Institutional Ownership Gabelli Equity Trust Inc (GAB)
This table provides information about the institutional ownership of Gabelli Equity Trust Inc (GAB). We have compiled data on the 199 institutions that hold shares in the stock, with a total of 25.3 Million shares, which have been reported (via 13F filing form) to have a value of $137 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
19,667
shares
|
$106,595
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
19,295
shares
|
$104,578
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
19,054
shares
|
$103,272
0.0% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Nov 14, 2024 Q3 2024 |
19,000
shares
|
$102,980
0.0% of portfolio
|
Q1 2018
Reduced 14.29%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
18,747
shares
|
$101,608
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Oct 08, 2024 Q3 2024 |
18,624
shares
|
$100,942
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 15, 2024 Q3 2024 |
18,035
shares
|
$97,749
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
18,008
shares
|
$97,603
0.0% of portfolio
|
Q4 2023
Reduced 0.55%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
17,473
shares
|
$94,703
0.0% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
17,232
shares
|
$93,397
0.0% of portfolio
|
Q3 2024
Reduced 72.88%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
17,200
shares
|
$93,224
0.0% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
17,133
shares
|
$92,860
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
17,010
shares
|
$92,194
0.04% of portfolio
|
Q3 2024
Reduced 19.42%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
16,874
shares
|
$91,457
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
16,347
shares
|
$88,600
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
15,573
shares
|
$84,405
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 06, 2024 Q3 2024 |
15,549
shares
|
$84,275
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
15,473
shares
|
$83,863
0.0% of portfolio
|
Q3 2023
Added 40.05%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
15,203
shares
|
$82,400
0.0% of portfolio
|
Q2 2024
Reduced 12.0%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
15,056
shares
|
$81,603
0.0% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
15,000
shares
|
$81,300
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
15,000
shares
|
$81,300
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
David J Yvars Group
|
Oct 31, 2024 Q3 2024 |
14,716
shares
|
$79,760
0.05% of portfolio
|
Q3 2024
Reduced 17.43%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
14,693
shares
|
$79,636
0.05% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
14,102
shares
|
$76,432
0.01% of portfolio
|
Q3 2024
Added 2.7%
|