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 |
|---|---|---|---|---|---|
| Key Financial Inc | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $1.00K | 0.00% | +100 | New |
| Prestige Wealth Management Group LLC | 343 | $2.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 220 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 330 | $2.00K | 0.00% | +330 | New |
| Global Wealth Management Investment Advisory, Inc. | 429 | $3.00K | 0.00% | 00.0% | Unchanged |
| Castle Financial & Retirement Planning Associates, Inc. | 400 | $3.00K | 0.01% | +400 | New |
| PFS Partners, LLC | 436 | $3.13K | 0.00% | +436 | New |
| FourThought Financial, LLC | 602 | $4.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 739 | $5.31K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 847 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 774 | $6.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 808 | $6.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Missouri Trust & Investment Co | 1,000 | $7.00K | 0.00% | +1,000 | New |
| SOA Wealth Advisors, LLC. | 1,200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,196 | $9.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,270 | $9.00K | 0.00% | +1,270 | New |
| Coastal Capital Group, Inc. | 1,420 | $10.0K | 0.00% | +1,420 | New |
| North Star Investment Management Corp. | 1,617 | $12.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 2,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,023 | $14.5K | 0.00% | +450+28.6% | Added |
| Harbour Investments, Inc. | 2,263 | $16.0K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 2,299 | $16.0K | 0.01% | +2,299 | New |
| Centerpoint Advisors, LLC | 2,549 | $18.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 3,030 | $21.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,995 | $22.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,115 | $22.0K | 0.00% | +1,665+114.8% | Added |
| High Net Worth Advisory Group LLC | 3,000 | $22.0K | 0.01% | +3,000 | New |
| Salem Investment Counselors Inc | 3,238 | $23.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 3,348 | $24.0K | 0.00% | +83+2.5% | Added |
| Selective Wealth Management, Inc. | 3,461 | $25.0K | 0.01% | +1,058+44.0% | Added |
| Clearview Wealth Advisors LLC | 3,611 | $26.0K | 0.02% | +89+2.5% | Added |
| Ahrens Investment Partners LLC | 3,791 | $27.0K | 0.01% | +3,791 | New |
| Ford Financial Group, LLC | 4,000 | $28.0K | 0.01% | +4,000 | New |
| JPMorgan Chase & Co | 4,500 | $32.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 4,420 | $32.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 4,770 | $34.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 4,900 | $35.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 5,286 | $38.0K | 0.00% | +5,286 | New |
| National Bank of Canada | 5,542 | $40.0K | 0.00% | +5,542 | New |
| Thomas J. Herzfeld Advisors, Inc. | 6,842 | $49.0K | 0.02% | +170+2.5% | Added |
| Fifth Third Bancorp | 7,941 | $57.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,174 | $59.0K | 0.00% | 00.0% | Unchanged |
| Breiter Capital Management Inc | 10,000 | $72.0K | 0.04% | 00.0% | Unchanged |
| Sym Financial Corp | 10,024 | $72.0K | 0.03% | +10,024 | New |
| Texas Yale Capital Corp. | 10,450 | $75.0K | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 10,700 | $77.0K | 0.01% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 10,699 | $77.0K | 0.01% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 10,687 | $77.0K | 0.04% | +277+2.7% | Added |
| Manchester Financial Inc | 11,000 | $79.0K | 0.03% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 11,029 | $79.0K | 0.01% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 10,985 | $79.0K | 0.07% | +10,985 | New |
| Institute for Wealth Management, LLC. | 11,159 | $80.0K | 0.01% | −141−1.2% | Reduced |
| Integrated Wealth Concepts LLC | 11,066 | $80.0K | 0.00% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 11,283 | $81.0K | 0.07% | +11,283 | New |
| TRUE Private Wealth Advisors | 11,471 | $82.0K | 0.01% | 00.0% | Unchanged |
| Lincoln National Corp | 11,978 | $87.0K | 0.00% | +310+2.7% | Added |
| Plancorp, LLC | 12,283 | $88.0K | 0.01% | 00.0% | Unchanged |
| RDA Financial Network | 12,265 | $88.0K | 0.04% | 00.0% | Unchanged |
| Brookstone Capital Management | 12,520 | $88.0K | 0.00% | +767+6.5% | Added |
| Savant Capital, LLC | 12,297 | $88.0K | 0.00% | +12,297 | New |
| CWM, LLC | 12,552 | $90.0K | 0.00% | +12,552 | New |
| AE Wealth Management LLC | 12,725 | $91.0K | 0.00% | −69,229−84.5% | Reduced |
| Moors & Cabot, Inc. | 12,886 | $93.0K | 0.01% | +12,886 | New |
| Foundations Investment Advisors, LLC | 12,975 | $94.0K | 0.00% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 13,276 | $95.0K | 0.06% | +327+2.5% | Added |
| MTM Investment Management, LLC | 13,530 | $97.0K | 0.05% | 00.0% | Unchanged |
| Insight Advisors, LLC | 14,300 | $103.0K | 0.03% | +600+4.4% | Added |
| Clearbridge Investments, LLC | 14,300 | $103.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Equitable Holdings, Inc. | 15,600 | $112.0K | 0.00% | +15,600 | New |
| Primoris Wealth Advisors, LLC | 16,250 | $116.0K | 0.09% | +16,250 | New |
| Stratos Wealth Advisors, LLC | 16,567 | $119.0K | 0.01% | +429+2.7% | Added |
| Stephens Inc | 17,973 | $129.0K | 0.00% | −398−2.2% | Reduced |
| Day & Ennis, LLC | 18,050 | $130.0K | 0.04% | 00.0% | Unchanged |
| Valley Brook Capital Group | 18,585 | $133.0K | 0.11% | 00.0% | Unchanged |
| Americana Partners, LLC | 19,000 | $136.0K | 0.02% | +2,000+11.8% | Added |
| 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 |
| MidWestOne Financial Group, Inc. | 19,142 | $138.0K | 0.03% | 00.0% | Unchanged |
| White Lighthouse Investment Management Inc. | 19,308 | $139.0K | 0.03% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 19,690 | $142.0K | 0.00% | +19,690 | New |
| 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 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 21,165 | $152.0K | 0.04% | −514−2.4% | Reduced |
| CoreCap Advisors, LLC | 23,077 | $166.0K | 0.01% | +23,077 | New |
| US Bancorp | 23,264 | $167.0K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 23,569 | $169.0K | 0.00% | +333+1.4% | Added |
| Geneos Wealth Management Inc. | 23,853 | $171.0K | 0.01% | +99+0.4% | Added |
| City of London Investment Management Co Ltd | 23,949 | $172.0K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 25,247 | $182.0K | 0.00% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 25,615 | $184.0K | 0.03% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 26,145 | $188.0K | 0.12% | +600+2.3% | Added |
| Financial Counselors Inc | 26,797 | $193.0K | 0.00% | +26,797 | New |
| 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 |
| Pinnacle Associates Ltd | 28,642 | $206.0K | 0.00% | 00.0% | Unchanged |