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 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 39 | $210 | 0.02% | −35,427−99.9% | Reduced |
| Frazier Financial Advisors, LLC | 81 | $436 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $538 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 104 | $560 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 170 | $915 | 0.00% | +170 | New |
| Prestige Wealth Management Group LLC | 343 | $1.85K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 303 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 500 | $2.69K | 0.00% | +500 | New |
| Capital A Wealth Management, LLC | 510 | $2.74K | 0.00% | +510 | New |
| Assetmark, Inc | 648 | $3.49K | 0.00% | +324+100.0% | Added |
| Federation des caisses Desjardins du Quebec | 739 | $3.98K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 902 | $4.85K | 0.00% | +902 | New |
| Thomas J. Herzfeld Advisors, Inc. | 968 | $5.21K | 0.00% | +25+2.7% | Added |
| Community Bank, N.A. | 1,000 | $5.38K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $5.38K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,017 | $5.47K | 0.00% | +27+2.7% | Added |
| MAI Capital Management | 1,166 | $6.27K | 0.00% | +1,166 | New |
| SOA Wealth Advisors, LLC. | 1,200 | $6.46K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,270 | $6.83K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,371 | $7.38K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,409 | $7.58K | 0.00% | +37+2.7% | Added |
| US Bancorp | 1,654 | $8.90K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,700 | $9.15K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,744 | $9.38K | 0.00% | +48+2.8% | Added |
| Glen Eagle Advisors, LLC | 1,906 | $10.3K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,000 | $10.8K | 0.00% | +2,000 | New |
| Crews Bank & Trust | 2,423 | $13.0K | 0.00% | +2,423 | New |
| IFP Advisors, Inc | 2,500 | $13.4K | 0.00% | −115,003−97.9% | Reduced |
| Whipplewood Advisors, LLC | 2,505 | $13.5K | 0.01% | +2,505 | New |
| American Capital Advisory, LLC | 2,525 | $13.6K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 2,602 | $14.0K | 0.01% | +2,602 | New |
| Coppell Advisory Solutions LLC | 2,643 | $14.2K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 2,750 | $14.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,804 | $15.1K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 3,000 | $16.1K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 3,000 | $16.1K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 3,750 | $20.2K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 3,933 | $21.2K | 0.00% | +108+2.8% | Added |
| Comerica Bank | 4,375 | $23.5K | 0.00% | +2,601+146.6% | Added |
| JPMorgan Chase & Co | 4,500 | $24.2K | 0.00% | −300−6.3% | Reduced |
| Boyd Watterson Asset Management LLC | 5,280 | $28.4K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5,344 | $28.8K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 5,428 | $29.2K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 5,391 | $29.7K | 0.00% | +11+0.2% | Added |
| Rothschild Investment LLC | 6,000 | $32.3K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 6,000 | $33.1K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 6,935 | $37.3K | 0.02% | 00.0% | Unchanged |
| Kentucky Trust Co | 7,400 | $39.8K | 0.02% | +7,400 | New |
| TD Waterhouse Canada Inc. | 9,150 | $49.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 10,133 | $54.5K | 0.00% | −7,000−40.9% | Reduced |
| Ameriprise Financial Inc | 10,361 | $55.7K | 0.00% | −2,190−17.4% | Reduced |
| Aurora Private Wealth, Inc. | 10,459 | $56.0K | 0.04% | +10,459 | New |
| Bank of Montreal | 10,470 | $56.3K | 0.00% | +10,470 | New |
| Smith, Moore & Co. | 10,556 | $56.8K | 0.01% | +158+1.5% | Added |
| Texas Yale Capital Corp. | 10,700 | $57.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 10,843 | $58.3K | 0.00% | +411+3.9% | Added |
| Institute for Wealth Management, LLC. | 11,240 | $60.5K | 0.01% | +40.0% | Added |
| Exencial Wealth Advisors, LLC | 11,393 | $61.3K | 0.00% | +39+0.3% | Added |
| Triton Wealth Management, PLLC | 10,975 | $61.4K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 11,448 | $61.6K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 11,749 | $63.2K | 0.05% | −6,286−34.9% | Reduced |
| Sigma Planning Corp | 11,832 | $63.7K | 0.00% | +28+0.2% | Added |
| Mutual Advisors, LLC | 11,777 | $64.1K | 0.00% | +87+0.7% | Added |
| Kapstone Financial Advisors LLC | 11,650 | $64.5K | 0.03% | 00.0% | Unchanged |
| Csenge Advisory Group | 12,131 | $65.3K | 0.00% | +336+2.8% | Added |
| Savant Capital, LLC | 12,297 | $66.2K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 12,310 | $66.2K | 0.03% | +195+1.6% | Added |
| Elequin Capital LP | 12,861 | $69.2K | 0.01% | +12,861 | New |
| CWM, LLC | 13,052 | $70.0K | 0.00% | −250−1.9% | Reduced |
| MTM Investment Management, LLC | 13,530 | $72.8K | 0.03% | +13,530 | New |
| Wellington Shields Capital Management, LLC | 13,857 | $74.6K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 13,922 | $74.9K | 0.00% | +330+2.4% | Added |
| Safeguard Investment Advisory Group, LLC | 13,959 | $75.1K | 0.02% | +316+2.3% | Added |
| Sym Financial Corp | 14,486 | $77.9K | 0.01% | +384+2.7% | Added |
| Executive Wealth Management, LLC | 15,000 | $80.7K | 0.01% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 15,093 | $81.2K | 0.05% | +400+2.7% | Added |
| Apollon Wealth Management, LLC | 15,170 | $81.6K | 0.00% | +3,605+31.2% | Added |
| Johnson Investment Counsel Inc | 15,385 | $82.8K | 0.00% | +329+2.2% | Added |
| Glenmede Trust Co NA | 15,473 | $83.2K | 0.00% | 00.0% | Unchanged |
| PCG Wealth Advisors, LLC | 15,810 | $85.1K | 0.03% | −1,200−7.1% | Reduced |
| LRI Investments, LLC | 16,347 | $87.9K | 0.01% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 17,200 | $92.5K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 17,245 | $92.8K | 0.00% | +13+0.1% | Added |
| Stephens Inc | 18,008 | $96.9K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 17,507 | $97.2K | 0.01% | +17,507 | New |
| Chancellor Financial Group WB LP | 18,375 | $98.9K | 0.08% | +18,375 | New |
| Mariner, LLC | 18,531 | $99.7K | 0.00% | +1,058+6.1% | Added |
| Eagle Wealth Strategies LLC | 18,624 | $100.2K | 0.07% | 00.0% | Unchanged |
| Putney Financial Group LLC | 18,679 | $100.5K | 0.09% | +18,679 | New |
| Beacon Investment Advisory Services, Inc. | 19,000 | $102.2K | 0.00% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 19,142 | $103.0K | 0.01% | +19,142 | New |
| J.W. Cole Advisors, Inc. | 19,187 | $103.2K | 0.00% | +133+0.7% | Added |
| Avidian Wealth Solutions, LLC | 19,295 | $103.8K | 0.00% | 00.0% | Unchanged |
| Capital Square, LLC | 18,747 | $105.9K | 0.06% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 20,141 | $108.4K | 0.01% | −36,693−64.6% | Reduced |
| Arete Wealth Advisors, LLC | 20,280 | $109.0K | 0.01% | +4,707+30.2% | Added |
| Hilltop Holdings Inc. | 20,274 | $109.1K | 0.01% | +415+2.1% | Added |
| Truist Financial Corp | 20,755 | $111.7K | 0.00% | −14,191−40.6% | Reduced |
| RDA Financial Network | 21,318 | $114.7K | 0.03% | −9,025−29.7% | Reduced |
| Vantage Financial Partners, LLC | 21,521 | $115.8K | 0.03% | −654−2.9% | Reduced |