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 |
|---|---|---|---|---|---|
| FMR LLC | 3 | $16 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 28 | $154 | 0.00% | +28 | New |
| Frazier Financial Advisors, LLC | 81 | $445 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $549 | 0.00% | −100−50.0% | Reduced |
| Sound Income Strategies, LLC | 104 | $571 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 198 | $1.09K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 324 | $1.78K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 343 | $1.88K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 303 | $2.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 692 | $3.80K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 739 | $4.06K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 943 | $5.18K | 0.00% | +25+2.7% | Added |
| Continuum Advisory, LLC | 990 | $5.46K | 0.00% | +26+2.7% | Added |
| Community Bank, N.A. | 1,000 | $5.49K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $5.49K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,200 | $6.59K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,200 | $6.59K | 0.00% | +1,200 | New |
| Carolinas Wealth Consulting LLC | 1,270 | $6.97K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,371 | $7.53K | 0.00% | −1,666−54.9% | Reduced |
| CIBC Private Wealth Group, LLC | 1,372 | $7.53K | 0.00% | +36+2.7% | Added |
| US Bancorp | 1,654 | $9.08K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,696 | $9.31K | 0.00% | +45+2.7% | Added |
| Geneos Wealth Management Inc. | 1,700 | $9.33K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,774 | $9.74K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,906 | $10.5K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2,525 | $13.9K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 2,643 | $14.5K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 2,750 | $15.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,804 | $15.4K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 3,000 | $16.5K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 3,000 | $16.5K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 3,750 | $20.6K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 3,825 | $21.0K | 0.00% | +103+2.8% | Added |
| Gilliland Jeter Wealth Management LLC | 4,000 | $22.0K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,800 | $26.4K | 0.00% | −10,435−68.5% | Reduced |
| Boyd Watterson Asset Management LLC | 5,280 | $29.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5,344 | $29.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 5,380 | $29.5K | 0.00% | +10+0.2% | Added |
| Wellington Shields & Co., LLC | 5,428 | $29.8K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,000 | $32.9K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 6,000 | $32.9K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 6,869 | $37.7K | 0.02% | +6,869 | New |
| Gen-Wealth Partners Inc | 6,935 | $37.7K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 9,150 | $49.9K | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 10,398 | $57.1K | 0.01% | +90+0.9% | Added |
| Fifth Third Bancorp | 10,432 | $57.3K | 0.00% | +6,432+160.8% | Added |
| Aspiriant, LLC | 10,676 | $58.6K | 0.00% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 10,700 | $58.7K | 0.00% | 00.0% | Unchanged |
| CIC Wealth, LLC | 10,703 | $58.8K | 0.02% | +10,703 | New |
| Triton Wealth Management, PLLC | 10,975 | $59.8K | 0.03% | +10,975 | New |
| Institute for Wealth Management, LLC. | 11,236 | $61.7K | 0.01% | +30.0% | Added |
| Exencial Wealth Advisors, LLC | 11,354 | $62.3K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 11,448 | $62.9K | 0.00% | +1,200+11.7% | Added |
| Mutual Advisors, LLC | 11,690 | $63.5K | 0.00% | +82+0.7% | Added |
| Apollon Wealth Management, LLC | 11,565 | $63.5K | 0.00% | −12,718−52.4% | Reduced |
| Kapstone Financial Advisors LLC | 11,650 | $63.7K | 0.04% | 00.0% | Unchanged |
| Csenge Advisory Group | 11,795 | $64.2K | 0.00% | +316+2.8% | Added |
| Sigma Planning Corp | 11,804 | $64.8K | 0.00% | +27+0.2% | Added |
| Register Financial Advisors LLC | 12,115 | $66.5K | 0.03% | +185+1.6% | Added |
| Savant Capital, LLC | 12,297 | $67.5K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 12,551 | $68.9K | 0.00% | +12,551 | New |
| CWM, LLC | 13,302 | $73.0K | 0.00% | −730−5.2% | Reduced |
| Meridian Wealth Management, LLC | 13,592 | $74.6K | 0.00% | +13,592 | New |
| Safeguard Investment Advisory Group, LLC | 13,643 | $74.9K | 0.02% | −181−1.3% | Reduced |
| Wellington Shields Capital Management, LLC | 13,857 | $76.1K | 0.01% | 00.0% | Unchanged |
| Sym Financial Corp | 14,102 | $77.4K | 0.01% | +371+2.7% | Added |
| Montz Harcus Wealth Management LLC | 14,693 | $80.7K | 0.05% | +386+2.7% | Added |
| David J Yvars Group | 14,716 | $80.8K | 0.05% | −3,107−17.4% | Reduced |
| Executive Wealth Management, LLC | 15,000 | $82.3K | 0.01% | +15,000 | New |
| Johnson Investment Counsel Inc | 15,056 | $82.7K | 0.00% | +317+2.2% | Added |
| TCG Advisory Services, LLC | 15,203 | $83.5K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 15,473 | $84.9K | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 15,573 | $85.0K | 0.01% | +15,573 | New |
| Comprehensive Wealth Management, LLC | 15,549 | $85.4K | 0.06% | 00.0% | Unchanged |
| LRI Investments, LLC | 16,347 | $90.1K | 0.01% | +16,347 | New |
| Susquehanna International Group, LLP | 16,874 | $92.6K | 0.00% | +16,874 | New |
| PCG Wealth Advisors, LLC | 17,010 | $93.4K | 0.04% | −4,100−19.4% | Reduced |
| CoreCap Advisors, LLC | 17,133 | $94.1K | 0.00% | +17,133 | New |
| National Asset Management, Inc. | 17,232 | $94.4K | 0.00% | −46,303−72.9% | Reduced |
| Modera Wealth Management, LLC | 17,200 | $94.4K | 0.00% | +139+0.8% | Added |
| Mariner, LLC | 17,473 | $95.9K | 0.00% | +55+0.3% | Added |
| Stephens Inc | 18,008 | $98.9K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 18,035 | $99.0K | 0.07% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 18,624 | $102.2K | 0.07% | 00.0% | Unchanged |
| Capital Square, LLC | 18,747 | $102.9K | 0.06% | +18,747 | New |
| Beacon Investment Advisory Services, Inc. | 19,000 | $104.3K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 19,054 | $104.6K | 0.00% | −873−4.4% | Reduced |
| Avidian Wealth Solutions, LLC | 19,295 | $105.9K | 0.00% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 19,859 | $109.0K | 0.01% | +392+2.0% | Added |
| Insight Advisors, LLC | 21,842 | $119.9K | 0.02% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 22,175 | $121.7K | 0.03% | +47+0.2% | Added |
| Motco | 22,318 | $122.5K | 0.01% | +22,318 | New |
| Koshinski Asset Management, Inc. | 22,499 | $123.5K | 0.01% | +591+2.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 23,595 | $129.5K | 0.02% | −1,923−7.5% | Reduced |
| Ameritas Advisory Services, LLC | 24,714 | $135.7K | 0.01% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 25,202 | $138.4K | 0.07% | −243−1.0% | Reduced |
| Mendel Capital Management LLC | 25,638 | $140.8K | 0.09% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 25,855 | $141.9K | 0.07% | −3,000−10.4% | Reduced |
| Pinnacle Associates Ltd | 28,642 | $145.5K | 0.00% | +28,642 | New |
| Kingsview Wealth Management, LLC | 26,543 | $145.7K | 0.00% | −109−0.4% | Reduced |