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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 24 | $122 | 0.00% | −134−84.8% | Reduced |
| Parallel Advisors, LLC | 169 | $859 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 283 | $1.00K | 0.00% | +8+2.9% | Added |
| Key Financial Inc | 200 | $1.02K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 210 | $1.07K | 0.00% | +210 | New |
| Prestige Wealth Management Group LLC | 343 | $1.74K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 303 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 429 | $2.18K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 521 | $2.65K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 600 | $3.05K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 739 | $3.75K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 741 | $3.76K | 0.00% | +741 | New |
| Thomas J. Herzfeld Advisors, Inc. | 869 | $4.42K | 0.00% | −7,275−89.3% | Reduced |
| Spire Wealth Management | 1,000 | $5.07K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,000 | $5.08K | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 1,000 | $5.08K | 0.00% | +1,000 | New |
| M&R Capital Management Inc | 1,066 | $5.42K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,200 | $6.10K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,270 | $6.45K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1,487 | $7.55K | 0.00% | +1,487 | New |
| Highlander Capital Management, LLC | 1,500 | $7.62K | 0.00% | +1,500 | New |
| HHM Wealth Advisors, LLC | 1,500 | $7.62K | 0.00% | +1,500 | New |
| Global Retirement Partners, LLC | 1,561 | $7.81K | 0.00% | +44+2.9% | Added |
| North Star Investment Management Corp. | 1,617 | $8.21K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,654 | $8.40K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,700 | $8.64K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,700 | $8.64K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,750 | $8.89K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,774 | $9.01K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,263 | $11.5K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2,263 | $11.5K | 0.00% | +2,263 | New |
| American Capital Advisory, LLC | 2,525 | $12.8K | 0.01% | +2,525 | New |
| Coppell Advisory Solutions LLC | 2,643 | $13.4K | 0.00% | +457+20.9% | Added |
| The PNC Financial Services Group, Inc. | 2,804 | $14.2K | 0.00% | −465−14.2% | Reduced |
| National Bank of Canada | 3,542 | $17.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 3,521 | $17.9K | 0.00% | +3,521 | New |
| Massmutual Trust Co FSB | 3,531 | $17.9K | 0.00% | +3,531 | New |
| Fifth Third Bancorp | 4,000 | $20.3K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,800 | $24.4K | 0.00% | −146,846−96.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,900 | $25.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5,344 | $27.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Solutions, LLC | 5,350 | $27.2K | 0.01% | +5,350 | New |
| Wellington Shields & Co., LLC | 5,428 | $27.6K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,000 | $30.5K | 0.00% | +6,000 | New |
| ICA Group Wealth Management, LLC | 6,310 | $32.1K | 0.01% | +6,310 | New |
| Resurgent Financial Advisors LLC | 6,590 | $33.5K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6,980 | $35.5K | 0.00% | +4,078+140.5% | Added |
| TD Waterhouse Canada Inc. | 9,750 | $48.6K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 10,057 | $51.1K | 0.00% | +10,057 | New |
| Stratos Wealth Advisors, LLC | 10,248 | $52.1K | 0.00% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 10,700 | $54.4K | 0.00% | 00.0% | Unchanged |
| Csenge Advisory Group | 10,858 | $55.2K | 0.00% | +305+2.9% | Added |
| Institute for Wealth Management, LLC. | 11,233 | $57.1K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 11,400 | $57.9K | 0.00% | +11,400 | New |
| Mutual Advisors, LLC | 11,446 | $58.1K | 0.00% | +79+0.7% | Added |
| Register Financial Advisors LLC | 11,568 | $58.8K | 0.04% | +182+1.6% | Added |
| International Assets Investment Management, LLC | 11,776 | $59.8K | 0.01% | +11,776 | New |
| RDA Financial Network | 12,265 | $62.3K | 0.02% | 00.0% | Unchanged |
| Financial Counselors Inc | 12,427 | $63.1K | 0.00% | −1,425−10.3% | Reduced |
| CWM, LLC | 12,552 | $64.0K | 0.00% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 12,645 | $64.2K | 0.02% | +354+2.9% | Added |
| Sym Financial Corp | 12,938 | $65.7K | 0.01% | +363+2.9% | Added |
| Envestnet Asset Management Inc | 13,463 | $68.4K | 0.00% | +1,110+9.0% | Added |
| CoreCap Advisors, LLC | 13,491 | $68.5K | 0.00% | +2,858+26.9% | Added |
| MTM Investment Management, LLC | 13,530 | $68.7K | 0.03% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 13,547 | $68.8K | 0.05% | +379+2.9% | Added |
| Wellington Shields Capital Management, LLC | 13,857 | $70.4K | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 14,012 | $71.2K | 0.00% | +563+4.2% | Added |
| Buckingham Strategic Wealth, LLC | 14,014 | $71.2K | 0.00% | −6,536−31.8% | Reduced |
| Flynn Zito Capital Management, LLC | 14,693 | $74.6K | 0.05% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 14,700 | $74.7K | 0.00% | +14,700 | New |
| Cerity Partners LLC | 14,979 | $76.1K | 0.00% | +2,641+21.4% | Added |
| Executive Wealth Management, LLC | 15,000 | $76.2K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 15,473 | $78.6K | 0.00% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 16,698 | $84.8K | 0.00% | +16,698 | New |
| AE Wealth Management LLC | 16,708 | $85.4K | 0.00% | −11,571−40.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 16,808 | $85.4K | 0.00% | +3,415+25.5% | Added |
| Modera Wealth Management, LLC | 17,061 | $86.7K | 0.00% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 17,276 | $87.8K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 17,549 | $89.1K | 0.01% | −16,661−48.7% | Reduced |
| Jane Street Group, LLC | 17,573 | $89.3K | 0.00% | +1,101+6.7% | Added |
| Good Life Advisors, LLC | 17,802 | $90.4K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 18,008 | $91.5K | 0.00% | −100−0.6% | Reduced |
| Cascade Investment Group, Inc. | 18,035 | $91.6K | 0.07% | 00.0% | Unchanged |
| Day & Ennis, LLC | 18,050 | $91.7K | 0.03% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 18,624 | $94.6K | 0.06% | +18,624 | New |
| Beacon Investment Advisory Services, Inc. | 19,000 | $96.5K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 19,235 | $97.0K | 0.00% | +19,235 | New |
| Johnson Investment Counsel Inc | 19,116 | $97.1K | 0.00% | +5,312+38.5% | Added |
| Hilltop Holdings Inc. | 19,626 | $99.7K | 0.01% | +707+3.7% | Added |
| J.W. Cole Advisors, Inc. | 19,675 | $100.0K | 0.01% | +9,366+90.9% | Added |
| Two Sigma Securities, LLC | 19,780 | $100.5K | 0.00% | +19,780 | New |
| Capital Investment Advisors, LLC | 19,817 | $100.7K | 0.00% | +19,817 | New |
| Mariner, LLC | 20,748 | $105.4K | 0.00% | +2,607+14.4% | Added |
| Laird Norton Trust Company, LLC | 21,533 | $109.4K | 0.01% | +21,533 | New |
| Level Four Advisory Services, LLC | 21,633 | $109.9K | 0.01% | −58,646−73.1% | Reduced |
| CI Private Wealth, LLC | 21,681 | $110.1K | 0.00% | +128+0.6% | Added |
| Beacon Pointe Advisors, LLC | 22,000 | $111.8K | 0.00% | 00.0% | Unchanged |
| David J Yvars Group | 22,019 | $111.9K | 0.09% | −46−0.2% | Reduced |