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