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, Q4 2021
Institutional positions in Gabelli Equity Trust Inc as of Dec 31, 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
- 171
- +21 vs. Q3 2021
- Shares held
- 20.4M
- −632.3K (−3.0%) vs. Q3 2021
- Total value
- $146.6M
- +$6.62M (+4.7%) vs. Q3 2021
- New holders
- 33
- 58 more added
- Sold out
- 12
- 20 more reduced
6 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Gabelli Equity Trust Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,226,163 | $16.0M | 0.00% | +56,373+2.6% | Added |
| LPL Financial LLC | 1,932,466 | $13.9M | 0.01% | −609,785−24.0% | Reduced |
| Bank of America Corp | 1,522,167 | $10.9M | 0.00% | +220,154+16.9% | Added |
| Commonwealth Equity Services, LLC | 1,419,886 | $10.2M | 0.02% | +51,942+3.8% | Added |
| Cohen & Steers, Inc. | 1,088,608 | $7.83M | 0.01% | −23,629−2.1% | Reduced |
| Philadelphia Trust Co | 1,060,374 | $7.62M | 0.55% | +18,050+1.7% | Added |
| Wells Fargo & Company | 913,618 | $6.57M | 0.00% | +97,792+12.0% | Added |
| Gamco Investors, Inc. Et Al | 865,948 | $6.23M | 0.05% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 622,514 | $4.48M | 0.47% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 514,176 | $3.70M | 0.69% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 497,124 | $3.57M | 0.62% | +27,556+5.9% | Added |
| Royal Bank of Canada | 481,819 | $3.46M | 0.00% | +24,278+5.3% | Added |
| Marks Group Wealth Management, Inc | 351,955 | $2.53M | 0.31% | +115,815+49.0% | Added |
| Ameriprise Financial Inc | 337,352 | $2.43M | 0.00% | +27,908+9.0% | Added |
| UBS Group AG | 334,964 | $2.41M | 0.00% | +16,459+5.2% | Added |
| Cetera Advisor Networks LLC | 319,482 | $2.30M | 0.03% | +12,400+4.0% | Added |
| Advisor Group Holdings, Inc. | 318,361 | $2.29M | 0.00% | −79,769−20.0% | Reduced |
| Accel Wealth Management | 292,665 | $2.10M | 1.03% | +85,099+41.0% | Added |
| Scotia Capital Inc. | 236,768 | $1.70M | 0.01% | +19,699+9.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 224,470 | $1.61M | 0.00% | +32,489+16.9% | Added |
| Raymond James & Associates | 218,074 | $1.57M | 0.00% | +18,348+9.2% | Added |
| Advisors Asset Management, Inc. | 194,069 | $1.40M | 0.02% | +90,726+87.8% | Added |
| Rockefeller Capital Management L.P. | 186,088 | $1.34M | 0.01% | +137+0.1% | Added |
| Stratos Wealth Partners, LTD. | 184,546 | $1.33M | 0.03% | −20,773−10.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 133,386 | $959.0K | 0.01% | +32,103+31.7% | Added |
| Tiedemann Advisors, LLC | 131,080 | $942.0K | 0.05% | 00.0% | Unchanged |
| Pecaut & Co. | 130,945 | $941.0K | 0.48% | −7,229−5.2% | Reduced |
| Qube Research & Technologies Ltd | 121,773 | $876.0K | 0.01% | +121,773 | New |
| Thrivent Financial for Lutherans | 124,176 | $857.0K | 0.00% | −10,743−8.0% | Reduced |
| Stifel Financial Corp | 115,912 | $833.0K | 0.00% | +18,674+19.2% | Added |
| Advisory Services Network, LLC | 100,602 | $723.0K | 0.02% | +3,805+3.9% | Added |
| Hollencrest Capital Management | 95,533 | $687.0K | 0.05% | −33,200−25.8% | Reduced |
| Cetera Investment Advisers | 93,237 | $670.0K | 0.01% | +225+0.2% | Added |
| Spire Wealth Management | 90,823 | $653.0K | 0.01% | +71,116+360.9% | Added |
| Northern Trust Corp | 85,394 | $614.0K | 0.00% | +44,135+107.0% | Added |
| Janney Montgomery Scott LLC | 81,019 | $583.0K | 0.00% | −18,318−18.4% | Reduced |
| B. Riley Wealth Management, Inc. | 76,369 | $549.0K | 0.04% | +5,692+8.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 76,172 | $548.0K | 0.00% | +32,678+75.1% | Added |
| Independent Financial Group, LLC | 73,229 | $526.5K | 0.04% | +6,558+9.8% | Added |
| Guggenheim Capital LLC | 68,430 | $492.0K | 0.00% | −3,058−4.3% | Reduced |
| Laidlaw Wealth Management LLC | 68,466 | $492.0K | 0.08% | +68,466 | New |
| Truist Financial Corp | 67,854 | $488.0K | 0.00% | +5,975+9.7% | Added |
| Evernest Financial Advisors, LLC | 89,545 | $471.0K | 0.24% | +89,545 | New |
| Creative Planning | 61,670 | $443.0K | 0.00% | +10,636+20.8% | Added |
| Shaker Financial Services, LLC | 61,098 | $439.0K | 0.16% | −160,711−72.5% | Reduced |
| Platform Technology Partners | 60,350 | $434.0K | 0.19% | +464+0.8% | Added |
| Shulman DeMeo Asset Management LLC | 60,226 | $433.0K | 0.11% | −8,210−12.0% | Reduced |
| Level Four Advisory Services, LLC | 56,120 | $404.0K | 0.03% | +56,120 | New |
| Wedbush Securities Inc | 55,771 | $401.0K | 0.02% | +3,643+7.0% | Added |
| Kestra Advisory Services, LLC | 53,733 | $386.0K | 0.00% | −10,573−16.4% | Reduced |
| Ameritas Advisory Services, LLC | 50,994 | $367.0K | 0.01% | +50,994 | New |
| Great Valley Advisor Group, Inc. | 52,454 | $349.0K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 48,462 | $348.0K | 0.00% | −90−0.2% | Reduced |
| Sowell Financial Services LLC | 47,118 | $339.0K | 0.02% | −12,148−20.5% | Reduced |
| National Asset Management, Inc. | 44,294 | $319.0K | 0.01% | +2,840+6.9% | Added |
| Private Advisor Group, LLC | 42,846 | $308.0K | 0.00% | −117,588−73.3% | Reduced |
| Koshinski Asset Management, Inc. | 42,019 | $302.1K | 0.02% | +1,022+2.5% | Added |
| Citadel Advisors LLC | 41,322 | $297.0K | 0.00% | +41,322 | New |
| Graves-Light Private Wealth Management, Inc. | 41,224 | $296.0K | 0.04% | 00.0% | Unchanged |
| Synovus Financial Corp | 39,468 | $284.0K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 37,883 | $272.0K | 0.01% | +1,875+5.2% | Added |
| HighTower Advisors, LLC | 37,214 | $268.0K | 0.00% | +254+0.7% | Added |
| Baird Financial Group, Inc. | 36,502 | $263.0K | 0.00% | +5,954+19.5% | Added |
| NorthRock Partners, LLC | 36,000 | $259.0K | 0.02% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 34,380 | $247.0K | 0.02% | +150+0.4% | Added |
| Flynn Zito Capital Management, LLC | 33,669 | $243.0K | 0.21% | +33,669 | New |
| West Chester Capital Advisors, Inc | 31,931 | $230.0K | 0.16% | +2,050+6.9% | Added |
| Oppenheimer & Co Inc | 30,777 | $221.0K | 0.00% | −12,457−28.8% | Reduced |
| GWM Advisors LLC | 29,727 | $213.0K | 0.00% | +13,651+84.9% | Added |
| Dash Acquisitions Inc. | 29,304 | $211.0K | 0.09% | +12,614+75.6% | Added |
| NEXT Financial Group, Inc | 28,769 | $207.0K | 0.01% | +19,733+218.4% | Added |
| Pinnacle Associates Ltd | 28,642 | $206.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 27,085 | $196.0K | 0.02% | +40+0.1% | Added |
| PCG Wealth Advisors, LLC | 27,250 | $196.0K | 0.14% | +27,250 | New |
| Financial Counselors Inc | 26,797 | $193.0K | 0.00% | +26,797 | New |
| Quad-Cities Investment Group, LLC | 26,145 | $188.0K | 0.12% | +600+2.3% | Added |
| Pekin Hardy Strauss, Inc. | 25,615 | $184.0K | 0.03% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 25,247 | $182.0K | 0.00% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 23,949 | $172.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 23,853 | $171.0K | 0.01% | +99+0.4% | Added |
| Sigma Planning Corp | 23,569 | $169.0K | 0.00% | +333+1.4% | Added |
| US Bancorp | 23,264 | $167.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 23,077 | $166.0K | 0.01% | +23,077 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 21,165 | $152.0K | 0.04% | −514−2.4% | Reduced |
| Affiance Financial, LLC | 20,132 | $145.0K | 0.06% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 20,184 | $145.0K | 0.06% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 19,690 | $142.0K | 0.00% | +19,690 | New |
| White Lighthouse Investment Management Inc. | 19,308 | $139.0K | 0.03% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 19,142 | $138.0K | 0.03% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 19,000 | $137.0K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 19,012 | $137.0K | 0.00% | +220+1.2% | Added |
| Americana Partners, LLC | 19,000 | $136.0K | 0.02% | +2,000+11.8% | Added |
| Valley Brook Capital Group | 18,585 | $133.0K | 0.11% | 00.0% | Unchanged |
| Day & Ennis, LLC | 18,050 | $130.0K | 0.04% | 00.0% | Unchanged |
| Stephens Inc | 17,973 | $129.0K | 0.00% | −398−2.2% | Reduced |
| Stratos Wealth Advisors, LLC | 16,567 | $119.0K | 0.01% | +429+2.7% | Added |
| Primoris Wealth Advisors, LLC | 16,250 | $116.0K | 0.09% | +16,250 | New |
| Equitable Holdings, Inc. | 15,600 | $112.0K | 0.00% | +15,600 | New |
| Capital Square, LLC | 15,733 | $110.0K | 0.08% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 15,331 | $110.0K | 0.00% | +15,331 | New |