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 |
|---|---|---|---|---|---|
| Ameritas Investment Company, LLC | 20,000 | $353.0K | 0.02% | −19,593−49.5% | Reduced |
| Kestra Advisory Services, LLC | 53,160 | $367.0K | 0.00% | +5,623+11.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 55,073 | $380.0K | 0.00% | +130.0% | Added |
| Independent Financial Group, LLC | 60,790 | $419.5K | 0.04% | +4,941+8.8% | Added |
| Creative Planning | 62,519 | $431.0K | 0.00% | +7,678+14.0% | Added |
| Truist Financial Corp | 66,008 | $455.0K | 0.00% | +1,977+3.1% | Added |
| Accel Wealth Management | 75,713 | $522.0K | 0.35% | +75,713 | New |
| Cohen & Steers, Inc. | 77,547 | $535.0K | 0.00% | +77,547 | New |
| Stifel Financial Corp | 84,006 | $580.0K | 0.00% | −2,486−2.9% | Reduced |
| Cetera Investment Advisers | 84,285 | $582.0K | 0.01% | −4,095−4.6% | Reduced |
| Advisory Services Network, LLC | 86,177 | $595.0K | 0.02% | −321−0.4% | Reduced |
| Janney Montgomery Scott LLC | 91,985 | $635.0K | 0.00% | +13,664+17.4% | Added |
| Steward Partners Investment Advisory, LLC | 94,277 | $651.0K | 0.01% | +7,594+8.8% | Added |
| Northern Trust Corp | 114,000 | $787.0K | 0.00% | +114,000 | New |
| Thrivent Financial for Lutherans | 124,176 | $857.0K | 0.00% | +3,837+3.2% | Added |
| Hollencrest Capital Management | 128,733 | $888.0K | 0.08% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 144,435 | $996.0K | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 152,743 | $1.05M | 0.01% | +1,411+0.9% | Added |
| Pecaut & Co. | 154,960 | $1.07M | 0.70% | +3,133+2.1% | Added |
| Platform Technology Partners | 159,187 | $1.10M | 0.45% | +159,187 | New |
| Raymond James Financial Services Advisors, Inc. | 175,509 | $1.21M | 0.00% | −10,283−5.5% | Reduced |
| Scotia Capital Inc. | 193,224 | $1.33M | 0.01% | +16,094+9.1% | Added |
| Raymond James & Associates | 205,833 | $1.42M | 0.00% | +28,433+16.0% | Added |
| Stratos Wealth Partners, LTD. | 206,344 | $1.42M | 0.04% | +125+0.1% | Added |
| City of London Investment Management Co Ltd | 208,175 | $1.44M | 0.07% | +208,175 | New |
| Marks Group Wealth Management, Inc | 236,140 | $1.63M | 0.22% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 278,947 | $1.93M | 0.03% | +22,323+8.7% | Added |
| Ameriprise Financial Inc | 285,410 | $1.97M | 0.00% | +6,181+2.2% | Added |
| Shaker Financial Services, LLC | 288,171 | $1.99M | 0.74% | +288,171 | New |
| Barclays PLC | 299,760 | $2.00M | 0.00% | +270,836+936.4% | Added |
| UBS Group AG | 293,140 | $2.02M | 0.00% | +43,878+17.6% | Added |
| Golden State Wealth Management, LLC | 397,974 | $2.75M | 0.61% | +9,597+2.5% | Added |
| Live Oak Private Wealth LLC | 412,293 | $2.85M | 0.63% | 00.0% | Unchanged |
| Royal Bank of Canada | 425,629 | $2.94M | 0.00% | +30,669+7.8% | Added |
| Advisor Group Holdings, Inc. | 537,053 | $3.71M | 0.01% | +107,991+25.2% | Added |
| Wells Fargo & Company | 729,282 | $5.03M | 0.00% | −9,330−1.3% | Reduced |
| BerganKDV Wealth Management, LLC | 731,214 | $5.04M | 0.60% | +731,214 | New |
| Gamco Investors, Inc. Et Al | 785,005 | $5.42M | 0.05% | −5,000−0.6% | Reduced |
| Bank of America Corp | 1,033,404 | $7.13M | 0.00% | +4,232+0.4% | Added |
| Philadelphia Trust Co | 1,064,309 | $7.34M | 0.51% | −2500.0% | Reduced |
| Commonwealth Equity Services, LLC | 1,160,452 | $8.01M | 0.02% | +35,790+3.2% | Added |
| Morgan Stanley | 1,861,394 | $12.8M | 0.00% | +83,380+4.7% | Added |
| LPL Financial LLC | 2,169,178 | $15.0M | 0.02% | +62,016+2.9% | Added |
| Shulman DeMeo Asset Management LLC | 0 | $0 | 0.00% | −68,872−100.0% | Sold out |
| Connecticut Wealth Management, LLC | 0 | $0 | 0.00% | −55,250−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −51,676−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Strategic Investment Advisors | 0 | $0 | 0.00% | −17,574−100.0% | Sold out |
| Capital Square, LLC | 0 | $0 | 0.00% | −15,733−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −12,237−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −1,568−100.0% | Sold out |
| CNB Bank | 0 | $0 | 0.00% | −678−100.0% | Sold out |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −343−100.0% | Sold out |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |