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 |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 22,432 | $123.8K | 0.00% | −8,230−26.8% | Reduced |
| Ameritas Advisory Services, LLC | 24,714 | $136.4K | 0.01% | +24,714 | New |
| Good Life Advisors, LLC | 25,002 | $138.0K | 0.01% | +7,200+40.4% | Added |
| 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 |
| Commonwealth Financial Services, LLC | 27,687 | $140.7K | 0.03% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 25,638 | $141.5K | 0.09% | +25,638 | New |
| Kestra Private Wealth Services, LLC | 26,130 | $144.2K | 0.00% | +204+0.8% | Added |
| CoreCap Advisors, LLC | 26,283 | $145.1K | 0.01% | +12,792+94.8% | Added |
| Quad-Cities Investment Group, LLC | 26,381 | $145.6K | 0.09% | +662+2.6% | Added |
| Kingsview Wealth Management, LLC | 26,905 | $148.5K | 0.00% | −851−3.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 27,228 | $150.3K | 0.02% | 00.0% | Unchanged |
| Virtu Financial LLC | 27,405 | $151.0K | 0.01% | −39,019−58.7% | Reduced |
| Flynn Zito Capital Management, LLC | 27,443 | $151.5K | 0.08% | +12,750+86.8% | Added |
| IFG Advisory, LLC | 28,186 | $155.6K | 0.01% | −3,300−10.5% | Reduced |
| Envestnet Asset Management Inc | 28,516 | $157.4K | 0.00% | +15,053+111.8% | Added |
| Beacon Pointe Advisors, LLC | 30,000 | $165.6K | 0.00% | +8,000+36.4% | Added |
| Valeo Financial Advisors, LLC | 31,197 | $165.7K | 0.01% | +16,497+112.2% | Added |
| CIBC World Markets Inc. | 32,169 | $178.0K | 0.00% | +1,000+3.2% | Added |
| Waterloo Capital, L.P. | 33,010 | $182.2K | 0.02% | +1,716+5.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 34,380 | $189.8K | 0.02% | 00.0% | Unchanged |
| Pecaut & Co. | 35,760 | $197.4K | 0.07% | −22,552−38.7% | Reduced |
| NBC Securities, Inc. | 37,066 | $214.0K | 0.02% | +1,800+5.1% | Added |
| Mission Wealth Management, LP | 39,074 | $215.7K | 0.01% | +39,074 | New |
| Synovus Financial Corp | 39,468 | $217.9K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 41,224 | $227.6K | 0.03% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 41,847 | $231.0K | 0.01% | +1,115+2.7% | Added |
| Mercer Global Advisors Inc | 41,899 | $231.0K | 0.00% | +15,721+60.1% | Added |
| Midland Wealth Advisors LLC | 42,870 | $236.6K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 43,567 | $240.5K | 0.00% | +10,764+32.8% | Added |
| GWM Advisors LLC | 43,697 | $241.2K | 0.00% | −6,431−12.8% | Reduced |
| Great Valley Advisor Group, Inc. | 44,283 | $244.1K | 0.01% | −2,885−6.1% | Reduced |
| Silver Oak Securities, Inc | 45,124 | $249.1K | 0.04% | −33,617−42.7% | Reduced |
| Avantax Advisory Services, Inc. | 46,000 | $253.9K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 51,520 | $264.3K | 0.01% | −13,387−20.6% | Reduced |
| Eudaimonia Partners, LLC | 50,000 | $276.0K | 0.07% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 53,746 | $296.7K | 0.00% | 00.0% | Unchanged |
| Brookstone Capital Management | 53,853 | $297.3K | 0.01% | −2,431−4.3% | Reduced |
| Shulman DeMeo Asset Management LLC | 58,236 | $321.5K | 0.09% | −30−0.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 60,864 | $336.0K | 0.00% | +9,245+17.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 70,941 | $392.0K | 0.00% | +3,870+5.8% | Added |
| NorthRock Partners, LLC | 72,985 | $402.9K | 0.02% | −3,204−4.2% | Reduced |
| PFG Investments, LLC | 73,418 | $405.3K | 0.02% | +73,418 | New |
| Wolverine Asset Management LLC | 75,210 | $415.2K | 0.01% | −131,540−63.6% | Reduced |
| HCR Wealth Advisors | 75,353 | $415.9K | 0.06% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 76,103 | $420.1K | 0.05% | +2,002+2.7% | Added |
| Valley Brook Capital Group | 76,836 | $424.1K | 0.34% | +28,000+57.3% | Added |
| MML Investors Services, LLC | 78,188 | $432.0K | 0.00% | −16,916−17.8% | Reduced |
| Evernest Financial Advisors, LLC | 84,862 | $442.1K | 0.21% | −4,286−4.8% | Reduced |
| Janney Montgomery Scott LLC | 81,875 | $452.0K | 0.00% | +1,509+1.9% | Added |
| HighTower Advisors, LLC | 84,014 | $465.0K | 0.00% | −41,406−33.0% | Reduced |
| Imprint Wealth LLC | 86,912 | $471.9K | 0.11% | +86,912 | New |
| Truist Financial Corp | 93,083 | $513.8K | 0.00% | +11,535+14.1% | Added |
| Hollencrest Capital Management | 95,533 | $527.3K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 97,894 | $540.4K | 0.02% | +9,557+10.8% | Added |
| Stifel Financial Corp | 105,094 | $580.1K | 0.00% | +7,340+7.5% | Added |
| Thrivent Financial for Lutherans | 105,290 | $581.0K | 0.00% | +30,552+40.9% | Added |
| Advisory Services Network, LLC | 108,586 | $599.4K | 0.01% | −5,645−4.9% | Reduced |
| Stratos Wealth Partners, LTD. | 115,079 | $635.2K | 0.01% | +6,276+5.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 115,402 | $637.0K | 0.02% | −9,758−7.8% | Reduced |
| International Assets Investment Management, LLC | 117,776 | $639.5K | 0.07% | +106,000+900.1% | Added |
| Wedbush Securities Inc | 117,685 | $650.0K | 0.02% | +2,671+2.3% | Added |
| Atria Wealth Solutions, Inc. | 117,898 | $650.8K | 0.01% | −694−0.6% | Reduced |
| Advisors Asset Management, Inc. | 129,676 | $715.8K | 0.01% | +129,676 | New |
| Steward Partners Investment Advisory, LLC | 141,171 | $779.3K | 0.01% | −17,234−10.9% | Reduced |
| Private Advisor Group, LLC | 195,807 | $1.08M | 0.01% | +50,220+34.5% | Added |
| Raymond James & Associates | 204,156 | $1.13M | 0.00% | −7,418−3.5% | Reduced |
| Rockefeller Capital Management L.P. | 212,918 | $1.18M | 0.00% | +859+0.4% | Added |
| Qube Research & Technologies Ltd | 226,552 | $1.25M | 0.00% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 228,646 | $1.26M | 0.06% | −21,815−8.7% | Reduced |
| Advisor Group Holdings, Inc. | 262,195 | $1.45M | 0.00% | −58,815−18.3% | Reduced |
| Baird Financial Group, Inc. | 277,385 | $1.53M | 0.00% | +43,576+18.6% | Added |
| Accel Wealth Management | 295,814 | $1.63M | 0.69% | +9,951+3.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 322,665 | $1.78M | 0.00% | +22,816+7.6% | Added |
| UBS Group AG | 419,334 | $2.31M | 0.00% | −39,152−8.5% | Reduced |
| Wells Fargo & Company | 427,767 | $2.36M | 0.00% | −6,370−1.5% | Reduced |
| Shaker Financial Services, LLC | 443,099 | $2.45M | 0.95% | −37,315−7.8% | Reduced |
| Cetera Investment Advisers | 449,417 | $2.48M | 0.01% | +414,751+1,196.4% | Added |
| Scotia Capital Inc. | 453,964 | $2.51M | 0.01% | +12,201+2.8% | Added |
| Creative Planning | 457,509 | $2.53M | 0.00% | −76,452−14.3% | Reduced |
| Marks Group Wealth Management, Inc | 464,309 | $2.56M | 0.27% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 514,176 | $2.84M | 0.49% | 00.0% | Unchanged |
| Royal Bank of Canada | 519,232 | $2.87M | 0.00% | +3,513+0.7% | Added |
| Landscape Capital Management, L.L.C. | 707,976 | $3.91M | 0.34% | +278,693+64.9% | Added |
| Bank of America Corp | 783,532 | $4.33M | 0.00% | −434,473−35.7% | Reduced |
| Gamco Investors, Inc. Et Al | 846,675 | $4.67M | 0.05% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,143,640 | $6.31M | 0.01% | +240,000+26.6% | Added |
| Philadelphia Trust Co | 1,199,269 | $6.62M | 0.53% | −2,175−0.2% | Reduced |
| LPL Financial LLC | 2,256,192 | $12.5M | 0.01% | +64,421+2.9% | Added |
| Morgan Stanley | 2,335,786 | $12.9M | 0.00% | +220,471+10.4% | Added |
| Commonwealth Equity Services, LLC | 2,573,366 | $14.2M | 0.02% | +470,699+22.4% | Added |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −419,053−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −54,575−100.0% | Sold out |
| Arista Wealth Management, LLC | 0 | $0 | 0.00% | −47,128−100.0% | Sold out |
| Sound View Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −28,642−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −27,900−100.0% | Sold out |
| Laird Norton Trust Company, LLC | 0 | $0 | 0.00% | −21,533−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −17,573−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −16,708−100.0% | Sold out |