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 |
|---|---|---|---|---|---|
| Stephens Inc | 35,103 | $203.6K | 0.00% | +18,130+106.8% | Added |
| NorthRock Partners, LLC | 36,000 | $208.8K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 38,134 | $221.2K | 0.00% | +2,356+6.6% | Added |
| Stonegate Investment Group, LLC | 38,441 | $223.0K | 0.01% | +1,037+2.8% | Added |
| Synovus Financial Corp | 39,468 | $228.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 39,486 | $229.0K | 0.00% | +3,100+8.5% | Added |
| Virtu Financial LLC | 41,271 | $239.0K | 0.02% | +41,271 | New |
| Graves-Light Private Wealth Management, Inc. | 41,224 | $239.1K | 0.03% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 42,746 | $247.9K | 0.00% | +12,146+39.7% | Added |
| Valley Brook Capital Group | 44,336 | $257.1K | 0.24% | +1,000+2.3% | Added |
| Arista Wealth Management, LLC | 44,477 | $258.0K | 0.11% | +1,199+2.8% | Added |
| National Asset Management, Inc. | 47,759 | $277.0K | 0.01% | −26,098−35.3% | Reduced |
| Brookstone Capital Management | 49,150 | $277.7K | 0.01% | +19,783+67.4% | Added |
| Susquehanna International Group, LLP | 49,797 | $288.8K | 0.00% | +24,976+100.6% | Added |
| Eudaimonia Partners, LLC | 50,000 | $290.0K | 0.07% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 52,896 | $307.0K | 0.01% | +819+1.6% | Added |
| Shulman DeMeo Asset Management LLC | 58,520 | $339.4K | 0.10% | −220−0.4% | Reduced |
| Pecaut & Co. | 67,170 | $389.6K | 0.16% | −12,242−15.4% | Reduced |
| Thrivent Financial for Lutherans | 72,013 | $418.0K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 76,586 | $444.2K | 0.03% | +4,056+5.6% | Added |
| Truist Financial Corp | 81,244 | $471.2K | 0.00% | −2,354−2.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 90,159 | $523.0K | 0.00% | −2,830−3.0% | Reduced |
| Janney Montgomery Scott LLC | 90,853 | $527.0K | 0.00% | −1,105−1.2% | Reduced |
| MML Investors Services, LLC | 92,233 | $535.0K | 0.00% | +2,936+3.3% | Added |
| Hollencrest Capital Management | 95,533 | $554.1K | 0.06% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 96,431 | $559.3K | 0.11% | +22,824+31.0% | Added |
| Wedbush Securities Inc | 100,160 | $581.0K | 0.03% | +25,778+34.7% | Added |
| Cetera Investment Advisers | 107,058 | $620.9K | 0.01% | −29,614−21.7% | Reduced |
| Stifel Financial Corp | 110,951 | $643.5K | 0.00% | −32,265−22.5% | Reduced |
| Qube Research & Technologies Ltd | 113,336 | $657.3K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 115,758 | $671.4K | 0.02% | −3,818−3.2% | Reduced |
| Advisory Services Network, LLC | 116,656 | $676.6K | 0.02% | −1,149−1.0% | Reduced |
| Golden State Equity Partners | 116,923 | $678.2K | 0.19% | +116,923 | New |
| HighTower Advisors, LLC | 127,579 | $741.0K | 0.00% | −27,550−17.8% | Reduced |
| Baird Financial Group, Inc. | 148,009 | $858.5K | 0.00% | −8,159−5.2% | Reduced |
| Private Advisor Group, LLC | 151,062 | $874.8K | 0.01% | +5,027+3.4% | Added |
| Steward Partners Investment Advisory, LLC | 159,567 | $925.5K | 0.01% | +48,338+43.5% | Added |
| Advisors Asset Management, Inc. | 170,179 | $987.0K | 0.02% | −19,164−10.1% | Reduced |
| Atria Wealth Solutions, Inc. | 180,193 | $1.05M | 0.01% | +7,519+4.4% | Added |
| Rockefeller Capital Management L.P. | 181,921 | $1.06M | 0.00% | −840.0% | Reduced |
| Raymond James & Associates | 249,820 | $1.45M | 0.00% | +13,090+5.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 292,029 | $1.69M | 0.00% | −22,672−7.2% | Reduced |
| Independent Financial Group, LLC | 292,501 | $1.70M | 0.12% | +27,674+10.4% | Added |
| Accel Wealth Management | 299,900 | $1.74M | 0.96% | +27,591+10.1% | Added |
| Scotia Capital Inc. | 367,846 | $2.13M | 0.01% | +26,168+7.7% | Added |
| UBS Group AG | 419,150 | $2.43M | 0.00% | +14,911+3.7% | Added |
| Advisor Group Holdings, Inc. | 459,463 | $2.66M | 0.00% | +7,694+1.7% | Added |
| Marks Group Wealth Management, Inc | 464,309 | $2.69M | 0.32% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 500,549 | $2.90M | 0.02% | +143,500+40.2% | Added |
| Live Oak Private Wealth LLC | 514,176 | $2.98M | 0.59% | 00.0% | Unchanged |
| Royal Bank of Canada | 597,150 | $3.46M | 0.00% | +55,490+10.2% | Added |
| BerganKDV Wealth Management, LLC | 623,338 | $3.62M | 0.36% | +824+0.1% | Added |
| Cohen & Steers, Inc. | 683,640 | $3.96M | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 696,340 | $4.04M | 0.00% | −27,430−3.8% | Reduced |
| Gamco Investors, Inc. Et Al | 846,675 | $4.91M | 0.05% | −38,734−4.4% | Reduced |
| Philadelphia Trust Co | 1,159,794 | $6.73M | 0.64% | −3,250−0.3% | Reduced |
| Bank of America Corp | 1,648,996 | $9.56M | 0.00% | −215,542−11.6% | Reduced |
| Commonwealth Equity Services, LLC | 1,661,469 | $9.64M | 0.02% | +21,587+1.3% | Added |
| LPL Financial LLC | 2,194,314 | $12.7M | 0.01% | +60,469+2.8% | Added |
| Morgan Stanley | 2,201,583 | $12.8M | 0.00% | +68,006+3.2% | Added |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −31,499−100.0% | Sold out |
| Dash Acquisitions Inc. | 0 | $0 | 0.00% | −28,304−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −24,446−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −14,582−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −12,131−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −2,549−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −1,213−100.0% | Sold out |
| PFS Partners, LLC | 0 | $0 | 0.00% | −496−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −273−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | – | – | – | – | Not filed |
| Ahrens Investment Partners LLC | – | – | – | – | Not filed |