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Gabelli Equity Trust
GAB

Overview Fund Activity

122 hedge funds and large institutions have $97.4M invested in Gabelli Equity Trust in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 22 reducing their positions, and 16 closing their positions.

Holders
122
Holders Change
–
Holders Change %
0%
% of All Funds
2.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
41
Reduced
22
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TA
1
Tiedemann Advisors
New York
$1.53M
2
Wells Fargo
2
Wells Fargo
California
$6.43M
3
Bank of America
3
Bank of America
North Carolina
$8.1M
4
LPL Financial
4
LPL Financial
California
$7.52M
5
ECM
5
ETrade Capital Management
Virginia
$424K

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$8.64M
2
AAM
2
Advisors Asset Management
Colorado
$4.27M
3
CL
3
CSS LLC
Illinois
$0
4
IP
4
Isthmus Partners
Wisconsin
$0
5
Invesco
5
Invesco
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NWP
26
Northstar Wealth Partners
Connecticut
$656K 106,068 – –
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$633K 102,323 +28,407 +38%
SDAM
28
Shulman DeMeo Asset Management
New York
$498K 80,575 +11 +0%
MML Investors Services
29
MML Investors Services
Massachusetts
$471K 76,254 -16,585 -18%
ECM
30
ETrade Capital Management
Virginia
$424K 68,572 +68,572 New
Stifel Financial
31
Stifel Financial
Missouri
$407K 66,558 -3,359 -5%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$385K 62,243 – –
HighTower Advisors
33
HighTower Advisors
Illinois
$384K 62,184 +1,500 +2%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$382K 61,769 +9,430 +18%
MWPCG
35
Measured Wealth Private Client Group
New Hampshire
$381K 61,583 +61,583 New
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$379K 61,313 +26,580 +77%
FI
37
FormulaFolio Investments
Michigan
$363K 58,788 +5 +0%
Creative Planning
38
Creative Planning
Kansas
$360K 58,282 -142 -0.2%
PAG
39
Private Advisor Group
New Jersey
$354K 57,286 +8,462 +17%
WS
40
Wedbush Securities
California
$330K 53,331 +4,651 +10%
AWM
41
AE Wealth Management
Kansas
$309K 50,010 +50,010 New
GWM
42
Geneos Wealth Management
Colorado
$304K 49,256 +71 +0.1%
EBT
43
Enterprise Bank & Trust
Massachusetts
$300K 48,500 – –
SB
44
Suntrust Banks
Georgia
$296K 57,976 -20,504 -26%
GVAG
45
Great Valley Advisor Group
Delaware
$280K 45,200 +45,200 New
CWP
46
Capital Wealth Planning
Florida
$278K 45,044 +45,044 New
GC
47
Guggenheim Capital
Illinois
$271K 43,786 -1,061 -2%
GLLW
48
Graves Light Lenhart Wealth
Virginia
$255K 41,224 – –
QCIG
49
Quad-Cities Investment Group
Iowa
$241K 39,061 +812 +2%
CI
50
CX Institutional
Indiana
$237K 38,422 -852 -2%
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