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, Q3 2022
Institutional positions in Gabelli Equity Trust Inc as of Sep 30, 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
- 165
- +7 vs. Q2 2022
- Shares held
- 21.0M
- +488.4K (+2.4%) vs. Q2 2022
- Total value
- $115.8M
- −$9.61M (−7.7%) vs. Q2 2022
- New holders
- 19
- 54 more added
- Sold out
- 12
- 25 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding Gabelli Equity Trust Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 29,690 | $163.0K | 0.00% | −4,922−14.2% | Reduced |
| Baird Financial Group, Inc. | 30,548 | $168.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 31,614 | $174.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 32,734 | $180.0K | 0.00% | −2,711−7.6% | Reduced |
| Kestra Private Wealth Services, LLC | 34,211 | $188.0K | 0.01% | −1,358−3.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 34,380 | $189.0K | 0.02% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 35,210 | $194.0K | 0.00% | +750+2.2% | Added |
| Stonegate Investment Group, LLC | 35,397 | $195.0K | 0.01% | +934+2.7% | Added |
| NorthRock Partners, LLC | 36,000 | $198.0K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 37,746 | $208.0K | 0.00% | +10,153+36.8% | Added |
| Thrivent Financial for Lutherans | 39,015 | $215.0K | 0.00% | +572+1.5% | Added |
| Synovus Financial Corp | 39,468 | $217.0K | 0.00% | 00.0% | Unchanged |
| Valley Brook Capital Group | 40,335 | $221.0K | 0.24% | +3,000+8.0% | Added |
| PCG Wealth Advisors, LLC | 40,500 | $222.0K | 0.08% | +13,250+48.6% | Added |
| GWM Advisors LLC | 40,852 | $225.0K | 0.00% | +4,054+11.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 41,224 | $227.0K | 0.04% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 42,483 | $234.0K | 0.00% | −470−1.1% | Reduced |
| Koshinski Asset Management, Inc. | 42,628 | $234.0K | 0.03% | +1,059+2.5% | Added |
| Northern Trust Corp | 44,135 | $243.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 44,714 | $246.0K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 46,622 | $257.0K | 0.01% | +27,644+145.7% | Added |
| Eudaimonia Partners, LLC | 50,000 | $275.0K | 0.07% | +50,000 | New |
| Great Valley Advisor Group, Inc. | 56,023 | $308.0K | 0.02% | +877+1.6% | Added |
| Virtu Financial LLC | 58,306 | $321.0K | 0.03% | +58,306 | New |
| Shulman DeMeo Asset Management LLC | 59,514 | $327.0K | 0.12% | −152−0.3% | Reduced |
| Level Four Advisory Services, LLC | 66,631 | $366.0K | 0.04% | +5,580+9.1% | Added |
| HighTower Advisors, LLC | 73,542 | $405.0K | 0.00% | +17,497+31.2% | Added |
| Laidlaw Wealth Management LLC | 74,141 | $408.0K | 0.10% | +8,100+12.3% | Added |
| Larson Financial Group LLC | 78,180 | $430.0K | 0.06% | +78,180 | New |
| Truist Financial Corp | 79,273 | $436.0K | 0.00% | +1,889+2.4% | Added |
| Ameriprise Financial Inc | 80,397 | $442.0K | 0.00% | −1,514−1.8% | Reduced |
| Wedbush Securities Inc | 81,574 | $449.0K | 0.03% | +3,607+4.6% | Added |
| Janney Montgomery Scott LLC | 83,464 | $459.0K | 0.00% | +3,022+3.8% | Added |
| MML Investors Services, LLC | 89,383 | $492.0K | 0.00% | +1,237+1.4% | Added |
| Hollencrest Capital Management | 95,533 | $526.0K | 0.07% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 96,731 | $532.0K | 0.02% | −740−0.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 106,818 | $587.0K | 0.00% | +6,636+6.6% | Added |
| Pecaut & Co. | 112,279 | $618.0K | 0.33% | −16,803−13.0% | Reduced |
| Stratos Wealth Partners, LTD. | 119,243 | $656.0K | 0.02% | −51,851−30.3% | Reduced |
| Stifel Financial Corp | 127,110 | $699.0K | 0.00% | −22,070−14.8% | Reduced |
| Atria Wealth Solutions, Inc. | 139,697 | $768.4K | 0.01% | +20,509+17.2% | Added |
| Steward Partners Investment Advisory, LLC | 141,370 | $778.0K | 0.01% | +660+0.5% | Added |
| Independent Financial Group, LLC | 170,737 | $939.1K | 0.09% | +41,402+32.0% | Added |
| Rockefeller Capital Management L.P. | 190,567 | $1.05M | 0.01% | −10,366−5.2% | Reduced |
| Advisors Asset Management, Inc. | 197,879 | $1.09M | 0.02% | −1,695−0.8% | Reduced |
| Raymond James & Associates | 230,112 | $1.27M | 0.00% | +9,394+4.3% | Added |
| Scotia Capital Inc. | 265,075 | $1.46M | 0.01% | −1130.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 277,662 | $1.53M | 0.00% | +2,794+1.0% | Added |
| Accel Wealth Management | 296,736 | $1.71M | 0.91% | +2,279+0.8% | Added |
| Marks Group Wealth Management, Inc | 351,621 | $1.93M | 0.29% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 362,433 | $1.99M | 0.02% | +10,563+3.0% | Added |
| Advisor Group Holdings, Inc. | 373,716 | $2.06M | 0.00% | +99,210+36.1% | Added |
| Cohen & Steers, Inc. | 380,000 | $2.09M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 381,501 | $2.10M | 0.00% | +69,062+22.1% | Added |
| Live Oak Private Wealth LLC | 514,176 | $2.83M | 0.63% | 00.0% | Unchanged |
| Royal Bank of Canada | 540,183 | $2.97M | 0.00% | +30,702+6.0% | Added |
| BerganKDV Wealth Management, LLC | 622,514 | $3.42M | 0.41% | 00.0% | Unchanged |
| Wells Fargo & Company | 812,717 | $4.47M | 0.00% | −66,957−7.6% | Reduced |
| International Assets Investment Management, LLC | 849,857 | $4.69M | 1.01% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 867,348 | $4.77M | 0.06% | −2000.0% | Reduced |
| Philadelphia Trust Co | 1,147,929 | $6.31M | 0.71% | +13,105+1.2% | Added |
| Commonwealth Equity Services, LLC | 1,575,429 | $8.66M | 0.02% | +80,598+5.4% | Added |
| Bank of America Corp | 2,067,302 | $11.4M | 0.00% | −72,815−3.4% | Reduced |
| LPL Financial LLC | 2,152,766 | $11.8M | 0.01% | +11,534+0.5% | Added |
| Morgan Stanley | 2,708,833 | $14.9M | 0.00% | +120,754+4.7% | Added |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −64,471−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −33,301−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −20,570−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −19,690−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −18,150−100.0% | Sold out |
| Day & Ennis, LLC | 0 | $0 | 0.00% | −18,050−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −4,750−100.0% | Sold out |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −3,791−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −2,995−100.0% | Sold out |
| Missouri Trust & Investment Co | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −808−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −429−100.0% | Sold out |
| B. Riley Wealth Management, Inc. | – | – | – | – | Not filed |