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, Q4 2024
Institutional positions in Gabelli Equity Trust Inc as of Dec 31, 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
- 199
- +16 vs. Q3 2024
- Shares held
- 23.7M
- −687.4K (−2.8%) vs. Q3 2024
- Total value
- $127.6M
- +$6.32M (+5.2%) vs. Q3 2024
- New holders
- 29
- 65 more added
- Sold out
- 13
- 42 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Gabelli Equity Trust Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LPL Financial LLC | 3,520,427 | $18.9M | 0.01% | +776,591+28.3% | Added |
| Morgan Stanley | 2,349,668 | $12.6M | 0.00% | +6,711+0.3% | Added |
| Commonwealth Equity Services, LLC | 1,903,700 | $10.2M | 0.01% | +12,503+0.7% | Added |
| Philadelphia Trust Co | 1,195,494 | $6.43M | 0.47% | −14,475−1.2% | Reduced |
| Gamco Investors, Inc. Et Al | 841,675 | $4.53M | 0.05% | −5,000−0.6% | Reduced |
| Bank of America Corp | 591,245 | $3.18M | 0.00% | −100,010−14.5% | Reduced |
| Royal Bank of Canada | 560,998 | $3.02M | 0.00% | +17,796+3.3% | Added |
| Golden State Wealth Management, LLC | 543,761 | $2.93M | 0.44% | +543,761 | New |
| Live Oak Private Wealth LLC | 514,176 | $2.77M | 0.46% | 00.0% | Unchanged |
| Cetera Investment Advisers | 505,444 | $2.72M | 0.01% | +15,690+3.2% | Added |
| Raymond James Financial Inc | 485,966 | $2.61M | 0.00% | +485,966 | New |
| Scotia Capital Inc. | 472,658 | $2.54M | 0.01% | −7,304−1.5% | Reduced |
| Wells Fargo & Company | 454,013 | $2.44M | 0.00% | −25,414−5.3% | Reduced |
| Creative Planning | 446,343 | $2.40M | 0.00% | −12,322−2.7% | Reduced |
| International Assets Investment Management, LLC | 417,926 | $2.24M | 0.19% | −1,883,104−81.8% | Reduced |
| Independent Financial Group, LLC | 407,368 | $2.19M | 0.07% | +96,161+30.9% | Added |
| Cohen & Steers, Inc. | 400,000 | $2.15M | 0.00% | −743,640−65.0% | Reduced |
| UBS Group AG | 396,145 | $2.13M | 0.00% | +3,386+0.9% | Added |
| Independent Advisor Alliance | 367,744 | $1.98M | 0.03% | +367,744 | New |
| Accel Wealth Management | 346,036 | $1.86M | 0.71% | +19,990+6.1% | Added |
| Cerity Partners LLC | 275,209 | $1.48M | 0.00% | +22,767+9.0% | Added |
| Marks Group Wealth Management, Inc | 244,838 | $1.32M | 0.13% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 223,420 | $1.20M | 0.01% | +52,800+30.9% | Added |
| Advisors Asset Management, Inc. | 209,094 | $1.12M | 0.02% | −3,697−1.7% | Reduced |
| Rockefeller Capital Management L.P. | 204,440 | $1.10M | 0.00% | −529−0.3% | Reduced |
| Baird Financial Group, Inc. | 196,652 | $1.06M | 0.00% | +1,358+0.7% | Added |
| Thrivent Financial for Lutherans | 174,692 | $940.0K | 0.00% | +11,472+7.0% | Added |
| Advisor Group Holdings, Inc. | 174,558 | $939.1K | 0.00% | +9,751+5.9% | Added |
| Guggenheim Capital LLC | 167,494 | $901.1K | 0.01% | +103,719+162.6% | Added |
| Private Advisor Group, LLC | 162,140 | $872.3K | 0.00% | −2,866−1.7% | Reduced |
| Stratos Wealth Partners, LTD. | 156,011 | $839.3K | 0.01% | −6,296−3.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 140,181 | $754.2K | 0.00% | +52,691+60.2% | Added |
| Stifel Financial Corp | 134,162 | $721.8K | 0.00% | +33,879+33.8% | Added |
| Consolidated Portfolio Review Corp | 122,839 | $660.9K | 0.10% | +4,781+4.0% | Added |
| Wedbush Securities Inc | 116,791 | $628.0K | 0.02% | +67+0.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 114,937 | $618.4K | 0.02% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 105,780 | $569.1K | 0.16% | +105,780 | New |
| Advisory Services Network, LLC | 102,344 | $550.6K | 0.01% | −5,248−4.9% | Reduced |
| Valley Brook Capital Group | 98,836 | $531.7K | 0.40% | −4,750−4.6% | Reduced |
| Golden State Equity Partners | 97,358 | $523.8K | 0.10% | −5,571−5.4% | Reduced |
| Hollencrest Capital Management | 95,533 | $514.0K | 0.02% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 95,076 | $511.5K | 0.01% | +4,512+5.0% | Added |
| Evernest Financial Advisors, LLC | 93,061 | $500.7K | 0.13% | −6,337−6.4% | Reduced |
| MML Investors Services, LLC | 92,393 | $497.0K | 0.00% | −4,878−5.0% | Reduced |
| RSM US Wealth Management LLC | 92,100 | $495.5K | 0.01% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 86,084 | $463.1K | 0.39% | +86,084 | New |
| Captrust Financial Advisors | 85,737 | $461.3K | 0.00% | +20,612+31.6% | Added |
| PFG Investments, LLC | 83,621 | $449.9K | 0.03% | −300.0% | Reduced |
| NorthRock Partners, LLC | 79,074 | $425.4K | 0.01% | +5,887+8.0% | Added |
| HCR Wealth Advisors | 75,353 | $405.4K | 0.05% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 74,976 | $403.4K | 0.16% | +26,032+53.2% | Added |
| Oppenheimer & Co Inc | 73,870 | $397.4K | 0.01% | +20,663+38.8% | Added |
| Janney Montgomery Scott LLC | 71,438 | $384.0K | 0.00% | −8,718−10.9% | Reduced |
| HighTower Advisors, LLC | 70,482 | $379.2K | 0.00% | −14,049−16.6% | Reduced |
| CIBC World Markets Inc. | 70,484 | $379.0K | 0.00% | +5,330+8.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 66,920 | $360.0K | 0.00% | −11,819−15.0% | Reduced |
| Silver Oak Securities, Inc | 63,443 | $341.3K | 0.03% | −10,965−14.7% | Reduced |
| Darden Wealth Group Inc | 62,000 | $333.6K | 0.22% | −5,000−7.5% | Reduced |
| Equitable Holdings, Inc. | 61,098 | $328.7K | 0.00% | +3,000+5.2% | Added |
| Kingswood Wealth Advisors, LLC | 60,822 | $327.2K | 0.02% | +60,822 | New |
| Shaker Financial Services, LLC | 60,643 | $326.3K | 0.13% | −592,010−90.7% | Reduced |
| Shulman DeMeo Asset Management LLC | 58,116 | $312.7K | 0.08% | 00.0% | Unchanged |
| Financial Counselors Inc | 53,895 | $290.0K | 0.00% | −500−0.9% | Reduced |
| Kestra Advisory Services, LLC | 53,654 | $288.7K | 0.00% | +24,445+83.7% | Added |
| TCG Advisory Services, LLC | 50,203 | $270.1K | 0.01% | +35,000+230.2% | Added |
| Arista Wealth Management, LLC | 47,128 | $253.6K | 0.06% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 46,220 | $248.7K | 0.00% | +220+0.5% | Added |
| Stonegate Investment Group, LLC | 45,508 | $244.8K | 0.01% | +1,259+2.8% | Added |
| Ashton Thomas Private Wealth, LLC | 41,903 | $225.4K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 41,224 | $221.8K | 0.03% | 00.0% | Unchanged |
| Synovus Financial Corp | 39,468 | $212.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 39,406 | $212.0K | 0.00% | −4,400−10.0% | Reduced |
| Kingsview Wealth Management, LLC | 39,360 | $211.8K | 0.00% | +12,817+48.3% | Added |
| Mission Wealth Management, LP | 37,574 | $202.1K | 0.00% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 35,000 | $188.3K | 0.02% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 33,495 | $180.2K | 0.02% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 32,241 | $173.5K | 0.00% | −9,791−23.3% | Reduced |
| Great Valley Advisor Group, Inc. | 30,177 | $162.4K | 0.00% | −15,447−33.9% | Reduced |
| Beacon Pointe Advisors, LLC | 30,000 | $161.4K | 0.00% | +2,000+7.1% | Added |
| Mercer Global Advisors Inc | 29,000 | $156.0K | 0.00% | +100.0% | Added |
| Jane Street Group, LLC | 28,419 | $152.9K | 0.00% | +28,419 | New |
| IFG Advisory, LLC | 28,186 | $151.6K | 0.01% | −3,300−10.5% | Reduced |
| Symphony Financial Services, Inc. | 28,121 | $151.3K | 0.12% | +216+0.8% | Added |
| Kestra Private Wealth Services, LLC | 27,755 | $149.3K | 0.00% | +89+0.3% | Added |
| Brookstone Capital Management | 27,632 | $148.7K | 0.00% | −23,400−45.9% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 27,604 | $148.5K | 0.05% | +27,604 | New |
| Envestnet Asset Management Inc | 27,525 | $148.1K | 0.00% | +950+3.6% | Added |
| Pekin Hardy Strauss, Inc. | 27,228 | $146.5K | 0.02% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 25,855 | $139.1K | 0.06% | 00.0% | Unchanged |
| Citadel Advisors LLC | 25,801 | $138.8K | 0.00% | +25,801 | New |
| Mendel Capital Management LLC | 25,638 | $137.9K | 0.08% | 00.0% | Unchanged |
| Kingstone Capital Partners Texas, LLC | 25,376 | $137.0K | 0.11% | +25,376 | New |
| Quad-Cities Investment Group, LLC | 25,309 | $136.2K | 0.07% | +107+0.4% | Added |
| Ameritas Advisory Services, LLC | 24,714 | $133.0K | 0.00% | 00.0% | Unchanged |
| GWN Securities Inc. | 22,682 | $128.2K | 0.03% | +22,682 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 23,687 | $127.4K | 0.02% | +92+0.4% | Added |
| Koshinski Asset Management, Inc. | 23,112 | $124.3K | 0.01% | +613+2.7% | Added |
| Motco | 22,318 | $120.1K | 0.01% | 00.0% | Unchanged |
| Insight Advisors, LLC | 21,842 | $117.5K | 0.02% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 21,521 | $115.8K | 0.03% | −654−2.9% | Reduced |