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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 15 | $87 | 0.00% | −267−94.7% | Reduced |
| Parallel Advisors, LLC | 169 | $980 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 267 | $1.00K | 0.00% | +156+140.5% | Added |
| Key Financial Inc | 200 | $1.16K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 343 | $1.99K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $2.03K | 0.00% | – | – |
| WealthPLAN Partners, LLC | 377 | $2.19K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 429 | $2.49K | 0.00% | +429 | New |
| Federation des caisses Desjardins du Quebec | 739 | $4.29K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,000 | $5.80K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $5.80K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,066 | $6.18K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,200 | $6.96K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,270 | $7.37K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,473 | $8.55K | 0.00% | +39+2.7% | Added |
| North Star Investment Management Corp. | 1,617 | $9.38K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,654 | $9.59K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,700 | $9.86K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,750 | $10.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,263 | $13.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,804 | $16.3K | 0.00% | −5,110−64.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,042 | $17.6K | 0.00% | +1,592+109.8% | Added |
| National Bank of Canada | 3,542 | $20.5K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,823 | $22.2K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 4,211 | $24.4K | 0.02% | +114+2.8% | Added |
| GHP Investment Advisors, Inc. | 5,344 | $29.4K | 0.00% | −3,641−40.5% | Reduced |
| ICA Group Wealth Management, LLC | 5,167 | $30.0K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 5,428 | $31.5K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 5,826 | $33.8K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 6,590 | $38.2K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 7,478 | $43.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 7,923 | $46.0K | 0.02% | +201+2.6% | Added |
| Cary Street Partner Investment Advisory LLC | 9,472 | $54.9K | 0.00% | +9,472 | New |
| Accurate Wealth Management, LLC | 10,273 | $59.1K | 0.02% | −409−3.8% | Reduced |
| Csenge Advisory Group | 10,247 | $59.4K | 0.00% | +10,247 | New |
| J.W. Cole Advisors, Inc. | 10,309 | $59.8K | 0.00% | +10,309 | New |
| Venture Visionary Partners LLC | 10,350 | $60.0K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 10,540 | $61.1K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 10,633 | $61.7K | 0.00% | +10,633 | New |
| Texas Yale Capital Corp. | 10,700 | $62.1K | 0.00% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 10,812 | $62.7K | 0.00% | +10,812 | New |
| Glenmede Trust Co NA | 11,048 | $63.4K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 11,213 | $65.0K | 0.05% | +157+1.4% | Added |
| Institute for Wealth Management, LLC. | 11,279 | $65.4K | 0.01% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 11,283 | $65.4K | 0.15% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 11,288 | $65.5K | 0.00% | +11,288 | New |
| Good Life Advisors, LLC | 11,377 | $66.0K | 0.01% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 11,600 | $67.3K | 0.03% | +11,600 | New |
| Coppell Advisory Solutions LLC | 12,051 | $69.5K | 0.02% | −4,934−29.0% | Reduced |
| Sym Financial Corp | 12,232 | $70.9K | 0.01% | +310+2.6% | Added |
| RDA Financial Network | 12,265 | $71.1K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 12,552 | $73.0K | 0.00% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 12,808 | $74.3K | 0.06% | +345+2.8% | Added |
| Savant Capital, LLC | 13,297 | $77.1K | 0.00% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 13,510 | $78.4K | 0.00% | +266+2.0% | Added |
| MTM Investment Management, LLC | 13,530 | $78.5K | 0.04% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 13,750 | $79.8K | 0.09% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 13,857 | $80.4K | 0.01% | 00.0% | Unchanged |
| Financial Counselors Inc | 14,127 | $82.0K | 0.00% | −890−5.9% | Reduced |
| Platform Technology Partners | 14,469 | $82.8K | 0.04% | +14,469 | New |
| Clearbridge Investments, LLC | 14,300 | $82.9K | 0.00% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 15,000 | $87.0K | 0.01% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 15,480 | $89.8K | 0.04% | +418+2.8% | Added |
| CI Private Wealth, LLC | 15,538 | $90.1K | 0.00% | +15,538 | New |
| Flynn Zito Capital Management, LLC | 16,115 | $93.5K | 0.06% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 16,692 | $96.8K | 0.01% | +384+2.4% | Added |
| Modera Wealth Management, LLC | 17,061 | $99.0K | 0.00% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 17,276 | $100.2K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 17,290 | $100.3K | 0.02% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 18,035 | $104.6K | 0.10% | 00.0% | Unchanged |
| Day & Ennis, LLC | 18,050 | $104.7K | 0.04% | 00.0% | Unchanged |
| Mariner, LLC | 18,064 | $104.8K | 0.00% | −26,747−59.7% | Reduced |
| Capital Square, LLC | 18,747 | $108.7K | 0.10% | +18,747 | New |
| Beacon Investment Advisory Services, Inc. | 19,000 | $110.2K | 0.01% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 19,142 | $111.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 20,136 | $113.8K | 0.01% | −24,711−55.1% | Reduced |
| Vantage Financial Partners, LLC | 20,068 | $116.4K | 0.04% | +8,363+71.4% | Added |
| David J Yvars Group | 21,725 | $126.0K | 0.10% | +2,290+11.8% | Added |
| Koshinski Asset Management, Inc. | 21,908 | $127.1K | 0.01% | −21,907−50.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 22,415 | $130.0K | 0.00% | −1,527−6.4% | Reduced |
| AE Wealth Management LLC | 22,477 | $130.4K | 0.00% | +926+4.3% | Added |
| PCG Wealth Advisors, LLC | 23,110 | $134.0K | 0.08% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 23,772 | $137.9K | 0.03% | +243+1.0% | Added |
| Quad-Cities Investment Group, LLC | 25,364 | $147.1K | 0.10% | −474−1.8% | Reduced |
| Citadel Advisors LLC | 25,943 | $150.5K | 0.00% | +13,412+107.0% | Added |
| Goldman Sachs Group Inc | 26,496 | $153.7K | 0.00% | +26,496 | New |
| Pekin Hardy Strauss, Inc. | 27,228 | $157.9K | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 27,411 | $159.0K | 0.00% | +20,838+317.0% | Added |
| Fifth Third Bancorp | 27,556 | $159.8K | 0.00% | +23,556+588.9% | Added |
| Neuberger Berman Group LLC | 27,905 | $161.8K | 0.00% | +27,905 | New |
| Pinnacle Associates Ltd | 28,642 | $166.1K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 28,655 | $166.2K | 0.00% | +5,327+22.8% | Added |
| TD Waterhouse Canada Inc. | 29,446 | $172.6K | 0.00% | +18,796+176.5% | Added |
| CIBC World Markets Inc. | 30,569 | $177.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 30,800 | $178.6K | 0.00% | +737+2.5% | Added |
| Kestra Private Wealth Services, LLC | 31,422 | $182.2K | 0.01% | −1,134−3.5% | Reduced |
| IFG Advisory, LLC | 31,486 | $182.6K | 0.02% | +31,486 | New |
| Kestra Advisory Services, LLC | 32,668 | $189.5K | 0.00% | +61+0.2% | Added |
| Mercer Global Advisors Inc | 33,169 | $192.0K | 0.00% | +260+0.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 34,380 | $199.4K | 0.02% | 00.0% | Unchanged |