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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 36,386 | $204.3K | 0.00% | −351−1.0% | Reduced |
| Creative Planning | 35,778 | $205.4K | 0.00% | +1,048+3.0% | Added |
| NorthRock Partners, LLC | 36,000 | $206.6K | 0.02% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 37,404 | $214.7K | 0.01% | +1,022+2.8% | Added |
| Synovus Financial Corp | 39,468 | $226.5K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 41,224 | $236.6K | 0.04% | 00.0% | Unchanged |
| Arista Wealth Management, LLC | 43,278 | $248.4K | 0.14% | +1,182+2.8% | Added |
| Valley Brook Capital Group | 43,336 | $248.7K | 0.23% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 43,815 | $251.5K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 44,847 | $256.4K | 0.01% | +133+0.3% | Added |
| Mariner, LLC | 44,811 | $257.0K | 0.00% | +26,883+149.9% | Added |
| Eudaimonia Partners, LLC | 50,000 | $287.0K | 0.07% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 52,077 | $299.0K | 0.01% | −4,869−8.6% | Reduced |
| Shulman DeMeo Asset Management LLC | 58,740 | $337.2K | 0.11% | −140−0.2% | Reduced |
| Thrivent Financial for Lutherans | 72,013 | $413.0K | 0.00% | +18,665+35.0% | Added |
| Level Four Advisory Services, LLC | 72,530 | $416.3K | 0.03% | −5,293−6.8% | Reduced |
| Laidlaw Wealth Management LLC | 73,607 | $422.5K | 0.09% | −1,734−2.3% | Reduced |
| National Asset Management, Inc. | 73,857 | $423.9K | 0.01% | +16,284+28.3% | Added |
| Wedbush Securities Inc | 74,382 | $427.0K | 0.02% | +676+0.9% | Added |
| Pecaut & Co. | 79,412 | $455.8K | 0.21% | −20,342−20.4% | Reduced |
| Truist Financial Corp | 83,598 | $479.9K | 0.00% | +607+0.7% | Added |
| MML Investors Services, LLC | 89,297 | $513.0K | 0.00% | −86−0.1% | Reduced |
| Janney Montgomery Scott LLC | 91,958 | $528.0K | 0.00% | −2,363−2.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 92,989 | $534.0K | 0.00% | −6,577−6.6% | Reduced |
| Hollencrest Capital Management | 95,533 | $548.4K | 0.06% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 111,229 | $638.5K | 0.01% | −30,709−21.6% | Reduced |
| Qube Research & Technologies Ltd | 113,336 | $650.5K | 0.00% | +48,185+74.0% | Added |
| Advisory Services Network, LLC | 117,805 | $676.2K | 0.02% | +21,973+22.9% | Added |
| Stratos Wealth Partners, LTD. | 119,576 | $686.4K | 0.02% | +839+0.7% | Added |
| Cetera Investment Advisers | 136,672 | $784.5K | 0.01% | +9,769+7.7% | Added |
| Stifel Financial Corp | 143,216 | $822.1K | 0.00% | +15,360+12.0% | Added |
| Private Advisor Group, LLC | 146,035 | $838.2K | 0.01% | +78,474+116.2% | Added |
| HighTower Advisors, LLC | 155,129 | $888.0K | 0.00% | +71,419+85.3% | Added |
| Baird Financial Group, Inc. | 156,168 | $896.4K | 0.00% | +123,906+384.1% | Added |
| Atria Wealth Solutions, Inc. | 172,674 | $991.2K | 0.01% | −9,500−5.2% | Reduced |
| Rockefeller Capital Management L.P. | 182,005 | $1.04M | 0.00% | −9,322−4.9% | Reduced |
| Advisors Asset Management, Inc. | 189,343 | $1.09M | 0.02% | −4,983−2.6% | Reduced |
| Raymond James & Associates | 236,730 | $1.36M | 0.00% | +3,329+1.4% | Added |
| Independent Financial Group, LLC | 264,827 | $1.52M | 0.12% | +60,156+29.4% | Added |
| Accel Wealth Management | 272,309 | $1.56M | 0.64% | −42,036−13.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 314,701 | $1.81M | 0.00% | +54,116+20.8% | Added |
| Scotia Capital Inc. | 341,678 | $1.96M | 0.01% | +59,689+21.2% | Added |
| Cetera Advisor Networks LLC | 357,049 | $2.05M | 0.02% | +9,432+2.7% | Added |
| UBS Group AG | 404,239 | $2.32M | 0.00% | −103,796−20.4% | Reduced |
| Advisor Group Holdings, Inc. | 451,769 | $2.59M | 0.00% | +75,384+20.0% | Added |
| Marks Group Wealth Management, Inc | 464,309 | $2.67M | 0.34% | −6,940−1.5% | Reduced |
| Live Oak Private Wealth LLC | 514,176 | $2.95M | 0.61% | 00.0% | Unchanged |
| Royal Bank of Canada | 541,660 | $3.11M | 0.00% | +2,102+0.4% | Added |
| BerganKDV Wealth Management, LLC | 622,514 | $3.57M | 0.37% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 683,640 | $3.92M | 0.01% | +93,540+15.9% | Added |
| Wells Fargo & Company | 723,770 | $4.15M | 0.00% | −12,005−1.6% | Reduced |
| Gamco Investors, Inc. Et Al | 885,409 | $5.08M | 0.05% | −3000.0% | Reduced |
| Philadelphia Trust Co | 1,163,044 | $6.68M | 0.68% | +14,665+1.3% | Added |
| Commonwealth Equity Services, LLC | 1,639,882 | $9.41M | 0.02% | +38,907+2.4% | Added |
| Bank of America Corp | 1,864,538 | $10.7M | 0.00% | −87,500−4.5% | Reduced |
| Morgan Stanley | 2,133,577 | $12.2M | 0.00% | −178,344−7.7% | Reduced |
| LPL Financial LLC | 2,133,845 | $12.2M | 0.01% | +30,770+1.5% | Added |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −119,425−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −111,703−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −53,403−100.0% | Sold out |
| Sound View Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −31,580−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −21,486−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −20,718−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −19,500−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −19,323−100.0% | Sold out |
| Capital Square, LLC | 0 | $0 | 0.00% | −18,747−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −15,603−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −14,586−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −10,260−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Atwood & Palmer Inc | 0 | $0 | 0.00% | −5,286−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| City Holding Co | 0 | $0 | 0.00% | −3,030−100.0% | Sold out |
| High Net Worth Advisory Group LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| PrairieView Partners, LLC | 0 | $0 | 0.00% | −2,109−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −1,560−100.0% | Sold out |
| Coastal Capital Group, Inc. | 0 | $0 | 0.00% | −1,522−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −1,511−100.0% | Sold out |
| Paragon Wealth Strategies, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| YorkBridge Wealth Partners, LLC | – | – | – | – | Not filed |
| Red Cedar Capital, LLC | – | – | – | – | Not filed |