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 |
|---|---|---|---|---|---|
| Frazier Financial Advisors, LLC | 81 | $448 | 0.00% | −129−61.4% | Reduced |
| Tower Research Capital LLC (TRC) | 100 | $552 | 0.00% | +76+316.7% | Added |
| Key Financial Inc | 200 | $1.10K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 343 | $1.89K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 303 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 283 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 521 | $2.88K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 600 | $3.31K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 741 | $3.92K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 739 | $4.08K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 869 | $4.80K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 892 | $4.92K | 0.00% | +891+89,100.0% | Added |
| Continuum Advisory, LLC | 938 | $5.14K | 0.00% | +938 | New |
| Community Bank, N.A. | 1,000 | $5.51K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $5.52K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,066 | $5.88K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,200 | $6.62K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,270 | $7.01K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,299 | $7.06K | 0.00% | +1,299 | New |
| Highlander Capital Management, LLC | 1,500 | $8.28K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,604 | $8.85K | 0.00% | +43+2.8% | Added |
| North Star Investment Management Corp. | 1,617 | $8.93K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,654 | $9.13K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,700 | $9.38K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,700 | $9.38K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,774 | $9.79K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,906 | $10.5K | 0.00% | +1,906 | New |
| American Capital Advisory, LLC | 2,525 | $14.5K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 2,750 | $15.2K | 0.01% | +2,750 | New |
| The PNC Financial Services Group, Inc. | 2,804 | $15.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,907 | $16.0K | 0.00% | +2,907 | New |
| Northwestern Mutual Wealth Management Co | 2,990 | $16.5K | 0.00% | −3,990−57.2% | Reduced |
| National Bank of Canada | 3,542 | $19.4K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 3,617 | $20.0K | 0.00% | +96+2.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 3,750 | $20.7K | 0.01% | +2,000+114.3% | Added |
| Fifth Third Bancorp | 4,000 | $22.1K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 4,000 | $22.1K | 0.01% | +4,000 | New |
| JPMorgan Chase & Co | 4,500 | $24.8K | 0.00% | −300−6.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,900 | $27.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5,344 | $29.5K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 5,428 | $30.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,000 | $33.1K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 6,310 | $34.8K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 6,935 | $38.3K | 0.02% | +6,935 | New |
| TD Waterhouse Canada Inc. | 9,150 | $49.1K | 0.00% | −600−6.2% | Reduced |
| Change Path, LLC | 10,231 | $56.0K | 0.00% | +10,231 | New |
| Smith, Moore & Co. | 10,216 | $56.4K | 0.01% | +10,216 | New |
| Stratos Wealth Advisors, LLC | 10,248 | $56.6K | 0.00% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 10,700 | $59.1K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 11,138 | $61.5K | 0.01% | +11,138 | New |
| Csenge Advisory Group | 11,155 | $61.6K | 0.00% | +297+2.7% | Added |
| Institute for Wealth Management, LLC. | 11,233 | $62.0K | 0.01% | 00.0% | Unchanged |
| Financial Counselors Inc | 11,464 | $63.3K | 0.00% | −963−7.7% | Reduced |
| Mutual Advisors, LLC | 11,523 | $63.6K | 0.00% | +77+0.7% | Added |
| Register Financial Advisors LLC | 11,743 | $64.8K | 0.03% | +175+1.5% | Added |
| Sigma Planning Corp | 11,749 | $64.9K | 0.00% | +11,749 | New |
| Quadrature Capital Ltd | 12,271 | $67.6K | 0.00% | +12,271 | New |
| RDA Financial Network | 12,265 | $67.7K | 0.02% | 00.0% | Unchanged |
| Savant Capital, LLC | 12,297 | $67.9K | 0.00% | −1,715−12.2% | Reduced |
| Ameriprise Financial Inc | 12,390 | $68.4K | 0.00% | +2,333+23.2% | Added |
| Two Sigma Securities, LLC | 12,632 | $69.7K | 0.00% | −7,148−36.1% | Reduced |
| Safeguard Investment Advisory Group, LLC | 12,988 | $71.7K | 0.02% | +343+2.7% | Added |
| CWM, LLC | 13,302 | $73.0K | 0.00% | +750+6.0% | Added |
| Sym Financial Corp | 13,356 | $73.7K | 0.01% | +418+3.2% | Added |
| MTM Investment Management, LLC | 13,530 | $74.7K | 0.03% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 13,533 | $74.7K | 0.00% | +13,533 | New |
| Wellington Shields Capital Management, LLC | 13,857 | $76.5K | 0.01% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 13,915 | $76.8K | 0.05% | +368+2.7% | Added |
| Johnson Investment Counsel Inc | 14,418 | $79.6K | 0.00% | −4,698−24.6% | Reduced |
| Executive Wealth Management, LLC | 15,000 | $81.5K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,000 | $82.8K | 0.00% | +15,000 | New |
| Cassaday & Co Wealth Management LLC | 15,268 | $84.3K | 0.00% | +15,268 | New |
| Glenmede Trust Co NA | 15,473 | $85.4K | 0.00% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 16,072 | $86.5K | 0.01% | +16,072 | New |
| Captrust Financial Advisors | 17,037 | $94.0K | 0.00% | −5,500−24.4% | Reduced |
| Modera Wealth Management, LLC | 17,061 | $94.2K | 0.00% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 17,276 | $95.4K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 17,365 | $95.9K | 0.00% | +17,365 | New |
| Meridian Wealth Management, LLC | 17,723 | $97.8K | 0.02% | +174+1.0% | Added |
| Stephens Inc | 18,008 | $99.4K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 18,035 | $99.6K | 0.07% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 18,624 | $101.1K | 0.08% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 18,709 | $103.3K | 0.00% | −104,393−84.8% | Reduced |
| Capital Square, LLC | 18,747 | $103.5K | 0.07% | +18,747 | New |
| Mariner, LLC | 18,909 | $104.4K | 0.00% | −1,839−8.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 19,000 | $104.9K | 0.00% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 19,142 | $105.7K | 0.02% | +19,142 | New |
| HRT Financial LP | 19,330 | $106.0K | 0.00% | +95+0.5% | Added |
| Connectus Wealth, LLC | 19,667 | $108.6K | 0.00% | +19,667 | New |
| J.W. Cole Advisors, Inc. | 19,797 | $108.8K | 0.01% | +122+0.6% | Added |
| Capital Investment Advisors, LLC | 19,761 | $109.1K | 0.00% | −56−0.3% | Reduced |
| Level Four Advisory Services, LLC | 21,633 | $109.9K | 0.01% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 20,328 | $112.2K | 0.00% | +3,520+20.9% | Added |
| PCG Wealth Advisors, LLC | 21,110 | $116.5K | 0.06% | −2,000−8.7% | Reduced |
| Hilltop Holdings Inc. | 21,264 | $117.4K | 0.01% | +1,638+8.3% | Added |
| CI Private Wealth, LLC | 21,804 | $120.4K | 0.00% | +123+0.6% | Added |
| Insight Advisors, LLC | 21,842 | $120.6K | 0.02% | +21,842 | New |
| Koshinski Asset Management, Inc. | 21,908 | $120.9K | 0.01% | +21,908 | New |
| Vantage Financial Partners, LLC | 22,080 | $121.9K | 0.03% | +45+0.2% | Added |
| David J Yvars Group | 22,357 | $123.4K | 0.08% | +338+1.5% | Added |