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Gabelli Equity Trust (GAB) Institutional Ownership

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$5.24 +0.04 (+0.67%)
As of 03:01 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)
88
Total
Institutional Inflows
(last 12 months)
$56.30M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$26.45M
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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
9/23/2026Envestnet Asset Management Inc.266,840$1.51M0.0%-65.9%0.086%
9/9/2026NorthRock Partners LLC28,598$162K0.0%-74.4%0.009%
9/9/2026Integrated Wealth Concepts LLC6,383$36K0.0%N/A0.002%
9/9/2026Baird Financial Group Inc.16,565$94K0.0%N/A0.005%
9/9/2026Beacon Investment Advisory Services Inc.19,000$108K0.0%-50.0%0.006%
9/8/2026Allworth Financial LP38,953$220K0.0%-50.0%0.013%
9/2/20261607 Capital Partners LLC400,000$2.26M0.1%N/A0.129%
8/22/2026Old Mission Investment Co LLC31,131$176K0.0%N/A0.010%
8/22/2026SMART Wealth LLC10,041$57K0.0%N/A0.003%
8/22/2026TD Waterhouse Canada Inc.9,150$52K0.0%-50.0%0.003%
8/21/2026Montz Harcus Wealth Management LLC17,567$99K0.0%-48.0%0.006%
8/21/2026Safeguard Investment Advisory Group LLC13,195$75K0.0%-44.2%0.004%
8/21/2026Live Oak Private Wealth LLC635,255$3.60M0.5%-38.2%0.204%
8/20/2026Susquehanna International Group LLP49,431$280K0.0%-93.2%0.016%
8/20/2026Rivernorth Capital Management LLC6,609,367$37.41M1.8%N/A2.124%
8/20/2026Benjamin Edwards Inc.47,814$271K0.0%-46.2%0.015%
8/20/2026IMC Chicago LLC183,328$1.04M0.0%N/A0.059%
8/20/2026Northwestern Mutual Wealth Management Co.7,858$44K0.0%-61.3%0.003%
8/20/2026Wedbush Securities Inc.200,329$1.13M0.0%-47.0%0.064%
8/20/2026Hollencrest Capital Management106,243$601K0.0%-44.4%0.034%
8/19/2026Kingsview Wealth Management LLC38,152$216K0.0%-48.2%0.012%
8/18/2026Beacon Pointe Advisors LLC18,987$107K0.0%-50.0%0.006%
8/18/2026Equitable Holdings Inc.71,102$402K0.0%-45.8%0.023%
8/17/2026Almitas Capital LLC169,700$961K0.2%-37.3%0.055%
8/17/2026Bank of America Corp DE894,767$5.06M0.0%-17.3%0.288%
8/13/2026Safeguard Investment Advisory Group LLC13,195$75K0.0%N/A0.004%
8/13/2026Leigh Baldwin & CO. LLC86,084$487K0.3%N/A0.028%
8/13/2026Sanctuary Advisors LLC10,151$57K0.0%N/A0.003%
8/13/2026Capital Square LLC20,622$116K0.1%N/A0.007%
8/12/2026Elevation Point Wealth Partners LLC10,000$57K0.0%N/A0.003%
8/12/2026Northwestern Mutual Wealth Management Co.7,858$44K0.0%N/A0.003%
8/12/2026EP Wealth Advisors LLC25,713$146K0.0%N/A0.008%
8/11/2026Allworth Financial LP38,953$220K0.0%N/A0.013%
8/10/2026Csenge Advisory Group14,148$80K0.0%N/A0.005%
8/10/2026Chancellor Financial Group WB LP20,323$115K0.1%N/A0.007%
8/6/2026IMC Chicago LLC183,328$1.04M0.0%N/A0.059%
8/3/2026Northstar Group Inc.20,521$116K0.0%N/A0.007%
7/10/2026Accel Wealth Management323,540$1.83M0.4%-52.6%0.104%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors18,969$107K0.0%-29.6%0.006%
7/9/2026Arista Wealth Management LLC47,128$267K0.0%-50.0%0.015%
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7/9/2026Tactive Advisors LLC12,976$73K0.0%-14.4%0.004%
7/8/2026Beacon Investment Advisory Services Inc.19,000$108K0.0%-50.0%0.006%
7/8/2026Shulman DeMeo Asset Management LLC44,634$253K0.0%-6.6%0.014%
7/7/2026Quad Cities Investment Group LLC23,646$134K0.0%-50.2%0.008%
7/7/2026Dynamic 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%
5/5/2026Marks 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%
2/16/2026Zinnia 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%
2/13/2026Kestra 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%
2/13/2026Golden 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%
2/12/2026Elevated Private Wealth LLC56,836$351K0.4%N/A0.018%
2/12/2026Commonwealth Equity Services LLC1,516,560$9.36M0.0%+1.9%0.494%
2/12/2026Elevation Point Wealth Partners LLC13,479$83K0.0%+34.8%0.004%
2/12/2026Wedbush 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%
2/11/2026Hilton Head Capital Partners LLC6,780$42K0.0%N/A0.002%
2/11/2026J.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%
2/6/2026Mach 1 Financial Group LLC10,555$65K0.0%N/A0.003%
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2/6/2026HighTower Advisors LLC83,820$517K0.0%+2.6%0.027%
2/4/2026Summit Wealth Group LLC Co.11,348$70K0.0%N/A0.004%
2/4/2026World Investment Advisors82,754$511K0.0%N/A0.027%
2/3/2026Drucker Wealth 3.0 LLC20,377$126K0.0%N/A0.007%
2/3/2026International 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%
2/2/2026Truist Financial Corp172,371$1.06M0.0%+722.6%0.056%
2/2/2026Aurora 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%


GAB Institutional Ownership - Frequently Asked Questions

During the previous two years, 186 institutional investors and hedge funds held shares of Gabelli Equity Trust. The most heavily invested institutionals were Rivernorth Capital Management LLC ($37.41M), LPL Financial LLC ($27.53M), Commonwealth Equity Services LLC ($9.36M), Philadelphia Trust Co. ($6.64M), J.W. Cole Advisors Inc. ($6.60M), Bank of America Corp DE ($5.06M), and Gamco Investors INC. ET AL ($4.90M).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 155 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), Rivernorth Capital Management LLC ($6.61M), 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), and LPL Financial LLC ($870.38K).

Institutional investors have bought a total of 9,785,177 shares in the last 24 months. This purchase volume represents approximately $56.30M in transactions.

Of the 52 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: Susquehanna International Group LLP ($680.33K), Envestnet Asset Management Inc. ($515.59K), Live Oak Private Wealth LLC ($393.13K), Commonwealth Equity Services LLC ($391.03K), Accel Wealth Management ($370.75K), International Assets Investment Management LLC ($369.69K), and J.W. Cole Advisors Inc. ($197.78K).

Institutional investors have sold a total of 4,561,076 shares in the last 24 months. This volume of shares sold represents approximately $26.45M in transactions.



Institutional ownership data for NYSE:GAB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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