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, Q3 2024
Institutional positions in Gabelli Equity Trust Inc as of Sep 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
- 187
- +10 vs. Q2 2024
- Shares held
- 24.9M
- +2.16M (+9.5%) vs. Q2 2024
- Total value
- $124.1M
- +$5.78M (+4.9%) vs. Q2 2024
- New holders
- 21
- 58 more added
- Sold out
- 11
- 40 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Gabelli Equity Trust Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LPL Financial LLC | 2,743,836 | $15.1M | 0.01% | +471,211+20.7% | Added |
| Morgan Stanley | 2,342,957 | $12.9M | 0.00% | −105,849−4.3% | Reduced |
| Commonwealth Equity Services, LLC | 1,891,197 | $10.4M | 0.02% | −898,609−32.2% | Reduced |
| Philadelphia Trust Co | 1,209,969 | $6.64M | 0.48% | +31,860+2.7% | Added |
| Cohen & Steers, Inc. | 1,143,640 | $6.28M | 0.01% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 846,675 | $4.65M | 0.05% | 00.0% | Unchanged |
| Bank of America Corp | 691,255 | $3.79M | 0.00% | −106,852−13.4% | Reduced |
| Shaker Financial Services, LLC | 652,653 | $3.58M | 1.35% | +525,502+413.3% | Added |
| Royal Bank of Canada | 543,202 | $2.98M | 0.00% | −24,065−4.2% | Reduced |
| Live Oak Private Wealth LLC | 514,176 | $2.82M | 0.46% | 00.0% | Unchanged |
| Cetera Investment Advisers | 489,754 | $2.69M | 0.01% | +5,469+1.1% | Added |
| Scotia Capital Inc. | 479,962 | $2.63M | 0.01% | +878+0.2% | Added |
| Wells Fargo & Company | 479,427 | $2.63M | 0.00% | +56,639+13.4% | Added |
| Creative Planning | 458,665 | $2.52M | 0.00% | +1,481+0.3% | Added |
| UBS Group AG | 392,759 | $2.16M | 0.00% | +65,056+19.9% | Added |
| Accel Wealth Management | 326,046 | $1.79M | 0.67% | +4,789+1.5% | Added |
| Independent Financial Group, LLC | 311,207 | $1.71M | 0.06% | +36,685+13.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 283,455 | $1.56M | 0.00% | −46,672−14.1% | Reduced |
| Cerity Partners LLC | 252,442 | $1.39M | 0.00% | −7,580−2.9% | Reduced |
| Marks Group Wealth Management, Inc | 244,838 | $1.34M | 0.13% | −229,326−48.4% | Reduced |
| Advisors Asset Management, Inc. | 212,791 | $1.17M | 0.02% | +12,220+6.1% | Added |
| Rockefeller Capital Management L.P. | 204,969 | $1.13M | 0.00% | −7,087−3.3% | Reduced |
| Raymond James & Associates | 204,657 | $1.12M | 0.00% | −196−0.1% | Reduced |
| Baird Financial Group, Inc. | 195,294 | $1.07M | 0.00% | +31,528+19.3% | Added |
| Steward Partners Investment Advisory, LLC | 170,620 | $936.7K | 0.01% | +3,549+2.1% | Added |
| Private Advisor Group, LLC | 165,006 | $905.9K | 0.01% | −11,606−6.6% | Reduced |
| Advisor Group Holdings, Inc. | 164,807 | $904.8K | 0.00% | +18,393+12.6% | Added |
| Thrivent Financial for Lutherans | 163,220 | $896.0K | 0.00% | +4,703+3.0% | Added |
| Stratos Wealth Partners, LTD. | 162,307 | $891.1K | 0.01% | +43,752+36.9% | Added |
| Wolverine Asset Management LLC | 121,044 | $664.5K | 0.01% | +98,444+435.6% | Added |
| Consolidated Portfolio Review Corp | 118,058 | $648.1K | 0.14% | +118,058 | New |
| IFP Advisors, Inc | 117,503 | $645.1K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 116,724 | $641.0K | 0.02% | +1,164+1.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 114,937 | $631.0K | 0.02% | 00.0% | Unchanged |
| Valley Brook Capital Group | 103,586 | $568.7K | 0.41% | +8,500+8.9% | Added |
| Golden State Equity Partners | 102,929 | $565.1K | 0.09% | −8,430−7.6% | Reduced |
| Advisory Services Network, LLC | 107,592 | $559.5K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 100,283 | $550.6K | 0.00% | −1,351−1.3% | Reduced |
| Evernest Financial Advisors, LLC | 99,398 | $545.7K | 0.15% | +2,663+2.8% | Added |
| MML Investors Services, LLC | 97,271 | $534.0K | 0.00% | +791+0.8% | Added |
| Hollencrest Capital Management | 95,533 | $524.5K | 0.02% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 92,100 | $502.9K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 90,564 | $497.2K | 0.01% | −4,680−4.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 87,490 | $480.3K | 0.00% | −3,190−3.5% | Reduced |
| HighTower Advisors, LLC | 84,531 | $462.0K | 0.00% | +9,914+13.3% | Added |
| PFG Investments, LLC | 83,651 | $459.2K | 0.03% | +1,869+2.3% | Added |
| Janney Montgomery Scott LLC | 80,156 | $440.0K | 0.00% | −5,609−6.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 78,739 | $432.0K | 0.00% | −1,567−2.0% | Reduced |
| HCR Wealth Advisors | 75,353 | $413.7K | 0.05% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 74,408 | $407.0K | 0.04% | +29,284+64.9% | Added |
| NorthRock Partners, LLC | 73,187 | $401.8K | 0.01% | −2,074−2.8% | Reduced |
| Darden Wealth Group Inc | 67,000 | $367.8K | 0.26% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 65,154 | $358.0K | 0.00% | +7,142+12.3% | Added |
| Captrust Financial Advisors | 65,125 | $357.5K | 0.00% | +1,052+1.6% | Added |
| Guggenheim Capital LLC | 63,775 | $350.1K | 0.00% | +63,775 | New |
| Shulman DeMeo Asset Management LLC | 58,116 | $319.1K | 0.08% | −73−0.1% | Reduced |
| Equitable Holdings, Inc. | 58,098 | $319.0K | 0.00% | +4,252+7.9% | Added |
| Good Life Advisors, LLC | 56,834 | $312.0K | 0.02% | +28,417+100.0% | Added |
| Financial Counselors Inc | 54,395 | $298.6K | 0.00% | +42,931+374.5% | Added |
| Oppenheimer & Co Inc | 53,207 | $292.1K | 0.00% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 51,834 | $284.6K | 0.01% | +51,834 | New |
| Brookstone Capital Management | 51,032 | $280.2K | 0.00% | −5,580−9.9% | Reduced |
| Legacy Wealth Management, LLC | 48,944 | $268.7K | 0.10% | +48,944 | New |
| Arista Wealth Management, LLC | 47,128 | $258.7K | 0.06% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 46,000 | $252.5K | 0.00% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 45,624 | $250.5K | 0.01% | +709+1.6% | Added |
| Stonegate Investment Group, LLC | 44,249 | $242.9K | 0.01% | +1,185+2.8% | Added |
| GWM Advisors LLC | 43,806 | $240.5K | 0.00% | +1,009+2.4% | Added |
| Valeo Financial Advisors, LLC | 42,032 | $230.8K | 0.01% | +10,835+34.7% | Added |
| Ashton Thomas Private Wealth, LLC | 41,903 | $230.0K | 0.01% | +41,903 | New |
| Graves-Light Private Wealth Management, Inc. | 41,224 | $226.3K | 0.03% | 00.0% | Unchanged |
| Synovus Financial Corp | 39,468 | $216.7K | 0.00% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 37,574 | $206.3K | 0.01% | −1,500−3.8% | Reduced |
| NBC Securities, Inc. | 35,466 | $194.0K | 0.02% | +15,680+79.2% | Added |
| Sound View Wealth Advisors Group, LLC | 35,000 | $192.2K | 0.02% | +35,000 | New |
| Truist Financial Corp | 34,946 | $191.9K | 0.00% | −5,131−12.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 33,495 | $183.9K | 0.02% | 00.0% | Unchanged |
| IFG Advisory, LLC | 31,486 | $172.9K | 0.01% | 00.0% | Unchanged |
| RDA Financial Network | 30,343 | $166.6K | 0.05% | −9,025−22.9% | Reduced |
| Kestra Advisory Services, LLC | 29,209 | $160.4K | 0.00% | −2,930−9.1% | Reduced |
| Mercer Global Advisors Inc | 28,990 | $158.3K | 0.00% | −1,990−6.4% | Reduced |
| Beacon Pointe Advisors, LLC | 28,000 | $153.7K | 0.00% | 00.0% | Unchanged |
| Symphony Financial Services, Inc. | 27,905 | $153.2K | 0.13% | −954−3.3% | Reduced |
| Kestra Private Wealth Services, LLC | 27,666 | $151.9K | 0.00% | +2,200+8.6% | Added |
| Pekin Hardy Strauss, Inc. | 27,228 | $149.5K | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 26,575 | $145.9K | 0.00% | −25,689−49.2% | Reduced |
| Kingsview Wealth Management, LLC | 26,543 | $145.7K | 0.00% | −109−0.4% | Reduced |
| Pinnacle Associates Ltd | 28,642 | $145.5K | 0.00% | +28,642 | New |
| Flynn Zito Capital Management, LLC | 25,855 | $141.9K | 0.07% | −3,000−10.4% | Reduced |
| Mendel Capital Management LLC | 25,638 | $140.8K | 0.09% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 25,202 | $138.4K | 0.07% | −243−1.0% | Reduced |
| Ameritas Advisory Services, LLC | 24,714 | $135.7K | 0.01% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 23,595 | $129.5K | 0.02% | −1,923−7.5% | Reduced |
| Koshinski Asset Management, Inc. | 22,499 | $123.5K | 0.01% | +591+2.7% | Added |
| Motco | 22,318 | $122.5K | 0.01% | +22,318 | New |
| Vantage Financial Partners, LLC | 22,175 | $121.7K | 0.03% | +47+0.2% | Added |
| Insight Advisors, LLC | 21,842 | $119.9K | 0.02% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 19,859 | $109.0K | 0.01% | +392+2.0% | Added |
| Avidian Wealth Solutions, LLC | 19,295 | $105.9K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 19,054 | $104.6K | 0.00% | −873−4.4% | Reduced |