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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 %
VBCG
76
Valley Brook Capital Group
Pennsylvania
$105K 16,895 +16,895 New
NA
77
NewEdge Advisors
Louisiana
$101K 16,076 – –
CS
78
Capital Square
Tennessee
$98K 15,733 – –
BRWA
79
B. Riley Wealth Advisors
Florida
$92K 14,583 +193 +1%
AWM
80
Aries Wealth Management
Maine
$91K 14,375 – –
PTP
81
Platform Technology Partners
New York
$90K 14,350 – –
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$90K 14,273 +152 +1%
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$88K 13,989 -11,856 -46%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$87K 12,552 – –
IA
85
Insight Advisors
Pennsylvania
$86K 13,700 +13,700 New
MA
86
Montag & Associates
Georgia
$86K 13,735 +13,735 New
MIM
87
MTM Investment Management
South Carolina
$85K 13,530 +13,530 New
RA
88
Reby Advisors
Connecticut
$85K 13,604 +13,604 New
PGFC
89
Peapack-Gladstone Financial Corp
New Jersey
$84K 13,449 – –
ClearBridge Investments
90
ClearBridge Investments
New York
$82K 13,000 +13,000 New
SIAG
91
Safeguard Investment Advisory Group
California
$79K 12,669 +12,669 New
RFN
92
RDA Financial Network
Iowa
$77K 12,265 +12,265 New
IFWM
93
Institute for Wealth Management
Colorado
$73K 11,579 – –
LNC
94
Lincoln National Corp
Pennsylvania
$68K 10,896 -1,659 -13%
WWA
95
WC Walker & Associates
California
$65K 10,078 +10,078 New
BCM
96
Breiter Capital Management
Florida
$63K 10,000 – –
QAM
97
QCI Asset Management
New York
$63K 10,000 – –
FSCM
98
Front Street Capital Management
Montana
$63K 10,106 +10,106 New
NFG
99
Next Financial Group
Texas
$59K 9,365 +5,072 +118%
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$50K 7,941 – –
2 3
4
5 6