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, Q3 2021
Institutional positions in Gabelli Equity Trust Inc as of Sep 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
- 156
- +14 vs. Q2 2021
- Shares held
- 21.3M
- +3.82M (+21.9%) vs. Q2 2021
- Total value
- $141.4M
- +$20.9M (+17.3%) vs. Q2 2021
- New holders
- 23
- 61 more added
- Sold out
- 9
- 22 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Gabelli Equity Trust Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LPL Financial LLC | 2,542,251 | $16.9M | 0.02% | +373,073+17.2% | Added |
| Morgan Stanley | 2,169,790 | $14.4M | 0.00% | +308,396+16.6% | Added |
| Commonwealth Equity Services, LLC | 1,367,944 | $9.10M | 0.02% | +207,492+17.9% | Added |
| Bank of America Corp | 1,302,013 | $8.66M | 0.00% | +268,609+26.0% | Added |
| Cohen & Steers, Inc. | 1,112,237 | $7.40M | 0.01% | +1,034,690+1,334.3% | Added |
| Philadelphia Trust Co | 1,042,324 | $6.93M | 0.51% | −21,985−2.1% | Reduced |
| Gamco Investors, Inc. Et Al | 865,948 | $5.76M | 0.05% | +80,943+10.3% | Added |
| Wells Fargo & Company | 815,826 | $5.42M | 0.00% | +86,544+11.9% | Added |
| Hunting Hill Global Capital, LLC | 624,836 | $4.16M | 1.53% | +624,836 | New |
| BerganKDV Wealth Management, LLC | 622,514 | $4.14M | 0.47% | −108,700−14.9% | Reduced |
| Live Oak Private Wealth LLC | 514,176 | $3.42M | 0.70% | +101,883+24.7% | Added |
| Golden State Wealth Management, LLC | 469,568 | $3.12M | 0.68% | +71,594+18.0% | Added |
| Royal Bank of Canada | 457,541 | $3.04M | 0.00% | +31,912+7.5% | Added |
| Advisor Group Holdings, Inc. | 398,130 | $2.65M | 0.01% | −138,923−25.9% | Reduced |
| UBS Group AG | 318,505 | $2.12M | 0.00% | +25,365+8.7% | Added |
| Ameriprise Financial Inc | 309,444 | $2.06M | 0.00% | +24,034+8.4% | Added |
| Cetera Advisor Networks LLC | 307,082 | $2.04M | 0.03% | +28,135+10.1% | Added |
| Clough Capital Partners L P | 293,362 | $1.95M | 0.12% | +293,362 | New |
| Yakira Capital Management, Inc. | 236,867 | $1.57M | 0.24% | +236,867 | New |
| Marks Group Wealth Management, Inc | 236,140 | $1.57M | 0.21% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 221,809 | $1.48M | 0.59% | −66,362−23.0% | Reduced |
| Scotia Capital Inc. | 217,069 | $1.44M | 0.01% | +23,845+12.3% | Added |
| Accel Wealth Management | 207,566 | $1.38M | 0.89% | +131,853+174.1% | Added |
| Stratos Wealth Partners, LTD. | 205,319 | $1.36M | 0.03% | −1,025−0.5% | Reduced |
| Raymond James & Associates | 199,726 | $1.33M | 0.00% | −6,107−3.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 191,981 | $1.28M | 0.00% | +16,472+9.4% | Added |
| Rockefeller Capital Management L.P. | 185,951 | $1.24M | 0.01% | +33,208+21.7% | Added |
| Private Advisor Group, LLC | 160,434 | $1.07M | 0.01% | +110,561+221.7% | Added |
| Pecaut & Co. | 138,174 | $919.0K | 0.55% | −16,786−10.8% | Reduced |
| Thrivent Financial for Lutherans | 134,919 | $898.0K | 0.00% | +10,743+8.7% | Added |
| Tiedemann Advisors, LLC | 131,080 | $872.0K | 0.05% | −13,355−9.2% | Reduced |
| Hollencrest Capital Management | 128,733 | $856.0K | 0.08% | 00.0% | Unchanged |
| Barclays PLC | 121,173 | $756.0K | 0.00% | −178,587−59.6% | Reduced |
| Advisors Asset Management, Inc. | 103,343 | $687.0K | 0.01% | +103,343 | New |
| Steward Partners Investment Advisory, LLC | 101,283 | $674.0K | 0.01% | +7,006+7.4% | Added |
| Janney Montgomery Scott LLC | 99,337 | $661.0K | 0.00% | +7,352+8.0% | Added |
| Stifel Financial Corp | 97,238 | $647.0K | 0.00% | +13,232+15.8% | Added |
| Advisory Services Network, LLC | 96,797 | $644.0K | 0.02% | +10,620+12.3% | Added |
| Cetera Investment Advisers | 93,012 | $619.0K | 0.01% | +8,727+10.4% | Added |
| AE Wealth Management LLC | 81,954 | $545.0K | 0.00% | +65,963+412.5% | Added |
| Guggenheim Capital LLC | 71,488 | $475.0K | 0.00% | +30,954+76.4% | Added |
| B. Riley Wealth Management, Inc. | 70,677 | $470.0K | 0.04% | +46,596+193.5% | Added |
| Shulman DeMeo Asset Management LLC | 68,436 | $455.0K | 0.39% | +68,436 | New |
| Independent Financial Group, LLC | 66,671 | $443.4K | 0.05% | +5,881+9.7% | Added |
| Kestra Advisory Services, LLC | 64,306 | $428.0K | 0.00% | +11,146+21.0% | Added |
| Truist Financial Corp | 61,879 | $411.0K | 0.00% | −4,129−6.3% | Reduced |
| Platform Technology Partners | 59,886 | $398.0K | 0.18% | −99,301−62.4% | Reduced |
| Sowell Financial Services LLC | 59,266 | $394.0K | 0.03% | +26,735+82.2% | Added |
| Mid Atlantic Financial Management Inc | 56,243 | $374.0K | 0.03% | +16,600+41.9% | Added |
| Harbor Financial Services, LLC | 55,925 | $372.0K | 0.16% | +5,931+11.9% | Added |
| Great Valley Advisor Group, Inc. | 52,454 | $349.0K | 0.02% | +1,535+3.0% | Added |
| Wedbush Securities Inc | 52,128 | $347.0K | 0.02% | +4,674+9.8% | Added |
| Ameritas Investment Company, LLC | 51,114 | $340.0K | 0.02% | +31,114+155.6% | Added |
| Creative Planning | 51,034 | $339.0K | 0.00% | −11,485−18.4% | Reduced |
| MML Investors Services, LLC | 48,552 | $323.0K | 0.00% | +6,090+14.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 43,494 | $289.0K | 0.00% | −11,579−21.0% | Reduced |
| Oppenheimer & Co Inc | 43,234 | $288.0K | 0.01% | −2,171−4.8% | Reduced |
| National Asset Management, Inc. | 41,454 | $276.0K | 0.01% | +13,257+47.0% | Added |
| Northern Trust Corp | 41,259 | $274.0K | 0.00% | −72,741−63.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 41,224 | $274.0K | 0.04% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 40,997 | $272.6K | 0.02% | +20,713+102.1% | Added |
| Synovus Financial Corp | 39,468 | $262.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 36,960 | $246.0K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 36,008 | $239.0K | 0.01% | −200−0.6% | Reduced |
| NorthRock Partners, LLC | 36,000 | $239.0K | 0.02% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 34,230 | $227.0K | 0.02% | +3,778+12.4% | Added |
| Baird Financial Group, Inc. | 30,548 | $203.0K | 0.00% | 00.0% | Unchanged |
| West Chester Capital Advisors, Inc | 29,881 | $199.0K | 0.15% | −219−0.7% | Reduced |
| Pinnacle Associates Ltd | 28,642 | $190.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 27,045 | $180.0K | 0.02% | +1,807+7.2% | Added |
| TCI Wealth Advisors, Inc. | 25,657 | $171.0K | 0.03% | +8,298+47.8% | Added |
| Quad-Cities Investment Group, LLC | 25,545 | $170.0K | 0.12% | +523+2.1% | Added |
| Pekin Hardy Strauss, Inc. | 25,615 | $170.0K | 0.02% | +672+2.7% | Added |
| Buckingham Strategic Wealth, LLC | 25,247 | $168.0K | 0.00% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 23,949 | $159.0K | 0.01% | −184,226−88.5% | Reduced |
| Geneos Wealth Management Inc. | 23,754 | $159.0K | 0.01% | +605+2.6% | Added |
| Sigma Planning Corp | 23,236 | $155.0K | 0.00% | −1,214−5.0% | Reduced |
| US Bancorp | 23,264 | $155.0K | 0.00% | +95+0.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 21,679 | $144.0K | 0.05% | +2,074+10.6% | Added |
| Doliver Advisors, LP | 20,689 | $138.0K | 0.05% | +20,689 | New |
| Affiance Financial, LLC | 20,132 | $134.0K | 0.06% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 20,184 | $134.0K | 0.05% | 00.0% | Unchanged |
| Homrich & Berg | 19,690 | $131.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 19,707 | $131.0K | 0.00% | +182+0.9% | Added |
| White Lighthouse Investment Management Inc. | 19,308 | $128.0K | 0.03% | +19,308 | New |
| MidWestOne Financial Group, Inc. | 19,142 | $127.0K | 0.03% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 19,000 | $126.0K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 18,792 | $125.0K | 0.00% | +571+3.1% | Added |
| Valley Brook Capital Group | 18,585 | $123.0K | 0.12% | +1,690+10.0% | Added |
| Stephens Inc | 18,371 | $122.0K | 0.00% | 00.0% | Unchanged |
| Day & Ennis, LLC | 18,050 | $120.0K | 0.04% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 17,926 | $119.0K | 0.07% | +17,926 | New |
| Americana Partners, LLC | 17,000 | $113.0K | 0.03% | +17,000 | New |
| Dash Acquisitions Inc. | 16,690 | $111.0K | 0.06% | 00.0% | Unchanged |
| GWM Advisors LLC | 16,076 | $107.0K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 16,138 | $107.0K | 0.01% | +16,138 | New |
| Capital Square, LLC | 15,733 | $105.0K | 0.07% | +15,733 | New |
| Insight Advisors, LLC | 13,700 | $96.0K | 0.03% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 14,300 | $95.0K | 0.00% | +1,300+10.0% | Added |
| MTM Investment Management, LLC | 13,530 | $90.0K | 0.05% | 00.0% | Unchanged |