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, Q2 2024
Institutional positions in Gabelli Equity Trust Inc as of Jun 30, 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
- 179
- −7 vs. Q1 2024
- Shares held
- 22.8M
- −123.0K (−0.5%) vs. Q1 2024
- Total value
- $118.3M
- −$7.91M (−6.3%) vs. Q1 2024
- New holders
- 22
- 63 more added
- Sold out
- 29
- 37 more reduced
5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Gabelli Equity Trust Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 2,789,806 | $14.5M | 0.02% | +216,440+8.4% | Added |
| Morgan Stanley | 2,448,806 | $12.7M | 0.00% | +113,020+4.8% | Added |
| LPL Financial LLC | 2,272,625 | $11.8M | 0.01% | +16,433+0.7% | Added |
| Philadelphia Trust Co | 1,178,109 | $6.13M | 0.48% | −21,160−1.8% | Reduced |
| Cohen & Steers, Inc. | 1,143,640 | $5.95M | 0.01% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 846,675 | $4.40M | 0.05% | 00.0% | Unchanged |
| Bank of America Corp | 798,107 | $4.15M | 0.00% | +14,575+1.9% | Added |
| Royal Bank of Canada | 567,267 | $2.95M | 0.00% | +48,035+9.3% | Added |
| Live Oak Private Wealth LLC | 514,176 | $2.67M | 0.46% | 00.0% | Unchanged |
| Cetera Investment Advisers | 484,285 | $2.52M | 0.01% | +34,868+7.8% | Added |
| Scotia Capital Inc. | 479,084 | $2.49M | 0.01% | +25,120+5.5% | Added |
| Marks Group Wealth Management, Inc | 474,164 | $2.47M | 0.26% | +9,855+2.1% | Added |
| Creative Planning | 457,184 | $2.38M | 0.00% | −325−0.1% | Reduced |
| Wells Fargo & Company | 422,788 | $2.20M | 0.00% | −4,979−1.2% | Reduced |
| International Assets Investment Management, LLC | 406,176 | $2.11M | 0.20% | +288,400+244.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 330,127 | $1.72M | 0.00% | +7,462+2.3% | Added |
| UBS Group AG | 327,703 | $1.70M | 0.00% | −91,631−21.9% | Reduced |
| Accel Wealth Management | 321,257 | $1.67M | 0.67% | +25,443+8.6% | Added |
| Independent Financial Group, LLC | 274,522 | $1.43M | 0.06% | +45,876+20.1% | Added |
| Cerity Partners LLC | 260,022 | $1.35M | 0.00% | +260,022 | New |
| Rockefeller Capital Management L.P. | 212,056 | $1.10M | 0.00% | −862−0.4% | Reduced |
| Raymond James & Associates | 204,853 | $1.07M | 0.00% | +697+0.3% | Added |
| Advisors Asset Management, Inc. | 200,571 | $1.04M | 0.02% | +70,895+54.7% | Added |
| Private Advisor Group, LLC | 176,612 | $918.4K | 0.01% | −19,195−9.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 167,071 | $868.8K | 0.01% | +25,900+18.3% | Added |
| Baird Financial Group, Inc. | 163,766 | $851.6K | 0.00% | −113,619−41.0% | Reduced |
| Thrivent Financial for Lutherans | 158,517 | $824.0K | 0.00% | +53,227+50.6% | Added |
| Advisor Group Holdings, Inc. | 146,414 | $761.4K | 0.00% | −115,781−44.2% | Reduced |
| Shaker Financial Services, LLC | 127,151 | $661.2K | 0.27% | −315,948−71.3% | Reduced |
| Stratos Wealth Partners, LTD. | 118,555 | $616.5K | 0.01% | +3,476+3.0% | Added |
| IFP Advisors, Inc | 117,503 | $611.0K | 0.02% | +19,609+20.0% | Added |
| Wedbush Securities Inc | 115,560 | $601.0K | 0.02% | −2,125−1.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 114,937 | $597.7K | 0.02% | −465−0.4% | Reduced |
| Golden State Equity Partners | 111,359 | $579.1K | 0.12% | +111,359 | New |
| Advisory Services Network, LLC | 107,592 | $559.5K | 0.01% | −994−0.9% | Reduced |
| Stifel Financial Corp | 101,634 | $528.5K | 0.00% | −3,460−3.3% | Reduced |
| Evernest Financial Advisors, LLC | 96,735 | $503.0K | 0.23% | +11,873+14.0% | Added |
| MML Investors Services, LLC | 96,480 | $502.0K | 0.00% | +18,292+23.4% | Added |
| Hollencrest Capital Management | 95,533 | $496.8K | 0.02% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 95,244 | $495.3K | 0.01% | −22,654−19.2% | Reduced |
| Valley Brook Capital Group | 95,086 | $494.4K | 0.39% | +18,250+23.8% | Added |
| RSM US Wealth Management LLC | 92,100 | $480.8K | 0.01% | +92,100 | New |
| Wealth Enhancement Advisory Services, LLC | 90,680 | $471.5K | 0.00% | +29,816+49.0% | Added |
| Janney Montgomery Scott LLC | 85,765 | $446.0K | 0.00% | +3,890+4.8% | Added |
| PFG Investments, LLC | 81,782 | $425.3K | 0.03% | +8,364+11.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 80,306 | $418.0K | 0.00% | +9,365+13.2% | Added |
| Magnus Financial Group LLC | 78,166 | $406.5K | 0.05% | +2,063+2.7% | Added |
| HCR Wealth Advisors | 75,353 | $391.8K | 0.06% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 75,261 | $391.4K | 0.01% | +2,276+3.1% | Added |
| HighTower Advisors, LLC | 74,617 | $387.0K | 0.00% | −9,397−11.2% | Reduced |
| Landscape Capital Management, L.L.C. | 70,380 | $366.0K | 0.03% | −637,596−90.1% | Reduced |
| Darden Wealth Group Inc | 67,000 | $348.4K | 0.26% | +67,000 | New |
| Captrust Financial Advisors | 64,073 | $333.2K | 0.00% | +47,036+276.1% | Added |
| National Asset Management, Inc. | 63,535 | $330.4K | 0.01% | +12,015+23.3% | Added |
| Brookstone Capital Management | 56,612 | $311.4K | 0.01% | +2,759+5.1% | Added |
| Shulman DeMeo Asset Management LLC | 58,189 | $302.6K | 0.08% | −47−0.1% | Reduced |
| CIBC World Markets Inc. | 58,012 | $302.0K | 0.00% | +25,843+80.3% | Added |
| Equitable Holdings, Inc. | 53,846 | $280.0K | 0.00% | +100+0.2% | Added |
| Oppenheimer & Co Inc | 53,207 | $276.7K | 0.00% | +53,207 | New |
| Envestnet Asset Management Inc | 52,264 | $271.8K | 0.00% | +23,748+83.3% | Added |
| Arista Wealth Management, LLC | 47,128 | $245.1K | 0.06% | +47,128 | New |
| Avantax Advisory Services, Inc. | 46,000 | $239.2K | 0.00% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 45,124 | $234.6K | 0.04% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 44,915 | $233.6K | 0.01% | +632+1.4% | Added |
| Stonegate Investment Group, LLC | 43,064 | $223.9K | 0.01% | +1,217+2.9% | Added |
| Midland Wealth Advisors LLC | 42,870 | $222.9K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 42,797 | $222.5K | 0.00% | −900−2.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 41,224 | $215.2K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 40,077 | $208.4K | 0.00% | −53,006−56.9% | Reduced |
| Synovus Financial Corp | 39,468 | $205.2K | 0.00% | 00.0% | Unchanged |
| RDA Financial Network | 39,368 | $204.7K | 0.07% | +27,103+221.0% | Added |
| Mission Wealth Management, LP | 39,074 | $203.2K | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 33,495 | $174.2K | 0.02% | −885−2.6% | Reduced |
| Kestra Advisory Services, LLC | 32,139 | $167.1K | 0.00% | −11,428−26.2% | Reduced |
| IFG Advisory, LLC | 31,486 | $163.7K | 0.01% | +3,300+11.7% | Added |
| Valeo Financial Advisors, LLC | 31,197 | $162.2K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 30,980 | $161.1K | 0.00% | −10,919−26.1% | Reduced |
| Symphony Financial Services, Inc. | 28,859 | $151.5K | 0.13% | +28,859 | New |
| Flynn Zito Capital Management, LLC | 28,855 | $150.0K | 0.08% | +1,412+5.1% | Added |
| Good Life Advisors, LLC | 28,417 | $147.8K | 0.01% | +3,415+13.7% | Added |
| Beacon Pointe Advisors, LLC | 28,000 | $145.6K | 0.00% | −2,000−6.7% | Reduced |
| HRT Financial LP | 27,690 | $143.0K | 0.00% | +8,360+43.2% | Added |
| Pekin Hardy Strauss, Inc. | 27,228 | $141.6K | 0.02% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 26,652 | $138.6K | 0.00% | −253−0.9% | Reduced |
| Mendel Capital Management LLC | 25,638 | $133.3K | 0.09% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 25,518 | $132.7K | 0.02% | +304+1.2% | Added |
| Kestra Private Wealth Services, LLC | 25,466 | $132.4K | 0.00% | −664−2.5% | Reduced |
| Quad-Cities Investment Group, LLC | 25,445 | $132.3K | 0.07% | −936−3.5% | Reduced |
| Ameritas Advisory Services, LLC | 24,714 | $128.5K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 24,283 | $126.3K | 0.00% | +6,918+39.8% | Added |
| Wolverine Asset Management LLC | 22,600 | $117.5K | 0.00% | −52,610−70.0% | Reduced |
| Koshinski Asset Management, Inc. | 21,908 | $115.2K | 0.01% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 22,128 | $115.1K | 0.03% | +48+0.2% | Added |
| Insight Advisors, LLC | 21,842 | $113.6K | 0.02% | 00.0% | Unchanged |
| PCG Wealth Advisors, LLC | 21,110 | $109.8K | 0.05% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 19,927 | $103.6K | 0.00% | +130+0.7% | Added |
| Kovitz Investment Group Partners, LLC | 19,668 | $102.3K | 0.00% | +19,668 | New |
| NBC Securities, Inc. | 19,786 | $102.0K | 0.01% | −17,280−46.6% | Reduced |
| Hilltop Holdings Inc. | 19,467 | $101.2K | 0.01% | −1,797−8.5% | Reduced |
| Avidian Wealth Solutions, LLC | 19,295 | $100.3K | 0.00% | +19,295 | New |