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, Q1 2025
Institutional positions in Gabelli Equity Trust Inc as of Mar 31, 2025. 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
- 188
- −6 vs. Q4 2024
- Shares held
- 23.8M
- +143.1K (+0.6%) vs. Q4 2024
- Total value
- $131.3M
- +$3.89M (+3.1%) vs. Q4 2024
- New holders
- 15
- 64 more added
- Sold out
- 21
- 42 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Gabelli Equity Trust Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brookstone Capital Management | 26,906 | $148.3K | 0.00% | −726−2.6% | Reduced |
| Kingstone Capital Partners Texas, LLC | 26,996 | $149.0K | 0.12% | +1,620+6.4% | Added |
| Pekin Hardy Strauss, Inc. | 27,228 | $150.0K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 27,842 | $153.4K | 0.00% | +87+0.3% | Added |
| IFG Advisory, LLC | 28,186 | $155.3K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 28,731 | $158.3K | 0.00% | −1,269−4.2% | Reduced |
| Symphony Financial Services, Inc. | 29,744 | $163.9K | 0.11% | +1,623+5.8% | Added |
| Mariner, LLC | 29,858 | $164.5K | 0.00% | +11,327+61.1% | Added |
| Motco | 30,318 | $167.1K | 0.02% | +8,000+35.8% | Added |
| Baird Financial Group, Inc. | 30,548 | $168.3K | 0.00% | −166,104−84.5% | Reduced |
| Benjamin Edwards Inc | 31,805 | $175.2K | 0.00% | +31,805 | New |
| Valeo Financial Advisors, LLC | 32,449 | $178.8K | 0.00% | +208+0.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 33,495 | $184.6K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 36,706 | $202.3K | 0.00% | −2,700−6.9% | Reduced |
| Evernest Financial Advisors, LLC | 36,710 | $202.3K | 0.07% | −56,351−60.6% | Reduced |
| Mission Wealth Management, LP | 37,574 | $207.0K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 39,076 | $215.0K | 0.02% | +39,037+100,094.9% | Added |
| Kingsview Wealth Management, LLC | 39,376 | $217.0K | 0.00% | +160.0% | Added |
| Synovus Financial Corp | 39,468 | $217.5K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 41,224 | $227.1K | 0.03% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 41,903 | $230.9K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 46,220 | $254.7K | 0.00% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 46,739 | $257.5K | 0.01% | +1,231+2.7% | Added |
| Arista Wealth Management, LLC | 47,128 | $259.7K | 0.06% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 50,555 | $278.6K | 0.00% | −3,099−5.8% | Reduced |
| Financial Counselors Inc | 52,810 | $291.0K | 0.00% | −1,085−2.0% | Reduced |
| Envestnet Asset Management Inc | 53,039 | $292.2K | 0.00% | +25,514+92.7% | Added |
| Susquehanna International Group, LLP | 53,218 | $293.2K | 0.00% | +53,218 | New |
| Shulman DeMeo Asset Management LLC | 57,755 | $318.2K | 0.09% | −361−0.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 61,836 | $340.7K | 0.03% | +1,014+1.7% | Added |
| Darden Wealth Group Inc | 62,000 | $341.6K | 0.26% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 63,099 | $347.7K | 0.00% | +2,001+3.3% | Added |
| Silver Oak Securities, Inc | 64,472 | $354.6K | 0.03% | +1,029+1.6% | Added |
| Mercer Global Advisors Inc | 64,980 | $358.0K | 0.00% | +35,980+124.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 65,940 | $363.0K | 0.00% | −980−1.5% | Reduced |
| HighTower Advisors, LLC | 70,788 | $390.0K | 0.00% | +306+0.4% | Added |
| HCR Wealth Advisors | 75,353 | $415.2K | 0.05% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 77,945 | $429.5K | 0.00% | +7,461+10.6% | Added |
| NorthRock Partners, LLC | 80,213 | $442.0K | 0.01% | +1,139+1.4% | Added |
| Leigh Baldwin & Co., LLC | 86,084 | $474.3K | 0.38% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 86,415 | $476.1K | 0.01% | −8,661−9.1% | Reduced |
| PFG Investments, LLC | 86,549 | $476.9K | 0.03% | +2,928+3.5% | Added |
| Captrust Financial Advisors | 87,944 | $484.6K | 0.00% | +2,207+2.6% | Added |
| Flynn Zito Capital Management, LLC | 88,806 | $489.3K | 0.22% | +62,951+243.5% | Added |
| RSM US Wealth Management LLC | 92,100 | $507.5K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 92,866 | $512.0K | 0.00% | +473+0.5% | Added |
| Hollencrest Capital Management | 95,533 | $526.4K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 96,620 | $532.4K | 0.01% | −59,391−38.1% | Reduced |
| Golden State Equity Partners | 97,176 | $535.4K | 0.11% | −182−0.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 101,784 | $560.8K | 0.00% | −38,397−27.4% | Reduced |
| Advisory Services Network, LLC | 102,054 | $562.3K | 0.01% | −290−0.3% | Reduced |
| Kera Capital Partners, Inc. | 105,780 | $582.8K | 0.17% | 00.0% | Unchanged |
| Stifel Financial Corp | 112,642 | $620.7K | 0.00% | −21,520−16.0% | Reduced |
| Valley Brook Capital Group | 112,836 | $621.7K | 0.49% | +14,000+14.2% | Added |
| Oppenheimer & Co Inc | 114,817 | $632.6K | 0.01% | +40,947+55.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 114,937 | $633.3K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 121,478 | $669.0K | 0.02% | +4,687+4.0% | Added |
| Consolidated Portfolio Review Corp | 136,767 | $753.6K | 0.12% | +13,928+11.3% | Added |
| Janney Montgomery Scott LLC | 138,210 | $762.0K | 0.00% | +66,772+93.5% | Added |
| Private Advisor Group, LLC | 188,848 | $1.04M | 0.01% | +26,708+16.5% | Added |
| Advisor Group Holdings, Inc. | 189,761 | $1.05M | 0.00% | +15,203+8.7% | Added |
| Thrivent Financial for Lutherans | 189,962 | $1.05M | 0.00% | +15,270+8.7% | Added |
| Rockefeller Capital Management L.P. | 202,144 | $1.11M | 0.00% | −2,296−1.1% | Reduced |
| Advisors Asset Management, Inc. | 209,583 | $1.15M | 0.02% | +489+0.2% | Added |
| Cerity Partners LLC | 237,653 | $1.31M | 0.00% | −37,556−13.6% | Reduced |
| Marks Group Wealth Management, Inc | 244,838 | $1.35M | 0.13% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 250,390 | $1.38M | 0.01% | +26,970+12.1% | Added |
| Guggenheim Capital LLC | 258,987 | $1.43M | 0.01% | +91,493+54.6% | Added |
| UBS Group AG | 343,904 | $1.89M | 0.00% | −52,241−13.2% | Reduced |
| Accel Wealth Management | 360,509 | $1.99M | 0.72% | +14,473+4.2% | Added |
| International Assets Investment Management, LLC | 397,426 | $2.19M | 0.19% | −20,500−4.9% | Reduced |
| Cohen & Steers, Inc. | 400,000 | $2.20M | 0.00% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 445,861 | $2.46M | 0.08% | +38,493+9.4% | Added |
| Wells Fargo & Company | 457,420 | $2.52M | 0.00% | +3,407+0.8% | Added |
| Scotia Capital Inc. | 458,084 | $2.52M | 0.01% | −14,574−3.1% | Reduced |
| Creative Planning | 460,707 | $2.54M | 0.00% | +14,364+3.2% | Added |
| Bank of America Corp | 507,404 | $2.80M | 0.00% | −83,841−14.2% | Reduced |
| Raymond James Financial Inc | 512,945 | $2.83M | 0.00% | +26,979+5.6% | Added |
| Live Oak Private Wealth LLC | 514,176 | $2.83M | 0.46% | 00.0% | Unchanged |
| Royal Bank of Canada | 516,514 | $2.85M | 0.00% | −44,484−7.9% | Reduced |
| Golden State Wealth Management, LLC | 518,642 | $2.86M | 0.42% | −25,119−4.6% | Reduced |
| Cetera Investment Advisers | 573,601 | $3.16M | 0.01% | +68,157+13.5% | Added |
| J.W. Cole Advisors, Inc. | 720,307 | $3.97M | 0.12% | +701,120+3,654.1% | Added |
| Gamco Investors, Inc. Et Al | 847,105 | $4.67M | 0.05% | +5,430+0.6% | Added |
| Philadelphia Trust Co | 1,144,244 | $6.30M | 0.54% | −51,250−4.3% | Reduced |
| Commonwealth Equity Services, LLC | 1,892,283 | $10.4M | 0.01% | −11,417−0.6% | Reduced |
| Morgan Stanley | 2,424,901 | $13.4M | 0.00% | +75,233+3.2% | Added |
| LPL Financial LLC | 3,474,636 | $19.1M | 0.01% | −45,791−1.3% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −367,744−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −60,643−100.0% | Sold out |
| Sound View Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −22,682−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −23,112−100.0% | Sold out |
| RDA Financial Network | 0 | $0 | 0.00% | −21,318−100.0% | Sold out |
| Putney Financial Group LLC | 0 | $0 | 0.00% | −18,679−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −17,245−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −12,861−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −11,777−100.0% | Sold out |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −11,393−100.0% | Sold out |