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Gabelli Equity Trust
GAB

Overview Fund Activity

117 hedge funds and large institutions have $71.8M invested in Gabelli Equity Trust in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 18 closing their positions.

Holders
117
Holders Change
-6
Holders Change %
-4.88%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
25
Reduced
30
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$5.76M
2
LOPW
2
Live Oak Private Wealth
North Carolina
$2.07M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$834K
4
Morgan Stanley
4
Morgan Stanley
New York
$9.15M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.94M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$3.79M
2
UBS Group
2
UBS Group
Switzerland
$1.29M
3
PAG
3
Private Advisor Group
New Jersey
$189K
4
CWP
4
Capital Wealth Planning
Florida
$0
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$497K 98,796 -2,890 -3%
Stifel Financial
27
Stifel Financial
Missouri
$464K 92,222 +8,092 +10%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$425K 87,432 – –
SDAM
29
Shulman DeMeo Asset Management
New York
$387K 76,842 -359 -0.5%
Creative Planning
30
Creative Planning
Kansas
$360K 71,617 -11,907 -14%
Truist Financial
31
Truist Financial
North Carolina
$316K 62,806 +9,373 +18%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$311K 62,243 -871 -1%
MAFM
33
Mid Atlantic Financial Management
Pennsylvania
$308K 61,200 -3,000 -5%
Citigroup
34
Citigroup
New York
$290K 57,580 -16,655 -22%
EP
35
Eudaimonia Partners
Tennessee
$252K 50,000 – –
NWP
36
Northstar Wealth Partners
Connecticut
$244K 48,698 – –
GVAG
37
Great Valley Advisor Group
Delaware
$243K 48,096 +802 +2%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$239K 47,553 -526 -1%
HighTower Advisors
39
HighTower Advisors
Illinois
$220K 43,473 -433 -1%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$218K 43,382 +31,684 +271%
MML Investors Services
41
MML Investors Services
Massachusetts
$214K 42,522 -3,105 -7%
OC
42
Oppenheimer & Co
New York
$209K 41,585 +1,080 +3%
GLLW
43
Graves Light Lenhart Wealth
Virginia
$207K 41,224 – –
WS
44
Wedbush Securities
California
$200K 39,805 +47 +0.1%
SF
45
Synovus Financial
Georgia
$199K 39,468 – –
PAG
46
Private Advisor Group
New Jersey
$189K 37,559 -93,232 -71%
NP
47
NorthRock Partners
Minnesota
$181K 35,984 -16 -0%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$168K 33,436 +10,636 +47%
AWM
49
AE Wealth Management
Kansas
$166K 33,092 -113 -0.3%
PA
50
Pinnacle Associates
New York
$144K 28,642 +28,642 New
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