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 |
|---|---|---|---|---|---|
| NEXT Financial Group, Inc | 28,769 | $207.0K | 0.01% | +19,733+218.4% | Added |
| Dash Acquisitions Inc. | 29,304 | $211.0K | 0.09% | +12,614+75.6% | Added |
| GWM Advisors LLC | 29,727 | $213.0K | 0.00% | +13,651+84.9% | Added |
| Oppenheimer & Co Inc | 30,777 | $221.0K | 0.00% | −12,457−28.8% | Reduced |
| West Chester Capital Advisors, Inc | 31,931 | $230.0K | 0.16% | +2,050+6.9% | Added |
| Flynn Zito Capital Management, LLC | 33,669 | $243.0K | 0.21% | +33,669 | New |
| Sheaff Brock Investment Advisors, LLC | 34,380 | $247.0K | 0.02% | +150+0.4% | Added |
| NorthRock Partners, LLC | 36,000 | $259.0K | 0.02% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 36,502 | $263.0K | 0.00% | +5,954+19.5% | Added |
| HighTower Advisors, LLC | 37,214 | $268.0K | 0.00% | +254+0.7% | Added |
| Kestra Private Wealth Services, LLC | 37,883 | $272.0K | 0.01% | +1,875+5.2% | Added |
| Synovus Financial Corp | 39,468 | $284.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 41,224 | $296.0K | 0.04% | 00.0% | Unchanged |
| Citadel Advisors LLC | 41,322 | $297.0K | 0.00% | +41,322 | New |
| Koshinski Asset Management, Inc. | 42,019 | $302.1K | 0.02% | +1,022+2.5% | Added |
| Private Advisor Group, LLC | 42,846 | $308.0K | 0.00% | −117,588−73.3% | Reduced |
| National Asset Management, Inc. | 44,294 | $319.0K | 0.01% | +2,840+6.9% | Added |
| Sowell Financial Services LLC | 47,118 | $339.0K | 0.02% | −12,148−20.5% | Reduced |
| MML Investors Services, LLC | 48,462 | $348.0K | 0.00% | −90−0.2% | Reduced |
| Great Valley Advisor Group, Inc. | 52,454 | $349.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 50,994 | $367.0K | 0.01% | +50,994 | New |
| Kestra Advisory Services, LLC | 53,733 | $386.0K | 0.00% | −10,573−16.4% | Reduced |
| Wedbush Securities Inc | 55,771 | $401.0K | 0.02% | +3,643+7.0% | Added |
| Level Four Advisory Services, LLC | 56,120 | $404.0K | 0.03% | +56,120 | New |
| Shulman DeMeo Asset Management LLC | 60,226 | $433.0K | 0.11% | −8,210−12.0% | Reduced |
| Platform Technology Partners | 60,350 | $434.0K | 0.19% | +464+0.8% | Added |
| Shaker Financial Services, LLC | 61,098 | $439.0K | 0.16% | −160,711−72.5% | Reduced |
| Creative Planning | 61,670 | $443.0K | 0.00% | +10,636+20.8% | Added |
| Evernest Financial Advisors, LLC | 89,545 | $471.0K | 0.24% | +89,545 | New |
| Truist Financial Corp | 67,854 | $488.0K | 0.00% | +5,975+9.7% | 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 |
| Independent Financial Group, LLC | 73,229 | $526.5K | 0.04% | +6,558+9.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 76,172 | $548.0K | 0.00% | +32,678+75.1% | Added |
| B. Riley Wealth Management, Inc. | 76,369 | $549.0K | 0.04% | +5,692+8.1% | Added |
| Janney Montgomery Scott LLC | 81,019 | $583.0K | 0.00% | −18,318−18.4% | Reduced |
| Northern Trust Corp | 85,394 | $614.0K | 0.00% | +44,135+107.0% | Added |
| Spire Wealth Management | 90,823 | $653.0K | 0.01% | +71,116+360.9% | Added |
| Cetera Investment Advisers | 93,237 | $670.0K | 0.01% | +225+0.2% | Added |
| Hollencrest Capital Management | 95,533 | $687.0K | 0.05% | −33,200−25.8% | Reduced |
| Advisory Services Network, LLC | 100,602 | $723.0K | 0.02% | +3,805+3.9% | Added |
| Stifel Financial Corp | 115,912 | $833.0K | 0.00% | +18,674+19.2% | Added |
| Thrivent Financial for Lutherans | 124,176 | $857.0K | 0.00% | −10,743−8.0% | Reduced |
| Qube Research & Technologies Ltd | 121,773 | $876.0K | 0.01% | +121,773 | New |
| Pecaut & Co. | 130,945 | $941.0K | 0.48% | −7,229−5.2% | Reduced |
| Tiedemann Advisors, LLC | 131,080 | $942.0K | 0.05% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 133,386 | $959.0K | 0.01% | +32,103+31.7% | Added |
| Stratos Wealth Partners, LTD. | 184,546 | $1.33M | 0.03% | −20,773−10.1% | Reduced |
| Rockefeller Capital Management L.P. | 186,088 | $1.34M | 0.01% | +137+0.1% | Added |
| Advisors Asset Management, Inc. | 194,069 | $1.40M | 0.02% | +90,726+87.8% | Added |
| Raymond James & Associates | 218,074 | $1.57M | 0.00% | +18,348+9.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 224,470 | $1.61M | 0.00% | +32,489+16.9% | Added |
| Scotia Capital Inc. | 236,768 | $1.70M | 0.01% | +19,699+9.1% | Added |
| Accel Wealth Management | 292,665 | $2.10M | 1.03% | +85,099+41.0% | Added |
| Advisor Group Holdings, Inc. | 318,361 | $2.29M | 0.00% | −79,769−20.0% | Reduced |
| Cetera Advisor Networks LLC | 319,482 | $2.30M | 0.03% | +12,400+4.0% | Added |
| UBS Group AG | 334,964 | $2.41M | 0.00% | +16,459+5.2% | Added |
| Ameriprise Financial Inc | 337,352 | $2.43M | 0.00% | +27,908+9.0% | Added |
| Marks Group Wealth Management, Inc | 351,955 | $2.53M | 0.31% | +115,815+49.0% | Added |
| Royal Bank of Canada | 481,819 | $3.46M | 0.00% | +24,278+5.3% | Added |
| Golden State Wealth Management, LLC | 497,124 | $3.57M | 0.62% | +27,556+5.9% | Added |
| Live Oak Private Wealth LLC | 514,176 | $3.70M | 0.69% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 622,514 | $4.48M | 0.47% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 865,948 | $6.23M | 0.05% | 00.0% | Unchanged |
| Wells Fargo & Company | 913,618 | $6.57M | 0.00% | +97,792+12.0% | Added |
| Philadelphia Trust Co | 1,060,374 | $7.62M | 0.55% | +18,050+1.7% | Added |
| Cohen & Steers, Inc. | 1,088,608 | $7.83M | 0.01% | −23,629−2.1% | Reduced |
| Commonwealth Equity Services, LLC | 1,419,886 | $10.2M | 0.02% | +51,942+3.8% | Added |
| Bank of America Corp | 1,522,167 | $10.9M | 0.00% | +220,154+16.9% | Added |
| LPL Financial LLC | 1,932,466 | $13.9M | 0.01% | −609,785−24.0% | Reduced |
| Morgan Stanley | 2,226,163 | $16.0M | 0.00% | +56,373+2.6% | Added |
| Hunting Hill Global Capital, LLC | 0 | $0 | 0.00% | −624,836−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −293,362−100.0% | Sold out |
| Yakira Capital Management, Inc. | 0 | $0 | 0.00% | −236,867−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −121,173−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −25,657−100.0% | Sold out |
| Doliver Advisors, LP | 0 | $0 | 0.00% | −20,689−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −17,926−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −10,366−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −3,468−100.0% | Sold out |
| Horizon Financial Services, LLC | 0 | $0 | 0.00% | −2,095−100.0% | Sold out |
| CNB Bank | 0 | $0 | 0.00% | −1,480−100.0% | Sold out |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |
| Harbor Financial Services, LLC | – | – | – | – | Not filed |
| Ameritas Investment Company, LLC | – | – | – | – | Not filed |
| Homrich & Berg | – | – | – | – | Not filed |
| Qci Asset Management Inc | – | – | – | – | Not filed |
| Filbrandt Wealth Management, LLC | – | – | – | – | Not filed |