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, Q3 2023
Institutional positions in Gabelli Equity Trust Inc as of Sep 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
- 167
- +8 vs. Q2 2023
- Shares held
- 20.8M
- +532.7K (+2.6%) vs. Q2 2023
- Total value
- $106.9M
- −$10.9M (−9.2%) vs. Q2 2023
- New holders
- 24
- 53 more added
- Sold out
- 16
- 36 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Gabelli Equity Trust Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,103,820 | $10.8M | 0.00% | −97,763−4.4% | Reduced |
| LPL Financial LLC | 2,032,295 | $10.4M | 0.01% | −162,019−7.4% | Reduced |
| Commonwealth Equity Services, LLC | 1,699,697 | $8.72M | 0.02% | +38,228+2.3% | Added |
| Bank of America Corp | 1,631,201 | $8.37M | 0.00% | −17,795−1.1% | Reduced |
| Philadelphia Trust Co | 1,206,444 | $6.19M | 0.64% | +46,650+4.0% | Added |
| Cohen & Steers, Inc. | 868,640 | $4.46M | 0.01% | +185,000+27.1% | Added |
| Gamco Investors, Inc. Et Al | 846,675 | $4.34M | 0.05% | 00.0% | Unchanged |
| Creative Planning | 657,355 | $3.37M | 0.00% | +619,221+1,623.8% | Added |
| Royal Bank of Canada | 549,058 | $2.82M | 0.00% | −48,092−8.1% | Reduced |
| Cetera Advisor Networks LLC | 532,011 | $2.73M | 0.02% | +31,462+6.3% | Added |
| Live Oak Private Wealth LLC | 514,176 | $2.64M | 0.56% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 464,309 | $2.38M | 0.29% | 00.0% | Unchanged |
| Wells Fargo & Company | 454,830 | $2.33M | 0.00% | −241,510−34.7% | Reduced |
| Advisor Group Holdings, Inc. | 453,248 | $2.33M | 0.00% | −6,215−1.4% | Reduced |
| UBS Group AG | 449,332 | $2.31M | 0.00% | +30,182+7.2% | Added |
| Scotia Capital Inc. | 419,537 | $2.15M | 0.02% | +51,691+14.1% | Added |
| Independent Financial Group, LLC | 311,274 | $1.60M | 0.10% | +18,773+6.4% | Added |
| Accel Wealth Management | 292,391 | $1.50M | 0.84% | −7,509−2.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 288,004 | $1.48M | 0.00% | −4,025−1.4% | Reduced |
| Raymond James & Associates | 211,094 | $1.08M | 0.00% | −38,726−15.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 203,161 | $1.04M | 0.02% | +43,594+27.3% | Added |
| Rockefeller Capital Management L.P. | 195,377 | $1.00M | 0.00% | +13,456+7.4% | Added |
| Qube Research & Technologies Ltd | 157,016 | $805.5K | 0.00% | +43,680+38.5% | Added |
| JPMorgan Chase & Co | 151,646 | $777.9K | 0.00% | +124,235+453.2% | Added |
| Private Advisor Group, LLC | 143,982 | $737.9K | 0.01% | −7,080−4.7% | Reduced |
| Baird Financial Group, Inc. | 137,652 | $706.2K | 0.00% | −10,357−7.0% | Reduced |
| Atria Wealth Solutions, Inc. | 131,511 | $674.7K | 0.01% | −48,682−27.0% | Reduced |
| HighTower Advisors, LLC | 127,820 | $656.0K | 0.00% | +241+0.2% | Added |
| Wedbush Securities Inc | 127,419 | $654.0K | 0.03% | +27,259+27.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 125,160 | $642.1K | 0.03% | +125,160 | New |
| Stratos Wealth Partners, LTD. | 119,111 | $611.0K | 0.01% | +3,353+2.9% | Added |
| Advisory Services Network, LLC | 113,867 | $584.1K | 0.02% | −2,789−2.4% | Reduced |
| Golden State Equity Partners | 113,270 | $581.1K | 0.16% | −3,653−3.1% | Reduced |
| Stifel Financial Corp | 112,373 | $576.5K | 0.00% | +1,422+1.3% | Added |
| Hollencrest Capital Management | 95,533 | $490.1K | 0.06% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 92,046 | $472.0K | 0.00% | +1,887+2.1% | Added |
| Janney Montgomery Scott LLC | 87,593 | $449.0K | 0.00% | −3,260−3.6% | Reduced |
| MML Investors Services, LLC | 85,400 | $438.0K | 0.00% | −6,833−7.4% | Reduced |
| Truist Financial Corp | 81,396 | $417.6K | 0.00% | +152+0.2% | Added |
| Level Four Advisory Services, LLC | 80,279 | $411.8K | 0.03% | +3,693+4.8% | Added |
| Pecaut & Co. | 68,933 | $353.6K | 0.15% | +1,763+2.6% | Added |
| Magnus Financial Group LLC | 65,438 | $335.7K | 0.05% | +65,438 | New |
| Shulman DeMeo Asset Management LLC | 58,516 | $300.2K | 0.10% | −40.0% | Reduced |
| Thrivent Financial for Lutherans | 58,118 | $298.0K | 0.00% | −13,895−19.3% | Reduced |
| Great Valley Advisor Group, Inc. | 57,224 | $294.0K | 0.01% | +4,328+8.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 55,998 | $287.3K | 0.00% | +55,998 | New |
| National Asset Management, Inc. | 51,520 | $264.3K | 0.01% | +3,761+7.9% | Added |
| Brookstone Capital Management | 52,982 | $260.1K | 0.01% | +3,832+7.8% | Added |
| IFP Advisors, Inc | 50,451 | $258.8K | 0.01% | +50,451 | New |
| Eudaimonia Partners, LLC | 50,000 | $256.5K | 0.06% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 46,946 | $240.8K | 0.00% | +4,200+9.8% | Added |
| Arista Wealth Management, LLC | 45,805 | $235.0K | 0.09% | +1,328+3.0% | Added |
| Valley Brook Capital Group | 44,336 | $227.4K | 0.22% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 44,854 | $226.9K | 0.01% | +24,718+122.8% | Added |
| GWM Advisors LLC | 42,228 | $216.6K | 0.00% | +2,742+6.9% | Added |
| Graves-Light Private Wealth Management, Inc. | 41,224 | $206.1K | 0.03% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 39,588 | $203.1K | 0.01% | +1,147+3.0% | Added |
| Synovus Financial Corp | 39,468 | $202.5K | 0.00% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 36,000 | $184.7K | 0.02% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 35,989 | $184.6K | 0.05% | +35,989 | New |
| NBC Securities, Inc. | 35,266 | $180.0K | 0.02% | +35,266 | New |
| Sound View Wealth Advisors Group, LLC | 35,000 | $179.6K | 0.02% | +35,000 | New |
| Sheaff Brock Investment Advisors, LLC | 34,380 | $176.4K | 0.02% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 34,210 | $175.5K | 0.01% | +17,518+104.9% | Added |
| Cetera Investment Advisers | 33,163 | $170.1K | 0.00% | −73,895−69.0% | Reduced |
| Kestra Advisory Services, LLC | 32,735 | $167.9K | 0.00% | +67+0.2% | Added |
| IFG Advisory, LLC | 31,486 | $161.5K | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 31,169 | $160.0K | 0.00% | +600+2.0% | Added |
| Kestra Private Wealth Services, LLC | 30,522 | $156.6K | 0.00% | −900−2.9% | Reduced |
| Pinnacle Associates Ltd | 28,642 | $146.9K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 28,279 | $145.1K | 0.00% | +5,802+25.8% | Added |
| Captrust Financial Advisors | 27,667 | $141.9K | 0.00% | −3,133−10.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 27,228 | $139.7K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 25,873 | $133.0K | 0.00% | −7,296−22.0% | Reduced |
| Quad-Cities Investment Group, LLC | 25,421 | $130.4K | 0.09% | +57+0.2% | Added |
| Kingsview Wealth Management, LLC | 25,280 | $129.7K | 0.00% | +25,280 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 24,650 | $126.5K | 0.03% | +878+3.7% | Added |
| Citadel Advisors LLC | 24,436 | $125.4K | 0.00% | −1,507−5.8% | Reduced |
| PCG Wealth Advisors, LLC | 23,110 | $118.6K | 0.08% | 00.0% | Unchanged |
| David J Yvars Group | 22,065 | $113.2K | 0.09% | +340+1.6% | Added |
| Beacon Pointe Advisors, LLC | 22,000 | $112.9K | 0.00% | +22,000 | New |
| Vantage Financial Partners, LLC | 21,966 | $112.7K | 0.04% | +1,898+9.5% | Added |
| Koshinski Asset Management, Inc. | 21,908 | $112.4K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 21,553 | $110.6K | 0.00% | +6,015+38.7% | Added |
| Buckingham Strategic Wealth, LLC | 20,550 | $105.4K | 0.00% | −1,865−8.3% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 19,815 | $101.7K | 0.07% | +19,815 | New |
| Beacon Investment Advisory Services, Inc. | 19,000 | $97.5K | 0.00% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 18,919 | $97.0K | 0.01% | +18,919 | New |
| Mariner, LLC | 18,141 | $93.1K | 0.00% | +77+0.4% | Added |
| Stephens Inc | 18,108 | $92.9K | 0.00% | −16,995−48.4% | Reduced |
| Day & Ennis, LLC | 18,050 | $92.6K | 0.03% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 18,035 | $92.5K | 0.09% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 17,802 | $91.3K | 0.01% | +6,425+56.5% | Added |
| GPS Wealth Strategies Group, LLC | 17,290 | $88.7K | 0.02% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 17,276 | $88.6K | 0.01% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 17,061 | $87.5K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 16,472 | $84.5K | 0.00% | +16,472 | New |
| Glenmede Trust Co NA | 15,473 | $79.4K | 0.00% | +4,425+40.1% | Added |
| Wealth Alliance Advisory Group, LLC | 15,172 | $77.8K | 0.02% | +15,172 | New |
| Executive Wealth Management, LLC | 15,000 | $77.0K | 0.01% | 00.0% | Unchanged |