Gabelli Equity Trust Inc
GAB- Exchange
- NYSE
- SEC CIK
- 0000794685
No open-market purchases or sales by Gabelli Equity Trust Inc insiders were filed in the last 90 days; 223 institutions reported holding it in 13F filings for Q2 2026, worth $277.9M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Gabelli Equity Trust Inc as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 143
- +13 vs. Q1 2021
- Shares held
- 17.5M
- +2.30M (+15.2%) vs. Q1 2021
- Total value
- $120.6M
- +$17.2M (+16.7%) vs. Q1 2021
- New holders
- 25
- 45 more added
- Sold out
- 12
- 20 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting GAB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 223 | $277.9M |
| Q1 2026 | 206 | $154.5M |
| Q4 2025 | 192 | $160.5M |
| Q3 2025 | 184 | $155.6M |
| Q2 2025 | 193 | $148.1M |
| Q1 2025 | 188 | $131.3M |
| Q4 2024 | 199 | $127.6M |
| Q3 2024 | 187 | $124.1M |
| Q2 2024 | 179 | $118.3M |
| Q1 2024 | 191 | $127.2M |
| Q4 2023 | 188 | $113.2M |
| Q3 2023 | 167 | $106.9M |
| Q2 2023 | 160 | $121.3M |
| Q1 2023 | 157 | $117.7M |
| Q4 2022 | 174 | $112.6M |
| Q3 2022 | 165 | $115.8M |
| Q2 2022 | 159 | $125.6M |
| Q1 2022 | 170 | $143.8M |
| Q4 2021 | 171 | $146.6M |
| Q3 2021 | 156 | $141.4M |
| Q2 2021 | 143 | $120.6M |
| Q1 2021 | 130 | $103.4M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Gabelli Equity Trust Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LPL Financial LLC | 2,169,178 | $15.0M | 0.02% | +62,016+2.9% | Added |
| Morgan Stanley | 1,861,394 | $12.8M | 0.00% | +83,380+4.7% | Added |
| Commonwealth Equity Services, LLC | 1,160,452 | $8.01M | 0.02% | +35,790+3.2% | Added |
| Philadelphia Trust Co | 1,064,309 | $7.34M | 0.51% | −2500.0% | Reduced |
| Bank of America Corp | 1,033,404 | $7.13M | 0.00% | +4,232+0.4% | Added |
| Gamco Investors, Inc. Et Al | 785,005 | $5.42M | 0.05% | −5,000−0.6% | Reduced |
| BerganKDV Wealth Management, LLC | 731,214 | $5.04M | 0.60% | +731,214 | New |
| Wells Fargo & Company | 729,282 | $5.03M | 0.00% | −9,330−1.3% | Reduced |
| Advisor Group Holdings, Inc. | 537,053 | $3.71M | 0.01% | +107,991+25.2% | Added |
| Royal Bank of Canada | 425,629 | $2.94M | 0.00% | +30,669+7.8% | Added |
| Live Oak Private Wealth LLC | 412,293 | $2.85M | 0.63% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 397,974 | $2.75M | 0.61% | +9,597+2.5% | Added |
| UBS Group AG | 293,140 | $2.02M | 0.00% | +43,878+17.6% | Added |
| Barclays PLC | 299,760 | $2.00M | 0.00% | +270,836+936.4% | Added |
| Shaker Financial Services, LLC | 288,171 | $1.99M | 0.74% | +288,171 | New |
| Ameriprise Financial Inc | 285,410 | $1.97M | 0.00% | +6,181+2.2% | Added |
| Cetera Advisor Networks LLC | 278,947 | $1.93M | 0.03% | +22,323+8.7% | Added |
| Marks Group Wealth Management, Inc | 236,140 | $1.63M | 0.22% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 208,175 | $1.44M | 0.07% | +208,175 | New |
| Stratos Wealth Partners, LTD. | 206,344 | $1.42M | 0.04% | +125+0.1% | Added |
| Raymond James & Associates | 205,833 | $1.42M | 0.00% | +28,433+16.0% | Added |
| Scotia Capital Inc. | 193,224 | $1.33M | 0.01% | +16,094+9.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 175,509 | $1.21M | 0.00% | −10,283−5.5% | Reduced |
| Platform Technology Partners | 159,187 | $1.10M | 0.45% | +159,187 | New |
| Pecaut & Co. | 154,960 | $1.07M | 0.70% | +3,133+2.1% | Added |
| Rockefeller Capital Management L.P. | 152,743 | $1.05M | 0.01% | +1,411+0.9% | Added |
| Tiedemann Advisors, LLC | 144,435 | $996.0K | 0.04% | 00.0% | Unchanged |
| Hollencrest Capital Management | 128,733 | $888.0K | 0.08% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 124,176 | $857.0K | 0.00% | +3,837+3.2% | Added |
| Northern Trust Corp | 114,000 | $787.0K | 0.00% | +114,000 | New |
| Steward Partners Investment Advisory, LLC | 94,277 | $651.0K | 0.01% | +7,594+8.8% | Added |
| Janney Montgomery Scott LLC | 91,985 | $635.0K | 0.00% | +13,664+17.4% | Added |
| Advisory Services Network, LLC | 86,177 | $595.0K | 0.02% | −321−0.4% | Reduced |
| Cetera Investment Advisers | 84,285 | $582.0K | 0.01% | −4,095−4.6% | Reduced |
| Stifel Financial Corp | 84,006 | $580.0K | 0.00% | −2,486−2.9% | Reduced |
| Cohen & Steers, Inc. | 77,547 | $535.0K | 0.00% | +77,547 | New |
| Accel Wealth Management | 75,713 | $522.0K | 0.35% | +75,713 | New |
| Truist Financial Corp | 66,008 | $455.0K | 0.00% | +1,977+3.1% | Added |
| Creative Planning | 62,519 | $431.0K | 0.00% | +7,678+14.0% | Added |
| Independent Financial Group, LLC | 60,790 | $419.5K | 0.04% | +4,941+8.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 55,073 | $380.0K | 0.00% | +130.0% | Added |
| Kestra Advisory Services, LLC | 53,160 | $367.0K | 0.00% | +5,623+11.8% | Added |
| Ameritas Investment Company, LLC | 20,000 | $353.0K | 0.02% | −19,593−49.5% | Reduced |
| Great Valley Advisor Group, Inc. | 50,919 | $347.0K | 0.03% | 00.0% | Unchanged |
| Harbor Financial Services, LLC | 49,994 | $345.0K | 0.15% | +147+0.3% | Added |
| Private Advisor Group, LLC | 49,873 | $344.0K | 0.00% | +1,473+3.0% | Added |
| Wedbush Securities Inc | 47,454 | $327.0K | 0.02% | −985−2.0% | Reduced |
| Oppenheimer & Co Inc | 45,405 | $313.0K | 0.01% | +886+2.0% | Added |
| MML Investors Services, LLC | 42,462 | $293.0K | 0.00% | −65−0.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 41,224 | $284.0K | 0.05% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 40,534 | $280.0K | 0.00% | +40,534 | New |
| Mid Atlantic Financial Management Inc | 39,643 | $274.0K | 0.02% | +18,320+85.9% | Added |
| Synovus Financial Corp | 39,468 | $272.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 36,960 | $257.0K | 0.00% | −3,800−9.3% | Reduced |
| Kestra Private Wealth Services, LLC | 36,208 | $250.0K | 0.02% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 36,000 | $248.0K | 0.02% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 32,531 | $224.0K | 0.01% | +15,284+88.6% | Added |
| Baird Financial Group, Inc. | 30,548 | $211.0K | 0.00% | +30,548 | New |
| Sheaff Brock Investment Advisors, LLC | 30,452 | $210.0K | 0.02% | +1,000+3.4% | Added |
| West Chester Capital Advisors, Inc | 30,100 | $208.0K | 0.16% | 00.0% | Unchanged |
| Citigroup Inc | 29,351 | $203.0K | 0.00% | +2,193+8.1% | Added |
| Pinnacle Associates Ltd | 28,642 | $198.0K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 28,197 | $195.0K | 0.01% | +8,874+45.9% | Added |
| Buckingham Strategic Wealth, LLC | 25,247 | $174.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 25,238 | $174.0K | 0.02% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 25,022 | $173.0K | 0.12% | −782−3.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 24,943 | $172.0K | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 24,450 | $169.0K | 0.01% | +12,253+100.5% | Added |
| B. Riley Wealth Management, Inc. | 24,081 | $166.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 23,169 | $160.0K | 0.00% | −434−1.8% | Reduced |
| Geneos Wealth Management Inc. | 23,149 | $158.0K | 0.01% | +81+0.4% | Added |
| Koshinski Asset Management, Inc. | 20,284 | $140.0K | 0.02% | −19,005−48.4% | Reduced |
| Lumature Wealth Partners, LLC | 20,184 | $139.0K | 0.06% | 00.0% | Unchanged |
| Affiance Financial, LLC | 20,132 | $139.0K | 0.06% | 00.0% | Unchanged |
| Homrich & Berg | 19,690 | $136.0K | 0.00% | +19,690 | New |
| Spire Wealth Management | 19,525 | $135.0K | 0.00% | −24,120−55.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 19,605 | $135.0K | 0.05% | +10.0% | Added |
| MidWestOne Financial Group, Inc. | 19,142 | $132.0K | 0.03% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 19,000 | $131.0K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 18,371 | $127.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 18,221 | $126.0K | 0.00% | +4,608+33.8% | Added |
| Day & Ennis, LLC | 18,050 | $125.0K | 0.04% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 17,359 | $120.0K | 0.02% | +17,359 | New |
| Valley Brook Capital Group | 16,895 | $116.0K | 0.11% | 00.0% | Unchanged |
| Dash Acquisitions Inc. | 16,690 | $115.0K | 0.07% | +16,690 | New |
| Millennium Management LLC | 16,294 | $112.0K | 0.00% | +16,294 | New |
| GWM Advisors LLC | 16,076 | $111.0K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 15,991 | $110.0K | 0.00% | −27,864−63.5% | Reduced |
| The PNC Financial Services Group, Inc. | 14,569 | $101.0K | 0.00% | +146+1.0% | Added |
| MTM Investment Management, LLC | 13,530 | $93.0K | 0.05% | 00.0% | Unchanged |
| Insight Advisors, LLC | 13,700 | $92.0K | 0.03% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 13,000 | $90.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 12,552 | $87.0K | 0.00% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 12,669 | $87.0K | 0.06% | 00.0% | Unchanged |
| RDA Financial Network | 12,265 | $85.0K | 0.04% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 12,158 | $84.0K | 0.01% | +12,158 | New |
| Qci Asset Management Inc | 12,000 | $83.0K | 0.00% | +2,000+20.0% | Added |
| Credit Suisse AG | 12,100 | $83.0K | 0.00% | +12,100 | New |
| Lincoln National Corp | 11,402 | $79.0K | 0.00% | +250+2.2% | Added |
| Institute for Wealth Management, LLC. | 11,300 | $78.0K | 0.01% | −69−0.6% | Reduced |