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