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 2022
Institutional positions in Gabelli Equity Trust Inc as of Dec 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
- 174
- +12 vs. Q3 2022
- Shares held
- 20.7M
- −378.1K (−1.8%) vs. Q3 2022
- Total value
- $112.6M
- −$3.14M (−2.7%) vs. Q3 2022
- New holders
- 28
- 52 more added
- Sold out
- 16
- 31 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Gabelli Equity Trust Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,311,921 | $12.7M | 0.00% | −396,912−14.7% | Reduced |
| LPL Financial LLC | 2,103,075 | $11.5M | 0.01% | −49,691−2.3% | Reduced |
| Bank of America Corp | 1,952,038 | $10.7M | 0.00% | −115,264−5.6% | Reduced |
| Commonwealth Equity Services, LLC | 1,600,975 | $8.77M | 0.02% | +25,546+1.6% | Added |
| Philadelphia Trust Co | 1,148,379 | $6.29M | 0.67% | +4500.0% | Added |
| Gamco Investors, Inc. Et Al | 885,709 | $4.85M | 0.05% | +18,361+2.1% | Added |
| Wells Fargo & Company | 735,775 | $4.03M | 0.00% | −76,942−9.5% | Reduced |
| BerganKDV Wealth Management, LLC | 622,514 | $3.41M | 0.37% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 590,100 | $3.23M | 0.01% | +210,100+55.3% | Added |
| Royal Bank of Canada | 539,558 | $2.96M | 0.00% | −625−0.1% | Reduced |
| Live Oak Private Wealth LLC | 514,176 | $2.82M | 0.58% | 00.0% | Unchanged |
| UBS Group AG | 508,035 | $2.78M | 0.00% | +126,534+33.2% | Added |
| Marks Group Wealth Management, Inc | 471,249 | $2.58M | 0.35% | +119,628+34.0% | Added |
| Advisor Group Holdings, Inc. | 376,385 | $2.06M | 0.00% | +2,669+0.7% | Added |
| Cetera Advisor Networks LLC | 347,617 | $1.90M | 0.02% | −14,816−4.1% | Reduced |
| Accel Wealth Management | 314,345 | $1.72M | 0.82% | +17,609+5.9% | Added |
| Scotia Capital Inc. | 281,989 | $1.55M | 0.01% | +16,914+6.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 260,585 | $1.43M | 0.00% | −17,077−6.2% | Reduced |
| Raymond James & Associates | 233,401 | $1.28M | 0.00% | +3,289+1.4% | Added |
| Independent Financial Group, LLC | 204,671 | $1.12M | 0.10% | +33,934+19.9% | Added |
| Advisors Asset Management, Inc. | 194,326 | $1.06M | 0.02% | −3,553−1.8% | Reduced |
| Rockefeller Capital Management L.P. | 191,327 | $1.05M | 0.01% | +760+0.4% | Added |
| Atria Wealth Solutions, Inc. | 182,174 | $998.3K | 0.02% | +42,477+30.4% | Added |
| Steward Partners Investment Advisory, LLC | 141,938 | $777.8K | 0.01% | +568+0.4% | Added |
| Stifel Financial Corp | 127,856 | $700.6K | 0.00% | +746+0.6% | Added |
| Cetera Investment Advisers | 126,903 | $695.4K | 0.01% | +105,422+490.8% | Added |
| Wolverine Asset Management LLC | 119,425 | $654.4K | 0.01% | +119,425 | New |
| Stratos Wealth Partners, LTD. | 118,737 | $650.7K | 0.02% | −506−0.4% | Reduced |
| Elequin Capital LP | 111,703 | $612.1K | 0.17% | +111,703 | New |
| Pecaut & Co. | 99,754 | $546.7K | 0.26% | −12,525−11.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 99,566 | $546.0K | 0.00% | −7,252−6.8% | Reduced |
| Advisory Services Network, LLC | 95,832 | $525.2K | 0.02% | −899−0.9% | Reduced |
| Hollencrest Capital Management | 95,533 | $523.5K | 0.06% | 00.0% | Unchanged |
| Brookstone Capital Management | 95,611 | $523.0K | 0.01% | +72,470+313.2% | Added |
| Janney Montgomery Scott LLC | 94,321 | $517.0K | 0.00% | +10,857+13.0% | Added |
| MML Investors Services, LLC | 89,383 | $490.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 83,710 | $458.0K | 0.00% | +10,168+13.8% | Added |
| Truist Financial Corp | 82,991 | $454.8K | 0.00% | +3,718+4.7% | Added |
| Level Four Advisory Services, LLC | 77,823 | $426.5K | 0.03% | +11,192+16.8% | Added |
| Laidlaw Wealth Management LLC | 75,341 | $412.9K | 0.09% | +1,200+1.6% | Added |
| Wedbush Securities Inc | 73,706 | $404.0K | 0.02% | −7,868−9.6% | Reduced |
| Qube Research & Technologies Ltd | 65,151 | $357.0K | 0.00% | +29,941+85.0% | Added |
| Shulman DeMeo Asset Management LLC | 58,880 | $322.7K | 0.11% | −634−1.1% | Reduced |
| National Asset Management, Inc. | 57,573 | $315.5K | 0.01% | +10,951+23.5% | Added |
| Great Valley Advisor Group, Inc. | 56,946 | $312.0K | 0.02% | +923+1.6% | Added |
| Ameriprise Financial Inc | 53,403 | $293.0K | 0.00% | −26,994−33.6% | Reduced |
| Thrivent Financial for Lutherans | 53,348 | $292.0K | 0.00% | +14,333+36.7% | Added |
| Eudaimonia Partners, LLC | 50,000 | $274.0K | 0.07% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 44,714 | $245.0K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 43,815 | $240.1K | 0.02% | +1,187+2.8% | Added |
| Valley Brook Capital Group | 43,336 | $237.5K | 0.23% | +3,001+7.4% | Added |
| Kestra Advisory Services, LLC | 42,820 | $234.7K | 0.00% | +337+0.8% | Added |
| Arista Wealth Management, LLC | 42,096 | $230.7K | 0.15% | +42,096 | New |
| Graves-Light Private Wealth Management, Inc. | 41,224 | $225.9K | 0.03% | 00.0% | Unchanged |
| Synovus Financial Corp | 39,468 | $216.3K | 0.00% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 36,382 | $199.4K | 0.01% | +985+2.8% | Added |
| NorthRock Partners, LLC | 36,000 | $197.3K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 34,730 | $190.3K | 0.00% | −3,016−8.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 34,380 | $188.4K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 34,317 | $188.1K | 0.01% | +106+0.3% | Added |
| Captrust Financial Advisors | 34,263 | $187.8K | 0.00% | +14,500+73.4% | Added |
| Sound View Wealth Advisors Group, LLC | 35,000 | $177.8K | 0.02% | +35,000 | New |
| Baird Financial Group, Inc. | 32,262 | $177.0K | 0.00% | +1,714+5.6% | Added |
| Landscape Capital Management, L.L.C. | 31,580 | $173.1K | 0.03% | +31,580 | New |
| Pinnacle Associates Ltd | 28,642 | $157.0K | 0.00% | −2,972−9.4% | Reduced |
| Quad-Cities Investment Group, LLC | 28,358 | $155.4K | 0.11% | +436+1.6% | Added |
| Dash Acquisitions Inc. | 28,304 | $155.1K | 0.08% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 28,307 | $155.0K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 25,600 | $140.3K | 0.00% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 24,623 | $134.9K | 0.11% | 00.0% | Unchanged |
| Sigma Planning Corp | 24,058 | $131.8K | 0.00% | +549+2.3% | Added |
| Buckingham Strategic Wealth, LLC | 23,942 | $131.2K | 0.00% | −3,927−14.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 23,728 | $130.0K | 0.02% | −1,887−7.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 23,321 | $127.8K | 0.03% | +231+1.0% | Added |
| PCG Wealth Advisors, LLC | 23,110 | $126.6K | 0.08% | −17,390−42.9% | Reduced |
| Jane Street Group, LLC | 21,486 | $117.7K | 0.00% | +8,437+64.7% | Added |
| CoreCap Advisors, LLC | 21,141 | $115.9K | 0.01% | +1,900+9.9% | Added |
| Financial Counselors Inc | 20,767 | $114.0K | 0.00% | −4,230−16.9% | Reduced |
| Two Sigma Securities, LLC | 20,718 | $113.5K | 0.02% | −1,410−6.4% | Reduced |
| Susquehanna International Group, LLP | 20,501 | $112.3K | 0.00% | +20,501 | New |
| Mercer Global Advisors Inc | 20,039 | $110.0K | 0.00% | −9,651−32.5% | Reduced |
| Virtu Financial LLC | 19,500 | $107.0K | 0.01% | −38,806−66.6% | Reduced |
| Bluefin Capital Management, LLC | 19,323 | $105.9K | 0.02% | +19,323 | New |
| David J Yvars Group | 19,181 | $105.1K | 0.13% | +246+1.3% | Added |
| MidWestOne Financial Group, Inc. | 19,142 | $104.9K | 0.02% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 19,000 | $104.1K | 0.01% | 00.0% | Unchanged |
| Capital Square, LLC | 18,747 | $102.7K | 0.09% | 00.0% | Unchanged |
| GWM Advisors LLC | 36,737 | $101.9K | 0.00% | −4,115−10.1% | Reduced |
| Day & Ennis, LLC | 18,050 | $98.9K | 0.04% | +18,050 | New |
| Cascade Investment Group, Inc. | 18,035 | $98.8K | 0.10% | +18,035 | New |
| Mariner, LLC | 17,928 | $98.0K | 0.00% | +7,180+66.8% | Added |
| GPS Wealth Strategies Group, LLC | 17,290 | $94.7K | 0.03% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 17,276 | $94.7K | 0.04% | +6,860+65.9% | Added |
| Envestnet Asset Management Inc | 17,178 | $94.1K | 0.00% | +17,178 | New |
| Modera Wealth Management, LLC | 17,061 | $93.5K | 0.00% | +17,061 | New |
| Stephens Inc | 16,973 | $93.0K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 15,603 | $85.5K | 0.01% | +289+1.9% | Added |
| Meridian Wealth Management, LLC | 15,459 | $84.7K | 0.01% | +2,340+17.8% | Added |
| YorkBridge Wealth Partners, LLC | 15,000 | $82.2K | 0.02% | 00.0% | Unchanged |
| Americana Partners, LLC | 15,000 | $82.2K | 0.01% | 00.0% | Unchanged |