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 |
|---|---|---|---|---|---|
| PCG Wealth Advisors, LLC | 27,250 | $189.0K | 0.12% | 00.0% | Unchanged |
| Huntington National Bank | – | $199.0K | 0.00% | – | New |
| Dash Acquisitions Inc. | 29,304 | $203.0K | 0.09% | 00.0% | Unchanged |
| Mariner, LLC | 29,376 | $204.0K | 0.00% | +29,376 | New |
| US Bancorp | 30,092 | $208.0K | 0.00% | +6,828+29.4% | Added |
| Baird Financial Group, Inc. | 30,548 | $212.0K | 0.00% | −5,954−16.3% | Reduced |
| Pinnacle Associates Ltd | 31,614 | $219.0K | 0.00% | +2,972+10.4% | Added |
| West Chester Capital Advisors, Inc | 31,931 | $221.0K | 0.16% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 32,564 | $226.0K | 0.00% | +1,787+5.8% | Added |
| HighTower Advisors, LLC | 33,760 | $235.0K | 0.00% | −3,454−9.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 34,380 | $238.0K | 0.02% | 00.0% | Unchanged |
| Valley Brook Capital Group | 35,335 | $244.0K | 0.21% | +16,750+90.1% | Added |
| NorthRock Partners, LLC | 36,000 | $249.0K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 37,063 | $257.0K | 0.00% | +18,051+94.9% | Added |
| GWM Advisors LLC | 37,598 | $261.0K | 0.00% | +7,871+26.5% | Added |
| Kestra Private Wealth Services, LLC | 37,883 | $263.0K | 0.01% | 00.0% | Unchanged |
| Synovus Financial Corp | 39,468 | $274.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 41,224 | $286.0K | 0.04% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 41,624 | $288.0K | 0.00% | −12,109−22.5% | Reduced |
| Koshinski Asset Management, Inc. | 42,019 | $291.2K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 42,462 | $294.0K | 0.00% | −6,000−12.4% | Reduced |
| Northern Trust Corp | 44,135 | $306.0K | 0.00% | −41,259−48.3% | Reduced |
| Thrivent Financial for Lutherans | 45,643 | $318.0K | 0.00% | −78,533−63.2% | Reduced |
| National Asset Management, Inc. | 46,674 | $324.0K | 0.01% | +2,380+5.4% | Added |
| Ameritas Advisory Services, LLC | 50,994 | $353.0K | 0.01% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 51,760 | $372.0K | 0.18% | +51,760 | New |
| Great Valley Advisor Group, Inc. | 53,374 | $384.0K | 0.02% | +920+1.8% | Added |
| Level Four Advisory Services, LLC | 56,292 | $390.0K | 0.03% | +172+0.3% | Added |
| Shulman DeMeo Asset Management LLC | 59,723 | $414.0K | 0.11% | −503−0.8% | Reduced |
| Wedbush Securities Inc | 64,898 | $450.0K | 0.02% | +9,127+16.4% | Added |
| Guggenheim Capital LLC | 65,383 | $453.0K | 0.00% | −3,047−4.5% | Reduced |
| Independent Financial Group, LLC | 70,179 | $486.3K | 0.04% | −3,050−4.2% | Reduced |
| Truist Financial Corp | 70,754 | $490.0K | 0.00% | +2,900+4.3% | Added |
| Creative Planning | 74,166 | $514.0K | 0.00% | +12,496+20.3% | Added |
| Janney Montgomery Scott LLC | 76,012 | $527.0K | 0.00% | −5,007−6.2% | Reduced |
| B. Riley Wealth Management, Inc. | 76,369 | $529.0K | 0.04% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 79,307 | $550.0K | 0.00% | −42,466−34.9% | Reduced |
| Laidlaw Wealth Management LLC | 83,391 | $578.0K | 0.10% | +14,925+21.8% | Added |
| Hollencrest Capital Management | 95,533 | $662.0K | 0.06% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 97,381 | $675.0K | 0.02% | −3,221−3.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 99,531 | $690.0K | 0.00% | +23,359+30.7% | Added |
| Cetera Investment Advisers | 106,420 | $737.0K | 0.01% | +13,183+14.1% | Added |
| Stifel Financial Corp | 110,948 | $769.0K | 0.00% | −4,964−4.3% | Reduced |
| Pecaut & Co. | 126,246 | $875.0K | 0.43% | −4,699−3.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 139,232 | $965.0K | 0.01% | +5,846+4.4% | Added |
| Stratos Wealth Partners, LTD. | 176,850 | $1.23M | 0.03% | −7,696−4.2% | Reduced |
| Rockefeller Capital Management L.P. | 196,088 | $1.36M | 0.01% | +10,000+5.4% | Added |
| Atria Wealth Solutions, Inc. | 213,912 | $1.48M | 0.02% | +213,912 | New |
| Raymond James & Associates | 224,867 | $1.56M | 0.00% | +6,793+3.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 243,624 | $1.69M | 0.00% | +19,154+8.5% | Added |
| Scotia Capital Inc. | 250,793 | $1.74M | 0.01% | +14,025+5.9% | Added |
| Advisor Group Holdings, Inc. | 286,647 | $1.99M | 0.00% | −31,714−10.0% | Reduced |
| Accel Wealth Management | 310,466 | $2.16M | 1.12% | +17,801+6.1% | Added |
| UBS Group AG | 332,367 | $2.30M | 0.00% | −2,597−0.8% | Reduced |
| Ameriprise Financial Inc | 335,521 | $2.33M | 0.00% | −1,831−0.5% | Reduced |
| Marks Group Wealth Management, Inc | 351,955 | $2.44M | 0.31% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 373,833 | $2.59M | 0.03% | +54,351+17.0% | Added |
| Royal Bank of Canada | 488,922 | $3.39M | 0.00% | +7,103+1.5% | Added |
| 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 |
| Cohen & Steers, Inc. | 530,452 | $3.68M | 0.01% | −558,156−51.3% | Reduced |
| BerganKDV Wealth Management, LLC | 622,514 | $4.31M | 0.46% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 734,717 | $5.11M | 0.92% | +734,717 | New |
| Gamco Investors, Inc. Et Al | 865,948 | $6.00M | 0.05% | 00.0% | Unchanged |
| Wells Fargo & Company | 916,052 | $6.35M | 0.00% | +2,434+0.3% | Added |
| Philadelphia Trust Co | 1,083,874 | $7.51M | 0.59% | +23,500+2.2% | Added |
| Commonwealth Equity Services, LLC | 1,522,441 | $10.6M | 0.02% | +102,555+7.2% | Added |
| Bank of America Corp | 1,799,025 | $12.5M | 0.00% | +276,858+18.2% | Added |
| LPL Financial LLC | 1,942,183 | $13.5M | 0.01% | +9,717+0.5% | Added |
| Morgan Stanley | 2,341,191 | $16.2M | 0.00% | +115,028+5.2% | Added |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −194,069−100.0% | Sold out |
| Tiedemann Advisors, LLC | 0 | $0 | 0.00% | −131,080−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −61,098−100.0% | Sold out |
| Platform Technology Partners | 0 | $0 | 0.00% | −60,350−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −47,118−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −41,322−100.0% | Sold out |
| City of London Investment Management Co Ltd | 0 | $0 | 0.00% | −23,949−100.0% | Sold out |
| White Lighthouse Investment Management Inc. | 0 | $0 | 0.00% | −19,308−100.0% | Sold out |
| Day & Ennis, LLC | 0 | $0 | 0.00% | −18,050−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −12,975−100.0% | Sold out |
| TRUE Private Wealth Advisors | 0 | $0 | 0.00% | −11,471−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −11,066−100.0% | Sold out |
| Summit Financial Strategies, Inc. | 0 | $0 | 0.00% | −10,699−100.0% | Sold out |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −2,299−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| Evernest Financial Advisors, LLC | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |
| Castle Financial & Retirement Planning Associates, Inc. | – | – | – | – | Not filed |