BerganKDV Wealth Management, LLC - GABELLI EQUITY TR INC ownership

GABELLI EQUITY TR INC's ticker is GAB and the CUSIP is 362397101. A total of 163 filers reported holding GABELLI EQUITY TR INC in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of GABELLI EQUITY TR INC
ValueSharesWeighting
Q2 2023$3,615,359
+1.2%
623,338
+0.1%
0.36%
-1.6%
Q1 2023$3,573,231
+4.7%
622,5140.0%0.37%
-0.5%
Q4 2022$3,411,377
-0.4%
622,5140.0%0.37%
-9.8%
Q3 2022$3,424,000
-9.8%
622,5140.0%0.41%
-5.7%
Q2 2022$3,797,000
-12.0%
622,5140.0%0.44%
-5.6%
Q1 2022$4,314,000
-3.6%
622,5140.0%0.46%
-1.3%
Q4 2021$4,476,000
+8.1%
622,5140.0%0.47%
-0.4%
Q3 2021$4,140,000
-17.9%
622,514
-14.9%
0.47%
-21.7%
Q2 2021$5,045,000
+4659.4%
731,214
+4178.6%
0.60%
+2296.0%
Q4 2017$106,000
-4.5%
17,0900.0%0.02%
-10.7%
Q3 2017$111,000
+4.7%
17,0900.0%0.03%
-6.7%
Q2 2017$106,000
+3.9%
17,0900.0%0.03%0.0%
Q1 2017$102,000
+8.5%
17,0900.0%0.03%
-3.2%
Q4 2016$94,000
-2.1%
17,0900.0%0.03%
-6.1%
Q3 2016$96,000
-48.7%
17,090
-50.0%
0.03%
-29.8%
Q2 2016$187,000
+101.1%
34,209
+99.8%
0.05%
-16.1%
Q1 2016$93,00017,1190.06%
Other shareholders
GABELLI EQUITY TR INC shareholders Q3 2023
NameSharesValueWeighting ↓
PECAUT & CO. 289,193$1,770,0001.34%
Karpus Management, Inc. 4,827,025$29,541,0001.33%
Oak Point Wealth Management 88,649$535,0000.55%
First Allied Advisory Services, Inc. 1,843,706$11,219,0000.43%
Quad-Cities Investment Group, LLC 50,014$305,0000.39%
PHILADELPHIA TRUST CO 658,969$4,033,0000.34%
NORTHSTAR WEALTH PARTNERS LLC 76,268$466,0000.24%
1607 Capital Partners, LLC 633,105$3,875,0000.22%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 463,504$2,839,0000.20%
HOLLENCREST CAPITAL MANAGEMENT 192,307$1,176,0000.15%
View complete list of GABELLI EQUITY TR INC shareholders