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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 %
Koshinski Asset Management
51
Koshinski Asset Management
Illinois
$241K 38,450 +38,450 New
NP
52
NorthRock Partners
Minnesota
$226K 36,000 – –
CAS
53
Coppell Advisory Solutions
Texas
$200K 31,868 +31,868 New
AWA
54
AmeriServ Wealth Advisors
Pennsylvania
$189K 30,100 +30,100 New
SPC
55
Sigma Planning Corp
Michigan
$187K 29,771 +16,202 +119%
GWM
56
Geneos Wealth Management
Colorado
$182K 26,743 +3,840 +17%
Qube Research & Technologies (QRT)
57
Qube Research & Technologies (QRT)
United Kingdom
$181K 28,924 +7,200 +33%
PA
58
Pinnacle Associates
New York
$180K 28,642 – –
SBIA
59
Sheaff Brock Investment Advisors
Indiana
$178K 28,452 -3,000 -10%
SS
60
Simplicity Solutions
Minnesota
$161K 25,727 -1,693 -6%
QCIG
61
Quad-Cities Investment Group
Iowa
$158K 25,276 -1,600 -6%
CWM
62
Cornerstone Wealth Management
Missouri
$158K 25,238 – –
PHS
63
Pekin Hardy Strauss
Illinois
$150K 23,943 – –
CFG
64
Cooper Financial Group
California
$150K 23,898 +23,898 New
US Bancorp
65
US Bancorp
Minnesota
$148K 23,603 – –
BSW
66
Buckingham Strategic Wealth
Missouri
$141K 22,447 -1,393 -6%
LWP
67
Lumature Wealth Partners
Georgia
$127K 20,184 +20,184 New
AF
68
Affiance Financial
Minnesota
$126K 20,132 – –
BCA
69
Bay Colony Advisors
Massachusetts
$122K 19,462 +145 +0.8%
SI
70
Stephens Inc
Arkansas
$121K 19,371 – –
BRWM
71
B. Riley Wealth Management
Tennessee
$121K 19,256 +6,425 +50%
MFG
72
MidWestOne Financial Group
Iowa
$120K 19,142 – –
BIAS
73
Beacon Investment Advisory Services
New Jersey
$119K 19,000 – –
DE
74
Day & Ennis
Georgia
$113K 18,050 – –
SFS
75
Sowell Financial Services
Arkansas
$106K 16,850 -1,100 -6%
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