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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $5 | 0.00% | +1 | New |
| Tower Research Capital LLC (TRC) | 158 | $811 | 0.00% | +143+953.3% | Added |
| Parallel Advisors, LLC | 169 | $867 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 275 | $1.00K | 0.00% | +8+3.0% | Added |
| Key Financial Inc | 200 | $1.03K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 343 | $1.76K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $1.80K | 0.00% | – | – |
| Stonebridge Capital Advisors LLC | 383 | $1.97K | 0.00% | +383 | New |
| Hazlett, Burt & Watson, Inc. | 303 | $2.00K | 0.00% | +303 | New |
| Global Wealth Management Investment Advisory, Inc. | 429 | $2.20K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 521 | $2.67K | 0.00% | +521 | New |
| Tucker Asset Management LLC | 600 | $3.08K | 0.00% | +600 | New |
| Federation des caisses Desjardins du Quebec | 739 | $3.79K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,000 | $5.13K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $5.13K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,066 | $5.47K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,270 | $5.89K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,200 | $6.16K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,517 | $7.63K | 0.00% | +44+3.0% | Added |
| North Star Investment Management Corp. | 1,617 | $8.29K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,654 | $8.48K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,700 | $8.72K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,700 | $8.72K | 0.00% | +1,700 | New |
| Oliver Lagore Vanvalin Investment Group | 1,750 | $8.98K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,774 | $9.10K | 0.00% | +1,774 | New |
| Harbour Investments, Inc. | 2,263 | $11.6K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 2,186 | $12.0K | 0.00% | −9,865−81.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,902 | $14.9K | 0.00% | −140−4.6% | Reduced |
| The PNC Financial Services Group, Inc. | 3,269 | $16.8K | 0.00% | +465+16.6% | Added |
| National Bank of Canada | 3,542 | $17.9K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,823 | $19.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,000 | $20.5K | 0.00% | −23,556−85.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,900 | $25.0K | 0.00% | −2,578−34.5% | Reduced |
| GHP Investment Advisors, Inc. | 5,344 | $26.7K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 5,428 | $27.8K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 5,826 | $29.9K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 6,590 | $33.8K | 0.02% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 8,144 | $41.8K | 0.02% | +221+2.8% | Added |
| Cary Street Partner Investment Advisory LLC | 9,472 | $48.6K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 9,750 | $49.6K | 0.00% | −19,696−66.9% | Reduced |
| First Republic Investment Management, Inc. | 10,121 | $51.9K | 0.00% | +10,121 | New |
| Stratos Wealth Advisors, LLC | 10,248 | $52.6K | 0.00% | −292−2.8% | Reduced |
| J.W. Cole Advisors, Inc. | 10,309 | $52.9K | 0.00% | 00.0% | Unchanged |
| Csenge Advisory Group | 10,553 | $54.1K | 0.00% | +306+3.0% | Added |
| CoreCap Advisors, LLC | 10,633 | $54.5K | 0.00% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 10,700 | $54.9K | 0.00% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 10,812 | $55.5K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 11,233 | $57.6K | 0.01% | −46−0.4% | Reduced |
| Mutual Advisors, LLC | 11,367 | $58.3K | 0.00% | +79+0.7% | Added |
| Register Financial Advisors LLC | 11,386 | $58.4K | 0.04% | +173+1.5% | Added |
| RDA Financial Network | 12,265 | $62.9K | 0.03% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 12,291 | $63.0K | 0.03% | −3,189−20.6% | Reduced |
| Cerity Partners LLC | 12,338 | $63.3K | 0.00% | +12,338 | New |
| Envestnet Asset Management Inc | 12,353 | $63.4K | 0.00% | −16,302−56.9% | Reduced |
| CWM, LLC | 12,552 | $64.0K | 0.00% | 00.0% | Unchanged |
| Sym Financial Corp | 12,575 | $64.5K | 0.01% | +343+2.8% | Added |
| Graham Capital Wealth Management, LLC | 11,283 | $65.4K | 0.15% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 13,168 | $67.5K | 0.06% | +360+2.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 13,393 | $68.7K | 0.00% | +13,393 | New |
| Savant Capital, LLC | 13,449 | $69.0K | 0.00% | +152+1.1% | Added |
| MTM Investment Management, LLC | 13,530 | $69.4K | 0.04% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 13,804 | $70.8K | 0.00% | +294+2.2% | Added |
| Financial Counselors Inc | 13,852 | $71.1K | 0.00% | −275−1.9% | Reduced |
| Wellington Shields Capital Management, LLC | 13,857 | $71.1K | 0.01% | 00.0% | Unchanged |
| Platform Technology Partners | 14,600 | $74.9K | 0.04% | +131+0.9% | Added |
| Flynn Zito Capital Management, LLC | 14,693 | $75.4K | 0.05% | −1,422−8.8% | Reduced |
| Stock Yards Bank & Trust Co | 14,956 | $76.7K | 0.00% | +14,956 | New |
| Executive Wealth Management, LLC | 15,000 | $77.0K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 15,172 | $77.8K | 0.02% | +15,172 | New |
| Glenmede Trust Co NA | 15,473 | $79.4K | 0.00% | +4,425+40.1% | Added |
| Jane Street Group, LLC | 16,472 | $84.5K | 0.00% | +16,472 | New |
| Modera Wealth Management, LLC | 17,061 | $87.5K | 0.00% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 17,276 | $88.6K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 17,290 | $88.7K | 0.02% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 17,802 | $91.3K | 0.01% | +6,425+56.5% | Added |
| Cascade Investment Group, Inc. | 18,035 | $92.5K | 0.09% | 00.0% | Unchanged |
| Day & Ennis, LLC | 18,050 | $92.6K | 0.03% | 00.0% | Unchanged |
| Stephens Inc | 18,108 | $92.9K | 0.00% | −16,995−48.4% | Reduced |
| Mariner, LLC | 18,141 | $93.1K | 0.00% | +77+0.4% | Added |
| Hilltop Holdings Inc. | 18,919 | $97.0K | 0.01% | +18,919 | New |
| Beacon Investment Advisory Services, Inc. | 19,000 | $97.5K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 19,815 | $101.7K | 0.07% | +19,815 | New |
| Buckingham Strategic Wealth, LLC | 20,550 | $105.4K | 0.00% | −1,865−8.3% | Reduced |
| CI Private Wealth, LLC | 21,553 | $110.6K | 0.00% | +6,015+38.7% | Added |
| Koshinski Asset Management, Inc. | 21,908 | $112.4K | 0.01% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 21,966 | $112.7K | 0.04% | +1,898+9.5% | Added |
| Beacon Pointe Advisors, LLC | 22,000 | $112.9K | 0.00% | +22,000 | New |
| David J Yvars Group | 22,065 | $113.2K | 0.09% | +340+1.6% | Added |
| PCG Wealth Advisors, LLC | 23,110 | $118.6K | 0.08% | 00.0% | Unchanged |
| Citadel Advisors LLC | 24,436 | $125.4K | 0.00% | −1,507−5.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 24,650 | $126.5K | 0.03% | +878+3.7% | Added |
| Kingsview Wealth Management, LLC | 25,280 | $129.7K | 0.00% | +25,280 | New |
| Quad-Cities Investment Group, LLC | 25,421 | $130.4K | 0.09% | +57+0.2% | Added |
| Mercer Global Advisors Inc | 25,873 | $133.0K | 0.00% | −7,296−22.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 27,228 | $139.7K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 27,667 | $141.9K | 0.00% | −3,133−10.2% | Reduced |
| AE Wealth Management LLC | 28,279 | $145.1K | 0.00% | +5,802+25.8% | Added |
| Pinnacle Associates Ltd | 28,642 | $146.9K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 30,522 | $156.6K | 0.00% | −900−2.9% | Reduced |
| CIBC World Markets Inc. | 31,169 | $160.0K | 0.00% | +600+2.0% | Added |