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 |
|---|---|---|---|---|---|
| Venture Visionary Partners LLC | 11,029 | $76.0K | 0.01% | +11,029 | New |
| Raymond James Trust N.A. | 10,366 | $72.0K | 0.00% | 00.0% | Unchanged |
| Brookstone Capital Management | 10,516 | $72.0K | 0.00% | +10,516 | New |
| TRUE Private Wealth Advisors | 10,428 | $71.0K | 0.01% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 10,172 | $70.0K | 0.03% | +10,172 | New |
| Breiter Capital Management Inc | 10,000 | $69.0K | 0.04% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 9,651 | $67.0K | 0.01% | +182+1.9% | Added |
| Sym Financial Corp | 8,335 | $58.0K | 0.03% | +8,335 | New |
| Capital Directions Investment Advisors, LLC | 8,342 | $58.0K | 0.02% | +8,342 | New |
| Fifth Third Bancorp | 7,941 | $55.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 6,528 | $45.0K | 0.02% | +135+2.1% | Added |
| Isthmus Partners, LLC | 5,210 | $36.0K | 0.01% | +5,210 | New |
| Benjamin F. Edwards & Company, Inc. | 4,900 | $34.0K | 0.00% | −2,173−30.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,750 | $33.0K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,500 | $31.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 4,420 | $30.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 3,350 | $23.0K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3,238 | $22.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 3,194 | $22.0K | 0.00% | +66+2.1% | Added |
| Clearview Wealth Advisors LLC | 3,138 | $22.0K | 0.01% | +66+2.1% | Added |
| Bessemer Group Inc | 2,995 | $21.0K | 0.00% | −2,004−40.1% | Reduced |
| City Holding Co | 3,030 | $21.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2,549 | $18.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,263 | $16.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 2,000 | $14.0K | 0.00% | +2,000 | New |
| North Star Investment Management Corp. | 1,617 | $11.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,573 | $10.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,450 | $10.0K | 0.00% | +1,450 | New |
| FMR LLC | 1,328 | $9.00K | 0.00% | +378+39.8% | Added |
| SOA Wealth Advisors, LLC. | 1,200 | $8.00K | 0.00% | −534−30.8% | Reduced |
| Private Capital Group, LLC | 1,196 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | – | $8.00K | 0.00% | – | – |
| Newbridge Financial Services Group, Inc. | 1,223 | $8.00K | 0.00% | +26+2.2% | Added |
| M&R Capital Management Inc | 1,066 | $7.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,000 | $7.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 847 | $6.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 808 | $6.00K | 0.00% | +808 | New |
| Federation des caisses Desjardins du Quebec | 739 | $5.10K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 774 | $5.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 602 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 429 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 200 | $1.00K | 0.00% | +200 | New |
| 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 |