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The Gabelli Equity Trust (GAB) Institutional Ownership

The Gabelli Equity Trust logo
$5.70 -0.07 (-1.13%)
Closing price 05/21/2025 03:58 PM Eastern
Extended Trading
$5.66 -0.05 (-0.86%)
As of 04:05 AM Eastern
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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)
89
Total
Institutional Inflows
(last 12 months)
$53.36M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$27.02M
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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
5/20/2025 Belpointe Asset Management LLC13,421$74K0.0%N/A0.004%
5/20/2025 Focus Partners Wealth21,905$121K0.0%N/A0.007%
5/19/2025 Jane Street Group LLC18,931$104K0.0%-33.4%0.006%
5/16/2025 NewEdge Advisors LLC36,706$202K0.0%-6.9%0.012%
5/15/2025 Royal Bank of Canada516,514$2.85M0.0%-7.9%0.168%
5/15/2025 Baird Financial Group Inc.30,548$168K0.0%-84.5%0.010%
5/14/2025 Gamco Investors INC. ET AL847,105$4.67M0.1%+0.6%0.276%
5/14/2025 Northwestern Mutual Wealth Management Co.7,850$43K0.0%+472.6%0.003%
5/13/2025 Valley Brook Capital Group Inc.112,836$622K0.5%+14.2%0.037%
5/13/2025 Philadelphia Trust Co.1,144,244$6.31M0.5%-4.3%0.372%
5/12/2025 Benjamin Edwards Inc.31,805$175K0.0%N/A0.010%
5/12/2025 Evernest Financial Advisors LLC36,710$202K0.1%-60.6%0.012%
5/9/2025 Atria Wealth Solutions Inc.86,415$476K0.0%-9.1%0.028%
5/9/2025 Scotia Capital Inc.458,084$2.52M0.0%-3.1%0.149%
5/9/2025 PNC Financial Services Group Inc.8,251$45K0.0%+194.3%0.003%
5/7/2025 LPL Financial LLC3,474,636$19.15M0.0%-1.3%1.131%
5/7/2025 Motco30,318$167K0.0%+35.8%0.010%
5/6/2025 Cetera Investment Advisers573,601$3.16M0.0%+13.5%0.187%
5/6/2025 Wedbush Securities Inc.121,478$669K0.0%+4.0%0.040%
5/6/2025 SYM FINANCIAL Corp11,185$62K0.0%-22.8%0.004%
5/6/2025 Flynn Zito Capital Management LLC88,806$489K0.2%+243.5%0.029%
5/5/2025 J.W. Cole Advisors Inc.720,307$3.97M0.1%+3,654.1%0.234%
5/5/2025 PCG Wealth Advisors LLC11,920$66K0.0%-24.6%0.004%
5/5/2025 Private Advisor Group LLC188,848$1.04M0.0%+16.5%0.061%
4/30/2025 Cerity Partners LLC237,653$1.31M0.0%-13.6%0.077%
4/30/2025 Stratos Wealth Partners LTD.96,620$532K0.0%-38.1%0.031%
4/28/2025 Novem Group10,489$58K0.0%N/A0.003%
4/24/2025 Golden State Wealth Management LLC518,642$2.86M0.4%-4.6%0.169%
4/23/2025 Golden State Wealth Management LLC1,037,271$5.72M0.4%+90.8%0.338%
4/23/2025 International Assets Investment Management LLC397,426$2.19M0.1%-4.9%0.129%
4/23/2025 Consolidated Portfolio Review Corp136,767$754K0.1%+11.3%0.045%
4/23/2025 Oppenheimer & Co. Inc.114,817$633K0.0%+55.4%0.037%
4/22/2025 PFG Investments LLC86,549$477K0.0%+3.5%0.028%
4/17/2025 Sagespring Wealth Partners LLC13,421$74K0.0%N/A0.004%
4/17/2025 Janney Montgomery Scott LLC138,210$762K0.0%+93.5%0.045%
4/16/2025 Wealth Enhancement Advisory Services LLC101,784$561K0.0%-27.4%0.033%
4/14/2025 Midland Wealth Advisors LLC26,748$147K0.0%N/A0.009%
4/10/2025 Accel Wealth Management360,509$1.99M0.7%+4.2%0.117%
4/9/2025 NBC Securities Inc.39,076$215K0.0%+100,094.9%0.013%
4/3/2025 Legacy Wealth Management LLC MS18,551$102K0.0%-75.3%0.006%
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3/19/2025 Chancellor Financial Group WB LP18,375$99K0.1%N/A0.006%
3/17/2025 Wealth Enhancement Advisory Services LLC140,181$754K0.0%+60.2%0.046%
2/25/2025 Leigh Baldwin & CO. LLC86,084$463K0.3%N/A0.028%
2/21/2025 Putney Financial Group LLC18,679$100K0.1%N/A0.006%
2/20/2025 Kingstone Capital Partners Texas LLC25,376$137K0.1%N/A0.008%
2/18/2025 Cornerstone Advisory LLC17,507$97K0.0%N/A0.006%
2/18/2025 MidWestOne Financial Group Inc.19,142$103K0.0%N/A0.006%
2/18/2025 Elequin Capital LP12,861$69K0.0%N/A0.004%
2/17/2025 NorthRock Partners LLC79,074$425K0.0%+119.7%0.026%
2/17/2025 CoreCap Advisors LLC10,133$55K0.0%-40.9%0.003%
2/17/2025 Cetera Investment Advisers505,444$2.72M0.0%+3.2%0.167%
2/17/2025 Citadel Advisors LLC25,801$139K0.0%N/A0.009%
2/17/2025 Captrust Financial Advisors85,737$461K0.0%+31.6%0.028%
2/17/2025 Bank of America Corp DE591,245$3.18M0.0%-14.5%0.196%
2/17/2025 Ameriprise Financial Inc.10,361$56K0.0%-17.4%0.003%
2/14/2025 Jane Street Group LLC28,419$153K0.0%N/A0.009%
2/14/2025 Beacon Pointe Advisors LLC30,000$161K0.0%+7.1%0.010%
2/14/2025 Stifel Financial Corp134,162$722K0.0%+33.8%0.044%
2/14/2025 Shaker Financial Services LLC60,643$326K0.1%-90.7%0.020%
2/13/2025 NewEdge Advisors LLC39,406$212K0.0%-10.0%0.013%
2/13/2025 Gamco Investors INC. ET AL841,675$4.53M0.0%-0.6%0.279%
2/13/2025 Guggenheim Capital LLC167,494$901K0.0%+162.6%0.055%
2/13/2025 Cohen & Steers Inc.400,000$2.15M0.0%-65.0%0.132%
2/13/2025 Philadelphia Trust Co.1,195,494$6.43M0.5%-1.2%0.396%
2/13/2025 Scotia Capital Inc.472,658$2.54M0.0%-1.5%0.156%
2/13/2025 Raymond James Financial Inc.485,966$2.61M0.0%N/A0.161%
2/13/2025 Advisory Services Network LLC102,344$551K0.0%-4.9%0.034%
2/13/2025 Bank of Montreal Can10,470$56K0.0%N/A0.003%
2/13/2025 Cerity Partners LLC275,209$1.48M0.0%+9.0%0.091%
2/13/2025 Darden Wealth Group Inc62,000$334K0.2%-7.5%0.021%
2/13/2025 Wells Fargo & Company MN454,013$2.44M0.0%-5.3%0.150%
2/12/2025 Arete Wealth Advisors LLC20,280$109K0.0%+30.2%0.007%
2/12/2025 RFG Bristol Wealth Advisors LLC27,604$149K0.0%N/A0.009%
2/11/2025 LPL Financial LLC3,520,427$18.94M0.0%+28.3%1.166%
2/11/2025 HUB Investment Partners LLC50,203$270K0.0%+230.2%0.017%
2/10/2025 Thrivent Financial for Lutherans174,692$940K0.0%+7.0%0.058%
2/10/2025 GWN Securities Inc.22,682$128K0.0%N/A0.008%
2/10/2025 Commonwealth Equity Services LLC1,903,700$10.24M0.0%+0.7%0.630%
2/7/2025 HighTower Advisors LLC70,482$379K0.0%-16.6%0.023%
2/7/2025 Independent Advisor Alliance367,744$1.98M0.0%N/A0.122%
2/6/2025 Raymond James Financial Inc.485,966$2.61M0.0%N/A0.161%
2/6/2025 Steward Partners Investment Advisory LLC223,420$1.20M0.0%+30.9%0.074%
2/5/2025 Oppenheimer & Co. Inc.73,870$397K0.0%+38.8%0.024%
2/3/2025 Private Advisor Group LLC162,140$872K0.0%-1.7%0.054%
2/3/2025 Good Life Advisors LLC20,141$108K0.0%-64.6%0.007%
1/31/2025 Atria Wealth Solutions Inc.95,076$512K0.0%+5.0%0.031%
1/31/2025 Truist Financial Corp20,755$112K0.0%-40.6%0.007%
1/30/2025 Strategic Financial Concepts LLC10,760$58K0.0%N/A0.004%
1/30/2025 Valeo Financial Advisors LLC32,241$173K0.0%-23.3%0.011%
1/29/2025 MTM Investment Management LLC13,530$73K0.0%N/A0.004%
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1/29/2025 Kentucky Trust Co7,400$40K0.0%N/A0.002%
1/29/2025 Valley Brook Capital Group Inc.98,836$532K0.4%-4.6%0.033%
1/28/2025 Kingsview Wealth Management LLC39,360$212K0.0%+48.3%0.013%
1/28/2025 Apollon Wealth Management LLC15,170$82K0.0%+31.2%0.005%
1/28/2025 Golden State Wealth Management LLC543,761$2.93M0.4%N/A0.180%
1/28/2025 Strategic Financial Concepts LLC10,760$58K0.0%N/A0.004%
1/27/2025 Consolidated Portfolio Review Corp122,839$661K0.1%+4.0%0.041%
1/27/2025 Silver Oak Securities Incorporated63,443$341K0.0%-14.7%0.021%
1/27/2025 Stratos Wealth Partners LTD.156,011$839K0.0%-3.9%0.052%
1/24/2025 Golden State Equity Partners97,358$524K0.1%-5.4%0.032%
(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, 159 institutional investors and hedge funds held shares of The Gabelli Equity Trust. The most heavily invested institutionals were LPL Financial LLC ($19.15M), Commonwealth Equity Services LLC ($10.24M), Philadelphia Trust Co. ($6.31M), Gamco Investors INC. ET AL ($4.67M), J.W. Cole Advisors Inc. ($3.97M), Bank of America Corp DE ($3.18M), and Cetera Investment Advisers ($3.16M).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 138 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: International Assets Investment Management LLC ($2.35M), Golden State Wealth Management LLC ($1.04M), Shaker Financial Services LLC ($1.01M), Raymond James Financial Inc. ($971.93K), LPL Financial LLC ($837.06K), Commonwealth Equity Services LLC ($759.46K), and J.W. Cole Advisors Inc. ($720.80K).

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

Institutional investors have bought a total of 13,347,966 shares in the last 24 months. This purchase volume represents approximately $72.17M in transactions.

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

Of the 62 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: International Assets Investment Management LLC ($1.90M), Shaker Financial Services LLC ($907.96K), Cohen & Steers Inc. ($743.64K), Marks Group Wealth Management Inc ($229.33K), LPL Financial LLC ($207.81K), Baird Financial Group Inc. ($166.10K), and Bank of America Corp DE ($100.01K).

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

Institutional investors have sold a total of 5,695,647 shares in the last 24 months. This volume of shares sold represents approximately $30.66M in transactions.



This page (NYSE:GAB) was last updated on 5/22/2025 by MarketBeat.com Staff
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