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 |
|---|---|---|---|---|---|
| Platform Technology Partners | 14,469 | $82.8K | 0.04% | +14,469 | New |
| Financial Counselors Inc | 14,127 | $82.0K | 0.00% | −890−5.9% | Reduced |
| Wellington Shields Capital Management, LLC | 13,857 | $80.4K | 0.01% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 13,750 | $79.8K | 0.09% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 13,530 | $78.5K | 0.04% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 13,510 | $78.4K | 0.00% | +266+2.0% | Added |
| Savant Capital, LLC | 13,297 | $77.1K | 0.00% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 12,808 | $74.3K | 0.06% | +345+2.8% | Added |
| CWM, LLC | 12,552 | $73.0K | 0.00% | 00.0% | Unchanged |
| RDA Financial Network | 12,265 | $71.1K | 0.03% | 00.0% | Unchanged |
| Sym Financial Corp | 12,232 | $70.9K | 0.01% | +310+2.6% | Added |
| Coppell Advisory Solutions LLC | 12,051 | $69.5K | 0.02% | −4,934−29.0% | Reduced |
| Mach-1 Financial Group, Inc. | 11,600 | $67.3K | 0.03% | +11,600 | New |
| Good Life Advisors, LLC | 11,377 | $66.0K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 11,288 | $65.5K | 0.00% | +11,288 | New |
| Graham Capital Wealth Management, LLC | 11,283 | $65.4K | 0.15% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 11,279 | $65.4K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 11,213 | $65.0K | 0.05% | +157+1.4% | Added |
| Glenmede Trust Co NA | 11,048 | $63.4K | 0.00% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 10,812 | $62.7K | 0.00% | +10,812 | New |
| Texas Yale Capital Corp. | 10,700 | $62.1K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 10,633 | $61.7K | 0.00% | +10,633 | New |
| Stratos Wealth Advisors, LLC | 10,540 | $61.1K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 10,350 | $60.0K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 10,309 | $59.8K | 0.00% | +10,309 | New |
| Csenge Advisory Group | 10,247 | $59.4K | 0.00% | +10,247 | New |
| Accurate Wealth Management, LLC | 10,273 | $59.1K | 0.02% | −409−3.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 9,472 | $54.9K | 0.00% | +9,472 | New |
| Thomas J. Herzfeld Advisors, Inc. | 7,923 | $46.0K | 0.02% | +201+2.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 7,478 | $43.0K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 6,590 | $38.2K | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 5,826 | $33.8K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 5,428 | $31.5K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 5,167 | $30.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5,344 | $29.4K | 0.00% | −3,641−40.5% | Reduced |
| Clearview Wealth Advisors LLC | 4,211 | $24.4K | 0.02% | +114+2.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,823 | $22.2K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 3,542 | $20.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,042 | $17.6K | 0.00% | +1,592+109.8% | Added |
| The PNC Financial Services Group, Inc. | 2,804 | $16.3K | 0.00% | −5,110−64.6% | Reduced |
| Harbour Investments, Inc. | 2,263 | $13.1K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,750 | $10.2K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,700 | $9.86K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,654 | $9.59K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,617 | $9.38K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,473 | $8.55K | 0.00% | +39+2.7% | Added |
| Carolinas Wealth Consulting LLC | 1,270 | $7.37K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,200 | $6.96K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,066 | $6.18K | 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 |
| Federation des caisses Desjardins du Quebec | 739 | $4.29K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 429 | $2.49K | 0.00% | +429 | New |
| WealthPLAN Partners, LLC | 377 | $2.19K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $2.03K | 0.00% | – | – |
| Prestige Wealth Management Group LLC | 343 | $1.99K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 200 | $1.16K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 267 | $1.00K | 0.00% | +156+140.5% | Added |
| Parallel Advisors, LLC | 169 | $980 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 15 | $87 | 0.00% | −267−94.7% | Reduced |
| 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 |