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 210 institutions that hold shares in the stock, with a total of 24.8 Million shares, which have been reported (via 13F filing form) to have a value of $138 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 |
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
15,450
shares
|
$85,747
0.03% of portfolio
|
Q1 2025
Reduced 44.03%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
15,170
shares
|
$84,193
0.0% of portfolio
|
Q4 2024
Added 31.17%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
15,000
shares
|
$83,250
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
15,000
shares
|
$83,250
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
14,064
shares
|
$78,055
0.0% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Feb 14, 2025 Q4 2024 |
13,959
shares
|
$77,472
0.02% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
13,857
shares
|
$76,906
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
13,530
shares
|
$75,091
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
13,421
shares
|
$74,486
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
12,887
shares
|
$71,522
0.0% of portfolio
|
Q1 2025
Added 8.92%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
12,802
shares
|
$71,051
0.0% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
12,502
shares
|
$69,386
0.04% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
12,497
shares
|
$69,358
0.0% of portfolio
|
Q1 2025
Added 23.33%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
12,459
shares
|
$69,147
0.0% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
12,297
shares
|
$68,248
0.0% of portfolio
|
Q1 2024
Reduced 12.24%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
11,920
shares
|
$66,156
0.02% of portfolio
|
Q1 2025
Reduced 24.6%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
May 14, 2025 Q1 2025 |
11,749
shares
|
$65,206
0.05% of portfolio
|
Q4 2024
Reduced 34.85%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Apr 11, 2025 Q1 2025 |
11,650
shares
|
$64,657
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
11,185
shares
|
$62,076
0.01% of portfolio
|
Q1 2025
Reduced 22.79%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
10,975
shares
|
$60,911
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
10,735
shares
|
$59,579
0.05% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
10,703
shares
|
$59,401
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
10,700
shares
|
$59,385
0.0% of portfolio
|
Q1 2023
Added 2.39%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
10,556
shares
|
$58,585
0.01% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
10,489
shares
|
$58,213
0.01% of portfolio
|
Q1 2025
New holding
|