Gabelli Equity TrustGAB
13F holders, Q1 2024 (March 31)191holders
2famous investors
$5.52avg. 13F price*
At the end of Q1 2024, 191 institutions reported holding Gabelli Equity Trust (GAB) in their 13F filings. The largest holders were Commonwealth Equity Services, LLC ($14.2M), Morgan Stanley ($12.9M) and LPL Financial LLC ($12.5M). 2 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Gabelli Equity Trust
- CUSIP
- 362397101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $3.6M |
| Exits | 21 | $1.7M |
Ownership 191 holders
| Commonwealth Equity Services, LLC | 0.02% | Add +22.4% | 2,573,366 | $14.2M |
| Morgan Stanley | 0.00% | Add +10.4% | 2,335,786 | $12.9M |
| LPL Financial LLC | 0.01% | Add +2.9% | 2,256,192 | $12.5M |
| Philadelphia Trust Co. | 0.53% | Reduce -0.2% | 1,199,269 | $6.6M |
| Cohen & Steers, Inc. | 0.01% | Add +26.6% | 1,143,640 | $6.3M |
| GAMCO Investors | 0.05% | No change | 846,675 | $4.7M |
| Bank of America Corp. | 0.00% | Reduce -35.7% | 783,532 | $4.3M |
| Landscape Capital Management, L.L.C. | 0.34% | Add +64.9% | 707,976 | $3.9M |
| Royal Bank of Canada | 0.00% | Add +0.7% | 519,232 | $2.9M |
| Live Oak Private Wealth LLC | 0.49% | No change | 514,176 | $2.8M |
| Marks Group Wealth Management, Inc | 0.27% | No change | 464,309 | $2.6M |
| Creative Planning | 0.00% | Reduce -14.3% | 457,509 | $2.5M |
| Scotia Capital Inc. | 0.01% | Add +2.8% | 453,964 | $2.5M |
| Cetera Investment Advisers | 0.01% | Add +1196.4% | 449,417 | $2.5M |
| Shaker Financial Services, LLC | 0.95% | Reduce -7.8% | 443,099 | $2.4M |
| Wells Fargo & Company | 0.00% | Reduce -1.5% | 427,767 | $2.4M |
| UBS Group AG | 0.00% | Reduce -8.5% | 419,334 | $2.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +7.6% | 322,665 | $1.8M |
| Accel Wealth Management | 0.69% | Add +3.5% | 295,814 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Add +18.6% | 277,385 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -18.3% | 262,195 | $1.4M |
| Independent Financial Group, LLC | 0.06% | Reduce -8.7% | 228,646 | $1.3M |
| Qube Research & Technologies Ltd | 0.00% | No change | 226,552 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.4% | 212,918 | $1.2M |
| Raymond James & Associates | 0.00% | Reduce -3.5% | 204,156 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +34.5% | 195,807 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -10.9% | 141,171 | $779K |
| Advisors Asset Management, Inc. | 0.01% | New | 129,676 | $716K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -0.6% | 117,898 | $651K |
| Wedbush Securities Inc. | 0.02% | Add +2.3% | 117,685 | $650K |
| International Assets Investment Management, LLC | 0.07% | Add +900.1% | 117,776 | $640K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -7.8% | 115,402 | $637K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +5.8% | 115,079 | $635K |
| Advisory Services Network, LLC | 0.01% | Reduce -4.9% | 108,586 | $599K |
| Thrivent Financial for Lutherans | 0.00% | Add +40.9% | 105,290 | $581K |
| Stifel Financial Corp. | 0.00% | Add +7.5% | 105,094 | $580K |
| IFP Advisors, Inc | 0.02% | Add +10.8% | 97,894 | $540K |
| Hollencrest Capital Management | 0.02% | No change | 95,533 | $527K |
| Truist Financial Corp. | 0.00% | Add +14.2% | 93,083 | $514K |
| Imprint Wealth LLC | 0.11% | New | 86,912 | $472K |
| HighTower Advisors, LLC | 0.00% | Reduce -33.0% | 84,014 | $465K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.9% | 81,875 | $452K |
| Evernest Financial Advisors, LLC | 0.21% | Reduce -4.8% | 84,862 | $442K |
| MML Investors Services, LLC | 0.00% | Reduce -17.8% | 78,188 | $432K |
| Valley Brook Capital Group, Inc. | 0.34% | Add +57.3% | 76,836 | $424K |
| Magnus Financial Group LLC | 0.05% | Add +2.7% | 76,103 | $420K |
| HCR Wealth Advisors | 0.06% | No change | 75,353 | $416K |
| Wolverine Asset Management LLC | 0.04% | Reduce -63.6% | 75,210 | $415K |
| PFG Investments, LLC | 0.02% | New | 73,418 | $405K |
| NorthRock Partners, LLC | 0.02% | Reduce -4.2% | 72,985 | $403K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.8% | 70,941 | $392K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +17.9% | 60,864 | $336K |
| Shulman DeMeo Asset Management LLC | 0.09% | Reduce -0.1% | 58,236 | $321K |
| Brookstone Capital Management | 0.01% | Reduce -4.3% | 53,853 | $297K |
| Equitable Holdings, Inc. | 0.00% | No change | 53,746 | $297K |
| Eudaimonia Partners, LLC | 0.07% | No change | 50,000 | $276K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -20.6% | 51,520 | $264K |
| Avantax Advisory Services, Inc. | 0.00% | No change | 46,000 | $254K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -42.7% | 45,124 | $249K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -6.1% | 44,283 | $244K |
| NewEdge Advisors, LLC | 0.00% | Reduce -12.8% | 43,697 | $241K |
| Kestra Advisory Services, LLC | 0.00% | Add +32.8% | 43,567 | $240K |
| Midland Wealth Advisors, LLC | 0.01% | No change | 42,870 | $237K |
| Mercer Global Advisors Inc. | 0.00% | Add +60.0% | 41,899 | $231K |
| Stonegate Investment Group, LLC | 0.01% | Add +2.7% | 41,847 | $231K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | No change | 41,224 | $228K |
| Synovus Financial Corp. | 0.00% | No change | 39,468 | $218K |
| Mission Wealth Management, LP | 0.01% | New | 39,074 | $216K |
| Lanark Financial, Inc. | 0.02% | Add +5.1% | 37,066 | $214K |
| Pecaut & Co. | 0.07% | Reduce -38.7% | 35,760 | $197K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | No change | 34,380 | $190K |
| Waterloo Capital, L.P. | 0.02% | Add +5.5% | 33,010 | $182K |
| Cibc World Market Inc. | 0.00% | Add +3.2% | 32,169 | $178K |
| Valeo Financial Advisors, LLC | 0.01% | Add +112.2% | 31,197 | $166K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +36.4% | 30,000 | $166K |
| Envestnet Asset Management Inc. | 0.00% | Add +111.8% | 28,516 | $157K |
| IFG Advisory, LLC | 0.01% | Reduce -10.5% | 28,186 | $156K |
| Flynn Zito Capital Management, LLC | 0.08% | Add +86.8% | 27,443 | $151K |
| Virtu Financial LLC | 0.01% | Reduce -58.7% | 27,405 | $151K |
| Pekin Hardy Strauss, Inc. | 0.02% | No change | 27,228 | $150K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -3.1% | 26,905 | $149K |
| Quad-Cities Investment Group, LLC | 0.09% | Add +2.6% | 26,381 | $146K |
| CoreCap Advisors, LLC | 0.01% | Add +94.8% | 26,283 | $145K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.8% | 26,130 | $144K |
| Mendel Capital Management LLC | 0.09% | New | 25,638 | $142K |
| Commonwealth Financial Services, LLC | 0.03% | No change | 27,687 | $141K |
| Hartline Investment Corp./ | 0.02% | New | 25,214 | $139K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | Add +1.1% | 25,214 | $139K |
| Good Life Advisors, LLC | 0.01% | Add +40.4% | 25,002 | $138K |
| Ameritas Advisory Services, LLC | 0.01% | New | 24,714 | $136K |
| Citadel Advisors | 0.00% | Reduce -26.8% | 22,432 | $124K |
| David J Yvars Group | 0.08% | Add +1.5% | 22,357 | $123K |
| Vantage Financial Partners, LLC | 0.03% | Add +0.2% | 22,080 | $122K |
| Koshinski Asset Management, Inc. | 0.01% | New | 21,908 | $121K |
| Insight Advisors, LLC/ PA | 0.02% | New | 21,842 | $121K |
| Corient Private Wealth LP | 0.00% | Add +0.6% | 21,804 | $120K |
| Hilltop Holdings Inc. | 0.01% | Add +8.3% | 21,264 | $117K |
| PCG Wealth Advisors, LLC | 0.06% | Reduce -8.7% | 21,110 | $117K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +20.9% | 20,328 | $112K |
| Level Four Advisory Services, LLC | 0.01% | No change | 21,633 | $110K |
"% of holder's portfolio" is GAB's weight in each manager's 13F, not the share of Gabelli Equity Trust the manager owns.