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Gabelli Equity Trust (GAB) Institutional Ownership

Gabelli Equity Trust logo
$5.60 -0.02 (-0.36%)
As of 10:34 AM Eastern

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

Current
Institutional Ownership
Percentage
7.24%
Number of
Institutional Buyers
(last 12 months)
93
Total
Institutional Inflows
(last 12 months)
$739.78M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$11.20M
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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
6/3/2026 NewEdge Advisors LLC10,676$60K0.0%-82.0%0.003%
5/19/2026 NewEdge Advisors LLC10,676$60K0.0%-82.0%0.003%
5/18/2026 Core Wealth Advisors Inc.36,747$206K0.0%N/A0.012%
5/8/2026 PNC 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%
4/29/2026 Kiley Juergens Wealth Management LLC13,021$73K0.0%N/A0.004%
4/28/2026 Northstar Group Inc.20,521$115K0.0%N/A0.007%
4/22/2026 Janney Montgomery Scott LLC159,155$891K0.0%+2.1%0.051%
4/21/2026 Silver Oak Securities Incorporated19,808$111K0.0%+16.5%0.006%
3/17/2026 Rockefeller Capital Management L.P.222,172$1.37M0.0%-1.1%0.072%
3/13/2026 World Investment Advisors82,754$511K0.0%N/A0.027%
2/19/2026 Compound Planning Inc.25,744$159K0.0%N/A0.008%
2/18/2026 Mercer Global Advisors Inc. ADV115,694$714K0.0%+24.1%0.038%
2/18/2026 Vident Advisory LLC31,320$193K0.0%N/A0.010%
2/18/2026 NewEdge Advisors LLC59,220$365K0.0%+268.4%0.019%
2/17/2026 Guggenheim Capital LLC419,552$2.59M0.0%-11.1%0.137%
2/17/2026 Cetera Investment Advisers674,300$4.16M0.0%+1.1%0.219%
2/17/2026 Osaic Holdings Inc.231,365$1.43M0.0%+3.0%0.075%
2/17/2026 Advisory Services Network LLC94,866$585K0.0%-3.2%0.031%
2/17/2026 Royal Bank of Canada542,533$3.35M0.0%+4.8%0.177%
2/16/2026 Zinnia Wealth Advisory LLC62,808$388K0.4%N/A0.020%
2/16/2026 MML Investors Services LLC98,653$609K0.0%+8.5%0.032%
2/16/2026 Mariner LLC77,425$478K0.0%+115.0%0.025%
2/13/2026 Kestra Advisory Services LLC456,226$2.82M0.0%+75.8%0.148%
2/13/2026 Stifel Financial Corp87,341$539K0.0%-4.4%0.028%
2/13/2026 OpenArc 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%
2/13/2026 Wells Fargo & Company MN641,300$3.96M0.0%+1.0%0.209%
2/12/2026 Advisors Asset Management Inc.185,326$1.14M0.0%-11.3%0.060%
2/12/2026 Jane Street Group LLC187,620$1.16M0.0%+541.0%0.061%
2/12/2026Elevated 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%
2/12/2026 Elevation 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%
2/12/2026 Great Valley Advisor Group Inc.34,166$211K0.0%+26.9%0.011%
2/11/2026 Janney Montgomery Scott LLC155,900$962K0.0%+3.5%0.051%
2/11/2026 Commonwealth Retirement Investments LLC4,812$30K0.0%N/A0.002%
2/11/2026 Cerity Partners LLC314,576$1.94M0.0%+3.7%0.102%
2/11/2026 LPL 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%
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2/11/2026 J.W. Cole Advisors Inc.1,082,702$6.60M0.1%-15.4%0.352%
2/10/2026 Cibc World Market Inc.88,838$548K0.0%+7.8%0.029%
2/10/2026Blue Barn Wealth LLC24,278$150K0.2%N/A0.008%
2/10/2026 IFG Advisory LLC28,186$174K0.0%-10.5%0.009%
2/6/2026 Mach 1 Financial Group LLC10,555$65K0.0%N/A0.003%
2/6/2026 HighTower Advisors LLC83,820$517K0.0%+2.6%0.027%
2/4/2026 Summit Wealth Group LLC Co.11,348$70K0.0%N/A0.004%
2/4/2026 World 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%
2/3/2026 Kingstone 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%
2/2/2026 Oppenheimer & Co. Inc.89,020$549K0.0%-22.5%0.029%
1/30/2026 Exencial 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%
1/29/2026 UBS Group AG333,768$2.06M0.0%-8.4%0.109%
1/29/2026 Coquina Private Wealth LLC38,363$237K0.2%N/A0.012%
1/28/2026 Geneos 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%
1/26/2026 CWM LLC17,664$109K0.0%+37.9%0.006%
1/26/2026 PFG Investments LLC96,812$597K0.0%+3.0%0.032%
1/23/2026 Smith 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%
1/22/2026 Curran 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%
1/20/2026 Stratos Wealth Partners LTD.117,029$722K0.0%+3.4%0.038%
1/15/2026 Silver 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%
1/1/2026 JPMorgan Chase & Co.8,400$51K0.0%+86.7%0.003%
12/22/2025 PMG Family Office LLC139,196$848K0.9%N/A0.045%
11/18/2025 Advisory Services Network LLC98,037$597K0.0%-2.0%0.032%
11/17/2025 NewEdge Advisors LLC16,076$98K0.0%-50.4%0.005%
11/17/2025 Mercer Global Advisors Inc. ADV93,234$568K0.0%+43.8%0.030%
11/17/2025 Larson Financial Group LLC5,658$34K0.0%N/A0.002%
11/17/2025 Hilltop Holdings Inc.19,756$120K0.0%+9.6%0.006%
11/17/2025 Elevation Point Wealth Partners LLC10,000$61K0.0%N/A0.003%
11/17/2025 Citadel Advisors LLC17,298$105K0.0%-32.6%0.006%
11/17/2025 Bank of America Corp DE631,227$3.84M0.0%+18.8%0.205%
11/14/2025 Creative Planning464,171$2.83M0.0%+0.7%0.151%
11/14/2025 Raymond James Financial Inc.635,163$3.87M0.0%+14.6%0.207%
11/14/2025 Scotia Capital Inc.462,353$2.82M0.0%+0.6%0.150%
11/13/2025 UBS 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%
11/13/2025 New 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%
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11/12/2025 Symphony Financial Services Inc.31,944$195K0.1%+6.6%0.010%
11/12/2025 Fisher Asset Management LLC11,175$68K0.0%N/A0.004%
11/12/2025 49 Wealth Management LLC13,494$82K0.0%N/A0.004%
11/12/2025 Huntington National Bank5,000$30K0.0%N/A0.002%
11/10/2025 Vestmark Advisory Solutions Inc.10,000$61K0.0%N/A0.003%
11/10/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management71,611$436K0.0%-37.7%0.023%
11/7/2025 JPMorgan Chase & Co.8,400$51K0.0%+86.7%0.003%
11/7/2025 Kapstone Financial Advisors LLC24,380$148K0.1%+15.7%0.008%
11/6/2025 Wedbush Securities Inc.116,629$710K0.0%+2.3%0.038%
11/6/2025 Stratos Wealth Partners LTD.113,218$689K0.0%+2.2%0.037%


GAB Institutional Ownership - Frequently Asked Questions

During the previous two years, 170 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 153 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 ($2.18M), 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 127,002,398 shares in the last 24 months. This purchase volume represents approximately $739.78M in transactions.

Of the 38 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), International Assets Investment Management LLC ($369.69K), Golden State Wealth Management LLC ($238.45K), J.W. Cole Advisors Inc. ($197.78K), NewEdge Advisors LLC ($69.17K), Guggenheim Capital LLC ($52.22K), and Silver Oak Securities Incorporated ($46.24K).

Institutional investors have sold a total of 1,805,262 shares in the last 24 months. This volume of shares sold represents approximately $10.93M in transactions.



This page (NYSE:GAB) was last updated on 6/3/2026 by MarketBeat.com Staff.
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