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 |
|---|---|---|---|---|---|
| IFG Advisory, LLC | 31,486 | $161.5K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 32,735 | $167.9K | 0.00% | +67+0.2% | Added |
| Cetera Investment Advisers | 33,163 | $170.1K | 0.00% | −73,895−69.0% | Reduced |
| Meridian Wealth Management, LLC | 34,210 | $175.5K | 0.01% | +17,518+104.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 34,380 | $176.4K | 0.02% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 35,000 | $179.6K | 0.02% | +35,000 | New |
| NBC Securities, Inc. | 35,266 | $180.0K | 0.02% | +35,266 | New |
| Commonwealth Financial Services, LLC | 35,989 | $184.6K | 0.05% | +35,989 | New |
| NorthRock Partners, LLC | 36,000 | $184.7K | 0.02% | 00.0% | Unchanged |
| Synovus Financial Corp | 39,468 | $202.5K | 0.00% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 39,588 | $203.1K | 0.01% | +1,147+3.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 41,224 | $206.1K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 42,228 | $216.6K | 0.00% | +2,742+6.9% | Added |
| Ameritas Advisory Services, LLC | 44,854 | $226.9K | 0.01% | +24,718+122.8% | Added |
| Valley Brook Capital Group | 44,336 | $227.4K | 0.22% | 00.0% | Unchanged |
| Arista Wealth Management, LLC | 45,805 | $235.0K | 0.09% | +1,328+3.0% | Added |
| Equitable Holdings, Inc. | 46,946 | $240.8K | 0.00% | +4,200+9.8% | Added |
| Eudaimonia Partners, LLC | 50,000 | $256.5K | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 50,451 | $258.8K | 0.01% | +50,451 | New |
| Brookstone Capital Management | 52,982 | $260.1K | 0.01% | +3,832+7.8% | Added |
| National Asset Management, Inc. | 51,520 | $264.3K | 0.01% | +3,761+7.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 55,998 | $287.3K | 0.00% | +55,998 | New |
| Great Valley Advisor Group, Inc. | 57,224 | $294.0K | 0.01% | +4,328+8.2% | Added |
| Thrivent Financial for Lutherans | 58,118 | $298.0K | 0.00% | −13,895−19.3% | Reduced |
| Shulman DeMeo Asset Management LLC | 58,516 | $300.2K | 0.10% | −40.0% | Reduced |
| Magnus Financial Group LLC | 65,438 | $335.7K | 0.05% | +65,438 | New |
| Pecaut & Co. | 68,933 | $353.6K | 0.15% | +1,763+2.6% | Added |
| Level Four Advisory Services, LLC | 80,279 | $411.8K | 0.03% | +3,693+4.8% | Added |
| Truist Financial Corp | 81,396 | $417.6K | 0.00% | +152+0.2% | Added |
| MML Investors Services, LLC | 85,400 | $438.0K | 0.00% | −6,833−7.4% | Reduced |
| Janney Montgomery Scott LLC | 87,593 | $449.0K | 0.00% | −3,260−3.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 92,046 | $472.0K | 0.00% | +1,887+2.1% | Added |
| Hollencrest Capital Management | 95,533 | $490.1K | 0.06% | 00.0% | Unchanged |
| Stifel Financial Corp | 112,373 | $576.5K | 0.00% | +1,422+1.3% | Added |
| Golden State Equity Partners | 113,270 | $581.1K | 0.16% | −3,653−3.1% | Reduced |
| Advisory Services Network, LLC | 113,867 | $584.1K | 0.02% | −2,789−2.4% | Reduced |
| Stratos Wealth Partners, LTD. | 119,111 | $611.0K | 0.01% | +3,353+2.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 125,160 | $642.1K | 0.03% | +125,160 | New |
| Wedbush Securities Inc | 127,419 | $654.0K | 0.03% | +27,259+27.2% | Added |
| HighTower Advisors, LLC | 127,820 | $656.0K | 0.00% | +241+0.2% | Added |
| Atria Wealth Solutions, Inc. | 131,511 | $674.7K | 0.01% | −48,682−27.0% | Reduced |
| Baird Financial Group, Inc. | 137,652 | $706.2K | 0.00% | −10,357−7.0% | Reduced |
| Private Advisor Group, LLC | 143,982 | $737.9K | 0.01% | −7,080−4.7% | Reduced |
| JPMorgan Chase & Co | 151,646 | $777.9K | 0.00% | +124,235+453.2% | Added |
| Qube Research & Technologies Ltd | 157,016 | $805.5K | 0.00% | +43,680+38.5% | Added |
| Rockefeller Capital Management L.P. | 195,377 | $1.00M | 0.00% | +13,456+7.4% | Added |
| Steward Partners Investment Advisory, LLC | 203,161 | $1.04M | 0.02% | +43,594+27.3% | Added |
| Raymond James & Associates | 211,094 | $1.08M | 0.00% | −38,726−15.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 288,004 | $1.48M | 0.00% | −4,025−1.4% | Reduced |
| Accel Wealth Management | 292,391 | $1.50M | 0.84% | −7,509−2.5% | Reduced |
| Independent Financial Group, LLC | 311,274 | $1.60M | 0.10% | +18,773+6.4% | Added |
| Scotia Capital Inc. | 419,537 | $2.15M | 0.02% | +51,691+14.1% | Added |
| UBS Group AG | 449,332 | $2.31M | 0.00% | +30,182+7.2% | Added |
| Advisor Group Holdings, Inc. | 453,248 | $2.33M | 0.00% | −6,215−1.4% | Reduced |
| Wells Fargo & Company | 454,830 | $2.33M | 0.00% | −241,510−34.7% | Reduced |
| Marks Group Wealth Management, Inc | 464,309 | $2.38M | 0.29% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 514,176 | $2.64M | 0.56% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 532,011 | $2.73M | 0.02% | +31,462+6.3% | Added |
| Royal Bank of Canada | 549,058 | $2.82M | 0.00% | −48,092−8.1% | Reduced |
| Creative Planning | 657,355 | $3.37M | 0.00% | +619,221+1,623.8% | Added |
| Gamco Investors, Inc. Et Al | 846,675 | $4.34M | 0.05% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 868,640 | $4.46M | 0.01% | +185,000+27.1% | Added |
| Philadelphia Trust Co | 1,206,444 | $6.19M | 0.64% | +46,650+4.0% | Added |
| Bank of America Corp | 1,631,201 | $8.37M | 0.00% | −17,795−1.1% | Reduced |
| Commonwealth Equity Services, LLC | 1,699,697 | $8.72M | 0.02% | +38,228+2.3% | Added |
| LPL Financial LLC | 2,032,295 | $10.4M | 0.01% | −162,019−7.4% | Reduced |
| Morgan Stanley | 2,103,820 | $10.8M | 0.00% | −97,763−4.4% | Reduced |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −170,179−100.0% | Sold out |
| Laidlaw Wealth Management LLC | 0 | $0 | 0.00% | −96,431−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −49,797−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −41,271−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −27,905−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −26,496−100.0% | Sold out |
| MidWestOne Financial Group, Inc. | 0 | $0 | 0.00% | −19,142−100.0% | Sold out |
| Capital Square, LLC | 0 | $0 | 0.00% | −18,747−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −14,300−100.0% | Sold out |
| Primoris Wealth Advisors, LLC | 0 | $0 | 0.00% | −13,750−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −10,350−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −10,273−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −5,167−100.0% | Sold out |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −4,211−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −377−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | – | – | – | – | Not filed |