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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 43,494 | $289.0K | 0.00% | −11,579−21.0% | Reduced |
| MML Investors Services, LLC | 48,552 | $323.0K | 0.00% | +6,090+14.3% | Added |
| Creative Planning | 51,034 | $339.0K | 0.00% | −11,485−18.4% | Reduced |
| Ameritas Investment Company, LLC | 51,114 | $340.0K | 0.02% | +31,114+155.6% | Added |
| Wedbush Securities Inc | 52,128 | $347.0K | 0.02% | +4,674+9.8% | Added |
| Great Valley Advisor Group, Inc. | 52,454 | $349.0K | 0.02% | +1,535+3.0% | Added |
| Harbor Financial Services, LLC | 55,925 | $372.0K | 0.16% | +5,931+11.9% | Added |
| Mid Atlantic Financial Management Inc | 56,243 | $374.0K | 0.03% | +16,600+41.9% | Added |
| Sowell Financial Services LLC | 59,266 | $394.0K | 0.03% | +26,735+82.2% | Added |
| Platform Technology Partners | 59,886 | $398.0K | 0.18% | −99,301−62.4% | Reduced |
| Truist Financial Corp | 61,879 | $411.0K | 0.00% | −4,129−6.3% | Reduced |
| Kestra Advisory Services, LLC | 64,306 | $428.0K | 0.00% | +11,146+21.0% | Added |
| Independent Financial Group, LLC | 66,671 | $443.4K | 0.05% | +5,881+9.7% | Added |
| Shulman DeMeo Asset Management LLC | 68,436 | $455.0K | 0.39% | +68,436 | New |
| B. Riley Wealth Management, Inc. | 70,677 | $470.0K | 0.04% | +46,596+193.5% | Added |
| Guggenheim Capital LLC | 71,488 | $475.0K | 0.00% | +30,954+76.4% | Added |
| AE Wealth Management LLC | 81,954 | $545.0K | 0.00% | +65,963+412.5% | Added |
| Cetera Investment Advisers | 93,012 | $619.0K | 0.01% | +8,727+10.4% | Added |
| Advisory Services Network, LLC | 96,797 | $644.0K | 0.02% | +10,620+12.3% | Added |
| Stifel Financial Corp | 97,238 | $647.0K | 0.00% | +13,232+15.8% | Added |
| Janney Montgomery Scott LLC | 99,337 | $661.0K | 0.00% | +7,352+8.0% | Added |
| Steward Partners Investment Advisory, LLC | 101,283 | $674.0K | 0.01% | +7,006+7.4% | Added |
| Advisors Asset Management, Inc. | 103,343 | $687.0K | 0.01% | +103,343 | New |
| Barclays PLC | 121,173 | $756.0K | 0.00% | −178,587−59.6% | Reduced |
| Hollencrest Capital Management | 128,733 | $856.0K | 0.08% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 131,080 | $872.0K | 0.05% | −13,355−9.2% | Reduced |
| Thrivent Financial for Lutherans | 134,919 | $898.0K | 0.00% | +10,743+8.7% | Added |
| Pecaut & Co. | 138,174 | $919.0K | 0.55% | −16,786−10.8% | Reduced |
| Private Advisor Group, LLC | 160,434 | $1.07M | 0.01% | +110,561+221.7% | Added |
| Rockefeller Capital Management L.P. | 185,951 | $1.24M | 0.01% | +33,208+21.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 191,981 | $1.28M | 0.00% | +16,472+9.4% | Added |
| Raymond James & Associates | 199,726 | $1.33M | 0.00% | −6,107−3.0% | Reduced |
| Stratos Wealth Partners, LTD. | 205,319 | $1.36M | 0.03% | −1,025−0.5% | Reduced |
| Accel Wealth Management | 207,566 | $1.38M | 0.89% | +131,853+174.1% | Added |
| Scotia Capital Inc. | 217,069 | $1.44M | 0.01% | +23,845+12.3% | Added |
| Shaker Financial Services, LLC | 221,809 | $1.48M | 0.59% | −66,362−23.0% | Reduced |
| Marks Group Wealth Management, Inc | 236,140 | $1.57M | 0.21% | 00.0% | Unchanged |
| Yakira Capital Management, Inc. | 236,867 | $1.57M | 0.24% | +236,867 | New |
| Clough Capital Partners L P | 293,362 | $1.95M | 0.12% | +293,362 | New |
| Cetera Advisor Networks LLC | 307,082 | $2.04M | 0.03% | +28,135+10.1% | Added |
| Ameriprise Financial Inc | 309,444 | $2.06M | 0.00% | +24,034+8.4% | Added |
| UBS Group AG | 318,505 | $2.12M | 0.00% | +25,365+8.7% | Added |
| Advisor Group Holdings, Inc. | 398,130 | $2.65M | 0.01% | −138,923−25.9% | Reduced |
| Royal Bank of Canada | 457,541 | $3.04M | 0.00% | +31,912+7.5% | Added |
| Golden State Wealth Management, LLC | 469,568 | $3.12M | 0.68% | +71,594+18.0% | Added |
| Live Oak Private Wealth LLC | 514,176 | $3.42M | 0.70% | +101,883+24.7% | Added |
| BerganKDV Wealth Management, LLC | 622,514 | $4.14M | 0.47% | −108,700−14.9% | Reduced |
| Hunting Hill Global Capital, LLC | 624,836 | $4.16M | 1.53% | +624,836 | New |
| Wells Fargo & Company | 815,826 | $5.42M | 0.00% | +86,544+11.9% | Added |
| Gamco Investors, Inc. Et Al | 865,948 | $5.76M | 0.05% | +80,943+10.3% | Added |
| Philadelphia Trust Co | 1,042,324 | $6.93M | 0.51% | −21,985−2.1% | Reduced |
| Cohen & Steers, Inc. | 1,112,237 | $7.40M | 0.01% | +1,034,690+1,334.3% | Added |
| Bank of America Corp | 1,302,013 | $8.66M | 0.00% | +268,609+26.0% | Added |
| Commonwealth Equity Services, LLC | 1,367,944 | $9.10M | 0.02% | +207,492+17.9% | Added |
| Morgan Stanley | 2,169,790 | $14.4M | 0.00% | +308,396+16.6% | Added |
| LPL Financial LLC | 2,542,251 | $16.9M | 0.02% | +373,073+17.2% | Added |
| Citigroup Inc | 0 | $0 | 0.00% | −29,351−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −16,294−100.0% | Sold out |
| Hamilton Capital, LLC | 0 | $0 | 0.00% | −12,158−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −12,100−100.0% | Sold out |
| Sym Financial Corp | 0 | $0 | 0.00% | −8,335−100.0% | Sold out |
| Capital Directions Investment Advisors, LLC | 0 | $0 | 0.00% | −8,342−100.0% | Sold out |
| Isthmus Partners, LLC | 0 | $0 | 0.00% | −5,210−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1,328−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,223−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |