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The Gabelli Equity Trust (GAB) Institutional Ownership

$5.51
-0.06 (-1.08%)
(As of 05/28/2024 ET)

Institutional Ownership Changes (13F Filings) for The Gabelli Equity Trust (NYSE:GAB)

Current
Institutional Ownership
Percentage
7.24%
Number of
Institutional Buyers
(last 12 months)
73
Total
Institutional Inflows
(last 12 months)
$21.10M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$3.64M
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GAB Institutional Buying and Selling by Quarter

The Gabelli Equity Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/24/2024 Cetera Investment Advisers449,417$2.48M0.0%+1,196.4%0.149%
5/20/2024 Virtu Financial LLC27,405$151K0.0%-58.7%0.009%
5/17/2024 Beacon Capital Management LLC11,138$61K0.0%N/A0.004%
5/16/2024 B. Riley Wealth Advisors Inc.51,520$264K0.0%-20.6%0.017%
5/15/2024 Quadrature Capital Ltd12,271$68K0.0%N/A0.004%
5/14/2024 Advisors Asset Management Inc.129,676$716K0.0%N/A0.043%
5/14/2024 CreativeOne Wealth LLC10,231$56K0.0%N/A0.003%
5/9/2024 Koshinski Asset Management Inc.21,908$121K0.0%N/A0.007%
5/7/2024 Capital Square LLC18,747$103K0.1%N/A0.006%
5/7/2024 Pecaut & CO.35,760$197K0.1%-38.7%0.012%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management115,402$637K0.0%-7.8%0.038%
5/7/2024 Insight Advisors LLC PA21,842$121K0.0%N/A0.007%
5/6/2024 Envestnet Portfolio Solutions Inc.20,328$112K0.0%+20.9%0.007%
5/2/2024 Valley Brook Capital Group Inc.76,836$424K0.3%+57.3%0.025%
5/1/2024 Mission Wealth Management LP39,074$216K0.0%N/A0.013%
5/1/2024 Flynn Zito Capital Management LLC27,443$151K0.1%+86.8%0.009%
4/30/2024 Private Advisor Group LLC195,807$1.08M0.0%+34.5%0.065%
4/30/2024 Hartline Investment Corp25,214$139K0.0%N/A0.008%
4/29/2024Commonwealth Equity Services LLC2,573,366$14.21M0.0%+22.4%0.852%
4/25/2024 Valeo Financial Advisors LLC31,197$166K0.0%+112.2%0.010%
4/23/2024 Raymond James Financial Services Advisors Inc.322,665$1.78M0.0%+7.6%0.107%
4/22/2024 PFG Investments LLC73,418$405K0.0%N/A0.024%
4/19/2024 Accel Wealth Management295,814$1.63M0.7%+3.5%0.098%
4/19/2024 PCG Wealth Advisors LLC21,110$117K0.1%-8.7%0.007%
4/15/2024 Brookstone Capital Management53,853$297K0.0%-4.3%0.018%
4/11/2024 International Assets Investment Management LLC117,776$640K0.0%+900.1%0.039%
4/4/2024 Cullen Investment Group LTD.16,072$86K0.0%N/A0.005%
3/27/2024 Nomura Holdings Inc.27,900$142K0.0%N/A0.009%
3/15/2024 B. Riley Wealth Advisors Inc.64,907$330K0.0%+26.0%0.022%
3/8/2024 ICA Group Wealth Management LLC6,310$32K0.0%N/A0.002%
2/26/2024 Virtu Financial LLC66,424$337K0.0%N/A0.022%
2/15/2024 Cohen & Steers Inc.903,640$4.59M0.0%+4.0%0.303%
2/14/2024 Waterloo Capital L.P.31,294$159K0.0%N/A0.011%
2/13/2024 Steward Partners Investment Solutions LLC5,350$27K0.0%N/A0.002%
2/12/2024 Scotia Capital Inc.441,763$2.24M0.0%+5.3%0.148%
2/12/2024 Steward Partners Investment Advisory LLC158,405$805K0.0%-22.0%0.053%
2/9/2024 HCR Wealth Advisors75,353$383K0.1%N/A0.025%
2/9/2024 Philadelphia Trust Co.1,201,444$6.10M0.6%-0.4%0.403%
2/8/2024 Kingsview Wealth Management LLC27,756$141K0.0%+9.8%0.009%
2/8/2024 Meridian Wealth Management LLC17,549$89K0.0%-48.7%0.006%
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2/7/2024 Avantax Advisory Services Inc.46,000$234K0.0%N/A0.015%
2/7/2024 Envestnet Portfolio Solutions Inc.16,808$85K0.0%+25.5%0.006%
2/7/2024 Jump Financial LLC11,400$58K0.0%N/A0.004%
2/7/2024 Johnson Investment Counsel Inc.19,116$97K0.0%+38.5%0.006%
2/7/2024 Pecaut & CO.58,312$296K0.1%-15.4%0.020%
2/7/2024 Shaker Financial Services LLC480,414$2.44M1.0%N/A0.161%
2/6/2024 Valley Brook Capital Group Inc.48,836$248K0.2%+10.1%0.016%
2/6/2024 Great Valley Advisor Group Inc.47,168$240K0.0%-17.6%0.016%
2/5/2024 Kestra Private Wealth Services LLC25,926$132K0.0%-15.1%0.009%
2/5/2024 Eagle Wealth Strategies LLC18,624$95K0.1%N/A0.006%
2/5/2024 Silver Oak Securities Incorporated78,741$400K0.1%N/A0.026%
2/5/2024 Magnus Financial Group LLC74,101$376K0.0%+13.2%0.025%
2/2/2024Golden State Equity Partners115,489$587K0.1%+2.0%0.039%
2/2/2024 Atria Wealth Solutions Inc.118,592$602K0.0%-9.8%0.040%
2/1/2024 Wolverine Asset Management LLC206,750$1.05M0.0%N/A0.069%
1/31/2024 J.W. Cole Advisors Inc.19,675$100K0.0%+90.9%0.007%
1/30/2024 Flputnam Investment Management Co.16,698$85K0.0%N/A0.006%
1/29/2024 Valeo Financial Advisors LLC14,700$75K0.0%N/A0.005%
1/26/2024 Cerity Partners LLC14,979$76K0.0%+21.4%0.005%
1/24/2024 Stratos Wealth Partners LTD.108,803$553K0.0%-8.7%0.037%
1/24/2024 International Assets Investment Management LLC59,822$304K0.0%N/A0.020%
1/18/2024 Accel Wealth Management285,863$1.45M0.7%-2.2%0.096%
1/16/2024 Raymond James Financial Services Advisors Inc.299,849$1.52M0.0%+4.1%0.101%
1/16/2024CoreCap Advisors LLC13,491$69K0.0%+26.9%0.005%
1/11/2024 Brookstone Capital Management56,284$286K0.0%+6.2%0.019%
1/5/2024 Capital Investment Advisors LLC19,817$101K0.0%N/A0.007%
12/1/2023 B. Riley Wealth Advisors Inc.51,520$264K0.0%+7.9%0.017%
11/15/2023 Scotia Capital Inc.419,537$2.15M0.0%+14.1%0.141%
11/13/2023 LPL Financial LLC2,032,295$10.43M0.0%-7.4%0.682%
11/13/2023 Envestnet Portfolio Solutions Inc.13,393$69K0.0%N/A0.004%
11/9/2023 UBS Group AG449,332$2.31M0.0%+7.2%0.151%
11/8/2023 Janney Montgomery Scott LLC87,593$449K0.0%-3.6%0.029%
11/8/2023 Atria Wealth Solutions Inc.131,511$675K0.0%-27.0%0.044%
11/8/2023J.P. Morgan Private Wealth Advisors LLC10,121$52K0.0%N/A0.003%
11/7/2023 Kingsview Wealth Management LLC25,280$130K0.0%N/A0.008%
11/7/2023 Sound View Wealth Advisors Group LLC35,000$180K0.0%N/A0.012%
11/7/2023 Great Valley Advisor Group Inc.57,224$294K0.0%+8.2%0.019%
11/4/2023 NBC Securities Inc.35,266$180K0.0%N/A0.012%
11/3/2023 Private Advisor Group LLC143,982$738K0.0%-4.7%0.048%
11/3/2023 Empirical Financial Services LLC d.b.a. Empirical Wealth Management125,160$642K0.0%N/A0.042%
10/24/2023 Stratos Wealth Partners LTD.119,111$611K0.0%+2.9%0.040%
10/24/2023 Raymond James Financial Services Advisors Inc.288,004$1.48M0.0%-1.4%0.097%
10/24/2023 Raymond James & Associates211,094$1.08M0.0%-15.5%0.071%
10/23/2023Commonwealth Equity Services LLC1,699,697$8.72M0.0%+2.3%0.571%
10/20/2023Golden State Equity Partners113,270$581K0.2%-3.1%0.038%
10/20/2023 Accel Wealth Management292,391$1.50M0.8%-2.5%0.098%
10/17/2023 Meridian Wealth Management LLC34,210$175K0.0%+104.9%0.011%
10/12/2023IFP Advisors Inc50,451$259K0.0%N/A0.017%
10/11/2023 AE Wealth Management LLC28,279$145K0.0%+25.8%0.009%
10/10/2023 Wealth Alliance Advisory Group LLC15,172$78K0.0%N/A0.005%
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8/10/2023 Osaic Holdings Inc.459,463$2.66M0.0%+1.7%0.154%
8/10/2023 Gamco Investors INC. ET AL846,675$4.91M0.1%-4.4%0.284%
8/10/2023Commonwealth Equity Services LLC1,661,469$9.64M0.0%+1.3%0.558%
8/10/2023 Cary Street Partners Investment Advisory LLC9,472$55K0.0%N/A0.003%
8/10/2023 Private Advisor Group LLC151,062$875K0.0%+3.4%0.051%
8/10/2023 Cetera Advisor Networks LLC500,549$2.90M0.0%+40.2%0.168%
8/10/2023 Cetera Investment Advisers107,058$621K0.0%-21.7%0.036%
8/9/2023 Pecaut & CO.67,170$390K0.2%-15.4%0.023%
8/8/2023 Vantage Financial Partners LLC20,068$116K0.0%+71.4%0.007%
8/8/2023 Capital Square LLC18,747$109K0.1%N/A0.006%
(Data available from 1/1/2016 forward)

GAB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GAB shares?

During the previous two years, 123 institutional investors and hedge funds held shares of The Gabelli Equity Trust. The most heavily invested institutionals were Commonwealth Equity Services LLC ($14.21M), LPL Financial LLC ($10.43M), Philadelphia Trust Co. ($6.10M), Gamco Investors INC. ET AL ($4.91M), Cohen & Steers Inc. ($4.59M), Cetera Advisor Networks LLC ($2.90M), and Marks Group Wealth Management Inc ($2.67M).Learn more on GAB's institutional investors.

What percentage of The Gabelli Equity Trust stock is owned by institutional investors?

7.24% of The Gabelli Equity Trust stock is owned by institutional investors. Learn more on GAB's institutional investor holdings.

Which institutional investors have been buying The Gabelli Equity Trust stock?

Of the 110 institutional investors that purchased The Gabelli Equity Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Commonwealth Equity Services LLC ($675.57K), Shaker Financial Services LLC ($480.41K), Cetera Investment Advisers ($414.75K), Wolverine Asset Management LLC ($326.18K), International Assets Investment Management LLC ($295.54K), LPL Financial LLC ($290.29K), and Private Advisor Group LLC ($244.83K).

How much institutional buying is happening at The Gabelli Equity Trust?

Institutional investors have bought a total of 6,160,627 shares in the last 24 months. This purchase volume represents approximately $33.76M in transactions.

Which The Gabelli Equity Trust major shareholders have been selling company stock?

Of the 47 institutional investors that sold The Gabelli Equity Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gamco Investors INC. ET AL ($867.05K), LPL Financial LLC ($211.71K), Atria Wealth Solutions Inc. ($158.31K), Accel Wealth Management ($72.08K), Stratos Wealth Partners LTD. ($71.73K), Brookstone Capital Management ($68.68K), and Pecaut & CO. ($62.22K).

How much institutional selling is happening at The Gabelli Equity Trust?

Institutional investors have sold a total of 2,097,962 shares in the last 24 months. This volume of shares sold represents approximately $11.61M in transactions.


This page (NYSE:GAB) was last updated on 5/28/2024 by MarketBeat.com Staff

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