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Gabelli Equity Trust
GAB

Overview Fund Activity

117 hedge funds and large institutions have $77.5M invested in Gabelli Equity Trust in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 14 closing their positions.

Holders
117
Holders Change
–
Holders Change %
0%
% of All Funds
2.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
30
Reduced
23
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
1
J.W. Cole Advisors
Florida
$5.34M
2
MGWM
2
Marks Group Wealth Management
Minnesota
$602K
3
PAG
3
Private Advisor Group
New Jersey
$563K
4
KAS
4
Kestra Advisory Services
Texas
$307K
5
KPWS
5
Kestra Private Wealth Services
Texas
$296K

Top Sellers

1
SBIA
1
Sheaff Brock Investment Advisors
Indiana
$160K
2
Bank of America
2
Bank of America
North Carolina
$7.91M
3
AAM
3
Advisors Asset Management
Colorado
$240K
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$8K
5
NWP
5
Northstar Wealth Partners
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
26
Advisory Services Network
Georgia
$480K 94,280 -24,635 -21%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$477K 93,802 +6,370 +7%
Ameriprise
28
Ameriprise
Minnesota
$451K 88,664 -10,132 -10%
Stifel Financial
29
Stifel Financial
Missouri
$443K 87,077 -5,145 -6%
SDAM
30
Shulman DeMeo Asset Management
New York
$391K 76,842 – –
MAFM
31
Mid Atlantic Financial Management
Pennsylvania
$327K 56,200 -5,000 -8%
Creative Planning
32
Creative Planning
Kansas
$322K 63,208 -8,409 -12%
KAS
33
Kestra Advisory Services
Texas
$307K 60,222 +60,222 New
Truist Financial
34
Truist Financial
North Carolina
$303K 59,386 -3,420 -5%
KPWS
35
Kestra Private Wealth Services
Texas
$296K 58,165 +58,165 New
GSWM
36
Golden State Wealth Management
California
$282K 55,390 +55,390 New
CWM
37
Connecticut Wealth Management
Connecticut
$281K 55,250 +55,250 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$271K 53,275 +5,722 +12%
EP
39
Eudaimonia Partners
Tennessee
$255K 50,000 – –
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$251K 49,279 +5,897 +14%
GVAG
41
Great Valley Advisor Group
Delaware
$249K 48,920 +824 +2%
AAM
42
Advisors Asset Management
Colorado
$240K 47,166 -66,857 -59%
HighTower Advisors
43
HighTower Advisors
Illinois
$222K 43,473 – –
Citigroup
44
Citigroup
New York
$217K 42,595 -14,985 -26%
OC
45
Oppenheimer & Co
New York
$217K 42,690 +1,105 +3%
MML Investors Services
46
MML Investors Services
Massachusetts
$216K 42,524 +2 +0%
WS
47
Wedbush Securities
California
$214K 41,964 +2,159 +5%
GLLW
48
Graves Light Lenhart Wealth
Virginia
$210K 41,224 – –
Baird Financial Group
49
Baird Financial Group
Wisconsin
$204K 40,072 +6,636 +20%
SF
50
Synovus Financial
Georgia
$201K 39,468 – –
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