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, Q1 2023
Institutional positions in Gabelli Equity Trust Inc as of Mar 31, 2023. 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
- 157
- −14 vs. Q4 2022
- Shares held
- 20.5M
- −115.9K (−0.6%) vs. Q4 2022
- Total value
- $117.7M
- +$5.30M (+4.7%) vs. Q4 2022
- New holders
- 9
- 59 more added
- Sold out
- 23
- 28 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Gabelli Equity Trust Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LPL Financial LLC | 2,133,845 | $12.2M | 0.01% | +30,770+1.5% | Added |
| Morgan Stanley | 2,133,577 | $12.2M | 0.00% | −178,344−7.7% | Reduced |
| Bank of America Corp | 1,864,538 | $10.7M | 0.00% | −87,500−4.5% | Reduced |
| Commonwealth Equity Services, LLC | 1,639,882 | $9.41M | 0.02% | +38,907+2.4% | Added |
| Philadelphia Trust Co | 1,163,044 | $6.68M | 0.68% | +14,665+1.3% | Added |
| Gamco Investors, Inc. Et Al | 885,409 | $5.08M | 0.05% | −3000.0% | Reduced |
| Wells Fargo & Company | 723,770 | $4.15M | 0.00% | −12,005−1.6% | Reduced |
| Cohen & Steers, Inc. | 683,640 | $3.92M | 0.01% | +93,540+15.9% | Added |
| BerganKDV Wealth Management, LLC | 622,514 | $3.57M | 0.37% | 00.0% | Unchanged |
| Royal Bank of Canada | 541,660 | $3.11M | 0.00% | +2,102+0.4% | Added |
| Live Oak Private Wealth LLC | 514,176 | $2.95M | 0.61% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 464,309 | $2.67M | 0.34% | −6,940−1.5% | Reduced |
| Advisor Group Holdings, Inc. | 451,769 | $2.59M | 0.00% | +75,384+20.0% | Added |
| UBS Group AG | 404,239 | $2.32M | 0.00% | −103,796−20.4% | Reduced |
| Cetera Advisor Networks LLC | 357,049 | $2.05M | 0.02% | +9,432+2.7% | Added |
| Scotia Capital Inc. | 341,678 | $1.96M | 0.01% | +59,689+21.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 314,701 | $1.81M | 0.00% | +54,116+20.8% | Added |
| Accel Wealth Management | 272,309 | $1.56M | 0.64% | −42,036−13.4% | Reduced |
| Independent Financial Group, LLC | 264,827 | $1.52M | 0.12% | +60,156+29.4% | Added |
| Raymond James & Associates | 236,730 | $1.36M | 0.00% | +3,329+1.4% | Added |
| Advisors Asset Management, Inc. | 189,343 | $1.09M | 0.02% | −4,983−2.6% | Reduced |
| Rockefeller Capital Management L.P. | 182,005 | $1.04M | 0.00% | −9,322−4.9% | Reduced |
| Atria Wealth Solutions, Inc. | 172,674 | $991.2K | 0.01% | −9,500−5.2% | Reduced |
| Baird Financial Group, Inc. | 156,168 | $896.4K | 0.00% | +123,906+384.1% | Added |
| HighTower Advisors, LLC | 155,129 | $888.0K | 0.00% | +71,419+85.3% | Added |
| Private Advisor Group, LLC | 146,035 | $838.2K | 0.01% | +78,474+116.2% | Added |
| Stifel Financial Corp | 143,216 | $822.1K | 0.00% | +15,360+12.0% | Added |
| Cetera Investment Advisers | 136,672 | $784.5K | 0.01% | +9,769+7.7% | Added |
| Stratos Wealth Partners, LTD. | 119,576 | $686.4K | 0.02% | +839+0.7% | Added |
| Advisory Services Network, LLC | 117,805 | $676.2K | 0.02% | +21,973+22.9% | Added |
| Qube Research & Technologies Ltd | 113,336 | $650.5K | 0.00% | +48,185+74.0% | Added |
| Steward Partners Investment Advisory, LLC | 111,229 | $638.5K | 0.01% | −30,709−21.6% | Reduced |
| Hollencrest Capital Management | 95,533 | $548.4K | 0.06% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 92,989 | $534.0K | 0.00% | −6,577−6.6% | Reduced |
| Janney Montgomery Scott LLC | 91,958 | $528.0K | 0.00% | −2,363−2.5% | Reduced |
| MML Investors Services, LLC | 89,297 | $513.0K | 0.00% | −86−0.1% | Reduced |
| Truist Financial Corp | 83,598 | $479.9K | 0.00% | +607+0.7% | Added |
| Pecaut & Co. | 79,412 | $455.8K | 0.21% | −20,342−20.4% | Reduced |
| Wedbush Securities Inc | 74,382 | $427.0K | 0.02% | +676+0.9% | Added |
| National Asset Management, Inc. | 73,857 | $423.9K | 0.01% | +16,284+28.3% | Added |
| Laidlaw Wealth Management LLC | 73,607 | $422.5K | 0.09% | −1,734−2.3% | Reduced |
| Level Four Advisory Services, LLC | 72,530 | $416.3K | 0.03% | −5,293−6.8% | Reduced |
| Thrivent Financial for Lutherans | 72,013 | $413.0K | 0.00% | +18,665+35.0% | Added |
| Shulman DeMeo Asset Management LLC | 58,740 | $337.2K | 0.11% | −140−0.2% | Reduced |
| Great Valley Advisor Group, Inc. | 52,077 | $299.0K | 0.01% | −4,869−8.6% | Reduced |
| Eudaimonia Partners, LLC | 50,000 | $287.0K | 0.07% | 00.0% | Unchanged |
| Mariner, LLC | 44,811 | $257.0K | 0.00% | +26,883+149.9% | Added |
| Ameritas Advisory Services, LLC | 44,847 | $256.4K | 0.01% | +133+0.3% | Added |
| Koshinski Asset Management, Inc. | 43,815 | $251.5K | 0.02% | 00.0% | Unchanged |
| Valley Brook Capital Group | 43,336 | $248.7K | 0.23% | 00.0% | Unchanged |
| Arista Wealth Management, LLC | 43,278 | $248.4K | 0.14% | +1,182+2.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 41,224 | $236.6K | 0.04% | 00.0% | Unchanged |
| Synovus Financial Corp | 39,468 | $226.5K | 0.00% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 37,404 | $214.7K | 0.01% | +1,022+2.8% | Added |
| NorthRock Partners, LLC | 36,000 | $206.6K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 35,778 | $205.4K | 0.00% | +1,048+3.0% | Added |
| GWM Advisors LLC | 36,386 | $204.3K | 0.00% | −351−1.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 34,380 | $197.3K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 32,909 | $189.0K | 0.00% | +12,870+64.2% | Added |
| Kestra Advisory Services, LLC | 32,607 | $187.2K | 0.00% | −10,213−23.9% | Reduced |
| Kestra Private Wealth Services, LLC | 32,556 | $186.9K | 0.01% | −1,761−5.1% | Reduced |
| United Capital Financial Advisers, LLC | 31,499 | $180.8K | 0.00% | +31,499 | New |
| Equitable Holdings, Inc. | 30,600 | $175.6K | 0.00% | +5,000+19.5% | Added |
| CIBC World Markets Inc. | 30,569 | $175.0K | 0.00% | +2,262+8.0% | Added |
| Captrust Financial Advisors | 30,063 | $172.6K | 0.00% | −4,200−12.3% | Reduced |
| Brookstone Capital Management | 29,367 | $168.0K | 0.00% | −66,244−69.3% | Reduced |
| Pinnacle Associates Ltd | 28,642 | $164.4K | 0.00% | 00.0% | Unchanged |
| Dash Acquisitions Inc. | 28,304 | $162.5K | 0.08% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 27,228 | $156.3K | 0.02% | +3,500+14.8% | Added |
| Quad-Cities Investment Group, LLC | 25,838 | $148.3K | 0.10% | −2,520−8.9% | Reduced |
| Susquehanna International Group, LLP | 24,821 | $142.5K | 0.00% | +4,320+21.1% | Added |
| Sigma Planning Corp | 24,446 | $140.3K | 0.00% | +388+1.6% | Added |
| Envestnet Asset Management Inc | 23,328 | $133.9K | 0.00% | +6,150+35.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 23,529 | $132.7K | 0.04% | +208+0.9% | Added |
| PCG Wealth Advisors, LLC | 23,110 | $132.7K | 0.08% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 23,942 | $131.2K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 21,551 | $123.7K | 0.00% | +8,924+70.7% | Added |
| David J Yvars Group | 19,435 | $111.6K | 0.10% | +254+1.3% | Added |
| MidWestOne Financial Group, Inc. | 19,142 | $109.9K | 0.02% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 19,000 | $109.1K | 0.01% | 00.0% | Unchanged |
| Day & Ennis, LLC | 18,050 | $103.6K | 0.04% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 18,035 | $103.5K | 0.10% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 14,582 | $99.6K | 0.01% | +14,582 | New |
| GPS Wealth Strategies Group, LLC | 17,290 | $99.2K | 0.02% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 17,276 | $99.2K | 0.02% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 17,061 | $97.9K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 16,973 | $97.4K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 16,985 | $95.8K | 0.03% | +15,842+1,386.0% | Added |
| Coppell Advisory Solutions Corp. | 16,985 | $95.8K | 0.03% | +15,842+1,386.0% | Added |
| Meridian Wealth Management, LLC | 16,308 | $93.6K | 0.01% | +849+5.5% | Added |
| Flynn Zito Capital Management, LLC | 16,115 | $92.5K | 0.07% | −8,508−34.6% | Reduced |
| Safeguard Investment Advisory Group, LLC | 15,062 | $86.5K | 0.04% | +411+2.8% | Added |
| Americana Partners, LLC | 15,000 | $86.1K | 0.01% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 15,000 | $86.1K | 0.01% | +15,000 | New |
| Financial Counselors Inc | 15,017 | $86.0K | 0.00% | −5,750−27.7% | Reduced |
| Clearbridge Investments, LLC | 14,300 | $82.1K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 13,857 | $79.5K | 0.01% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 13,750 | $78.9K | 0.10% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 13,530 | $77.7K | 0.04% | 00.0% | Unchanged |
| Savant Capital, LLC | 13,297 | $76.3K | 0.00% | +1,000+8.1% | Added |