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, Q1 2022
Institutional positions in Gabelli Equity Trust Inc as of Mar 31, 2022. 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
- 170
- +3 vs. Q4 2021
- Shares held
- 20.7M
- +406.2K (+2.0%) vs. Q4 2021
- Total value
- $143.8M
- −$2.14M (−1.5%) vs. Q4 2021
- New holders
- 20
- 46 more added
- Sold out
- 17
- 35 more reduced
4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Gabelli Equity Trust Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,341,191 | $16.2M | 0.00% | +115,028+5.2% | Added |
| LPL Financial LLC | 1,942,183 | $13.5M | 0.01% | +9,717+0.5% | Added |
| Bank of America Corp | 1,799,025 | $12.5M | 0.00% | +276,858+18.2% | Added |
| Commonwealth Equity Services, LLC | 1,522,441 | $10.6M | 0.02% | +102,555+7.2% | Added |
| Philadelphia Trust Co | 1,083,874 | $7.51M | 0.59% | +23,500+2.2% | Added |
| Wells Fargo & Company | 916,052 | $6.35M | 0.00% | +2,434+0.3% | Added |
| Gamco Investors, Inc. Et Al | 865,948 | $6.00M | 0.05% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 734,717 | $5.11M | 0.92% | +734,717 | New |
| BerganKDV Wealth Management, LLC | 622,514 | $4.31M | 0.46% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 530,452 | $3.68M | 0.01% | −558,156−51.3% | Reduced |
| Live Oak Private Wealth LLC | 514,176 | $3.56M | 0.69% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 514,119 | $3.56M | 0.70% | +16,995+3.4% | Added |
| Royal Bank of Canada | 488,922 | $3.39M | 0.00% | +7,103+1.5% | Added |
| Cetera Advisor Networks LLC | 373,833 | $2.59M | 0.03% | +54,351+17.0% | Added |
| Marks Group Wealth Management, Inc | 351,955 | $2.44M | 0.31% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 335,521 | $2.33M | 0.00% | −1,831−0.5% | Reduced |
| UBS Group AG | 332,367 | $2.30M | 0.00% | −2,597−0.8% | Reduced |
| Accel Wealth Management | 310,466 | $2.16M | 1.12% | +17,801+6.1% | Added |
| Advisor Group Holdings, Inc. | 286,647 | $1.99M | 0.00% | −31,714−10.0% | Reduced |
| Scotia Capital Inc. | 250,793 | $1.74M | 0.01% | +14,025+5.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 243,624 | $1.69M | 0.00% | +19,154+8.5% | Added |
| Raymond James & Associates | 224,867 | $1.56M | 0.00% | +6,793+3.1% | Added |
| Atria Wealth Solutions, Inc. | 213,912 | $1.48M | 0.02% | +213,912 | New |
| Rockefeller Capital Management L.P. | 196,088 | $1.36M | 0.01% | +10,000+5.4% | Added |
| Stratos Wealth Partners, LTD. | 176,850 | $1.23M | 0.03% | −7,696−4.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 139,232 | $965.0K | 0.01% | +5,846+4.4% | Added |
| Pecaut & Co. | 126,246 | $875.0K | 0.43% | −4,699−3.6% | Reduced |
| Stifel Financial Corp | 110,948 | $769.0K | 0.00% | −4,964−4.3% | Reduced |
| Cetera Investment Advisers | 106,420 | $737.0K | 0.01% | +13,183+14.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 99,531 | $690.0K | 0.00% | +23,359+30.7% | Added |
| Advisory Services Network, LLC | 97,381 | $675.0K | 0.02% | −3,221−3.2% | Reduced |
| Hollencrest Capital Management | 95,533 | $662.0K | 0.06% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 83,391 | $578.0K | 0.10% | +14,925+21.8% | Added |
| Qube Research & Technologies Ltd | 79,307 | $550.0K | 0.00% | −42,466−34.9% | Reduced |
| B. Riley Wealth Management, Inc. | 76,369 | $529.0K | 0.04% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 76,012 | $527.0K | 0.00% | −5,007−6.2% | Reduced |
| Creative Planning | 74,166 | $514.0K | 0.00% | +12,496+20.3% | Added |
| Truist Financial Corp | 70,754 | $490.0K | 0.00% | +2,900+4.3% | Added |
| Independent Financial Group, LLC | 70,179 | $486.3K | 0.04% | −3,050−4.2% | Reduced |
| Guggenheim Capital LLC | 65,383 | $453.0K | 0.00% | −3,047−4.5% | Reduced |
| Wedbush Securities Inc | 64,898 | $450.0K | 0.02% | +9,127+16.4% | Added |
| Shulman DeMeo Asset Management LLC | 59,723 | $414.0K | 0.11% | −503−0.8% | Reduced |
| Level Four Advisory Services, LLC | 56,292 | $390.0K | 0.03% | +172+0.3% | Added |
| Great Valley Advisor Group, Inc. | 53,374 | $384.0K | 0.02% | +920+1.8% | Added |
| San Luis Wealth Advisors LLC | 51,760 | $372.0K | 0.18% | +51,760 | New |
| Ameritas Advisory Services, LLC | 50,994 | $353.0K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 46,674 | $324.0K | 0.01% | +2,380+5.4% | Added |
| Thrivent Financial for Lutherans | 45,643 | $318.0K | 0.00% | −78,533−63.2% | Reduced |
| Northern Trust Corp | 44,135 | $306.0K | 0.00% | −41,259−48.3% | Reduced |
| MML Investors Services, LLC | 42,462 | $294.0K | 0.00% | −6,000−12.4% | Reduced |
| Koshinski Asset Management, Inc. | 42,019 | $291.2K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 41,624 | $288.0K | 0.00% | −12,109−22.5% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 41,224 | $286.0K | 0.04% | 00.0% | Unchanged |
| Synovus Financial Corp | 39,468 | $274.0K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 37,883 | $263.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 37,598 | $261.0K | 0.00% | +7,871+26.5% | Added |
| Mercer Global Advisors Inc | 37,063 | $257.0K | 0.00% | +18,051+94.9% | Added |
| NorthRock Partners, LLC | 36,000 | $249.0K | 0.02% | 00.0% | Unchanged |
| Valley Brook Capital Group | 35,335 | $244.0K | 0.21% | +16,750+90.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 34,380 | $238.0K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 33,760 | $235.0K | 0.00% | −3,454−9.3% | Reduced |
| Oppenheimer & Co Inc | 32,564 | $226.0K | 0.00% | +1,787+5.8% | Added |
| West Chester Capital Advisors, Inc | 31,931 | $221.0K | 0.16% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 31,614 | $219.0K | 0.00% | +2,972+10.4% | Added |
| Baird Financial Group, Inc. | 30,548 | $212.0K | 0.00% | −5,954−16.3% | Reduced |
| US Bancorp | 30,092 | $208.0K | 0.00% | +6,828+29.4% | Added |
| Mariner, LLC | 29,376 | $204.0K | 0.00% | +29,376 | New |
| Dash Acquisitions Inc. | 29,304 | $203.0K | 0.09% | 00.0% | Unchanged |
| Huntington National Bank | – | $199.0K | 0.00% | – | New |
| PCG Wealth Advisors, LLC | 27,250 | $189.0K | 0.12% | 00.0% | Unchanged |
| Financial Counselors Inc | 26,797 | $186.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 26,727 | $185.0K | 0.00% | −16,119−37.6% | Reduced |
| Quad-Cities Investment Group, LLC | 26,675 | $185.0K | 0.12% | +530+2.0% | Added |
| Pekin Hardy Strauss, Inc. | 25,615 | $178.0K | 0.02% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 25,600 | $177.0K | 0.00% | +10,000+64.1% | Added |
| Flynn Zito Capital Management, LLC | 25,252 | $175.0K | 0.15% | −8,417−25.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 25,247 | $175.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 24,157 | $167.0K | 0.00% | +24,157 | New |
| Sigma Planning Corp | 23,169 | $161.0K | 0.00% | −400−1.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22,385 | $155.0K | 0.04% | +1,220+5.8% | Added |
| Brookstone Capital Management | 21,266 | $149.0K | 0.00% | +8,746+69.9% | Added |
| Geneos Wealth Management Inc. | 21,284 | $147.0K | 0.01% | −2,569−10.8% | Reduced |
| Affiance Financial, LLC | 20,132 | $140.0K | 0.07% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 20,184 | $140.0K | 0.06% | 00.0% | Unchanged |
| David J Yvars Group | 20,107 | $139.0K | 0.10% | +20,107 | New |
| HB Wealth Management, LLC | 19,690 | $136.0K | 0.00% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 19,142 | $133.0K | 0.03% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 19,644 | $133.0K | 0.03% | +19,644 | New |
| Beacon Investment Advisory Services, Inc. | 19,000 | $132.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 18,767 | $130.0K | 0.00% | +18,767 | New |
| Capital Square, LLC | 18,747 | $129.0K | 0.09% | +3,014+19.2% | Added |
| Stephens Inc | 17,973 | $125.0K | 0.00% | 00.0% | Unchanged |
| Americana Partners, LLC | 17,000 | $117.0K | 0.04% | −2,000−10.5% | Reduced |
| CIBC World Markets Inc. | 16,620 | $115.0K | 0.00% | +1,289+8.4% | Added |
| Primoris Wealth Advisors, LLC | 16,250 | $112.0K | 0.10% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 15,777 | $109.0K | 0.01% | −7,300−31.6% | Reduced |
| Accurate Wealth Management, LLC | 15,544 | $108.0K | 0.05% | +15,544 | New |
| Spire Wealth Management | 14,871 | $103.0K | 0.00% | −75,952−83.6% | Reduced |
| Clearbridge Investments, LLC | 14,300 | $99.0K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 13,530 | $94.0K | 0.05% | 00.0% | Unchanged |