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, Q2 2023
Institutional positions in Gabelli Equity Trust Inc as of Jun 30, 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
- 160
- +5 vs. Q1 2023
- Shares held
- 20.9M
- +437.6K (+2.1%) vs. Q1 2023
- Total value
- $121.3M
- +$3.76M (+3.2%) vs. Q1 2023
- New holders
- 16
- 52 more added
- Sold out
- 11
- 31 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Gabelli Equity Trust Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,201,583 | $12.8M | 0.00% | +68,006+3.2% | Added |
| LPL Financial LLC | 2,194,314 | $12.7M | 0.01% | +60,469+2.8% | Added |
| Commonwealth Equity Services, LLC | 1,661,469 | $9.64M | 0.02% | +21,587+1.3% | Added |
| Bank of America Corp | 1,648,996 | $9.56M | 0.00% | −215,542−11.6% | Reduced |
| Philadelphia Trust Co | 1,159,794 | $6.73M | 0.64% | −3,250−0.3% | Reduced |
| Gamco Investors, Inc. Et Al | 846,675 | $4.91M | 0.05% | −38,734−4.4% | Reduced |
| Wells Fargo & Company | 696,340 | $4.04M | 0.00% | −27,430−3.8% | Reduced |
| Cohen & Steers, Inc. | 683,640 | $3.96M | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 623,338 | $3.62M | 0.36% | +824+0.1% | Added |
| Royal Bank of Canada | 597,150 | $3.46M | 0.00% | +55,490+10.2% | Added |
| Live Oak Private Wealth LLC | 514,176 | $2.98M | 0.59% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 500,549 | $2.90M | 0.02% | +143,500+40.2% | Added |
| Marks Group Wealth Management, Inc | 464,309 | $2.69M | 0.32% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 459,463 | $2.66M | 0.00% | +7,694+1.7% | Added |
| UBS Group AG | 419,150 | $2.43M | 0.00% | +14,911+3.7% | Added |
| Scotia Capital Inc. | 367,846 | $2.13M | 0.01% | +26,168+7.7% | Added |
| Accel Wealth Management | 299,900 | $1.74M | 0.96% | +27,591+10.1% | Added |
| Independent Financial Group, LLC | 292,501 | $1.70M | 0.12% | +27,674+10.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 292,029 | $1.69M | 0.00% | −22,672−7.2% | Reduced |
| Raymond James & Associates | 249,820 | $1.45M | 0.00% | +13,090+5.5% | Added |
| Rockefeller Capital Management L.P. | 181,921 | $1.06M | 0.00% | −840.0% | Reduced |
| Atria Wealth Solutions, Inc. | 180,193 | $1.05M | 0.01% | +7,519+4.4% | Added |
| Advisors Asset Management, Inc. | 170,179 | $987.0K | 0.02% | −19,164−10.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 159,567 | $925.5K | 0.01% | +48,338+43.5% | Added |
| Private Advisor Group, LLC | 151,062 | $874.8K | 0.01% | +5,027+3.4% | Added |
| Baird Financial Group, Inc. | 148,009 | $858.5K | 0.00% | −8,159−5.2% | Reduced |
| HighTower Advisors, LLC | 127,579 | $741.0K | 0.00% | −27,550−17.8% | Reduced |
| Golden State Equity Partners | 116,923 | $678.2K | 0.19% | +116,923 | New |
| Advisory Services Network, LLC | 116,656 | $676.6K | 0.02% | −1,149−1.0% | Reduced |
| Stratos Wealth Partners, LTD. | 115,758 | $671.4K | 0.02% | −3,818−3.2% | Reduced |
| Qube Research & Technologies Ltd | 113,336 | $657.3K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 110,951 | $643.5K | 0.00% | −32,265−22.5% | Reduced |
| Cetera Investment Advisers | 107,058 | $620.9K | 0.01% | −29,614−21.7% | Reduced |
| Wedbush Securities Inc | 100,160 | $581.0K | 0.03% | +25,778+34.7% | Added |
| Laidlaw Wealth Management LLC | 96,431 | $559.3K | 0.11% | +22,824+31.0% | Added |
| Hollencrest Capital Management | 95,533 | $554.1K | 0.06% | 00.0% | Unchanged |
| MML Investors Services, LLC | 92,233 | $535.0K | 0.00% | +2,936+3.3% | Added |
| Janney Montgomery Scott LLC | 90,853 | $527.0K | 0.00% | −1,105−1.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 90,159 | $523.0K | 0.00% | −2,830−3.0% | Reduced |
| Truist Financial Corp | 81,244 | $471.2K | 0.00% | −2,354−2.8% | Reduced |
| Level Four Advisory Services, LLC | 76,586 | $444.2K | 0.03% | +4,056+5.6% | Added |
| Thrivent Financial for Lutherans | 72,013 | $418.0K | 0.00% | 00.0% | Unchanged |
| Pecaut & Co. | 67,170 | $389.6K | 0.16% | −12,242−15.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 58,520 | $339.4K | 0.10% | −220−0.4% | Reduced |
| Great Valley Advisor Group, Inc. | 52,896 | $307.0K | 0.01% | +819+1.6% | Added |
| Eudaimonia Partners, LLC | 50,000 | $290.0K | 0.07% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 49,797 | $288.8K | 0.00% | +24,976+100.6% | Added |
| Brookstone Capital Management | 49,150 | $277.7K | 0.01% | +19,783+67.4% | Added |
| National Asset Management, Inc. | 47,759 | $277.0K | 0.01% | −26,098−35.3% | Reduced |
| Arista Wealth Management, LLC | 44,477 | $258.0K | 0.11% | +1,199+2.8% | Added |
| Valley Brook Capital Group | 44,336 | $257.1K | 0.24% | +1,000+2.3% | Added |
| Equitable Holdings, Inc. | 42,746 | $247.9K | 0.00% | +12,146+39.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 41,224 | $239.1K | 0.03% | 00.0% | Unchanged |
| Virtu Financial LLC | 41,271 | $239.0K | 0.02% | +41,271 | New |
| GWM Advisors LLC | 39,486 | $229.0K | 0.00% | +3,100+8.5% | Added |
| Synovus Financial Corp | 39,468 | $228.9K | 0.00% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 38,441 | $223.0K | 0.01% | +1,037+2.8% | Added |
| Creative Planning | 38,134 | $221.2K | 0.00% | +2,356+6.6% | Added |
| NorthRock Partners, LLC | 36,000 | $208.8K | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 35,103 | $203.6K | 0.00% | +18,130+106.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 34,380 | $199.4K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 33,169 | $192.0K | 0.00% | +260+0.8% | Added |
| Kestra Advisory Services, LLC | 32,668 | $189.5K | 0.00% | +61+0.2% | Added |
| IFG Advisory, LLC | 31,486 | $182.6K | 0.02% | +31,486 | New |
| Kestra Private Wealth Services, LLC | 31,422 | $182.2K | 0.01% | −1,134−3.5% | Reduced |
| Captrust Financial Advisors | 30,800 | $178.6K | 0.00% | +737+2.5% | Added |
| CIBC World Markets Inc. | 30,569 | $177.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 29,446 | $172.6K | 0.00% | +18,796+176.5% | Added |
| Envestnet Asset Management Inc | 28,655 | $166.2K | 0.00% | +5,327+22.8% | Added |
| Pinnacle Associates Ltd | 28,642 | $166.1K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 27,905 | $161.8K | 0.00% | +27,905 | New |
| Fifth Third Bancorp | 27,556 | $159.8K | 0.00% | +23,556+588.9% | Added |
| JPMorgan Chase & Co | 27,411 | $159.0K | 0.00% | +20,838+317.0% | Added |
| Pekin Hardy Strauss, Inc. | 27,228 | $157.9K | 0.02% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 26,496 | $153.7K | 0.00% | +26,496 | New |
| Citadel Advisors LLC | 25,943 | $150.5K | 0.00% | +13,412+107.0% | Added |
| Quad-Cities Investment Group, LLC | 25,364 | $147.1K | 0.10% | −474−1.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 23,772 | $137.9K | 0.03% | +243+1.0% | Added |
| PCG Wealth Advisors, LLC | 23,110 | $134.0K | 0.08% | 00.0% | Unchanged |
| AE Wealth Management LLC | 22,477 | $130.4K | 0.00% | +926+4.3% | Added |
| Buckingham Strategic Wealth, LLC | 22,415 | $130.0K | 0.00% | −1,527−6.4% | Reduced |
| Koshinski Asset Management, Inc. | 21,908 | $127.1K | 0.01% | −21,907−50.0% | Reduced |
| David J Yvars Group | 21,725 | $126.0K | 0.10% | +2,290+11.8% | Added |
| Vantage Financial Partners, LLC | 20,068 | $116.4K | 0.04% | +8,363+71.4% | Added |
| Ameritas Advisory Services, LLC | 20,136 | $113.8K | 0.01% | −24,711−55.1% | Reduced |
| MidWestOne Financial Group, Inc. | 19,142 | $111.0K | 0.02% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 19,000 | $110.2K | 0.01% | 00.0% | Unchanged |
| Capital Square, LLC | 18,747 | $108.7K | 0.10% | +18,747 | New |
| Mariner, LLC | 18,064 | $104.8K | 0.00% | −26,747−59.7% | Reduced |
| Day & Ennis, LLC | 18,050 | $104.7K | 0.04% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 18,035 | $104.6K | 0.10% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 17,290 | $100.3K | 0.02% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 17,276 | $100.2K | 0.02% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 17,061 | $99.0K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 16,692 | $96.8K | 0.01% | +384+2.4% | Added |
| Flynn Zito Capital Management, LLC | 16,115 | $93.5K | 0.06% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 15,538 | $90.1K | 0.00% | +15,538 | New |
| Safeguard Investment Advisory Group, LLC | 15,480 | $89.8K | 0.04% | +418+2.8% | Added |
| Executive Wealth Management, LLC | 15,000 | $87.0K | 0.01% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 14,300 | $82.9K | 0.00% | 00.0% | Unchanged |