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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 %
Morgan Stanley
1
Morgan Stanley
New York
$9.15M 1,819,712 +96,729 +6%
Bank of America
2
Bank of America
North Carolina
$8.52M 1,693,173 +41,035 +2%
LPL Financial
3
LPL Financial
California
$5.76M 1,145,075 +701,470 +158%
PTC
4
Philadelphia Trust Company
Pennsylvania
$5.41M 1,076,289 +27,045 +3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.94M 981,298 +55,496 +6%
GI
6
GAMCO Investors
Connecticut
$3.9M 775,256 – –
Wells Fargo
7
Wells Fargo
California
$3.79M 752,583 -253,096 -25%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.19M 434,916 -15,781 -4%
LOPW
9
Live Oak Private Wealth
North Carolina
$2.07M 412,293 +412,293 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.76M 349,939 +10,725 +3%
Cohen & Steers
11
Cohen & Steers
New York
$1.57M 312,332 – –
UBS Group
12
UBS Group
Switzerland
$1.29M 257,407 -122,866 -32%
CAN
13
Cetera Advisor Networks
California
$1.11M 220,266 -50,366 -19%
RJA
14
Raymond James & Associates
Florida
$1.11M 219,615 -45,092 -17%
SBIA
15
Sheaff Brock Investment Advisors
Indiana
$1.06M 210,252 +30,000 +17%
PC
16
Pecaut & Co
Iowa
$1.03M 204,291 -50,283 -20%
SC
17
Scotia Capital
Ontario, Canada
$971K 192,520 +5,039 +3%
TA
18
Tiedemann Advisors
New York
$891K 177,192 – –
SWP
19
Stratos Wealth Partners
Ohio
$890K 176,873 -5,437 -3%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$834K 165,760 +165,760 New
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$774K 153,897 -1,068 -0.7%
HCM
22
Hollencrest Capital Management
California
$748K 148,733 -34,881 -19%
ASN
23
Advisory Services Network
Georgia
$598K 118,915 -23,647 -17%
AAM
24
Advisors Asset Management
Colorado
$574K 114,023 -40,952 -26%
FAAS
25
First Allied Advisory Services
California
$509K 101,179 -19,501 -16%
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