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Gabelli Equity Trust (GAB) Institutional Ownership

Gabelli Equity Trust logo
$5.94 +0.08 (+1.28%)
Closing price 03:58 PM Eastern
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$5.97 +0.04 (+0.59%)
As of 07:35 PM Eastern
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Institutional Ownership Changes (13F Filings) for Gabelli Equity Trust (NYSE:GAB)

Current
Institutional Ownership
Percentage
7.24%
Number of
Institutional Buyers
(last 12 months)
99
Total
Institutional Inflows
(last 12 months)
$773.36M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$26.62M
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Skip Chart & View Institutional Buying and Selling Data

GAB Institutional Buying and Selling by Quarter

Gabelli Equity Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/12/2025Valeo Financial Advisors LLC29,319$171K0.0%-9.6%0.010%
9/4/2025Osaic Holdings Inc.211,300$1.23M0.0%+11.4%0.069%
8/19/2025Advisory Services Network LLC100,044$582K0.0%-2.0%0.033%
8/18/2025Tactive Advisors LLC17,154$100K0.0%N/A0.006%
8/18/2025Geneos Wealth Management Inc.5,100$30K0.0%+200.0%0.002%
8/15/2025Bank of America Corp DE531,315$3.09M0.0%+4.7%0.173%
8/15/2025Ameriprise Financial Inc.13,605$79K0.0%N/A0.004%
8/14/2025Jane Street Group LLC45,156$263K0.0%+138.5%0.015%
8/14/2025Raymond James Financial Inc.554,382$3.23M0.0%+8.1%0.180%
8/14/2025NewEdge Advisors LLC32,406$189K0.0%-11.7%0.011%
8/14/2025Cerity Partners LLC306,890$1.79M0.0%+29.1%0.100%
8/13/2025Gamco Investors INC. ET AL841,675$4.90M0.0%-0.6%0.274%
8/13/2025StoneX Group Inc.13,612$79K0.0%N/A0.004%
8/13/2025Baird Financial Group Inc.32,548$189K0.0%+6.5%0.011%
8/13/2025Philadelphia Trust Co.1,141,144$6.64M0.5%-0.3%0.371%
8/13/2025Guggenheim Capital LLC358,969$2.09M0.0%+38.6%0.117%
8/13/2025Beacon Pointe Advisors LLC15,731$92K0.0%-45.2%0.005%
8/13/2025Smith Moore & CO.17,104$100K0.0%+45.0%0.006%
8/12/2025J.W. Cole Advisors Inc.1,258,278$7.32M0.2%+74.7%0.410%
8/12/2025Steward Partners Investment Advisory LLC318,939$1.86M0.0%+27.4%0.104%
8/8/2025Rockefeller Capital Management L.P.204,703$1.19M0.0%+1.3%0.067%
8/8/2025Cetera Investment Advisers601,262$3.50M0.0%+4.8%0.196%
8/8/2025Meridian Wealth Management LLC16,264$95K0.0%+15.6%0.005%
8/8/2025Thompson Davis & CO. Inc.13,000$76K0.0%N/A0.004%
8/8/2025Good Life Advisors LLC22,161$129K0.0%+10.0%0.007%
8/7/2025Allworth Financial LP38,908$226K0.0%+620.3%0.013%
8/7/2025Midwest Trust Co52,810$307K0.0%N/A0.017%
8/6/2025Wedbush Securities Inc.113,984$663K0.0%-6.2%0.037%
8/6/2025Golden State Wealth Management LLC339,861$1.98M0.2%-34.5%0.111%
8/4/2025IFG Advisory LLC31,486$183K0.0%+11.7%0.010%
8/1/2025Motco22,318$130K0.0%-26.4%0.007%
8/1/2025Ashton Thomas Private Wealth LLC20,302$118K0.0%-51.6%0.007%
8/1/2025MorganRosel Wealth Management LLC6,246$36K0.0%N/A0.002%
8/1/2025Envestnet Asset Management Inc.457,149$2.66M0.0%+761.9%0.149%
7/31/2025Darden Wealth Group Inc57,000$332K0.2%-8.1%0.019%
7/31/2025Moloney Securities Asset Management LLC15,832$92K0.0%N/A0.005%
7/29/2025Stratos Wealth Partners LTD.110,735$644K0.0%+14.6%0.036%
7/29/2025Aire Advisors LLC11,813$69K0.0%N/A0.004%
7/28/2025Evernest Financial Advisors LLC19,855$116K0.0%-45.9%0.006%
7/28/2025Triton Wealth Management PLLC11,031$66K0.0%N/A0.004%
7/25/2025Atria Wealth Solutions Inc.42,033$245K0.0%-51.4%0.014%
7/25/2025Valley Brook Capital Group Inc.115,836$674K0.5%+2.7%0.038%
7/23/2025Kingswood Wealth Advisors LLC64,836$377K0.0%+4.9%0.021%
7/22/2025 Accel Wealth Management364,694$2.12M0.7%+1.2%0.119%
7/21/2025Ameritas Advisory Services LLC9,856$57K0.0%-60.1%0.003%
7/21/2025Cornell Pochily Investment Advisors Inc.29,580$172K0.1%N/A0.010%
7/18/2025PFG Investments LLC92,692$539K0.0%+7.1%0.030%
7/18/2025Consolidated Portfolio Review Corp112,532$655K0.1%-17.7%0.037%
7/17/2025Janney Montgomery Scott LLC147,684$860K0.0%+6.9%0.048%
7/16/2025Register Financial Advisors LLC22,637$132K0.1%+81.1%0.007%
7/11/2025Silver Oak Securities Incorporated60,770$354K0.0%-5.7%0.020%
7/11/2025Kapstone Financial Advisors LLC21,080$123K0.1%+80.9%0.007%
7/11/2025Kingstone Capital Partners Texas LLC123,298,660$674.59M0.1%+456,629.4%40.131%
7/10/2025Wealth Enhancement Advisory Services LLC99,274$589K0.0%-2.5%0.032%
7/1/2025Legacy Wealth Management LLC MS52,739$307K0.1%+184.3%0.017%
5/20/2025Belpointe Asset Management LLC13,421$74K0.0%N/A0.004%
5/20/2025Focus Partners Wealth21,905$121K0.0%N/A0.007%
5/19/2025Jane Street Group LLC18,931$104K0.0%-33.4%0.006%
5/16/2025NewEdge Advisors LLC36,706$202K0.0%-6.9%0.012%
5/15/2025Royal Bank of Canada516,514$2.85M0.0%-7.9%0.168%
5/15/2025Baird Financial Group Inc.30,548$168K0.0%-84.5%0.010%
5/14/2025Gamco Investors INC. ET AL847,105$4.67M0.1%+0.6%0.276%
5/14/2025Northwestern Mutual Wealth Management Co.7,850$43K0.0%+472.6%0.003%
5/13/2025Valley Brook Capital Group Inc.112,836$622K0.5%+14.2%0.037%
5/13/2025Philadelphia Trust Co.1,144,244$6.31M0.5%-4.3%0.372%
5/12/2025Benjamin Edwards Inc.31,805$175K0.0%N/A0.010%
5/12/2025Evernest Financial Advisors LLC36,710$202K0.1%-60.6%0.012%
5/9/2025Atria Wealth Solutions Inc.86,415$476K0.0%-9.1%0.028%
5/9/2025Scotia Capital Inc.458,084$2.52M0.0%-3.1%0.149%
5/9/2025PNC Financial Services Group Inc.8,251$45K0.0%+194.3%0.003%
5/7/2025LPL Financial LLC3,474,636$19.15M0.0%-1.3%1.131%
5/7/2025Motco30,318$167K0.0%+35.8%0.010%
5/6/2025Cetera Investment Advisers573,601$3.16M0.0%+13.5%0.187%
5/6/2025Wedbush Securities Inc.121,478$669K0.0%+4.0%0.040%
5/6/2025SYM FINANCIAL Corp11,185$62K0.0%-22.8%0.004%
5/6/2025Flynn Zito Capital Management LLC88,806$489K0.2%+243.5%0.029%
5/5/2025J.W. Cole Advisors Inc.720,307$3.97M0.1%+3,654.1%0.234%
5/5/2025PCG Wealth Advisors LLC11,920$66K0.0%-24.6%0.004%
5/5/2025Private Advisor Group LLC188,848$1.04M0.0%+16.5%0.061%
4/30/2025Cerity Partners LLC237,653$1.31M0.0%-13.6%0.077%
4/30/2025Stratos Wealth Partners LTD.96,620$532K0.0%-38.1%0.031%
4/28/2025Novem Group10,489$58K0.0%N/A0.003%
4/24/2025Golden State Wealth Management LLC518,642$2.86M0.4%-4.6%0.169%
4/23/2025Golden State Wealth Management LLC1,037,271$5.72M0.4%+90.8%0.338%
4/23/2025International Assets Investment Management LLC397,426$2.19M0.1%-4.9%0.129%
4/23/2025Consolidated Portfolio Review Corp136,767$754K0.1%+11.3%0.045%
4/23/2025Oppenheimer & Co. Inc.114,817$633K0.0%+55.4%0.037%
4/22/2025PFG Investments LLC86,549$477K0.0%+3.5%0.028%
4/17/2025Sagespring Wealth Partners LLC13,421$74K0.0%N/A0.004%
4/17/2025Janney Montgomery Scott LLC138,210$762K0.0%+93.5%0.045%
4/16/2025Wealth Enhancement Advisory Services LLC101,784$561K0.0%-27.4%0.033%
4/14/2025Midland Wealth Advisors LLC26,748$147K0.0%N/A0.009%
4/10/2025Accel Wealth Management360,509$1.99M0.7%+4.2%0.117%
4/9/2025NBC Securities Inc.39,076$215K0.0%+100,094.9%0.013%
4/3/2025Legacy Wealth Management LLC MS18,551$102K0.0%-75.3%0.006%
3/19/2025Chancellor Financial Group WB LP18,375$99K0.1%N/A0.006%
3/17/2025Wealth Enhancement Advisory Services LLC140,181$754K0.0%+60.2%0.046%
2/25/2025Leigh Baldwin & CO. LLC86,084$463K0.3%N/A0.028%
2/21/2025Putney Financial Group LLC18,679$100K0.1%N/A0.006%
2/20/2025Kingstone Capital Partners Texas LLC25,376$137K0.1%N/A0.008%
(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, 158 institutional investors and hedge funds held shares of Gabelli Equity Trust. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($674.59M), LPL Financial LLC ($19.15M), Commonwealth Equity Services LLC ($10.24M), J.W. Cole Advisors Inc. ($7.32M), Philadelphia Trust Co. ($6.64M), Gamco Investors INC. ET AL ($4.90M), and Cetera Investment Advisers ($3.50M).Learn more on Gabelli Equity Trust's institutional investors.

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

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

Which institutional investors have been buying Gabelli Equity Trust's stock?

Of the 139 institutional investors that purchased Gabelli Equity Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($123.30M), International Assets Investment Management LLC ($2.35M), J.W. Cole Advisors Inc. ($1.25M), Golden State Wealth Management LLC ($1.04M), Raymond James Financial Inc. ($1.01M), Shaker Financial Services LLC ($1.01M), and LPL Financial LLC ($776.59K).

How much institutional buying is happening at Gabelli Equity Trust?

Institutional investors have bought a total of 133,431,527 shares in the last 24 months. This purchase volume represents approximately $773.36M in transactions.

Which of Gabelli Equity Trust's major shareholders have been selling company stock?

Of the 51 institutional investors that sold Gabelli Equity Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($1.90M), Cohen & Steers Inc. ($743.64K), Shaker Financial Services LLC ($592.01K), Marks Group Wealth Management Inc ($229.33K), Golden State Wealth Management LLC ($203.90K), Baird Financial Group Inc. ($166.10K), and Bank of America Corp DE ($100.01K).

How much institutional selling is happening at Gabelli Equity Trust?

Institutional investors have sold a total of 4,897,808 shares in the last 24 months. This volume of shares sold represents approximately $26.62M in transactions.


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This page (NYSE:GAB) was last updated on 10/13/2025 by MarketBeat.com Staff
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