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Gabelli Equity Trust
GAB

Overview Fund Activity

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
–

Top Buyers

1
BWM
1
BerganKDV Wealth Management
Minnesota
$5.05M
2
SFS
2
Shaker Financial Services
Virginia
$1.99M
3
Barclays
3
Barclays
United Kingdom
$2M
4
COLIM
4
City of London Investment Management
United Kingdom
$1.44M
5
PTP
5
Platform Technology Partners
New York
$1.1M

Top Sellers

1
SDAM
1
Shulman DeMeo Asset Management
New York
$0
2
CWM
2
Connecticut Wealth Management
Connecticut
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
AIC
4
Ameritas Investment Company
Nebraska
$353K
5
EP
5
Eudaimonia Partners
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$15M 2,169,178 +62,016 +3%
Morgan Stanley
2
Morgan Stanley
New York
$12.8M 1,861,394 +83,380 +5%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.01M 1,160,452 +35,790 +3%
PTC
4
Philadelphia Trust Company
Pennsylvania
$7.34M 1,064,309 -250 -0%
Bank of America
5
Bank of America
North Carolina
$7.13M 1,033,404 +4,232 +0.4%
GI
6
GAMCO Investors
Connecticut
$5.42M 785,005 -5,000 -0.6%
BWM
7
BerganKDV Wealth Management
Minnesota
$5.05M 731,214 +731,214 New
Wells Fargo
8
Wells Fargo
California
$5.03M 729,282 -9,330 -1%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.71M 537,053 +107,991 +25%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.94M 425,629 +30,669 +8%
LOPW
11
Live Oak Private Wealth
North Carolina
$2.85M 412,293 – –
GSWM
12
Golden State Wealth Management
California
$2.75M 397,974 +9,597 +2%
UBS Group
13
UBS Group
Switzerland
$2.02M 293,140 +43,878 +18%
Barclays
14
Barclays
United Kingdom
$2M 299,760 +270,836 +936%
SFS
15
Shaker Financial Services
Virginia
$1.99M 288,171 +288,171 New
Ameriprise
16
Ameriprise
Minnesota
$1.97M 285,410 +6,181 +2%
CAN
17
Cetera Advisor Networks
California
$1.93M 278,947 +22,323 +9%
MGWM
18
Marks Group Wealth Management
Minnesota
$1.63M 236,140 – –
COLIM
19
City of London Investment Management
United Kingdom
$1.44M 208,175 +208,175 New
SWP
20
Stratos Wealth Partners
Ohio
$1.42M 206,344 +125 +0.1%
RJA
21
Raymond James & Associates
Florida
$1.42M 205,833 +28,433 +16%
SC
22
Scotia Capital
Ontario, Canada
$1.33M 193,224 +16,094 +9%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.21M 175,509 -10,283 -6%
PTP
24
Platform Technology Partners
New York
$1.1M 159,187 +159,187 New
PC
25
Pecaut & Co
Iowa
$1.07M 154,960 +3,133 +2%
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