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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 26,575 | $145.9K | 0.00% | −25,689−49.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 27,228 | $149.5K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 27,666 | $151.9K | 0.00% | +2,200+8.6% | Added |
| Symphony Financial Services, Inc. | 27,905 | $153.2K | 0.13% | −954−3.3% | Reduced |
| Beacon Pointe Advisors, LLC | 28,000 | $153.7K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 28,990 | $158.3K | 0.00% | −1,990−6.4% | Reduced |
| Kestra Advisory Services, LLC | 29,209 | $160.4K | 0.00% | −2,930−9.1% | Reduced |
| RDA Financial Network | 30,343 | $166.6K | 0.05% | −9,025−22.9% | Reduced |
| IFG Advisory, LLC | 31,486 | $172.9K | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 33,495 | $183.9K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 34,946 | $191.9K | 0.00% | −5,131−12.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 35,000 | $192.2K | 0.02% | +35,000 | New |
| NBC Securities, Inc. | 35,466 | $194.0K | 0.02% | +15,680+79.2% | Added |
| Mission Wealth Management, LP | 37,574 | $206.3K | 0.01% | −1,500−3.8% | Reduced |
| Synovus Financial Corp | 39,468 | $216.7K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 41,224 | $226.3K | 0.03% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 41,903 | $230.0K | 0.01% | +41,903 | New |
| Valeo Financial Advisors, LLC | 42,032 | $230.8K | 0.01% | +10,835+34.7% | Added |
| GWM Advisors LLC | 43,806 | $240.5K | 0.00% | +1,009+2.4% | Added |
| Stonegate Investment Group, LLC | 44,249 | $242.9K | 0.01% | +1,185+2.8% | Added |
| Great Valley Advisor Group, Inc. | 45,624 | $250.5K | 0.01% | +709+1.6% | Added |
| Avantax Advisory Services, Inc. | 46,000 | $252.5K | 0.00% | 00.0% | Unchanged |
| Arista Wealth Management, LLC | 47,128 | $258.7K | 0.06% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 48,944 | $268.7K | 0.10% | +48,944 | New |
| Brookstone Capital Management | 51,032 | $280.2K | 0.00% | −5,580−9.9% | Reduced |
| Pure Financial Advisors, Inc. | 51,834 | $284.6K | 0.01% | +51,834 | New |
| Oppenheimer & Co Inc | 53,207 | $292.1K | 0.00% | 00.0% | Unchanged |
| Financial Counselors Inc | 54,395 | $298.6K | 0.00% | +42,931+374.5% | Added |
| Good Life Advisors, LLC | 56,834 | $312.0K | 0.02% | +28,417+100.0% | Added |
| Equitable Holdings, Inc. | 58,098 | $319.0K | 0.00% | +4,252+7.9% | Added |
| Shulman DeMeo Asset Management LLC | 58,116 | $319.1K | 0.08% | −73−0.1% | Reduced |
| Guggenheim Capital LLC | 63,775 | $350.1K | 0.00% | +63,775 | New |
| Captrust Financial Advisors | 65,125 | $357.5K | 0.00% | +1,052+1.6% | Added |
| CIBC World Markets Inc. | 65,154 | $358.0K | 0.00% | +7,142+12.3% | Added |
| Darden Wealth Group Inc | 67,000 | $367.8K | 0.26% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 73,187 | $401.8K | 0.01% | −2,074−2.8% | Reduced |
| Silver Oak Securities, Inc | 74,408 | $407.0K | 0.04% | +29,284+64.9% | Added |
| HCR Wealth Advisors | 75,353 | $413.7K | 0.05% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 78,739 | $432.0K | 0.00% | −1,567−2.0% | Reduced |
| Janney Montgomery Scott LLC | 80,156 | $440.0K | 0.00% | −5,609−6.5% | Reduced |
| PFG Investments, LLC | 83,651 | $459.2K | 0.03% | +1,869+2.3% | Added |
| HighTower Advisors, LLC | 84,531 | $462.0K | 0.00% | +9,914+13.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 87,490 | $480.3K | 0.00% | −3,190−3.5% | Reduced |
| Atria Wealth Solutions, Inc. | 90,564 | $497.2K | 0.01% | −4,680−4.9% | Reduced |
| RSM US Wealth Management LLC | 92,100 | $502.9K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 95,533 | $524.5K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 97,271 | $534.0K | 0.00% | +791+0.8% | Added |
| Evernest Financial Advisors, LLC | 99,398 | $545.7K | 0.15% | +2,663+2.8% | Added |
| Stifel Financial Corp | 100,283 | $550.6K | 0.00% | −1,351−1.3% | Reduced |
| Advisory Services Network, LLC | 107,592 | $559.5K | 0.01% | 00.0% | Unchanged |
| Golden State Equity Partners | 102,929 | $565.1K | 0.09% | −8,430−7.6% | Reduced |
| Valley Brook Capital Group | 103,586 | $568.7K | 0.41% | +8,500+8.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 114,937 | $631.0K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 116,724 | $641.0K | 0.02% | +1,164+1.0% | Added |
| IFP Advisors, Inc | 117,503 | $645.1K | 0.02% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 118,058 | $648.1K | 0.14% | +118,058 | New |
| Wolverine Asset Management LLC | 121,044 | $664.5K | 0.01% | +98,444+435.6% | Added |
| Stratos Wealth Partners, LTD. | 162,307 | $891.1K | 0.01% | +43,752+36.9% | Added |
| Thrivent Financial for Lutherans | 163,220 | $896.0K | 0.00% | +4,703+3.0% | Added |
| Advisor Group Holdings, Inc. | 164,807 | $904.8K | 0.00% | +18,393+12.6% | Added |
| Private Advisor Group, LLC | 165,006 | $905.9K | 0.01% | −11,606−6.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 170,620 | $936.7K | 0.01% | +3,549+2.1% | Added |
| Baird Financial Group, Inc. | 195,294 | $1.07M | 0.00% | +31,528+19.3% | Added |
| Raymond James & Associates | 204,657 | $1.12M | 0.00% | −196−0.1% | Reduced |
| Rockefeller Capital Management L.P. | 204,969 | $1.13M | 0.00% | −7,087−3.3% | Reduced |
| Advisors Asset Management, Inc. | 212,791 | $1.17M | 0.02% | +12,220+6.1% | Added |
| Marks Group Wealth Management, Inc | 244,838 | $1.34M | 0.13% | −229,326−48.4% | Reduced |
| Cerity Partners LLC | 252,442 | $1.39M | 0.00% | −7,580−2.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 283,455 | $1.56M | 0.00% | −46,672−14.1% | Reduced |
| Independent Financial Group, LLC | 311,207 | $1.71M | 0.06% | +36,685+13.4% | Added |
| Accel Wealth Management | 326,046 | $1.79M | 0.67% | +4,789+1.5% | Added |
| UBS Group AG | 392,759 | $2.16M | 0.00% | +65,056+19.9% | Added |
| Creative Planning | 458,665 | $2.52M | 0.00% | +1,481+0.3% | Added |
| Wells Fargo & Company | 479,427 | $2.63M | 0.00% | +56,639+13.4% | Added |
| Scotia Capital Inc. | 479,962 | $2.63M | 0.01% | +878+0.2% | Added |
| Cetera Investment Advisers | 489,754 | $2.69M | 0.01% | +5,469+1.1% | Added |
| Live Oak Private Wealth LLC | 514,176 | $2.82M | 0.46% | 00.0% | Unchanged |
| Royal Bank of Canada | 543,202 | $2.98M | 0.00% | −24,065−4.2% | Reduced |
| Shaker Financial Services, LLC | 652,653 | $3.58M | 1.35% | +525,502+413.3% | Added |
| Bank of America Corp | 691,255 | $3.79M | 0.00% | −106,852−13.4% | Reduced |
| Gamco Investors, Inc. Et Al | 846,675 | $4.65M | 0.05% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,143,640 | $6.28M | 0.01% | 00.0% | Unchanged |
| Philadelphia Trust Co | 1,209,969 | $6.64M | 0.48% | +31,860+2.7% | Added |
| Commonwealth Equity Services, LLC | 1,891,197 | $10.4M | 0.02% | −898,609−32.2% | Reduced |
| Morgan Stanley | 2,342,957 | $12.9M | 0.00% | −105,849−4.3% | Reduced |
| LPL Financial LLC | 2,743,836 | $15.1M | 0.01% | +471,211+20.7% | Added |
| International Assets Investment Management, LLC | 2,301,030 | – | – | +1,894,854+466.5% | Added |
| Magnus Financial Group LLC | 0 | $0 | 0.00% | −78,166−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −70,380−100.0% | Sold out |
| Midland Wealth Advisors LLC | 0 | $0 | 0.00% | −42,870−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −27,690−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −19,668−100.0% | Sold out |
| Pecaut & Co. | 0 | $0 | 0.00% | −17,136−100.0% | Sold out |
| MTM Investment Management, LLC | 0 | $0 | 0.00% | −13,530−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −10,317−100.0% | Sold out |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −1,617−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −10,840−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |
| ICA Group Wealth Management, LLC | – | – | – | – | Not filed |