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 |
|---|---|---|---|---|---|
| Vantage Financial Partners, LLC | 22,035 | $111.9K | 0.03% | +69+0.3% | Added |
| Captrust Financial Advisors | 22,537 | $114.5K | 0.00% | −5,130−18.5% | Reduced |
| PCG Wealth Advisors, LLC | 23,110 | $117.4K | 0.07% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 24,936 | $126.7K | 0.02% | +286+1.2% | Added |
| Quad-Cities Investment Group, LLC | 25,719 | $129.1K | 0.08% | +298+1.2% | Added |
| Kestra Private Wealth Services, LLC | 25,926 | $131.7K | 0.00% | −4,596−15.1% | Reduced |
| Mercer Global Advisors Inc | 26,178 | $133.0K | 0.00% | +305+1.2% | Added |
| Pekin Hardy Strauss, Inc. | 27,228 | $138.3K | 0.02% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 27,687 | $140.7K | 0.03% | −8,302−23.1% | Reduced |
| Kingsview Wealth Management, LLC | 27,756 | $141.0K | 0.00% | +2,476+9.8% | Added |
| Nomura Holdings Inc | 27,900 | $141.7K | 0.00% | +27,900 | New |
| Pinnacle Associates Ltd | 28,642 | $145.5K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 30,662 | $155.8K | 0.00% | +6,226+25.5% | Added |
| CIBC World Markets Inc. | 31,169 | $158.0K | 0.00% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 31,294 | $159.0K | 0.03% | +31,294 | New |
| IFG Advisory, LLC | 31,486 | $159.9K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 32,803 | $166.6K | 0.00% | +68+0.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 34,380 | $174.7K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 34,666 | $176.1K | 0.00% | +1,503+4.5% | Added |
| Sound View Wealth Advisors Group, LLC | 35,000 | $177.8K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 35,266 | $179.0K | 0.02% | 00.0% | Unchanged |
| Synovus Financial Corp | 39,468 | $200.5K | 0.00% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 40,732 | $206.9K | 0.01% | +1,144+2.9% | Added |
| Graves-Light Private Wealth Management, Inc. | 41,224 | $209.4K | 0.03% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 42,870 | $217.8K | 0.01% | +42,870 | New |
| Avantax Advisory Services, Inc. | 46,000 | $233.7K | 0.00% | +46,000 | New |
| Arista Wealth Management, LLC | 47,128 | $239.4K | 0.09% | +1,323+2.9% | Added |
| Great Valley Advisor Group, Inc. | 47,168 | $240.0K | 0.01% | −10,056−17.6% | Reduced |
| Valley Brook Capital Group | 48,836 | $248.1K | 0.22% | +4,500+10.1% | Added |
| Eudaimonia Partners, LLC | 50,000 | $254.0K | 0.07% | 00.0% | Unchanged |
| GWM Advisors LLC | 50,128 | $255.3K | 0.00% | +7,900+18.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 51,619 | $262.2K | 0.00% | −4,379−7.8% | Reduced |
| Equitable Holdings, Inc. | 53,746 | $273.0K | 0.00% | +6,800+14.5% | Added |
| Marex Group plc | 54,575 | $277.2K | 0.01% | +54,575 | New |
| Brookstone Capital Management | 56,284 | $285.9K | 0.01% | +3,302+6.2% | Added |
| Shulman DeMeo Asset Management LLC | 58,266 | $296.0K | 0.08% | −250−0.4% | Reduced |
| Pecaut & Co. | 58,312 | $296.2K | 0.12% | −10,621−15.4% | Reduced |
| National Asset Management, Inc. | 64,907 | $329.7K | 0.01% | +13,387+26.0% | Added |
| Virtu Financial LLC | 66,424 | $337.0K | 0.03% | +66,424 | New |
| Cambridge Investment Research Advisors, Inc. | 67,071 | $341.0K | 0.00% | −24,975−27.1% | Reduced |
| Magnus Financial Group LLC | 74,101 | $376.4K | 0.05% | +8,663+13.2% | Added |
| Thrivent Financial for Lutherans | 74,738 | $380.0K | 0.00% | +16,620+28.6% | Added |
| HCR Wealth Advisors | 75,353 | $382.8K | 0.06% | +75,353 | New |
| NorthRock Partners, LLC | 76,189 | $387.0K | 0.02% | +40,189+111.6% | Added |
| Silver Oak Securities, Inc | 78,741 | $400.0K | 0.05% | +78,741 | New |
| Janney Montgomery Scott LLC | 80,366 | $408.0K | 0.00% | −7,227−8.3% | Reduced |
| Truist Financial Corp | 81,548 | $414.3K | 0.00% | +152+0.2% | Added |
| IFP Advisors, Inc | 88,337 | $448.8K | 0.02% | +37,886+75.1% | Added |
| Evernest Financial Advisors, LLC | 89,148 | $452.9K | 0.23% | +89,148 | New |
| MML Investors Services, LLC | 95,104 | $483.0K | 0.00% | +9,704+11.4% | Added |
| Hollencrest Capital Management | 95,533 | $485.3K | 0.05% | 00.0% | Unchanged |
| Stifel Financial Corp | 97,754 | $496.6K | 0.00% | −14,619−13.0% | Reduced |
| Stratos Wealth Partners, LTD. | 108,803 | $552.7K | 0.01% | −10,308−8.7% | Reduced |
| Advisory Services Network, LLC | 114,231 | $580.3K | 0.01% | +364+0.3% | Added |
| Wedbush Securities Inc | 115,014 | $584.0K | 0.03% | −12,405−9.7% | Reduced |
| Golden State Equity Partners | 115,489 | $586.7K | 0.14% | +2,219+2.0% | Added |
| Atria Wealth Solutions, Inc. | 118,592 | $602.4K | 0.01% | −12,919−9.8% | Reduced |
| Susquehanna International Group, LLP | 123,102 | $625.4K | 0.00% | +123,102 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 125,160 | $635.8K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 125,420 | $636.0K | 0.00% | −2,400−1.9% | Reduced |
| Private Advisor Group, LLC | 145,587 | $739.6K | 0.01% | +1,605+1.1% | Added |
| Steward Partners Investment Advisory, LLC | 158,405 | $804.7K | 0.01% | −44,756−22.0% | Reduced |
| Wolverine Asset Management LLC | 206,750 | $1.05M | 0.02% | +206,750 | New |
| Raymond James & Associates | 211,574 | $1.07M | 0.00% | +480+0.2% | Added |
| Rockefeller Capital Management L.P. | 212,059 | $1.08M | 0.00% | +16,682+8.5% | Added |
| Qube Research & Technologies Ltd | 226,552 | $1.15M | 0.00% | +69,536+44.3% | Added |
| Baird Financial Group, Inc. | 233,809 | $1.19M | 0.00% | +96,157+69.9% | Added |
| Independent Financial Group, LLC | 250,461 | $1.27M | 0.07% | −60,813−19.5% | Reduced |
| Accel Wealth Management | 285,863 | $1.45M | 0.73% | −6,528−2.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 299,849 | $1.52M | 0.00% | +11,845+4.1% | Added |
| Advisor Group Holdings, Inc. | 321,010 | $1.63M | 0.00% | −132,238−29.2% | Reduced |
| Cetera Advisor Networks LLC | 419,053 | $2.13M | 0.01% | −112,958−21.2% | Reduced |
| Landscape Capital Management, L.L.C. | 429,283 | $2.18M | 0.19% | +429,283 | New |
| Wells Fargo & Company | 434,137 | $2.21M | 0.00% | −20,693−4.5% | Reduced |
| Scotia Capital Inc. | 441,763 | $2.24M | 0.01% | +22,226+5.3% | Added |
| UBS Group AG | 458,486 | $2.33M | 0.00% | +9,154+2.0% | Added |
| Marks Group Wealth Management, Inc | 464,309 | $2.36M | 0.27% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 480,414 | $2.44M | 1.00% | +480,414 | New |
| Live Oak Private Wealth LLC | 514,176 | $2.61M | 0.49% | 00.0% | Unchanged |
| Royal Bank of Canada | 515,719 | $2.62M | 0.00% | −33,339−6.1% | Reduced |
| Creative Planning | 533,961 | $2.71M | 0.01% | −123,394−18.8% | Reduced |
| Gamco Investors, Inc. Et Al | 846,675 | $4.30M | 0.05% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 903,640 | $4.59M | 0.01% | +35,000+4.0% | Added |
| Philadelphia Trust Co | 1,201,444 | $6.10M | 0.57% | −5,000−0.4% | Reduced |
| Bank of America Corp | 1,218,005 | $6.19M | 0.00% | −413,196−25.3% | Reduced |
| Commonwealth Equity Services, LLC | 2,102,667 | $10.7M | 0.02% | +402,970+23.7% | Added |
| Morgan Stanley | 2,115,315 | $10.7M | 0.00% | +11,495+0.5% | Added |
| LPL Financial LLC | 2,191,771 | $11.1M | 0.01% | +159,476+7.8% | Added |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −44,854−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −21,908−100.0% | Sold out |
| Pension & Wealth Management Advisors, Inc. | 0 | $0 | 0.00% | −19,815−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −17,290−100.0% | Sold out |
| Wealth Alliance Advisory Group, LLC | 0 | $0 | 0.00% | −15,172−100.0% | Sold out |
| Stock Yards Bank & Trust Co | 0 | $0 | 0.00% | −14,956−100.0% | Sold out |
| Platform Technology Partners | 0 | $0 | 0.00% | −14,600−100.0% | Sold out |
| Graham Capital Wealth Management, LLC | 0 | $0 | 0.00% | −11,283−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −10,812−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −9,472−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −5,826−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −3,823−100.0% | Sold out |