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 |
|---|---|---|---|---|---|
| Stock Yards Bank & Trust Co | 14,956 | $76.7K | 0.00% | +14,956 | New |
| Flynn Zito Capital Management, LLC | 14,693 | $75.4K | 0.05% | −1,422−8.8% | Reduced |
| Platform Technology Partners | 14,600 | $74.9K | 0.04% | +131+0.9% | Added |
| Wellington Shields Capital Management, LLC | 13,857 | $71.1K | 0.01% | 00.0% | Unchanged |
| Financial Counselors Inc | 13,852 | $71.1K | 0.00% | −275−1.9% | Reduced |
| Johnson Investment Counsel Inc | 13,804 | $70.8K | 0.00% | +294+2.2% | Added |
| MTM Investment Management, LLC | 13,530 | $69.4K | 0.04% | 00.0% | Unchanged |
| Savant Capital, LLC | 13,449 | $69.0K | 0.00% | +152+1.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 13,393 | $68.7K | 0.00% | +13,393 | New |
| Montz Harcus Wealth Management LLC | 13,168 | $67.5K | 0.06% | +360+2.8% | Added |
| Graham Capital Wealth Management, LLC | 11,283 | $65.4K | 0.15% | 00.0% | Unchanged |
| Sym Financial Corp | 12,575 | $64.5K | 0.01% | +343+2.8% | Added |
| CWM, LLC | 12,552 | $64.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 12,353 | $63.4K | 0.00% | −16,302−56.9% | Reduced |
| Cerity Partners LLC | 12,338 | $63.3K | 0.00% | +12,338 | New |
| Safeguard Investment Advisory Group, LLC | 12,291 | $63.0K | 0.03% | −3,189−20.6% | Reduced |
| RDA Financial Network | 12,265 | $62.9K | 0.03% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 11,386 | $58.4K | 0.04% | +173+1.5% | Added |
| Mutual Advisors, LLC | 11,367 | $58.3K | 0.00% | +79+0.7% | Added |
| Institute for Wealth Management, LLC. | 11,233 | $57.6K | 0.01% | −46−0.4% | Reduced |
| Calamos Wealth Management LLC | 10,812 | $55.5K | 0.00% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 10,700 | $54.9K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 10,633 | $54.5K | 0.00% | 00.0% | Unchanged |
| Csenge Advisory Group | 10,553 | $54.1K | 0.00% | +306+3.0% | Added |
| J.W. Cole Advisors, Inc. | 10,309 | $52.9K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 10,248 | $52.6K | 0.00% | −292−2.8% | Reduced |
| First Republic Investment Management, Inc. | 10,121 | $51.9K | 0.00% | +10,121 | New |
| TD Waterhouse Canada Inc. | 9,750 | $49.6K | 0.00% | −19,696−66.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 9,472 | $48.6K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 8,144 | $41.8K | 0.02% | +221+2.8% | Added |
| Resurgent Financial Advisors LLC | 6,590 | $33.8K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 5,826 | $29.9K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 5,428 | $27.8K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5,344 | $26.7K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 4,900 | $25.0K | 0.00% | −2,578−34.5% | Reduced |
| Fifth Third Bancorp | 4,000 | $20.5K | 0.00% | −23,556−85.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,823 | $19.6K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 3,542 | $17.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,269 | $16.8K | 0.00% | +465+16.6% | Added |
| Northwestern Mutual Wealth Management Co | 2,902 | $14.9K | 0.00% | −140−4.6% | Reduced |
| Coppell Advisory Solutions LLC | 2,186 | $12.0K | 0.00% | −9,865−81.9% | Reduced |
| Harbour Investments, Inc. | 2,263 | $11.6K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,774 | $9.10K | 0.00% | +1,774 | New |
| Oliver Lagore Vanvalin Investment Group | 1,750 | $8.98K | 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 |
| US Bancorp | 1,654 | $8.48K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,617 | $8.29K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,517 | $7.63K | 0.00% | +44+3.0% | Added |
| SOA Wealth Advisors, LLC. | 1,200 | $6.16K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,270 | $5.89K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,066 | $5.47K | 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 |
| Federation des caisses Desjardins du Quebec | 739 | $3.79K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 600 | $3.08K | 0.00% | +600 | New |
| First Manhattan Co | 521 | $2.67K | 0.00% | +521 | New |
| Global Wealth Management Investment Advisory, Inc. | 429 | $2.20K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 303 | $2.00K | 0.00% | +303 | New |
| Stonebridge Capital Advisors LLC | 383 | $1.97K | 0.00% | +383 | New |
| Huntington National Bank | – | $1.80K | 0.00% | – | – |
| Prestige Wealth Management Group LLC | 343 | $1.76K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 200 | $1.03K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 275 | $1.00K | 0.00% | +8+3.0% | Added |
| Parallel Advisors, LLC | 169 | $867 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 158 | $811 | 0.00% | +143+953.3% | Added |
| FMR LLC | 1 | $5 | 0.00% | +1 | New |
| 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 |