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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 %
Morgan Stanley
1
Morgan Stanley
New York
$9.13M 1,793,302 -26,410 -1%
Bank of America
2
Bank of America
North Carolina
$7.91M 1,553,200 -139,973 -8%
LPL Financial
3
LPL Financial
California
$5.91M 1,161,573 +16,498 +1%
PTC
4
Philadelphia Trust Company
Pennsylvania
$5.46M 1,072,064 -4,225 -0.4%
JWCA
5
J.W. Cole Advisors
Florida
$5.34M 1,048,651 +1,048,651 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.11M 1,004,116 +22,818 +2%
GI
7
GAMCO Investors
Connecticut
$4.02M 790,256 +15,000 +2%
Wells Fargo
8
Wells Fargo
California
$3.96M 777,997 +25,414 +3%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.21M 435,002 +86 +0%
LOPW
10
Live Oak Private Wealth
North Carolina
$2.1M 412,293 – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.84M 361,185 +11,246 +3%
Cohen & Steers
12
Cohen & Steers
New York
$1.59M 312,332 – –
UBS Group
13
UBS Group
Switzerland
$1.38M 270,349 +12,942 +5%
CAN
14
Cetera Advisor Networks
California
$1.19M 233,352 +13,086 +6%
PC
15
Pecaut & Co
Iowa
$1.05M 205,218 +927 +0.5%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.04M 203,986 +38,226 +23%
SC
17
Scotia Capital
Ontario, Canada
$965K 189,587 -2,933 -2%
SWP
18
Stratos Wealth Partners
Ohio
$928K 182,306 +5,433 +3%
RJA
19
Raymond James & Associates
Florida
$923K 181,252 -38,363 -17%
TA
20
Tiedemann Advisors
New York
$879K 172,701 -4,491 -3%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$786K 154,558 +661 +0.4%
HCM
22
Hollencrest Capital Management
California
$706K 138,733 -10,000 -7%
MGWM
23
Marks Group Wealth Management
Minnesota
$602K 118,300 +118,300 New
PAG
24
Private Advisor Group
New Jersey
$563K 110,644 +73,085 +195%
FAAS
25
First Allied Advisory Services
California
$495K 97,287 -3,892 -4%
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