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, Q1 2024
Institutional positions in Gabelli Equity Trust Inc as of Mar 31, 2024. 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
- 191
- +7 vs. Q4 2023
- Shares held
- 23.1M
- +901.5K (+4.1%) vs. Q4 2023
- Total value
- $127.2M
- +$14.6M (+13.0%) vs. Q4 2023
- New holders
- 29
- 61 more added
- Sold out
- 22
- 42 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Gabelli Equity Trust Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 2,573,366 | $14.2M | 0.02% | +470,699+22.4% | Added |
| Morgan Stanley | 2,335,786 | $12.9M | 0.00% | +220,471+10.4% | Added |
| LPL Financial LLC | 2,256,192 | $12.5M | 0.01% | +64,421+2.9% | Added |
| Philadelphia Trust Co | 1,199,269 | $6.62M | 0.53% | −2,175−0.2% | Reduced |
| Cohen & Steers, Inc. | 1,143,640 | $6.31M | 0.01% | +240,000+26.6% | Added |
| Gamco Investors, Inc. Et Al | 846,675 | $4.67M | 0.05% | 00.0% | Unchanged |
| Bank of America Corp | 783,532 | $4.33M | 0.00% | −434,473−35.7% | Reduced |
| Landscape Capital Management, L.L.C. | 707,976 | $3.91M | 0.34% | +278,693+64.9% | Added |
| Royal Bank of Canada | 519,232 | $2.87M | 0.00% | +3,513+0.7% | Added |
| Live Oak Private Wealth LLC | 514,176 | $2.84M | 0.49% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 464,309 | $2.56M | 0.27% | 00.0% | Unchanged |
| Creative Planning | 457,509 | $2.53M | 0.00% | −76,452−14.3% | Reduced |
| Scotia Capital Inc. | 453,964 | $2.51M | 0.01% | +12,201+2.8% | Added |
| Cetera Investment Advisers | 449,417 | $2.48M | 0.01% | +414,751+1,196.4% | Added |
| Shaker Financial Services, LLC | 443,099 | $2.45M | 0.95% | −37,315−7.8% | Reduced |
| Wells Fargo & Company | 427,767 | $2.36M | 0.00% | −6,370−1.5% | Reduced |
| UBS Group AG | 419,334 | $2.31M | 0.00% | −39,152−8.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 322,665 | $1.78M | 0.00% | +22,816+7.6% | Added |
| Accel Wealth Management | 295,814 | $1.63M | 0.69% | +9,951+3.5% | Added |
| Baird Financial Group, Inc. | 277,385 | $1.53M | 0.00% | +43,576+18.6% | Added |
| Advisor Group Holdings, Inc. | 262,195 | $1.45M | 0.00% | −58,815−18.3% | Reduced |
| Independent Financial Group, LLC | 228,646 | $1.26M | 0.06% | −21,815−8.7% | Reduced |
| Qube Research & Technologies Ltd | 226,552 | $1.25M | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 212,918 | $1.18M | 0.00% | +859+0.4% | Added |
| Raymond James & Associates | 204,156 | $1.13M | 0.00% | −7,418−3.5% | Reduced |
| Private Advisor Group, LLC | 195,807 | $1.08M | 0.01% | +50,220+34.5% | Added |
| Steward Partners Investment Advisory, LLC | 141,171 | $779.3K | 0.01% | −17,234−10.9% | Reduced |
| Advisors Asset Management, Inc. | 129,676 | $715.8K | 0.01% | +129,676 | New |
| Atria Wealth Solutions, Inc. | 117,898 | $650.8K | 0.01% | −694−0.6% | Reduced |
| Wedbush Securities Inc | 117,685 | $650.0K | 0.02% | +2,671+2.3% | Added |
| International Assets Investment Management, LLC | 117,776 | $639.5K | 0.07% | +106,000+900.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 115,402 | $637.0K | 0.02% | −9,758−7.8% | Reduced |
| Stratos Wealth Partners, LTD. | 115,079 | $635.2K | 0.01% | +6,276+5.8% | Added |
| Advisory Services Network, LLC | 108,586 | $599.4K | 0.01% | −5,645−4.9% | Reduced |
| Thrivent Financial for Lutherans | 105,290 | $581.0K | 0.00% | +30,552+40.9% | Added |
| Stifel Financial Corp | 105,094 | $580.1K | 0.00% | +7,340+7.5% | Added |
| IFP Advisors, Inc | 97,894 | $540.4K | 0.02% | +9,557+10.8% | Added |
| Hollencrest Capital Management | 95,533 | $527.3K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 93,083 | $513.8K | 0.00% | +11,535+14.1% | Added |
| Imprint Wealth LLC | 86,912 | $471.9K | 0.11% | +86,912 | New |
| HighTower Advisors, LLC | 84,014 | $465.0K | 0.00% | −41,406−33.0% | Reduced |
| Janney Montgomery Scott LLC | 81,875 | $452.0K | 0.00% | +1,509+1.9% | Added |
| Evernest Financial Advisors, LLC | 84,862 | $442.1K | 0.21% | −4,286−4.8% | Reduced |
| MML Investors Services, LLC | 78,188 | $432.0K | 0.00% | −16,916−17.8% | Reduced |
| Valley Brook Capital Group | 76,836 | $424.1K | 0.34% | +28,000+57.3% | Added |
| Magnus Financial Group LLC | 76,103 | $420.1K | 0.05% | +2,002+2.7% | Added |
| HCR Wealth Advisors | 75,353 | $415.9K | 0.06% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 75,210 | $415.2K | 0.01% | −131,540−63.6% | Reduced |
| PFG Investments, LLC | 73,418 | $405.3K | 0.02% | +73,418 | New |
| NorthRock Partners, LLC | 72,985 | $402.9K | 0.02% | −3,204−4.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 70,941 | $392.0K | 0.00% | +3,870+5.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 60,864 | $336.0K | 0.00% | +9,245+17.9% | Added |
| Shulman DeMeo Asset Management LLC | 58,236 | $321.5K | 0.09% | −30−0.1% | Reduced |
| Brookstone Capital Management | 53,853 | $297.3K | 0.01% | −2,431−4.3% | Reduced |
| Equitable Holdings, Inc. | 53,746 | $296.7K | 0.00% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 50,000 | $276.0K | 0.07% | 00.0% | Unchanged |
| National Asset Management, Inc. | 51,520 | $264.3K | 0.01% | −13,387−20.6% | Reduced |
| Avantax Advisory Services, Inc. | 46,000 | $253.9K | 0.00% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 45,124 | $249.1K | 0.04% | −33,617−42.7% | Reduced |
| Great Valley Advisor Group, Inc. | 44,283 | $244.1K | 0.01% | −2,885−6.1% | Reduced |
| GWM Advisors LLC | 43,697 | $241.2K | 0.00% | −6,431−12.8% | Reduced |
| Kestra Advisory Services, LLC | 43,567 | $240.5K | 0.00% | +10,764+32.8% | Added |
| Midland Wealth Advisors LLC | 42,870 | $236.6K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 41,899 | $231.0K | 0.00% | +15,721+60.1% | Added |
| Stonegate Investment Group, LLC | 41,847 | $231.0K | 0.01% | +1,115+2.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 41,224 | $227.6K | 0.03% | 00.0% | Unchanged |
| Synovus Financial Corp | 39,468 | $217.9K | 0.00% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 39,074 | $215.7K | 0.01% | +39,074 | New |
| NBC Securities, Inc. | 37,066 | $214.0K | 0.02% | +1,800+5.1% | Added |
| Pecaut & Co. | 35,760 | $197.4K | 0.07% | −22,552−38.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 34,380 | $189.8K | 0.02% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 33,010 | $182.2K | 0.02% | +1,716+5.5% | Added |
| CIBC World Markets Inc. | 32,169 | $178.0K | 0.00% | +1,000+3.2% | Added |
| Valeo Financial Advisors, LLC | 31,197 | $165.7K | 0.01% | +16,497+112.2% | Added |
| Beacon Pointe Advisors, LLC | 30,000 | $165.6K | 0.00% | +8,000+36.4% | Added |
| Envestnet Asset Management Inc | 28,516 | $157.4K | 0.00% | +15,053+111.8% | Added |
| IFG Advisory, LLC | 28,186 | $155.6K | 0.01% | −3,300−10.5% | Reduced |
| Flynn Zito Capital Management, LLC | 27,443 | $151.5K | 0.08% | +12,750+86.8% | Added |
| Virtu Financial LLC | 27,405 | $151.0K | 0.01% | −39,019−58.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 27,228 | $150.3K | 0.02% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 26,905 | $148.5K | 0.00% | −851−3.1% | Reduced |
| Quad-Cities Investment Group, LLC | 26,381 | $145.6K | 0.09% | +662+2.6% | Added |
| CoreCap Advisors, LLC | 26,283 | $145.1K | 0.01% | +12,792+94.8% | Added |
| Kestra Private Wealth Services, LLC | 26,130 | $144.2K | 0.00% | +204+0.8% | Added |
| Mendel Capital Management LLC | 25,638 | $141.5K | 0.09% | +25,638 | New |
| Commonwealth Financial Services, LLC | 27,687 | $140.7K | 0.03% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 25,214 | $139.2K | 0.02% | +278+1.1% | Added |
| Hartline Investment Corp | 25,214 | $139.2K | 0.02% | +25,214 | New |
| Good Life Advisors, LLC | 25,002 | $138.0K | 0.01% | +7,200+40.4% | Added |
| Ameritas Advisory Services, LLC | 24,714 | $136.4K | 0.01% | +24,714 | New |
| Citadel Advisors LLC | 22,432 | $123.8K | 0.00% | −8,230−26.8% | Reduced |
| David J Yvars Group | 22,357 | $123.4K | 0.08% | +338+1.5% | Added |
| Vantage Financial Partners, LLC | 22,080 | $121.9K | 0.03% | +45+0.2% | Added |
| Koshinski Asset Management, Inc. | 21,908 | $120.9K | 0.01% | +21,908 | New |
| Insight Advisors, LLC | 21,842 | $120.6K | 0.02% | +21,842 | New |
| CI Private Wealth, LLC | 21,804 | $120.4K | 0.00% | +123+0.6% | Added |
| Hilltop Holdings Inc. | 21,264 | $117.4K | 0.01% | +1,638+8.3% | Added |
| PCG Wealth Advisors, LLC | 21,110 | $116.5K | 0.06% | −2,000−8.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 20,328 | $112.2K | 0.00% | +3,520+20.9% | Added |
| Level Four Advisory Services, LLC | 21,633 | $109.9K | 0.01% | 00.0% | Unchanged |