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Gabelli Equity Trust

141 hedge funds and large institutions have $120M invested in Gabelli Equity Trust in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 13 closing their positions.

Holders
141
Holders Change
+12
Holders Change %
+9.3%
% of All Funds
2.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
44
Reduced
20
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MAFM
51
Mid Atlantic Financial Management
Pennsylvania
$274K 39,643 +18,320 +86%
SF
52
Synovus Financial
Georgia
$272K 39,468
HighTower Advisors
53
HighTower Advisors
Illinois
$257K 36,960 -3,800 -9%
KPWS
54
Kestra Private Wealth Services
Texas
$250K 36,208
NP
55
NorthRock Partners
Minnesota
$248K 36,000
SFS
56
Sowell Financial Services
Arkansas
$224K 32,531 +15,284 +89%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$211K 30,548 +30,548 New
SBIA
58
Sheaff Brock Investment Advisors
Indiana
$210K 30,452 +1,000 +3%
AWA
59
AmeriServ Wealth Advisors
Pennsylvania
$208K 30,100
Citigroup
60
Citigroup
New York
$203K 29,351 +2,193 +8%
PA
61
Pinnacle Associates
New York
$198K 28,642
BRWA
62
B. Riley Wealth Advisors
Florida
$195K 28,197 +8,874 +46%
BSW
63
Buckingham Strategic Wealth
Missouri
$174K 25,247
CWM
64
Cornerstone Wealth Management
Missouri
$174K 25,238
QCIG
65
Quad-Cities Investment Group
Iowa
$173K 25,022 -782 -3%
PHS
66
Pekin Hardy Strauss
Illinois
$172K 24,943
SPC
67
Sigma Planning Corp
Michigan
$169K 24,450 +12,253 +100%
BRWM
68
B. Riley Wealth Management
Tennessee
$166K 24,081
US Bancorp
69
US Bancorp
Minnesota
$160K 23,169 -434 -2%
GWM
70
Geneos Wealth Management
Colorado
$158K 23,149 +81 +0.4%
Koshinski Asset Management
71
Koshinski Asset Management
Illinois
$140K 20,284 -19,005 -48%
AF
72
Affiance Financial
Minnesota
$139K 20,132
LWP
73
Lumature Wealth Partners
Georgia
$139K 20,184
HB
74
Homrich & Berg
Georgia
$136K 19,690 +19,690 New
SWM
75
Spire Wealth Management
Virginia
$135K 19,525 -24,120 -55%