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 |
|---|---|---|---|---|---|
| RDA Financial Network | 21,318 | $114.7K | 0.03% | −9,025−29.7% | Reduced |
| Truist Financial Corp | 20,755 | $111.7K | 0.00% | −14,191−40.6% | Reduced |
| Hilltop Holdings Inc. | 20,274 | $109.1K | 0.01% | +415+2.1% | Added |
| Arete Wealth Advisors, LLC | 20,280 | $109.0K | 0.01% | +4,707+30.2% | Added |
| Good Life Advisors, LLC | 20,141 | $108.4K | 0.01% | −36,693−64.6% | Reduced |
| Capital Square, LLC | 18,747 | $105.9K | 0.06% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 19,295 | $103.8K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 19,187 | $103.2K | 0.00% | +133+0.7% | Added |
| MidWestOne Financial Group, Inc. | 19,142 | $103.0K | 0.01% | +19,142 | New |
| Beacon Investment Advisory Services, Inc. | 19,000 | $102.2K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 18,679 | $100.5K | 0.09% | +18,679 | New |
| Eagle Wealth Strategies LLC | 18,624 | $100.2K | 0.07% | 00.0% | Unchanged |
| Mariner, LLC | 18,531 | $99.7K | 0.00% | +1,058+6.1% | Added |
| Chancellor Financial Group WB LP | 18,375 | $98.9K | 0.08% | +18,375 | New |
| Cornerstone Advisory, LLC | 17,507 | $97.2K | 0.01% | +17,507 | New |
| Stephens Inc | 18,008 | $96.9K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 17,245 | $92.8K | 0.00% | +13+0.1% | Added |
| Modera Wealth Management, LLC | 17,200 | $92.5K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 16,347 | $87.9K | 0.01% | 00.0% | Unchanged |
| PCG Wealth Advisors, LLC | 15,810 | $85.1K | 0.03% | −1,200−7.1% | Reduced |
| Glenmede Trust Co NA | 15,473 | $83.2K | 0.00% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 15,385 | $82.8K | 0.00% | +329+2.2% | Added |
| Apollon Wealth Management, LLC | 15,170 | $81.6K | 0.00% | +3,605+31.2% | Added |
| Montz Harcus Wealth Management LLC | 15,093 | $81.2K | 0.05% | +400+2.7% | Added |
| Executive Wealth Management, LLC | 15,000 | $80.7K | 0.01% | 00.0% | Unchanged |
| Sym Financial Corp | 14,486 | $77.9K | 0.01% | +384+2.7% | Added |
| Safeguard Investment Advisory Group, LLC | 13,959 | $75.1K | 0.02% | +316+2.3% | Added |
| Meridian Wealth Management, LLC | 13,922 | $74.9K | 0.00% | +330+2.4% | Added |
| Wellington Shields Capital Management, LLC | 13,857 | $74.6K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 13,530 | $72.8K | 0.03% | +13,530 | New |
| CWM, LLC | 13,052 | $70.0K | 0.00% | −250−1.9% | Reduced |
| Elequin Capital LP | 12,861 | $69.2K | 0.01% | +12,861 | New |
| Register Financial Advisors LLC | 12,310 | $66.2K | 0.03% | +195+1.6% | Added |
| Savant Capital, LLC | 12,297 | $66.2K | 0.00% | 00.0% | Unchanged |
| Csenge Advisory Group | 12,131 | $65.3K | 0.00% | +336+2.8% | Added |
| Kapstone Financial Advisors LLC | 11,650 | $64.5K | 0.03% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 11,777 | $64.1K | 0.00% | +87+0.7% | Added |
| Sigma Planning Corp | 11,832 | $63.7K | 0.00% | +28+0.2% | Added |
| Cascade Investment Group, Inc. | 11,749 | $63.2K | 0.05% | −6,286−34.9% | Reduced |
| Stratos Wealth Advisors, LLC | 11,448 | $61.6K | 0.00% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 10,975 | $61.4K | 0.03% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 11,393 | $61.3K | 0.00% | +39+0.3% | Added |
| Institute for Wealth Management, LLC. | 11,240 | $60.5K | 0.01% | +40.0% | Added |
| Fifth Third Bancorp | 10,843 | $58.3K | 0.00% | +411+3.9% | Added |
| Texas Yale Capital Corp. | 10,700 | $57.6K | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 10,556 | $56.8K | 0.01% | +158+1.5% | Added |
| Bank of Montreal | 10,470 | $56.3K | 0.00% | +10,470 | New |
| Aurora Private Wealth, Inc. | 10,459 | $56.0K | 0.04% | +10,459 | New |
| Ameriprise Financial Inc | 10,361 | $55.7K | 0.00% | −2,190−17.4% | Reduced |
| CoreCap Advisors, LLC | 10,133 | $54.5K | 0.00% | −7,000−40.9% | Reduced |
| TD Waterhouse Canada Inc. | 9,150 | $49.2K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 7,400 | $39.8K | 0.02% | +7,400 | New |
| Gen-Wealth Partners Inc | 6,935 | $37.3K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 6,000 | $33.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,000 | $32.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 5,391 | $29.7K | 0.00% | +11+0.2% | Added |
| Wellington Shields & Co., LLC | 5,428 | $29.2K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5,344 | $28.8K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 5,280 | $28.4K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,500 | $24.2K | 0.00% | −300−6.3% | Reduced |
| Comerica Bank | 4,375 | $23.5K | 0.00% | +2,601+146.6% | Added |
| Principal Securities, Inc. | 3,933 | $21.2K | 0.00% | +108+2.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 3,750 | $20.2K | 0.01% | 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 |
| The PNC Financial Services Group, Inc. | 2,804 | $15.1K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 2,750 | $14.8K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 2,643 | $14.2K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 2,602 | $14.0K | 0.01% | +2,602 | New |
| American Capital Advisory, LLC | 2,525 | $13.6K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 2,505 | $13.5K | 0.01% | +2,505 | New |
| IFP Advisors, Inc | 2,500 | $13.4K | 0.00% | −115,003−97.9% | Reduced |
| Crews Bank & Trust | 2,423 | $13.0K | 0.00% | +2,423 | New |
| Park Place Capital Corp | 2,000 | $10.8K | 0.00% | +2,000 | New |
| Glen Eagle Advisors, LLC | 1,906 | $10.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,744 | $9.38K | 0.00% | +48+2.8% | Added |
| Geneos Wealth Management Inc. | 1,700 | $9.15K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,654 | $8.90K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,409 | $7.58K | 0.00% | +37+2.7% | Added |
| Northwestern Mutual Wealth Management Co | 1,371 | $7.38K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,270 | $6.83K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,200 | $6.46K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,166 | $6.27K | 0.00% | +1,166 | New |
| Continuum Advisory, LLC | 1,017 | $5.47K | 0.00% | +27+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 |
| Thomas J. Herzfeld Advisors, Inc. | 968 | $5.21K | 0.00% | +25+2.7% | Added |
| Bartlett & Co. Wealth Management LLC | 902 | $4.85K | 0.00% | +902 | New |
| Federation des caisses Desjardins du Quebec | 739 | $3.98K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 648 | $3.49K | 0.00% | +324+100.0% | Added |
| Capital A Wealth Management, LLC | 510 | $2.74K | 0.00% | +510 | New |
| Lee Danner & Bass Inc | 500 | $2.69K | 0.00% | +500 | New |
| Hazlett, Burt & Watson, Inc. | 303 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 343 | $1.85K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 170 | $915 | 0.00% | +170 | New |
| Sound Income Strategies, LLC | 104 | $560 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $538 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 81 | $436 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 39 | $210 | 0.02% | −35,427−99.9% | Reduced |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −121,044−100.0% | Sold out |