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 |
|---|---|---|---|---|---|
| Avion Wealth | 108 | $0 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 35 | $0 | 0.00% | +35 | New |
| Paragon Wealth Strategies, LLC | 1 | $5 | 0.00% | +1 | New |
| Private Advisor Group, LLC | 67,561 | $370 | 0.00% | +34,827+106.4% | Added |
| Parallel Advisors, LLC | 169 | $926 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 200 | $1.10K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 343 | $1.88K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $1.92K | 0.00% | – | – |
| PFS Partners, LLC | 483 | $2.65K | 0.00% | +14+3.0% | Added |
| ICA Group Wealth Management, LLC | 667 | $3.65K | 0.00% | −16,747−96.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 739 | $4.05K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $5.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 847 | $5.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,000 | $5.48K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,000 | $5.48K | 0.00% | +1,000 | New |
| M&R Capital Management Inc | 1,066 | $5.84K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,143 | $6.26K | 0.00% | +1,143 | New |
| Coppell Advisory Solutions Corp. | 1,143 | $6.26K | 0.00% | +1,143 | New |
| SOA Wealth Advisors, LLC. | 1,200 | $6.58K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,213 | $6.65K | 0.00% | +1,213 | New |
| Carolinas Wealth Consulting LLC | 1,270 | $6.96K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,395 | $7.64K | 0.00% | +1,395 | New |
| Northwestern Mutual Wealth Management Co | 1,450 | $7.95K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 1,511 | $8.28K | 0.00% | +1,511 | New |
| Coastal Capital Group, Inc. | 1,522 | $8.37K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,617 | $8.86K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,560 | $9.00K | 0.00% | +1,560 | New |
| US Bancorp | 1,654 | $9.06K | 0.00% | −9,962−85.8% | Reduced |
| Proequities, Inc. | 1,700 | $9.32K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 2,109 | $11.0K | 0.00% | +2,109 | New |
| Harbour Investments, Inc. | 2,263 | $12.4K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2,549 | $14.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 3,000 | $16.4K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 3,030 | $16.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,000 | $19.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 3,542 | $19.4K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,823 | $21.0K | 0.00% | −1,483−27.9% | Reduced |
| Clearview Wealth Advisors LLC | 3,985 | $21.8K | 0.02% | +108+2.8% | Added |
| Fifth Third Bancorp | 4,000 | $21.9K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,500 | $25.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 5,286 | $29.0K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 5,428 | $29.7K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 5,826 | $31.9K | 0.00% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 30,000 | $32.0K | 0.00% | +15,000+100.0% | Added |
| Resurgent Financial Advisors LLC | 6,590 | $36.1K | 0.02% | +6,590 | New |
| Benjamin F. Edwards & Company, Inc. | 7,478 | $41.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 7,525 | $41.2K | 0.02% | +192+2.6% | Added |
| The PNC Financial Services Group, Inc. | 7,914 | $43.4K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 8,892 | $48.7K | 0.00% | +90+1.0% | Added |
| Resources Investment Advisors, LLC. | 10,260 | $56.2K | 0.00% | +10,260 | New |
| Venture Visionary Partners LLC | 10,350 | $56.7K | 0.00% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 10,450 | $57.3K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 10,540 | $57.8K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 10,650 | $58.0K | 0.00% | −3,000−22.0% | Reduced |
| Register Financial Advisors LLC | 10,900 | $59.7K | 0.04% | +10,900 | New |
| Sym Financial Corp | 11,026 | $60.4K | 0.01% | +281+2.6% | Added |
| Glenmede Trust Co NA | 11,048 | $60.5K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 11,279 | $61.8K | 0.01% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 11,283 | $61.8K | 0.11% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 11,377 | $62.3K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 11,823 | $64.8K | 0.00% | +11,823 | New |
| Montz Harcus Wealth Management LLC | 12,123 | $66.4K | 0.07% | +329+2.8% | Added |
| RDA Financial Network | 12,265 | $67.2K | 0.03% | 00.0% | Unchanged |
| Savant Capital, LLC | 12,297 | $67.4K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 12,357 | $68.7K | 0.03% | +12,357 | New |
| CWM, LLC | 12,552 | $69.0K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 12,627 | $69.2K | 0.00% | −612−4.6% | Reduced |
| Johnson Investment Counsel Inc | 12,982 | $71.1K | 0.00% | +12,982 | New |
| MTM Investment Management, LLC | 13,530 | $74.1K | 0.04% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 13,750 | $75.3K | 0.12% | −2,500−15.4% | Reduced |
| Wellington Shields Capital Management, LLC | 13,857 | $75.9K | 0.01% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 14,300 | $78.4K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 14,586 | $79.9K | 0.00% | +14,586 | New |
| Safeguard Investment Advisory Group, LLC | 14,651 | $80.3K | 0.05% | +398+2.8% | 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 |
| Meridian Wealth Management, LLC | 15,459 | $84.7K | 0.01% | +2,340+17.8% | Added |
| Moors & Cabot, Inc. | 15,603 | $85.5K | 0.01% | +289+1.9% | Added |
| Stephens Inc | 16,973 | $93.0K | 0.00% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 17,061 | $93.5K | 0.00% | +17,061 | New |
| Envestnet Asset Management Inc | 17,178 | $94.1K | 0.00% | +17,178 | New |
| TCG Advisory Services, LLC | 17,276 | $94.7K | 0.04% | +6,860+65.9% | Added |
| GPS Wealth Strategies Group, LLC | 17,290 | $94.7K | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 17,928 | $98.0K | 0.00% | +7,180+66.8% | Added |
| Cascade Investment Group, Inc. | 18,035 | $98.8K | 0.10% | +18,035 | New |
| Day & Ennis, LLC | 18,050 | $98.9K | 0.04% | +18,050 | New |
| GWM Advisors LLC | 36,737 | $101.9K | 0.00% | −4,115−10.1% | Reduced |
| Capital Square, LLC | 18,747 | $102.7K | 0.09% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 19,000 | $104.1K | 0.01% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 19,142 | $104.9K | 0.02% | 00.0% | Unchanged |
| David J Yvars Group | 19,181 | $105.1K | 0.13% | +246+1.3% | Added |
| Bluefin Capital Management, LLC | 19,323 | $105.9K | 0.02% | +19,323 | New |
| Virtu Financial LLC | 19,500 | $107.0K | 0.01% | −38,806−66.6% | Reduced |
| Mercer Global Advisors Inc | 20,039 | $110.0K | 0.00% | −9,651−32.5% | Reduced |
| Susquehanna International Group, LLP | 20,501 | $112.3K | 0.00% | +20,501 | New |
| Two Sigma Securities, LLC | 20,718 | $113.5K | 0.02% | −1,410−6.4% | Reduced |
| Financial Counselors Inc | 20,767 | $114.0K | 0.00% | −4,230−16.9% | Reduced |
| CoreCap Advisors, LLC | 21,141 | $115.9K | 0.01% | +1,900+9.9% | Added |
| Jane Street Group, LLC | 21,486 | $117.7K | 0.00% | +8,437+64.7% | Added |
| PCG Wealth Advisors, LLC | 23,110 | $126.6K | 0.08% | −17,390−42.9% | Reduced |