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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 %
SWM
51
Stockman Wealth Management
Montana
$142K 28,229 – –
SS
52
Simplicity Solutions
Minnesota
$138K 27,420 -129 -0.5%
QCIG
53
Quad-Cities Investment Group
Iowa
$132K 26,161 -16,342 -38%
CWM
54
Cornerstone Wealth Management
Missouri
$127K 25,238 – –
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$127K 25,259 +178 +0.7%
PHS
56
Pekin Hardy Strauss
Illinois
$120K 23,943 – –
US Bancorp
57
US Bancorp
Minnesota
$118K 23,603 – –
BSW
58
Buckingham Strategic Wealth
Missouri
$113K 22,447 – –
GWM
59
Geneos Wealth Management
Colorado
$111K 22,804 +97 +0.4%
AF
60
Affiance Financial
Minnesota
$101K 20,132 – –
SI
61
Stephens Inc
Arkansas
$99K 19,751 +380 +2%
MFG
62
MidWestOne Financial Group
Iowa
$96K 19,142 – –
BIAS
63
Beacon Investment Advisory Services
New Jersey
$96K 19,000 – –
BCA
64
Bay Colony Advisors
Massachusetts
$96K 19,051 +5,354 +39%
VF
65
Virtu Financial
New York
$96K 19,140 +19,140 New
Citadel Advisors
66
Citadel Advisors
Florida
$91K 18,058 -10,760 -37%
DE
67
Day & Ennis
Georgia
$91K 18,050 – –
SFS
68
Sowell Financial Services
Arkansas
$90K 17,950 +15,118 +534%
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$88K 17,424 +17,424 New
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$87K 12,552 – –
NA
71
NewEdge Advisors
Louisiana
$81K 16,076 – –
CS
72
Capital Square
Tennessee
$79K 15,733 – –
BRWA
73
B. Riley Wealth Advisors
Florida
$72K 14,159 -2,026 -13%
AWM
74
Aries Wealth Management
Maine
$72K 14,375 – –
PTP
75
Platform Technology Partners
New York
$72K 14,350 +14,350 New
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