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 |
|---|---|---|---|---|---|
| Safeguard Investment Advisory Group, LLC | 14,651 | $80.3K | 0.05% | +398+2.8% | Added |
| Money Concepts Capital Corp | 14,586 | $79.9K | 0.00% | +14,586 | New |
| Clearbridge Investments, LLC | 14,300 | $78.4K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 13,857 | $75.9K | 0.01% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 13,750 | $75.3K | 0.12% | −2,500−15.4% | Reduced |
| MTM Investment Management, LLC | 13,530 | $74.1K | 0.04% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 12,982 | $71.1K | 0.00% | +12,982 | New |
| AE Wealth Management LLC | 12,627 | $69.2K | 0.00% | −612−4.6% | Reduced |
| CWM, LLC | 12,552 | $69.0K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 12,357 | $68.7K | 0.03% | +12,357 | New |
| Savant Capital, LLC | 12,297 | $67.4K | 0.00% | 00.0% | Unchanged |
| RDA Financial Network | 12,265 | $67.2K | 0.03% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 12,123 | $66.4K | 0.07% | +329+2.8% | Added |
| Citadel Advisors LLC | 11,823 | $64.8K | 0.00% | +11,823 | New |
| Good Life Advisors, LLC | 11,377 | $62.3K | 0.01% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 11,283 | $61.8K | 0.11% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 11,279 | $61.8K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 11,048 | $60.5K | 0.00% | 00.0% | Unchanged |
| Sym Financial Corp | 11,026 | $60.4K | 0.01% | +281+2.6% | Added |
| Register Financial Advisors LLC | 10,900 | $59.7K | 0.04% | +10,900 | New |
| TD Waterhouse Canada Inc. | 10,650 | $58.0K | 0.00% | −3,000−22.0% | Reduced |
| Stratos Wealth Advisors, LLC | 10,540 | $57.8K | 0.00% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 10,450 | $57.3K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 10,350 | $56.7K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 10,260 | $56.2K | 0.00% | +10,260 | New |
| GHP Investment Advisors, Inc. | 8,892 | $48.7K | 0.00% | +90+1.0% | Added |
| The PNC Financial Services Group, Inc. | 7,914 | $43.4K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 7,525 | $41.2K | 0.02% | +192+2.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 7,478 | $41.0K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 6,590 | $36.1K | 0.02% | +6,590 | New |
| HBK Sorce Advisory LLC | 30,000 | $32.0K | 0.00% | +15,000+100.0% | Added |
| Salem Investment Counselors Inc | 5,826 | $31.9K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 5,428 | $29.7K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 5,286 | $29.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,500 | $25.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,000 | $21.9K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 3,985 | $21.8K | 0.02% | +108+2.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,823 | $21.0K | 0.00% | −1,483−27.9% | Reduced |
| National Bank of Canada | 3,542 | $19.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,000 | $19.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 3,030 | $16.6K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 3,000 | $16.4K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2,549 | $14.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,263 | $12.4K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 2,109 | $11.0K | 0.00% | +2,109 | New |
| Proequities, Inc. | 1,700 | $9.32K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,654 | $9.06K | 0.00% | −9,962−85.8% | Reduced |
| Ronald Blue Trust, Inc. | 1,560 | $9.00K | 0.00% | +1,560 | New |
| North Star Investment Management Corp. | 1,617 | $8.86K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,522 | $8.37K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 1,511 | $8.28K | 0.00% | +1,511 | New |
| Northwestern Mutual Wealth Management Co | 1,450 | $7.95K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,395 | $7.64K | 0.00% | +1,395 | New |
| Carolinas Wealth Consulting LLC | 1,270 | $6.96K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,213 | $6.65K | 0.00% | +1,213 | New |
| SOA Wealth Advisors, LLC. | 1,200 | $6.58K | 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 |
| M&R Capital Management Inc | 1,066 | $5.84K | 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 |
| Spire Wealth Management | 1,000 | $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 | $4.05K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 667 | $3.65K | 0.00% | −16,747−96.2% | Reduced |
| PFS Partners, LLC | 483 | $2.65K | 0.00% | +14+3.0% | Added |
| Huntington National Bank | – | $1.92K | 0.00% | – | – |
| Prestige Wealth Management Group LLC | 343 | $1.88K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 200 | $1.10K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 169 | $926 | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 67,561 | $370 | 0.00% | +34,827+106.4% | Added |
| Paragon Wealth Strategies, LLC | 1 | $5 | 0.00% | +1 | New |
| Avion Wealth | 108 | $0 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 35 | $0 | 0.00% | +35 | New |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −849,857−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −78,180−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −44,135−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −13,601−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Plancorp, LLC | 0 | $0 | 0.00% | −12,283−100.0% | Sold out |
| Bickling Financial Services, Inc. | 0 | $0 | 0.00% | −11,514−100.0% | Sold out |
| Manchester Financial Inc | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −10,087−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −4,420−100.0% | Sold out |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −3,299−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −2,403−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −1,612−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1,166−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −1,077−100.0% | Sold out |
| BlackRock Inc. | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Covington Capital Management | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |