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Gabelli Equity Trust (GAB) Institutional Ownership

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$5.62 -0.04 (-0.62%)
Closing price 07/31/2026 03:59 PM Eastern
Extended Trading
$5.62 0.00 (0.00%)
As of 07/31/2026 07:34 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)
85
Total
Institutional Inflows
(last 12 months)
$19.01M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$13.66M
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GAB Institutional Buying and Selling by Quarter

Gabelli Equity Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Accel Wealth Management323,540$1.83M0.4%-52.6%0.104%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors18,969$107K0.0%-29.6%0.006%
7/9/2026 Arista Wealth Management LLC47,128$267K0.0%-50.0%0.015%
7/9/2026 Tactive Advisors LLC12,976$73K0.0%-14.4%0.004%
7/8/2026 Beacon Investment Advisory Services Inc.19,000$108K0.0%-50.0%0.006%
7/8/2026 Shulman DeMeo Asset Management LLC44,634$253K0.0%-6.6%0.014%
7/7/2026 Quad Cities Investment Group LLC23,646$134K0.0%-50.2%0.008%
7/7/2026 Dynamic Advisor Solutions LLC137,419$778K0.0%-46.3%0.044%
6/3/2026NewEdge Advisors LLC10,676$60K0.0%-82.0%0.003%
5/19/2026NewEdge Advisors LLC10,676$60K0.0%-82.0%0.003%
5/18/2026Core Wealth Advisors Inc.36,747$206K0.0%N/A0.012%
5/8/2026PNC Financial Services Group Inc.5,908$33K0.0%N/A0.002%
5/5/2026 Marks Group Wealth Management Inc227,710$1.28M0.1%-7.0%0.073%
4/29/2026Kiley Juergens Wealth Management LLC13,021$73K0.0%N/A0.004%
4/28/2026Northstar Group Inc.20,521$115K0.0%N/A0.007%
4/22/2026Janney Montgomery Scott LLC159,155$891K0.0%+2.1%0.051%
4/21/2026Silver Oak Securities Incorporated19,808$111K0.0%+16.5%0.006%
3/17/2026Rockefeller Capital Management L.P.222,172$1.37M0.0%-1.1%0.072%
3/13/2026World Investment Advisors82,754$511K0.0%N/A0.027%
2/19/2026Compound Planning Inc.25,744$159K0.0%N/A0.008%
2/18/2026Mercer Global Advisors Inc. ADV115,694$714K0.0%+24.1%0.038%
2/18/2026Vident Advisory LLC31,320$193K0.0%N/A0.010%
2/18/2026NewEdge Advisors LLC59,220$365K0.0%+268.4%0.019%
2/17/2026Guggenheim Capital LLC419,552$2.59M0.0%-11.1%0.137%
2/17/2026Cetera Investment Advisers674,300$4.16M0.0%+1.1%0.219%
2/17/2026Osaic Holdings Inc.231,365$1.43M0.0%+3.0%0.075%
2/17/2026Advisory Services Network LLC94,866$585K0.0%-3.2%0.031%
2/17/2026Royal Bank of Canada542,533$3.35M0.0%+4.8%0.177%
2/16/2026 Zinnia Wealth Advisory LLC62,808$388K0.4%N/A0.020%
2/16/2026MML Investors Services LLC98,653$609K0.0%+8.5%0.032%
2/16/2026Mariner LLC77,425$478K0.0%+115.0%0.025%
2/13/2026 Kestra Advisory Services LLC456,226$2.82M0.0%+75.8%0.148%
2/13/2026Stifel Financial Corp87,341$539K0.0%-4.4%0.028%
2/13/2026OpenArc Corporate Advisory LLC10,492$65K0.0%N/A0.003%
2/13/2026 Golden State Wealth Management LLC280,194$1.73M0.2%-2.2%0.091%
2/13/2026Wells Fargo & Company MN641,300$3.96M0.0%+1.0%0.209%
2/12/2026Advisors Asset Management Inc.185,326$1.14M0.0%-11.3%0.060%
2/12/2026Jane Street Group LLC187,620$1.16M0.0%+541.0%0.061%
2/12/2026 Elevated Private Wealth LLC56,836$351K0.4%N/A0.018%
2/12/2026 Commonwealth Equity Services LLC1,516,560$9.36M0.0%+1.9%0.494%
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2/12/2026Elevation Point Wealth Partners LLC13,479$83K0.0%+34.8%0.004%
2/12/2026 Wedbush Securities Inc.165,973$1.02M0.0%+42.3%0.054%
2/12/2026Great Valley Advisor Group Inc.34,166$211K0.0%+26.9%0.011%
2/11/2026Janney Montgomery Scott LLC155,900$962K0.0%+3.5%0.051%
2/11/2026Commonwealth Retirement Investments LLC4,812$30K0.0%N/A0.002%
2/11/2026Cerity Partners LLC314,576$1.94M0.0%+3.7%0.102%
2/11/2026LPL Financial LLC4,462,497$27.53M0.0%+2.1%1.452%
2/11/2026 Hilton Head Capital Partners LLC6,780$42K0.0%N/A0.002%
2/11/2026 J.W. Cole Advisors Inc.1,082,702$6.60M0.1%-15.4%0.352%
2/10/2026Cibc World Market Inc.88,838$548K0.0%+7.8%0.029%
2/10/2026Blue Barn Wealth LLC24,278$150K0.2%N/A0.008%
2/10/2026IFG Advisory LLC28,186$174K0.0%-10.5%0.009%
2/6/2026 Mach 1 Financial Group LLC10,555$65K0.0%N/A0.003%
2/6/2026HighTower Advisors LLC83,820$517K0.0%+2.6%0.027%
2/4/2026 Summit Wealth Group LLC Co.11,348$70K0.0%N/A0.004%
2/4/2026World Investment Advisors82,754$511K0.0%N/A0.027%
2/3/2026 Drucker Wealth 3.0 LLC20,377$126K0.0%N/A0.007%
2/3/2026 International Assets Investment Management LLC27,739$171K0.0%-93.0%0.009%
2/3/2026Kingstone Capital Partners Texas LLC33,151$205K0.1%+22.8%0.011%
2/2/2026 Truist Financial Corp172,371$1.06M0.0%+722.6%0.056%
2/2/2026 Aurora Private Wealth Inc.11,571$71K0.0%N/A0.004%
2/2/2026Oppenheimer & Co. Inc.89,020$549K0.0%-22.5%0.029%
1/30/2026Exencial Wealth Advisors LLC48,722$301K0.0%N/A0.016%
1/29/2026 Ashton Thomas Private Wealth LLC15,302$94K0.0%-24.6%0.005%
1/29/2026 Kestra Private Wealth Services LLC26,114$161K0.0%-6.3%0.008%
1/29/2026UBS Group AG333,768$2.06M0.0%-8.4%0.109%
1/29/2026 Coquina Private Wealth LLC38,363$237K0.2%N/A0.012%
1/28/2026Geneos Wealth Management Inc.10,200$63K0.0%+100.0%0.003%
1/28/2026 Kingswood Wealth Advisors LLC68,021$420K0.0%+4.9%0.022%
1/26/2026CWM LLC17,664$109K0.0%+37.9%0.006%
1/26/2026 PFG Investments LLC96,812$597K0.0%+3.0%0.032%
1/23/2026Smith Moore & CO.17,595$109K0.0%+11.2%0.006%
1/23/2026 Valley Brook Capital Group Inc.116,836$721K0.5%+2.6%0.038%
1/22/2026Curran Financial Partners LLC15,325$95K0.0%N/A0.005%
1/21/2026 Register Financial Advisors LLC16,574$102K0.0%-28.5%0.005%
1/21/2026 Flagship Harbor Advisors LLC4,922$30K0.0%N/A0.002%
1/20/2026 Accel Wealth Management352,298$2.17M0.6%-3.3%0.115%
1/20/2026Stratos Wealth Partners LTD.117,029$722K0.0%+3.4%0.038%
1/15/2026Silver Oak Securities Incorporated17,007$105K0.0%-71.4%0.006%
1/14/2026 Acropolis Investment Management LLC14,332$88K0.0%N/A0.005%
1/8/2026 Wealth Enhancement Advisory Services LLC83,274$515K0.0%+3.1%0.027%
1/1/2026JPMorgan Chase & Co.8,400$51K0.0%+86.7%0.003%
12/22/2025 PMG Family Office LLC139,196$848K0.9%N/A0.045%
11/18/2025Advisory Services Network LLC98,037$597K0.0%-2.0%0.032%
11/17/2025NewEdge Advisors LLC16,076$98K0.0%-50.4%0.005%
11/17/2025Mercer Global Advisors Inc. ADV93,234$568K0.0%+43.8%0.030%
11/17/2025Larson Financial Group LLC5,658$34K0.0%N/A0.002%
11/17/2025Hilltop Holdings Inc.19,756$120K0.0%+9.6%0.006%
11/17/2025Elevation Point Wealth Partners LLC10,000$61K0.0%N/A0.003%
11/17/2025Citadel Advisors LLC17,298$105K0.0%-32.6%0.006%
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11/17/2025Bank of America Corp DE631,227$3.84M0.0%+18.8%0.205%
11/14/2025Creative Planning464,171$2.83M0.0%+0.7%0.151%
11/14/2025Raymond James Financial Inc.635,163$3.87M0.0%+14.6%0.207%
11/14/2025Scotia Capital Inc.462,353$2.82M0.0%+0.6%0.150%
11/13/2025UBS Group AG364,559$2.22M0.0%-4.0%0.119%
11/13/2025 Private Advisor Group LLC173,647$1.06M0.0%-3.2%0.057%
11/13/2025New England Private Wealth Advisors LLC11,446$70K0.0%N/A0.004%
11/12/2025 Consolidated Portfolio Review Corp108,342$660K0.1%-3.7%0.035%
11/12/2025 Symphony Financial Services Inc.31,944$195K0.1%+6.6%0.010%
11/12/2025Fisher Asset Management LLC11,175$68K0.0%N/A0.004%


GAB Institutional Ownership - Frequently Asked Questions

During the previous two years, 172 institutional investors and hedge funds held shares of Gabelli Equity Trust. The most heavily invested institutionals were LPL Financial LLC ($27.53M), Commonwealth Equity Services LLC ($9.36M), Philadelphia Trust Co. ($6.64M), J.W. Cole Advisors Inc. ($6.60M), Gamco Investors INC. ET AL ($4.90M), Cetera Investment Advisers ($4.16M), and Wells Fargo & Company MN ($3.96M).Learn more on Gabelli Equity Trust's institutional investors.

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

Of the 149 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 ($1.89M), J.W. Cole Advisors Inc. ($1.26M), Raymond James Financial Inc. ($1.09M), Golden State Wealth Management LLC ($1.04M), LPL Financial LLC ($870.38K), and Shaker Financial Services LLC ($525.50K).

Institutional investors have bought a total of 3,158,452 shares in the last 24 months. This purchase volume represents approximately $19.01M in transactions.

Of the 40 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: Commonwealth Equity Services LLC ($391.03K), Accel Wealth Management ($370.75K), International Assets Investment Management LLC ($369.69K), Golden State Wealth Management LLC ($238.45K), J.W. Cole Advisors Inc. ($197.78K), Dynamic Advisor Solutions LLC ($118.68K), and NewEdge Advisors LLC ($117.72K).

Institutional investors have sold a total of 2,293,520 shares in the last 24 months. This volume of shares sold represents approximately $13.66M in transactions.



This page (NYSE:GAB) was last updated on 8/2/2026 by MarketBeat.com Staff.
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