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Gabelli Equity Trust
GAB

Overview Fund Activity

170 hedge funds and large institutions have $146M invested in Gabelli Equity Trust in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 57 increasing their positions, 20 reducing their positions, and 12 closing their positions.

Holders
170
Holders Change
+15
Holders Change %
+9.68%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
57
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$10.9M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$876K
3
MGWM
3
Marks Group Wealth Management
Minnesota
$2.53M
4
Wells Fargo
4
Wells Fargo
California
$6.57M
5
AAM
5
Advisors Asset Management
Colorado
$1.4M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$13.9M
2
HHGC
2
Hunting Hill Global Capital
New York
$0
3
CCP
3
Clough Capital Partners
Massachusetts
$0
4
YCM
4
Yakira Capital Management
Connecticut
$0
5
SFS
5
Shaker Financial Services
Virginia
$439K
Name Market Value Shares Shares
Change 		Shares
Change %
GVAG
51
Great Valley Advisor Group
Delaware
$349K 52,454 – –
MML Investors Services
52
MML Investors Services
Massachusetts
$348K 48,462 -90 -0.2%
SFS
53
Sowell Financial Services
Arkansas
$339K 47,118 -12,148 -20%
BRWA
54
B. Riley Wealth Advisors
Florida
$319K 44,294 +2,840 +7%
PAG
55
Private Advisor Group
New Jersey
$308K 42,846 -117,588 -73%
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$302K 42,019 +1,022 +2%
Citadel Advisors
57
Citadel Advisors
Florida
$297K 41,322 +41,322 New
GLLW
58
Graves Light Lenhart Wealth
Virginia
$296K 41,224 – –
SF
59
Synovus Financial
Georgia
$284K 39,468 – –
KPWS
60
Kestra Private Wealth Services
Texas
$272K 37,883 +1,875 +5%
HighTower Advisors
61
HighTower Advisors
Illinois
$268K 37,214 +254 +0.7%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$263K 36,502 +5,954 +19%
NP
63
NorthRock Partners
Minnesota
$259K 36,000 – –
SBIA
64
Sheaff Brock Investment Advisors
Indiana
$247K 34,380 +150 +0.4%
FZCM
65
Flynn Zito Capital Management
New York
$243K 33,669 +33,669 New
AWA
66
AmeriServ Wealth Advisors
Pennsylvania
$230K 31,931 +2,050 +7%
OC
67
Oppenheimer & Co
New York
$221K 30,777 -12,457 -29%
NA
68
NewEdge Advisors
Louisiana
$213K 29,727 +13,651 +85%
DA
69
Dash Acquisitions
California
$211K 29,304 +12,614 +76%
NFG
70
Next Financial Group
Texas
$207K 28,769 +19,733 +218%
PA
71
Pinnacle Associates
New York
$206K 28,642 – –
CWM
72
Cornerstone Wealth Management
Missouri
$196K 27,085 +40 +0.1%
PWA
73
PCG Wealth Advisors
Kansas
$196K 27,250 +27,250 New
FCI
74
Financial Counselors Inc
Kansas
$193K 26,797 +26,797 New
QCIG
75
Quad-Cities Investment Group
Iowa
$188K 26,145 +600 +2%
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