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, Q4 2023
Institutional positions in Gabelli Equity Trust Inc as of Dec 31, 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
- 188
- +22 vs. Q3 2023
- Shares held
- 22.3M
- +1.47M (+7.1%) vs. Q3 2023
- Total value
- $113.2M
- +$6.43M (+6.0%) vs. Q3 2023
- New holders
- 36
- 56 more added
- Sold out
- 14
- 35 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Gabelli Equity Trust Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LPL Financial LLC | 2,191,771 | $11.1M | 0.01% | +159,476+7.8% | Added |
| Morgan Stanley | 2,115,315 | $10.7M | 0.00% | +11,495+0.5% | Added |
| Commonwealth Equity Services, LLC | 2,102,667 | $10.7M | 0.02% | +402,970+23.7% | Added |
| Bank of America Corp | 1,218,005 | $6.19M | 0.00% | −413,196−25.3% | Reduced |
| Philadelphia Trust Co | 1,201,444 | $6.10M | 0.57% | −5,000−0.4% | Reduced |
| Cohen & Steers, Inc. | 903,640 | $4.59M | 0.01% | +35,000+4.0% | Added |
| Gamco Investors, Inc. Et Al | 846,675 | $4.30M | 0.05% | 00.0% | Unchanged |
| Creative Planning | 533,961 | $2.71M | 0.01% | −123,394−18.8% | Reduced |
| Royal Bank of Canada | 515,719 | $2.62M | 0.00% | −33,339−6.1% | Reduced |
| Live Oak Private Wealth LLC | 514,176 | $2.61M | 0.49% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 480,414 | $2.44M | 1.00% | +480,414 | New |
| Marks Group Wealth Management, Inc | 464,309 | $2.36M | 0.27% | 00.0% | Unchanged |
| UBS Group AG | 458,486 | $2.33M | 0.00% | +9,154+2.0% | Added |
| Scotia Capital Inc. | 441,763 | $2.24M | 0.01% | +22,226+5.3% | Added |
| Wells Fargo & Company | 434,137 | $2.21M | 0.00% | −20,693−4.5% | Reduced |
| Landscape Capital Management, L.L.C. | 429,283 | $2.18M | 0.19% | +429,283 | New |
| Cetera Advisor Networks LLC | 419,053 | $2.13M | 0.01% | −112,958−21.2% | Reduced |
| Advisor Group Holdings, Inc. | 321,010 | $1.63M | 0.00% | −132,238−29.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 299,849 | $1.52M | 0.00% | +11,845+4.1% | Added |
| Accel Wealth Management | 285,863 | $1.45M | 0.73% | −6,528−2.2% | Reduced |
| Independent Financial Group, LLC | 250,461 | $1.27M | 0.07% | −60,813−19.5% | Reduced |
| Baird Financial Group, Inc. | 233,809 | $1.19M | 0.00% | +96,157+69.9% | Added |
| Qube Research & Technologies Ltd | 226,552 | $1.15M | 0.00% | +69,536+44.3% | Added |
| Rockefeller Capital Management L.P. | 212,059 | $1.08M | 0.00% | +16,682+8.5% | Added |
| Raymond James & Associates | 211,574 | $1.07M | 0.00% | +480+0.2% | Added |
| Wolverine Asset Management LLC | 206,750 | $1.05M | 0.02% | +206,750 | New |
| Steward Partners Investment Advisory, LLC | 158,405 | $804.7K | 0.01% | −44,756−22.0% | Reduced |
| Private Advisor Group, LLC | 145,587 | $739.6K | 0.01% | +1,605+1.1% | Added |
| HighTower Advisors, LLC | 125,420 | $636.0K | 0.00% | −2,400−1.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 125,160 | $635.8K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 123,102 | $625.4K | 0.00% | +123,102 | New |
| Atria Wealth Solutions, Inc. | 118,592 | $602.4K | 0.01% | −12,919−9.8% | Reduced |
| Golden State Equity Partners | 115,489 | $586.7K | 0.14% | +2,219+2.0% | Added |
| Wedbush Securities Inc | 115,014 | $584.0K | 0.03% | −12,405−9.7% | Reduced |
| Advisory Services Network, LLC | 114,231 | $580.3K | 0.01% | +364+0.3% | Added |
| Stratos Wealth Partners, LTD. | 108,803 | $552.7K | 0.01% | −10,308−8.7% | Reduced |
| Stifel Financial Corp | 97,754 | $496.6K | 0.00% | −14,619−13.0% | Reduced |
| Hollencrest Capital Management | 95,533 | $485.3K | 0.05% | 00.0% | Unchanged |
| MML Investors Services, LLC | 95,104 | $483.0K | 0.00% | +9,704+11.4% | Added |
| Evernest Financial Advisors, LLC | 89,148 | $452.9K | 0.23% | +89,148 | New |
| IFP Advisors, Inc | 88,337 | $448.8K | 0.02% | +37,886+75.1% | Added |
| Truist Financial Corp | 81,548 | $414.3K | 0.00% | +152+0.2% | Added |
| Janney Montgomery Scott LLC | 80,366 | $408.0K | 0.00% | −7,227−8.3% | Reduced |
| Silver Oak Securities, Inc | 78,741 | $400.0K | 0.05% | +78,741 | New |
| NorthRock Partners, LLC | 76,189 | $387.0K | 0.02% | +40,189+111.6% | Added |
| HCR Wealth Advisors | 75,353 | $382.8K | 0.06% | +75,353 | New |
| Thrivent Financial for Lutherans | 74,738 | $380.0K | 0.00% | +16,620+28.6% | Added |
| Magnus Financial Group LLC | 74,101 | $376.4K | 0.05% | +8,663+13.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 67,071 | $341.0K | 0.00% | −24,975−27.1% | Reduced |
| Virtu Financial LLC | 66,424 | $337.0K | 0.03% | +66,424 | New |
| National Asset Management, Inc. | 64,907 | $329.7K | 0.01% | +13,387+26.0% | Added |
| Pecaut & Co. | 58,312 | $296.2K | 0.12% | −10,621−15.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 58,266 | $296.0K | 0.08% | −250−0.4% | Reduced |
| Brookstone Capital Management | 56,284 | $285.9K | 0.01% | +3,302+6.2% | Added |
| Marex Group plc | 54,575 | $277.2K | 0.01% | +54,575 | New |
| Equitable Holdings, Inc. | 53,746 | $273.0K | 0.00% | +6,800+14.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 51,619 | $262.2K | 0.00% | −4,379−7.8% | Reduced |
| GWM Advisors LLC | 50,128 | $255.3K | 0.00% | +7,900+18.7% | Added |
| Eudaimonia Partners, LLC | 50,000 | $254.0K | 0.07% | 00.0% | Unchanged |
| Valley Brook Capital Group | 48,836 | $248.1K | 0.22% | +4,500+10.1% | Added |
| Great Valley Advisor Group, Inc. | 47,168 | $240.0K | 0.01% | −10,056−17.6% | Reduced |
| Arista Wealth Management, LLC | 47,128 | $239.4K | 0.09% | +1,323+2.9% | Added |
| Avantax Advisory Services, Inc. | 46,000 | $233.7K | 0.00% | +46,000 | New |
| Midland Wealth Advisors LLC | 42,870 | $217.8K | 0.01% | +42,870 | New |
| Graves-Light Private Wealth Management, Inc. | 41,224 | $209.4K | 0.03% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 40,732 | $206.9K | 0.01% | +1,144+2.9% | Added |
| Synovus Financial Corp | 39,468 | $200.5K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 35,266 | $179.0K | 0.02% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 35,000 | $177.8K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 34,666 | $176.1K | 0.00% | +1,503+4.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 34,380 | $174.7K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 32,803 | $166.6K | 0.00% | +68+0.2% | Added |
| IFG Advisory, LLC | 31,486 | $159.9K | 0.01% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 31,294 | $159.0K | 0.03% | +31,294 | New |
| CIBC World Markets Inc. | 31,169 | $158.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 30,662 | $155.8K | 0.00% | +6,226+25.5% | Added |
| Pinnacle Associates Ltd | 28,642 | $145.5K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 27,900 | $141.7K | 0.00% | +27,900 | New |
| Kingsview Wealth Management, LLC | 27,756 | $141.0K | 0.00% | +2,476+9.8% | Added |
| Commonwealth Financial Services, LLC | 27,687 | $140.7K | 0.03% | −8,302−23.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 27,228 | $138.3K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 26,178 | $133.0K | 0.00% | +305+1.2% | Added |
| Kestra Private Wealth Services, LLC | 25,926 | $131.7K | 0.00% | −4,596−15.1% | Reduced |
| Quad-Cities Investment Group, LLC | 25,719 | $129.1K | 0.08% | +298+1.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 24,936 | $126.7K | 0.02% | +286+1.2% | Added |
| PCG Wealth Advisors, LLC | 23,110 | $117.4K | 0.07% | 00.0% | Unchanged |
| Captrust Financial Advisors | 22,537 | $114.5K | 0.00% | −5,130−18.5% | Reduced |
| Vantage Financial Partners, LLC | 22,035 | $111.9K | 0.03% | +69+0.3% | Added |
| David J Yvars Group | 22,019 | $111.9K | 0.09% | −46−0.2% | Reduced |
| Beacon Pointe Advisors, LLC | 22,000 | $111.8K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 21,681 | $110.1K | 0.00% | +128+0.6% | Added |
| Level Four Advisory Services, LLC | 21,633 | $109.9K | 0.01% | −58,646−73.1% | Reduced |
| Laird Norton Trust Company, LLC | 21,533 | $109.4K | 0.01% | +21,533 | New |
| Mariner, LLC | 20,748 | $105.4K | 0.00% | +2,607+14.4% | Added |
| Capital Investment Advisors, LLC | 19,817 | $100.7K | 0.00% | +19,817 | New |
| Two Sigma Securities, LLC | 19,780 | $100.5K | 0.00% | +19,780 | New |
| J.W. Cole Advisors, Inc. | 19,675 | $100.0K | 0.01% | +9,366+90.9% | Added |
| Hilltop Holdings Inc. | 19,626 | $99.7K | 0.01% | +707+3.7% | Added |
| Johnson Investment Counsel Inc | 19,116 | $97.1K | 0.00% | +5,312+38.5% | Added |
| HRT Financial LP | 19,235 | $97.0K | 0.00% | +19,235 | New |