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 |
|---|---|---|---|---|---|
| Avion Wealth | 111 | $0 | 0.00% | +3+2.8% | Added |
| Parallel Advisors, LLC | 169 | $970 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 200 | $1.15K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 273 | $1.57K | 0.00% | +273 | New |
| Allworth Financial LP | 300 | $1.72K | 0.00% | +300 | New |
| Prestige Wealth Management Group LLC | 343 | $1.97K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 282 | $2.00K | 0.00% | +247+705.7% | Added |
| Huntington National Bank | – | $2.01K | 0.00% | – | – |
| WealthPLAN Partners, LLC | 377 | $2.16K | 0.00% | +377 | New |
| PFS Partners, LLC | 496 | $2.85K | 0.00% | +13+2.7% | Added |
| Federation des caisses Desjardins du Quebec | 739 | $4.24K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,000 | $5.74K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $5.74K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,066 | $6.12K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,200 | $6.89K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,213 | $6.96K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,270 | $7.29K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,434 | $7.96K | 0.00% | +39+2.8% | Added |
| Northwestern Mutual Wealth Management Co | 1,450 | $8.32K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,617 | $9.28K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,641 | $9.42K | 0.00% | +1,641 | New |
| US Bancorp | 1,654 | $9.49K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,700 | $9.76K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,750 | $10.0K | 0.00% | +750+75.0% | Added |
| Harbour Investments, Inc. | 2,263 | $13.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2,549 | $15.0K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 3,542 | $20.3K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,823 | $21.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,000 | $23.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 4,097 | $23.5K | 0.02% | +112+2.8% | Added |
| ICA Group Wealth Management, LLC | 5,167 | $29.7K | 0.01% | +4,500+674.7% | Added |
| Wellington Shields & Co., LLC | 5,428 | $31.2K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 5,826 | $33.4K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 6,590 | $37.8K | 0.03% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 6,573 | $38.0K | 0.00% | +2,073+46.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 7,478 | $43.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 7,722 | $44.3K | 0.02% | +197+2.6% | Added |
| The PNC Financial Services Group, Inc. | 7,914 | $45.4K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 8,985 | $51.6K | 0.00% | +93+1.0% | Added |
| Venture Visionary Partners LLC | 10,350 | $59.4K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 10,682 | $60.0K | 0.02% | −1,675−13.6% | Reduced |
| Stratos Wealth Advisors, LLC | 10,540 | $60.5K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 10,650 | $61.0K | 0.00% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 10,700 | $61.4K | 0.00% | +250+2.4% | Added |
| Glenmede Trust Co NA | 11,048 | $63.4K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 11,056 | $63.5K | 0.05% | +156+1.4% | Added |
| Institute for Wealth Management, LLC. | 11,279 | $64.7K | 0.01% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 11,283 | $64.8K | 0.09% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 11,377 | $65.3K | 0.01% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 11,705 | $67.2K | 0.03% | +11,705 | New |
| Sym Financial Corp | 11,922 | $68.4K | 0.02% | +896+8.1% | Added |
| Cerity Partners LLC | 12,131 | $69.6K | 0.00% | +12,131 | New |
| RDA Financial Network | 12,265 | $70.4K | 0.03% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 12,463 | $71.5K | 0.07% | +340+2.8% | Added |
| Citadel Advisors LLC | 12,531 | $71.9K | 0.00% | +708+6.0% | Added |
| CWM, LLC | 12,552 | $72.0K | 0.00% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 13,244 | $76.0K | 0.00% | +262+2.0% | Added |
| Savant Capital, LLC | 13,297 | $76.3K | 0.00% | +1,000+8.1% | Added |
| MTM Investment Management, LLC | 13,530 | $77.7K | 0.04% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 13,750 | $78.9K | 0.10% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 13,857 | $79.5K | 0.01% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 14,300 | $82.1K | 0.00% | 00.0% | Unchanged |
| Financial Counselors Inc | 15,017 | $86.0K | 0.00% | −5,750−27.7% | Reduced |
| 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 |
| Safeguard Investment Advisory Group, LLC | 15,062 | $86.5K | 0.04% | +411+2.8% | Added |
| Flynn Zito Capital Management, LLC | 16,115 | $92.5K | 0.07% | −8,508−34.6% | Reduced |
| Meridian Wealth Management, LLC | 16,308 | $93.6K | 0.01% | +849+5.5% | Added |
| 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 |
| Stephens Inc | 16,973 | $97.4K | 0.00% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 17,061 | $97.9K | 0.00% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 17,276 | $99.2K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 17,290 | $99.2K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 14,582 | $99.6K | 0.01% | +14,582 | New |
| Cascade Investment Group, Inc. | 18,035 | $103.5K | 0.10% | 00.0% | Unchanged |
| Day & Ennis, LLC | 18,050 | $103.6K | 0.04% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 19,000 | $109.1K | 0.01% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 19,142 | $109.9K | 0.02% | 00.0% | Unchanged |
| David J Yvars Group | 19,435 | $111.6K | 0.10% | +254+1.3% | Added |
| AE Wealth Management LLC | 21,551 | $123.7K | 0.00% | +8,924+70.7% | Added |
| Buckingham Strategic Wealth, LLC | 23,942 | $131.2K | 0.00% | 00.0% | Unchanged |
| PCG Wealth Advisors, LLC | 23,110 | $132.7K | 0.08% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 23,529 | $132.7K | 0.04% | +208+0.9% | Added |
| Envestnet Asset Management Inc | 23,328 | $133.9K | 0.00% | +6,150+35.8% | Added |
| Sigma Planning Corp | 24,446 | $140.3K | 0.00% | +388+1.6% | Added |
| Susquehanna International Group, LLP | 24,821 | $142.5K | 0.00% | +4,320+21.1% | Added |
| Quad-Cities Investment Group, LLC | 25,838 | $148.3K | 0.10% | −2,520−8.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 27,228 | $156.3K | 0.02% | +3,500+14.8% | Added |
| Dash Acquisitions Inc. | 28,304 | $162.5K | 0.08% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 28,642 | $164.4K | 0.00% | 00.0% | Unchanged |
| Brookstone Capital Management | 29,367 | $168.0K | 0.00% | −66,244−69.3% | Reduced |
| Captrust Financial Advisors | 30,063 | $172.6K | 0.00% | −4,200−12.3% | Reduced |
| CIBC World Markets Inc. | 30,569 | $175.0K | 0.00% | +2,262+8.0% | Added |
| Equitable Holdings, Inc. | 30,600 | $175.6K | 0.00% | +5,000+19.5% | Added |
| United Capital Financial Advisers, LLC | 31,499 | $180.8K | 0.00% | +31,499 | New |
| Kestra Private Wealth Services, LLC | 32,556 | $186.9K | 0.01% | −1,761−5.1% | Reduced |
| Kestra Advisory Services, LLC | 32,607 | $187.2K | 0.00% | −10,213−23.9% | Reduced |
| Mercer Global Advisors Inc | 32,909 | $189.0K | 0.00% | +12,870+64.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 34,380 | $197.3K | 0.02% | 00.0% | Unchanged |