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 |
|---|---|---|---|---|---|
| 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 |
| MTM Investment Management, LLC | 13,530 | $97.0K | 0.05% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 13,276 | $95.0K | 0.06% | +327+2.5% | Added |
| Foundations Investment Advisors, LLC | 12,975 | $94.0K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 12,886 | $93.0K | 0.01% | +12,886 | New |
| AE Wealth Management LLC | 12,725 | $91.0K | 0.00% | −69,229−84.5% | Reduced |
| CWM, LLC | 12,552 | $90.0K | 0.00% | +12,552 | New |
| 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 |
| Lincoln National Corp | 11,978 | $87.0K | 0.00% | +310+2.7% | Added |
| TRUE Private Wealth Advisors | 11,471 | $82.0K | 0.01% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 11,283 | $81.0K | 0.07% | +11,283 | 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 |
| 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 |
| 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 |
| Texas Yale Capital Corp. | 10,450 | $75.0K | 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 |
| The PNC Financial Services Group, Inc. | 8,174 | $59.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 7,941 | $57.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 6,842 | $49.0K | 0.02% | +170+2.5% | Added |
| National Bank of Canada | 5,542 | $40.0K | 0.00% | +5,542 | New |
| Atwood & Palmer Inc | 5,286 | $38.0K | 0.00% | +5,286 | New |
| Benjamin F. Edwards & Company, Inc. | 4,900 | $35.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 4,770 | $34.0K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,500 | $32.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 4,420 | $32.0K | 0.00% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 4,000 | $28.0K | 0.01% | +4,000 | New |
| Ahrens Investment Partners LLC | 3,791 | $27.0K | 0.01% | +3,791 | New |
| Clearview Wealth Advisors LLC | 3,611 | $26.0K | 0.02% | +89+2.5% | Added |
| Selective Wealth Management, Inc. | 3,461 | $25.0K | 0.01% | +1,058+44.0% | Added |
| Covington Capital Management | 3,348 | $24.0K | 0.00% | +83+2.5% | Added |
| Salem Investment Counselors Inc | 3,238 | $23.0K | 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 |
| City Holding Co | 3,030 | $21.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2,549 | $18.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| American Portfolios Advisors | 2,023 | $14.5K | 0.00% | +450+28.6% | Added |
| Valley National Advisers Inc | 2,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,617 | $12.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,420 | $10.0K | 0.00% | +1,420 | New |
| 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 |
| SOA Wealth Advisors, LLC. | 1,200 | $8.00K | 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 |
| 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 |
| Federation des caisses Desjardins du Quebec | 739 | $5.31K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 602 | $4.00K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 436 | $3.13K | 0.00% | +436 | 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 |
| 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 |
| Key Financial Inc | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $1.00K | 0.00% | +100 | New |
| 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 |