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 |
|---|---|---|---|---|---|
| FMR LLC | 3 | $16 | 0.00% | −889−99.7% | Reduced |
| Frazier Financial Advisors, LLC | 81 | $422 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 104 | $541 | 0.00% | +104 | New |
| Farther Finance Advisors, LLC | 198 | $1.03K | 0.00% | +198 | New |
| Key Financial Inc | 200 | $1.04K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 324 | $1.69K | 0.00% | +324 | New |
| Prestige Wealth Management Group LLC | 343 | $1.78K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 303 | $2.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 692 | $3.60K | 0.00% | −374−35.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 739 | $3.84K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 918 | $4.77K | 0.00% | +49+5.6% | Added |
| Continuum Advisory, LLC | 964 | $5.01K | 0.00% | +26+2.8% | Added |
| Spire Wealth Management | 1,000 | $5.20K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,000 | $5.20K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,200 | $6.24K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,270 | $6.60K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,336 | $7.01K | 0.00% | +37+2.8% | Added |
| North Star Investment Management Corp. | 1,617 | $8.41K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,651 | $8.58K | 0.00% | +47+2.9% | Added |
| US Bancorp | 1,654 | $8.60K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,700 | $8.84K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,774 | $9.22K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,810 | $9.41K | 0.01% | −4,500−71.3% | Reduced |
| Glen Eagle Advisors, LLC | 1,906 | $9.91K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2,000 | $10.4K | 0.00% | +2,000 | New |
| American Capital Advisory, LLC | 2,525 | $12.8K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 2,643 | $13.7K | 0.00% | +2,643 | New |
| Hilltop National Bank | 2,750 | $14.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,804 | $14.6K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 3,000 | $15.6K | 0.00% | −542−15.3% | Reduced |
| Red Tortoise LLC | 3,000 | $15.6K | 0.01% | +3,000 | New |
| Northwestern Mutual Wealth Management Co | 3,037 | $15.8K | 0.00% | +47+1.6% | Added |
| Principal Securities, Inc. | 3,722 | $19.4K | 0.00% | +105+2.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 3,750 | $19.5K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,000 | $20.8K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 4,000 | $20.8K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 4,900 | $25.0K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 5,280 | $27.5K | 0.01% | +5,280 | New |
| GHP Investment Advisors, Inc. | 5,344 | $27.8K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 5,428 | $28.2K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 5,370 | $28.7K | 0.00% | +2,463+84.7% | Added |
| Rothschild Investment LLC | 6,000 | $31.2K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 6,000 | $31.2K | 0.00% | +4,300+252.9% | Added |
| Gen-Wealth Partners Inc | 6,935 | $36.1K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 9,150 | $47.7K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 10,248 | $53.3K | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 10,308 | $53.6K | 0.01% | +92+0.9% | Added |
| Jane Street Group, LLC | 10,317 | $53.6K | 0.00% | +10,317 | New |
| Aspiriant, LLC | 10,676 | $55.5K | 0.00% | +10,676 | New |
| Texas Yale Capital Corp. | 10,700 | $55.6K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 11,233 | $58.4K | 0.01% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 11,354 | $59.0K | 0.00% | +11,354 | New |
| Financial Counselors Inc | 11,464 | $59.6K | 0.00% | 00.0% | Unchanged |
| Csenge Advisory Group | 11,479 | $59.7K | 0.00% | +324+2.9% | Added |
| Kapstone Financial Advisors LLC | 11,650 | $60.6K | 0.04% | +11,650 | New |
| Sigma Planning Corp | 11,777 | $61.2K | 0.00% | +28+0.2% | Added |
| Register Financial Advisors LLC | 11,930 | $62.0K | 0.03% | +187+1.6% | Added |
| Mutual Advisors, LLC | 11,608 | $62.7K | 0.00% | +85+0.7% | Added |
| Savant Capital, LLC | 12,297 | $63.9K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 13,530 | $70.4K | 0.03% | 00.0% | Unchanged |
| Sym Financial Corp | 13,731 | $71.4K | 0.01% | +375+2.8% | Added |
| Safeguard Investment Advisory Group, LLC | 13,824 | $71.9K | 0.02% | +836+6.4% | Added |
| Wellington Shields Capital Management, LLC | 13,857 | $72.1K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 14,032 | $73.0K | 0.00% | +730+5.5% | Added |
| Montz Harcus Wealth Management LLC | 14,307 | $74.4K | 0.05% | +392+2.8% | Added |
| Johnson Investment Counsel Inc | 14,739 | $76.6K | 0.00% | +321+2.2% | Added |
| TCG Advisory Services, LLC | 15,203 | $79.1K | 0.00% | −2,073−12.0% | Reduced |
| JPMorgan Chase & Co | 15,235 | $79.2K | 0.00% | +10,735+238.6% | Added |
| Glenmede Trust Co NA | 15,473 | $80.5K | 0.00% | 00.0% | Unchanged |
| Comprehensive Wealth Management, LLC | 15,549 | $80.9K | 0.06% | +15,549 | New |
| Modera Wealth Management, LLC | 17,061 | $88.7K | 0.00% | 00.0% | Unchanged |
| Pecaut & Co. | 17,136 | $89.1K | 0.03% | −18,624−52.1% | Reduced |
| Mariner, LLC | 17,418 | $90.6K | 0.00% | −1,491−7.9% | Reduced |
| David J Yvars Group | 17,823 | $92.7K | 0.06% | −4,534−20.3% | Reduced |
| Stephens Inc | 18,008 | $93.6K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 18,035 | $93.8K | 0.07% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 18,624 | $96.8K | 0.08% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 19,000 | $98.8K | 0.00% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 19,295 | $100.3K | 0.00% | +19,295 | New |
| Hilltop Holdings Inc. | 19,467 | $101.2K | 0.01% | −1,797−8.5% | Reduced |
| NBC Securities, Inc. | 19,786 | $102.0K | 0.01% | −17,280−46.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 19,668 | $102.3K | 0.00% | +19,668 | New |
| J.W. Cole Advisors, Inc. | 19,927 | $103.6K | 0.00% | +130+0.7% | Added |
| PCG Wealth Advisors, LLC | 21,110 | $109.8K | 0.05% | 00.0% | Unchanged |
| Insight Advisors, LLC | 21,842 | $113.6K | 0.02% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 22,128 | $115.1K | 0.03% | +48+0.2% | Added |
| Koshinski Asset Management, Inc. | 21,908 | $115.2K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 22,600 | $117.5K | 0.00% | −52,610−70.0% | Reduced |
| Apollon Wealth Management, LLC | 24,283 | $126.3K | 0.00% | +6,918+39.8% | Added |
| Ameritas Advisory Services, LLC | 24,714 | $128.5K | 0.00% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 25,445 | $132.3K | 0.07% | −936−3.5% | Reduced |
| Kestra Private Wealth Services, LLC | 25,466 | $132.4K | 0.00% | −664−2.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 25,518 | $132.7K | 0.02% | +304+1.2% | Added |
| Mendel Capital Management LLC | 25,638 | $133.3K | 0.09% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 26,652 | $138.6K | 0.00% | −253−0.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 27,228 | $141.6K | 0.02% | 00.0% | Unchanged |
| HRT Financial LP | 27,690 | $143.0K | 0.00% | +8,360+43.2% | Added |
| Beacon Pointe Advisors, LLC | 28,000 | $145.6K | 0.00% | −2,000−6.7% | Reduced |
| Good Life Advisors, LLC | 28,417 | $147.8K | 0.01% | +3,415+13.7% | Added |
| Flynn Zito Capital Management, LLC | 28,855 | $150.0K | 0.08% | +1,412+5.1% | Added |