansas
$374K 59,591 +48,305 +428%
LWM
36
Laidlaw Wealth Management
New York
$353K 56,359 +56,359 New
CWM
37
Connecticut Wealth Management
Connecticut
$346K 55,250 – –
LFF
38
Level Four Financial
Texas
$315K 50,299 +50,299 New
EP
39
Eudaimonia Partners
Tennessee
$314K 50,000 – –
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$310K 49,434 +155 +0.3%
GVAG
41
Great Valley Advisor Group
Delaware
$290K 46,285 -2,635 -5%
WS
42
Wedbush Securities
California
$284K 45,239 +3,275 +8%
OC
43
Oppenheimer & Co
New York
$274K 43,624 +934 +2%
MML Investors Services
44
MML Investors Services
Massachusetts
$267K 42,526 +2 +0%
GLLW
45
Graves Light Lenhart Wealth
Virginia
$258K 41,224 – –
HighTower Advisors
46
HighTower Advisors
Illinois
$253K 40,271 -3,202 -7%
SF
47
Synovus Financial
Georgia
$247K 39,468 – –
Citigroup
48
Citigroup
New York
$245K 39,094 -3,501 -8%
AAM
49
Advisors Asset Management
Colorado
$243K 38,792 -8,374 -18%
KPWS
50
Kestra Private Wealth Services
Texas
$242K 38,285 -19,880 -34%
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