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 |
|---|---|---|---|---|---|
| Insight Advisors, LLC | 21,842 | $117.5K | 0.02% | 00.0% | Unchanged |
| Motco | 22,318 | $120.1K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 23,112 | $124.3K | 0.01% | +613+2.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 23,687 | $127.4K | 0.02% | +92+0.4% | Added |
| GWN Securities Inc. | 22,682 | $128.2K | 0.03% | +22,682 | New |
| Ameritas Advisory Services, LLC | 24,714 | $133.0K | 0.00% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 25,309 | $136.2K | 0.07% | +107+0.4% | Added |
| Kingstone Capital Partners Texas, LLC | 25,376 | $137.0K | 0.11% | +25,376 | New |
| Mendel Capital Management LLC | 25,638 | $137.9K | 0.08% | 00.0% | Unchanged |
| Citadel Advisors LLC | 25,801 | $138.8K | 0.00% | +25,801 | New |
| Flynn Zito Capital Management, LLC | 25,855 | $139.1K | 0.06% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 27,228 | $146.5K | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 27,525 | $148.1K | 0.00% | +950+3.6% | Added |
| RFG - Bristol Wealth Advisors, LLC | 27,604 | $148.5K | 0.05% | +27,604 | New |
| Brookstone Capital Management | 27,632 | $148.7K | 0.00% | −23,400−45.9% | Reduced |
| Kestra Private Wealth Services, LLC | 27,755 | $149.3K | 0.00% | +89+0.3% | Added |
| Symphony Financial Services, Inc. | 28,121 | $151.3K | 0.12% | +216+0.8% | Added |
| IFG Advisory, LLC | 28,186 | $151.6K | 0.01% | −3,300−10.5% | Reduced |
| Jane Street Group, LLC | 28,419 | $152.9K | 0.00% | +28,419 | New |
| Mercer Global Advisors Inc | 29,000 | $156.0K | 0.00% | +100.0% | Added |
| Beacon Pointe Advisors, LLC | 30,000 | $161.4K | 0.00% | +2,000+7.1% | Added |
| Great Valley Advisor Group, Inc. | 30,177 | $162.4K | 0.00% | −15,447−33.9% | Reduced |
| Valeo Financial Advisors, LLC | 32,241 | $173.5K | 0.00% | −9,791−23.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 33,495 | $180.2K | 0.02% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 35,000 | $188.3K | 0.02% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 37,574 | $202.1K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 39,360 | $211.8K | 0.00% | +12,817+48.3% | Added |
| GWM Advisors LLC | 39,406 | $212.0K | 0.00% | −4,400−10.0% | Reduced |
| Synovus Financial Corp | 39,468 | $212.3K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 41,224 | $221.8K | 0.03% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 41,903 | $225.4K | 0.01% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 45,508 | $244.8K | 0.01% | +1,259+2.8% | Added |
| Avantax Advisory Services, Inc. | 46,220 | $248.7K | 0.00% | +220+0.5% | Added |
| Arista Wealth Management, LLC | 47,128 | $253.6K | 0.06% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 50,203 | $270.1K | 0.01% | +35,000+230.2% | Added |
| Kestra Advisory Services, LLC | 53,654 | $288.7K | 0.00% | +24,445+83.7% | Added |
| Financial Counselors Inc | 53,895 | $290.0K | 0.00% | −500−0.9% | Reduced |
| Shulman DeMeo Asset Management LLC | 58,116 | $312.7K | 0.08% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 60,643 | $326.3K | 0.13% | −592,010−90.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 60,822 | $327.2K | 0.02% | +60,822 | New |
| Equitable Holdings, Inc. | 61,098 | $328.7K | 0.00% | +3,000+5.2% | Added |
| Darden Wealth Group Inc | 62,000 | $333.6K | 0.22% | −5,000−7.5% | Reduced |
| Silver Oak Securities, Inc | 63,443 | $341.3K | 0.03% | −10,965−14.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 66,920 | $360.0K | 0.00% | −11,819−15.0% | Reduced |
| CIBC World Markets Inc. | 70,484 | $379.0K | 0.00% | +5,330+8.2% | Added |
| HighTower Advisors, LLC | 70,482 | $379.2K | 0.00% | −14,049−16.6% | Reduced |
| Janney Montgomery Scott LLC | 71,438 | $384.0K | 0.00% | −8,718−10.9% | Reduced |
| Oppenheimer & Co Inc | 73,870 | $397.4K | 0.01% | +20,663+38.8% | Added |
| Legacy Wealth Management, LLC | 74,976 | $403.4K | 0.16% | +26,032+53.2% | Added |
| HCR Wealth Advisors | 75,353 | $405.4K | 0.05% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 79,074 | $425.4K | 0.01% | +5,887+8.0% | Added |
| PFG Investments, LLC | 83,621 | $449.9K | 0.03% | −300.0% | Reduced |
| Captrust Financial Advisors | 85,737 | $461.3K | 0.00% | +20,612+31.6% | Added |
| Leigh Baldwin & Co., LLC | 86,084 | $463.1K | 0.39% | +86,084 | New |
| RSM US Wealth Management LLC | 92,100 | $495.5K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 92,393 | $497.0K | 0.00% | −4,878−5.0% | Reduced |
| Evernest Financial Advisors, LLC | 93,061 | $500.7K | 0.13% | −6,337−6.4% | Reduced |
| Atria Wealth Solutions, Inc. | 95,076 | $511.5K | 0.01% | +4,512+5.0% | Added |
| Hollencrest Capital Management | 95,533 | $514.0K | 0.02% | 00.0% | Unchanged |
| Golden State Equity Partners | 97,358 | $523.8K | 0.10% | −5,571−5.4% | Reduced |
| Valley Brook Capital Group | 98,836 | $531.7K | 0.40% | −4,750−4.6% | Reduced |
| Advisory Services Network, LLC | 102,344 | $550.6K | 0.01% | −5,248−4.9% | Reduced |
| Kera Capital Partners, Inc. | 105,780 | $569.1K | 0.16% | +105,780 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 114,937 | $618.4K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 116,791 | $628.0K | 0.02% | +67+0.1% | Added |
| Consolidated Portfolio Review Corp | 122,839 | $660.9K | 0.10% | +4,781+4.0% | Added |
| Stifel Financial Corp | 134,162 | $721.8K | 0.00% | +33,879+33.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 140,181 | $754.2K | 0.00% | +52,691+60.2% | Added |
| Stratos Wealth Partners, LTD. | 156,011 | $839.3K | 0.01% | −6,296−3.9% | Reduced |
| Private Advisor Group, LLC | 162,140 | $872.3K | 0.00% | −2,866−1.7% | Reduced |
| Guggenheim Capital LLC | 167,494 | $901.1K | 0.01% | +103,719+162.6% | Added |
| Advisor Group Holdings, Inc. | 174,558 | $939.1K | 0.00% | +9,751+5.9% | Added |
| Thrivent Financial for Lutherans | 174,692 | $940.0K | 0.00% | +11,472+7.0% | Added |
| Baird Financial Group, Inc. | 196,652 | $1.06M | 0.00% | +1,358+0.7% | Added |
| Rockefeller Capital Management L.P. | 204,440 | $1.10M | 0.00% | −529−0.3% | Reduced |
| Advisors Asset Management, Inc. | 209,094 | $1.12M | 0.02% | −3,697−1.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 223,420 | $1.20M | 0.01% | +52,800+30.9% | Added |
| Marks Group Wealth Management, Inc | 244,838 | $1.32M | 0.13% | 00.0% | Unchanged |
| Cerity Partners LLC | 275,209 | $1.48M | 0.00% | +22,767+9.0% | Added |
| Accel Wealth Management | 346,036 | $1.86M | 0.71% | +19,990+6.1% | Added |
| Independent Advisor Alliance | 367,744 | $1.98M | 0.03% | +367,744 | New |
| UBS Group AG | 396,145 | $2.13M | 0.00% | +3,386+0.9% | Added |
| Cohen & Steers, Inc. | 400,000 | $2.15M | 0.00% | −743,640−65.0% | Reduced |
| Independent Financial Group, LLC | 407,368 | $2.19M | 0.07% | +96,161+30.9% | Added |
| International Assets Investment Management, LLC | 417,926 | $2.24M | 0.19% | −1,883,104−81.8% | Reduced |
| Creative Planning | 446,343 | $2.40M | 0.00% | −12,322−2.7% | Reduced |
| Wells Fargo & Company | 454,013 | $2.44M | 0.00% | −25,414−5.3% | Reduced |
| Scotia Capital Inc. | 472,658 | $2.54M | 0.01% | −7,304−1.5% | Reduced |
| Raymond James Financial Inc | 485,966 | $2.61M | 0.00% | +485,966 | New |
| Cetera Investment Advisers | 505,444 | $2.72M | 0.01% | +15,690+3.2% | Added |
| Live Oak Private Wealth LLC | 514,176 | $2.77M | 0.46% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 543,761 | $2.93M | 0.44% | +543,761 | New |
| Royal Bank of Canada | 560,998 | $3.02M | 0.00% | +17,796+3.3% | Added |
| Bank of America Corp | 591,245 | $3.18M | 0.00% | −100,010−14.5% | Reduced |
| Gamco Investors, Inc. Et Al | 841,675 | $4.53M | 0.05% | −5,000−0.6% | Reduced |
| Philadelphia Trust Co | 1,195,494 | $6.43M | 0.47% | −14,475−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 1,903,700 | $10.2M | 0.01% | +12,503+0.7% | Added |
| Morgan Stanley | 2,349,668 | $12.6M | 0.00% | +6,711+0.3% | Added |
| LPL Financial LLC | 3,520,427 | $18.9M | 0.01% | +776,591+28.3% | Added |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −121,044−100.0% | Sold out |