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 207 institutions that hold shares in the stock, with a total of 26.4 Million shares, which have been reported (via 13F filing form) to have a value of $160 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
15,000
shares
|
$90,750
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
14,959
shares
|
$90,501
0.0% of portfolio
|
Q3 2025
Added 9.95%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
14,589
shares
|
$88,263
0.02% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
14,150
shares
|
$85,607
0.02% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
13,857
shares
|
$83,834
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
13,584
shares
|
$82,183
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
13,530
shares
|
$81,856
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
13,494
shares
|
$81,638
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
13,099
shares
|
$79,248
0.0% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
12,994
shares
|
$78,613
0.0% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
12,808
shares
|
$77,488
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
12,297
shares
|
$74,396
0.0% of portfolio
|
Q1 2024
Reduced 12.24%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
12,240
shares
|
$74,052
0.0% of portfolio
|
Q3 2025
Reduced 24.74%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
11,813
shares
|
$71,468
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
11,751
shares
|
$71,093
0.01% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 29, 2025 Q3 2025 |
11,749
shares
|
$71,081
0.05% of portfolio
|
Q4 2024
Reduced 34.85%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
11,446
shares
|
$69,248
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
11,175
shares
|
$67,608
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
11,014
shares
|
$66,634
0.05% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
11,000
shares
|
$66,550
0.0% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
10,703
shares
|
$64,753
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
10,489
shares
|
$63,458
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
10,121
shares
|
$61,232
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
10,000
shares
|
$60,500
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
10,000
shares
|
$60,500
0.0% of portfolio
|
Q3 2025
New holding
|
|