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