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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 %
PTP
76
Platform Technology Partners
New York
$73K 14,350 – –
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$72K 14,121 -11,138 -44%
FI
78
FormulaFolio Investments
Michigan
$71K 13,938 – –
SPC
79
Sigma Planning Corp
Michigan
$69K 13,569 – –
PGFC
80
Peapack-Gladstone Financial Corp
New Jersey
$68K 13,449 – –
WAP
81
Wealthcare Advisory Partners
Pennsylvania
$66K 13,050 – –
BRWM
82
B. Riley Wealth Management
Tennessee
$65K 12,831 – –
LNC
83
Lincoln National Corp
Pennsylvania
$64K 12,555 +12,555 New
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$64K 12,569 +12,569 New
IFWM
85
Institute for Wealth Management
Colorado
$59K 11,579 – –
AWM
86
AE Wealth Management
Kansas
$57K 11,286 -21,806 -66%
RJT
87
Raymond James Trust
Florida
$54K 10,656 – –
KA
88
Kovack Advisors
Florida
$52K 10,155 +10,155 New
QAM
89
QCI Asset Management
New York
$51K 10,000 – –
BCM
90
Breiter Capital Management
Florida
$51K 10,000 – –
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$40K 7,941 – –
TJHA
92
Thomas J. Herzfeld Advisors
Florida
$33K 6,109 +172 +3%
SWM
93
Selective Wealth Management
Virginia
$27K 5,222 – –
BFEC
94
Benjamin F. Edwards & Company
Missouri
$25K 4,900 -658 -12%
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$24K 4,750 – –
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
$23K 4,500 – –
NFG
97
Next Financial Group
Texas
$22K 4,293 +4,293 New
SIC
98
Salem Investment Counselors
North Carolina
$16K 3,238 – –
First Manhattan
99
First Manhattan
New York
$16K 3,219 – –
CHC
100
City Holding Co
West Virginia
$15K 3,030 – –
2 3
4
5 6