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 |
|---|---|---|---|---|---|
| Meridian Wealth Management, LLC | 13,119 | $72.0K | 0.01% | +13,119 | New |
| CWM, LLC | 12,552 | $69.0K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 12,297 | $68.0K | 0.00% | 00.0% | Unchanged |
| Plancorp, LLC | 12,283 | $68.0K | 0.00% | 00.0% | Unchanged |
| RDA Financial Network | 12,265 | $67.0K | 0.04% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 11,794 | $65.0K | 0.07% | +293+2.5% | Added |
| US Bancorp | 11,616 | $64.0K | 0.00% | −1,042−8.2% | Reduced |
| Bickling Financial Services, Inc. | 11,514 | $64.0K | 0.04% | +303+2.7% | Added |
| Good Life Advisors, LLC | 11,377 | $63.0K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 11,279 | $62.0K | 0.01% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 11,283 | $62.0K | 0.07% | 00.0% | Unchanged |
| Manchester Financial Inc | 11,000 | $60.0K | 0.02% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 11,048 | $60.0K | 0.00% | +11,048 | New |
| Sym Financial Corp | 10,745 | $59.0K | 0.03% | +267+2.5% | Added |
| Mariner, LLC | 10,748 | $59.0K | 0.00% | +10,748 | New |
| Stratos Wealth Advisors, LLC | 10,540 | $58.0K | 0.01% | +292+2.8% | Added |
| Texas Yale Capital Corp. | 10,450 | $57.0K | 0.00% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 10,416 | $57.0K | 0.02% | +10,416 | New |
| Venture Visionary Partners LLC | 10,350 | $56.0K | 0.00% | −679−6.2% | Reduced |
| Lincoln National Corp | 10,087 | $55.0K | 0.00% | +10,087 | New |
| GHP Investment Advisors, Inc. | 8,802 | $48.0K | 0.00% | +86+1.0% | Added |
| The PNC Financial Services Group, Inc. | 7,914 | $44.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 7,578 | $41.7K | 0.00% | +5,555+274.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 7,478 | $41.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 7,333 | $40.0K | 0.02% | +182+2.5% | Added |
| Salem Investment Counselors Inc | 5,826 | $32.0K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 5,428 | $30.0K | 0.01% | +5,428 | New |
| Atwood & Palmer Inc | 5,286 | $29.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,306 | $29.0K | 0.00% | +5,306 | New |
| JPMorgan Chase & Co | 4,500 | $25.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 4,420 | $24.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,000 | $22.0K | 0.00% | −2,886−41.9% | Reduced |
| Clearview Wealth Advisors LLC | 3,877 | $21.0K | 0.02% | +97+2.6% | Added |
| Covington Capital Management | 3,588 | $20.0K | 0.00% | +89+2.5% | Added |
| National Bank of Canada | 3,542 | $19.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,000 | $19.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 3,299 | $18.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 3,030 | $17.0K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 3,000 | $17.0K | 0.01% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 15,000 | $16.0K | 0.00% | +15,000 | New |
| Centerpoint Advisors, LLC | 2,549 | $14.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,263 | $14.0K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 2,403 | $13.0K | 0.01% | +2,403 | New |
| Beacon Capital Management, LLC | 1,612 | $10.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,700 | $9.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,617 | $9.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,450 | $8.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,522 | $8.00K | 0.00% | +38+2.6% | Added |
| Carolinas Wealth Consulting LLC | 1,270 | $7.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $6.00K | 0.00% | −6,014−85.7% | Reduced |
| FMR LLC | 1,166 | $6.00K | 0.00% | −1,725−59.7% | Reduced |
| SOA Wealth Advisors, LLC. | 1,200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,000 | $6.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,077 | $6.00K | 0.00% | +28+2.7% | Added |
| M&R Capital Management Inc | 1,066 | $5.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 847 | $5.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 739 | $4.07K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 602 | $3.00K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 469 | $2.58K | 0.00% | +12+2.6% | Added |
| Huntington National Bank | – | $2.00K | 0.00% | – | – |
| Prestige Wealth Management Group LLC | 343 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 169 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 108 | $1.00K | 0.00% | +3+2.9% | Added |
| Key Financial Inc | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 39 | $0 | 0.00% | +39 | New |
| 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 |