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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 %
LPL Financial
1
LPL Financial
California
$12.9M 2,064,511 +902,938 +78%
Morgan Stanley
2
Morgan Stanley
New York
$9.95M 1,586,056 -207,246 -12%
Bank of America
3
Bank of America
North Carolina
$9.21M 1,469,419 -83,781 -5%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.75M 1,077,298 +73,182 +7%
PTC
5
Philadelphia Trust Company
Pennsylvania
$6.69M 1,067,314 -4,750 -0.4%
GI
6
GAMCO Investors
Connecticut
$4.96M 790,256 – –
Wells Fargo
7
Wells Fargo
California
$4.76M 758,917 -19,080 -2%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.88M 459,585 +24,583 +6%
LOPW
9
Live Oak Private Wealth
North Carolina
$2.59M 412,293 – –
GSWM
10
Golden State Wealth Management
California
$2.36M 376,861 +321,471 +580%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.27M 362,583 +1,398 +0.4%
Cohen & Steers
12
Cohen & Steers
New York
$1.96M 312,332 – –
CAN
13
Cetera Advisor Networks
California
$1.67M 265,624 +32,272 +14%
UBS Group
14
UBS Group
Switzerland
$1.59M 252,916 -17,433 -6%
MGWM
15
Marks Group Wealth Management
Minnesota
$1.48M 236,140 +117,840 +100%
SWP
16
Stratos Wealth Partners
Ohio
$1.18M 187,712 +5,406 +3%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.17M 186,249 -17,737 -9%
SC
18
Scotia Capital
Ontario, Canada
$1.16M 185,486 -4,101 -2%
PC
19
Pecaut & Co
Iowa
$1.1M 174,781 -30,437 -15%
RJA
20
Raymond James & Associates
Florida
$1.06M 169,485 -11,767 -6%
TA
21
Tiedemann Advisors
New York
$906K 144,435 -28,266 -16%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$892K 142,395 -12,163 -8%
HCM
23
Hollencrest Capital Management
California
$870K 138,733 – –
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$865K 137,981 +44,179 +47%
PAG
25
Private Advisor Group
New Jersey
$819K 130,602 +19,958 +18%
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