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 |
|---|---|---|---|---|---|
| Beacon Investment Advisory Services, Inc. | 19,000 | $98.8K | 0.00% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 18,624 | $96.8K | 0.08% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 18,035 | $93.8K | 0.07% | 00.0% | Unchanged |
| Stephens Inc | 18,008 | $93.6K | 0.00% | 00.0% | Unchanged |
| David J Yvars Group | 17,823 | $92.7K | 0.06% | −4,534−20.3% | Reduced |
| Mariner, LLC | 17,418 | $90.6K | 0.00% | −1,491−7.9% | Reduced |
| Pecaut & Co. | 17,136 | $89.1K | 0.03% | −18,624−52.1% | Reduced |
| Modera Wealth Management, LLC | 17,061 | $88.7K | 0.00% | 00.0% | Unchanged |
| Comprehensive Wealth Management, LLC | 15,549 | $80.9K | 0.06% | +15,549 | New |
| Glenmede Trust Co NA | 15,473 | $80.5K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 15,235 | $79.2K | 0.00% | +10,735+238.6% | Added |
| TCG Advisory Services, LLC | 15,203 | $79.1K | 0.00% | −2,073−12.0% | Reduced |
| Johnson Investment Counsel Inc | 14,739 | $76.6K | 0.00% | +321+2.2% | Added |
| Montz Harcus Wealth Management LLC | 14,307 | $74.4K | 0.05% | +392+2.8% | Added |
| CWM, LLC | 14,032 | $73.0K | 0.00% | +730+5.5% | Added |
| Wellington Shields Capital Management, LLC | 13,857 | $72.1K | 0.01% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 13,824 | $71.9K | 0.02% | +836+6.4% | Added |
| Sym Financial Corp | 13,731 | $71.4K | 0.01% | +375+2.8% | Added |
| MTM Investment Management, LLC | 13,530 | $70.4K | 0.03% | 00.0% | Unchanged |
| Savant Capital, LLC | 12,297 | $63.9K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 11,608 | $62.7K | 0.00% | +85+0.7% | Added |
| Register Financial Advisors LLC | 11,930 | $62.0K | 0.03% | +187+1.6% | Added |
| Sigma Planning Corp | 11,777 | $61.2K | 0.00% | +28+0.2% | Added |
| Kapstone Financial Advisors LLC | 11,650 | $60.6K | 0.04% | +11,650 | New |
| Csenge Advisory Group | 11,479 | $59.7K | 0.00% | +324+2.9% | Added |
| Financial Counselors Inc | 11,464 | $59.6K | 0.00% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 11,354 | $59.0K | 0.00% | +11,354 | New |
| Institute for Wealth Management, LLC. | 11,233 | $58.4K | 0.01% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 10,700 | $55.6K | 0.00% | 00.0% | Unchanged |
| Aspiriant, LLC | 10,676 | $55.5K | 0.00% | +10,676 | New |
| Jane Street Group, LLC | 10,317 | $53.6K | 0.00% | +10,317 | New |
| Smith, Moore & Co. | 10,308 | $53.6K | 0.01% | +92+0.9% | Added |
| Stratos Wealth Advisors, LLC | 10,248 | $53.3K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 9,150 | $47.7K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 6,935 | $36.1K | 0.02% | 00.0% | Unchanged |
| 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 |
| Allworth Financial LP | 5,370 | $28.7K | 0.00% | +2,463+84.7% | Added |
| Wellington Shields & Co., LLC | 5,428 | $28.2K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5,344 | $27.8K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 5,280 | $27.5K | 0.01% | +5,280 | New |
| Benjamin F. Edwards & Company, Inc. | 4,900 | $25.0K | 0.00% | 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 |
| Oliver Lagore Vanvalin Investment Group | 3,750 | $19.5K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 3,722 | $19.4K | 0.00% | +105+2.9% | Added |
| Northwestern Mutual Wealth Management Co | 3,037 | $15.8K | 0.00% | +47+1.6% | Added |
| Red Tortoise LLC | 3,000 | $15.6K | 0.01% | +3,000 | New |
| National Bank of Canada | 3,000 | $15.6K | 0.00% | −542−15.3% | Reduced |
| The PNC Financial Services Group, Inc. | 2,804 | $14.6K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 2,750 | $14.3K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 2,643 | $13.7K | 0.00% | +2,643 | New |
| American Capital Advisory, LLC | 2,525 | $12.8K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2,000 | $10.4K | 0.00% | +2,000 | New |
| Glen Eagle Advisors, LLC | 1,906 | $9.91K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,810 | $9.41K | 0.01% | −4,500−71.3% | Reduced |
| Comerica Bank | 1,774 | $9.22K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,700 | $8.84K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,654 | $8.60K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,651 | $8.58K | 0.00% | +47+2.9% | Added |
| North Star Investment Management Corp. | 1,617 | $8.41K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,336 | $7.01K | 0.00% | +37+2.8% | Added |
| Carolinas Wealth Consulting LLC | 1,270 | $6.60K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,200 | $6.24K | 0.00% | 00.0% | Unchanged |
| 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 |
| Continuum Advisory, LLC | 964 | $5.01K | 0.00% | +26+2.8% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 918 | $4.77K | 0.00% | +49+5.6% | Added |
| Federation des caisses Desjardins du Quebec | 739 | $3.84K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 692 | $3.60K | 0.00% | −374−35.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 303 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 343 | $1.78K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 324 | $1.69K | 0.00% | +324 | New |
| Key Financial Inc | 200 | $1.04K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 198 | $1.03K | 0.00% | +198 | New |
| Sound Income Strategies, LLC | 104 | $541 | 0.00% | +104 | New |
| Frazier Financial Advisors, LLC | 81 | $422 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3 | $16 | 0.00% | −889−99.7% | Reduced |
| Strategic Financial Concepts, LLC | 10,840 | – | – | +10,840 | New |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −226,552−100.0% | Sold out |
| Waterloo Capital, L.P. | 0 | $0 | 0.00% | −33,010−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −27,405−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −26,283−100.0% | Sold out |
| Commonwealth Financial Services, LLC | 0 | $0 | 0.00% | −27,687−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −25,214−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −22,432−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −21,804−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −20,328−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −21,633−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −19,761−100.0% | Sold out |
| MidWestOne Financial Group, Inc. | 0 | $0 | 0.00% | −19,142−100.0% | Sold out |
| Capital Square, LLC | 0 | $0 | 0.00% | −18,747−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −18,709−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −17,723−100.0% | Sold out |
| Cullen Investment Group, Ltd. | 0 | $0 | 0.00% | −16,072−100.0% | Sold out |
| Cassaday & Co Wealth Management LLC | 0 | $0 | 0.00% | −15,268−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Executive Wealth Management, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −12,632−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −12,390−100.0% | Sold out |