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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 %
NA
76
NewEdge Advisors
Louisiana
$99K 16,076 +16,076 New
SPC
77
Sigma Planning Corp
Michigan
$95K 15,452 -132 -0.8%
AWM
78
Aries Wealth Management
Maine
$89K 14,375 – –
FM
79
Family Management
New York
$88K 14,206 – –
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$87K 12,552 – –
JC
81
Jentner Corp
Ohio
$79K 12,815 – –
IFWM
82
Institute for Wealth Management
Colorado
$77K 12,404 – –
MBT
83
Monroe Bank & Trust
Michigan
$73K 11,840 – –
BAM
84
Bruderman Asset Management
New York
$72K 11,700 -19,114 -62%
FSCM
85
Front Street Capital Management
Montana
$72K 11,663 – –
VF
86
Virtu Financial
New York
$67K 10,769 +10,769 New
RJT
87
Raymond James Trust
Florida
$66K 10,656 – –
BCM
88
Breiter Capital Management
Florida
$62K 10,000 – –
BCWM
89
Bartlett & Co Wealth Management
Ohio
$61.4K 9,934 +9,934 New
BC
90
Bartlett & Co
Ohio
$61K 9,934 +9,934 New
NFG
91
Next Financial Group
Texas
$56K 9,051 +1,451 +19%
CPA
92
Clear Perspective Advisors
Illinois
$54K 8,801 +8,801 New
First Manhattan
93
First Manhattan
New York
$42K 6,867 – –
PFGIA
94
Patriot Financial Group Insurance Agency
Massachusetts
$39K 6,250 – –
RCAG
95
Rehmann Capital Advisory Group
Michigan
$34.6K 5,593 – –
BFEC
96
Benjamin F. Edwards & Company
Missouri
$34K 5,510 +510 +10%
GSWM
97
Golden State Wealth Management
California
$33K 5,390 – –
TJHA
98
Thomas J. Herzfeld Advisors
Florida
$33K 5,316 +125 +2%
BCI
99
Brinker Capital Investments
Pennsylvania
$32K 5,248 – –
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
$28K 4,500 – –
2 3
4
5 6