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 213 institutions that hold shares in the stock, with a total of 150 Million shares, which have been reported (via 13F filing form) to have a value of $909 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Montz Harcus Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
15,896
shares
|
$96,647
0.04% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
15,832
shares
|
$96,258
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
15,731
shares
|
$95,644
0.0% of portfolio
|
Q2 2025
Reduced 45.25%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
15,473
shares
|
$94,075
0.0% of portfolio
|
Q3 2023
Added 40.05%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
15,473
shares
|
$94,075
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
15,269
shares
|
$92,835
0.02% of portfolio
|
Q2 2025
Reduced 29.15%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
15,222
shares
|
$92,549
0.0% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
15,203
shares
|
$92,434
0.0% of portfolio
|
Q1 2025
Reduced 69.72%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
15,129
shares
|
$91,984
0.0% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
15,000
shares
|
$91,200
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
15,000
shares
|
$91,200
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
14,590
shares
|
$88,707
0.02% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
14,053
shares
|
$85,442
0.03% of portfolio
|
Q2 2025
Reduced 9.04%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
13,857
shares
|
$84,250
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
13,612
shares
|
$82,760
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
13,605
shares
|
$82,718
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
13,530
shares
|
$82,262
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
12,942
shares
|
$78,687
0.0% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
12,802
shares
|
$77,836
0.0% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
12,459
shares
|
$75,750
0.0% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
12,297
shares
|
$74,765
0.0% of portfolio
|
Q1 2024
Reduced 12.24%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
11,813
shares
|
$71,823
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jul 24, 2025 Q2 2025 |
11,749
shares
|
$71,433
0.05% of portfolio
|
Q4 2024
Reduced 34.85%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
11,476
shares
|
$69,774
0.01% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Triton Wealth Management, Pllc
|
Jul 28, 2025 Q2 2025 |
11,031
shares
|
$67,068
0.03% of portfolio
|
Q2 2025
Added 0.51%
|