Gabelli Equity TrustGAB
13F holders, Q2 2024 (June 30)179holders −12
19new positions
29sold out
1famous investor
$5.20avg. 13F price*
At the end of Q2 2024, 179 institutions reported holding Gabelli Equity Trust (GAB) in their 13F filings, down 12 from Q1 2024. 19 opened new positions and 29 sold out. The largest holders were Commonwealth Equity Services, LLC ($14.5M), Morgan Stanley ($12.7M) and LPL Financial LLC ($11.8M). One famous investor held it Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- Gabelli Equity Trust
- CUSIP
- 362397101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $3.3M |
| Exits | 29 | $3.7M |
All 13F filers, Q1 2024 → Q2 2024: 1,948,751 shares bought and 2,214,620 shares sold, net −265,869 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 179 holders
| Commonwealth Equity Services, LLC | 0.02% | Add +8.4% | 2,789,806 | $14.5M |
| Morgan Stanley | 0.00% | Add +4.8% | 2,448,806 | $12.7M |
| LPL Financial LLC | 0.01% | Add +0.7% | 2,272,625 | $11.8M |
| Philadelphia Trust Co. | 0.48% | Reduce -1.8% | 1,178,109 | $6.1M |
| Cohen & Steers, Inc. | 0.01% | No change | 1,143,640 | $5.9M |
| GAMCO Investors | 0.05% | No change | 846,675 | $4.4M |
| Bank of America Corp. | 0.00% | Add +1.9% | 798,107 | $4.2M |
| Royal Bank of Canada | 0.00% | Add +9.3% | 567,267 | $3.0M |
| Live Oak Private Wealth LLC | 0.46% | No change | 514,176 | $2.7M |
| Cetera Investment Advisers | 0.01% | Add +7.8% | 484,285 | $2.5M |
| Scotia Capital Inc. | 0.01% | Add +5.5% | 479,084 | $2.5M |
| Marks Group Wealth Management, Inc | 0.26% | Add +2.1% | 474,164 | $2.5M |
| Creative Planning | 0.00% | Reduce -0.1% | 457,184 | $2.4M |
| Wells Fargo & Company | 0.00% | Reduce -1.2% | 422,788 | $2.2M |
| International Assets Investment Management, LLC | 0.20% | Add +244.9% | 406,176 | $2.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +2.3% | 330,127 | $1.7M |
| UBS Group AG | 0.00% | Reduce -21.9% | 327,703 | $1.7M |
| Accel Wealth Management | 0.67% | Add +8.6% | 321,257 | $1.7M |
| Independent Financial Group, LLC | 0.06% | Add +20.1% | 274,522 | $1.4M |
| Cerity Partners LLC | 0.00% | New | 260,022 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.4% | 212,056 | $1.1M |
| Raymond James & Associates | 0.00% | Add +0.3% | 204,853 | $1.1M |
| Advisors Asset Management, Inc. | 0.02% | Add +54.7% | 200,571 | $1.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -9.8% | 176,612 | $918K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +18.4% | 167,071 | $869K |
| Baird Financial Group, Inc. | 0.00% | Reduce -41.0% | 163,766 | $852K |
| Thrivent Financial for Lutherans | 0.00% | Add +50.5% | 158,517 | $824K |
| Osaic Holdings, Inc. | 0.00% | Reduce -44.2% | 146,414 | $761K |
| Shaker Financial Services, LLC | 0.27% | Reduce -71.3% | 127,151 | $661K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +3.0% | 118,555 | $616K |
| IFP Advisors, Inc | 0.02% | Add +20.0% | 117,503 | $611K |
| Wedbush Securities Inc. | 0.02% | Reduce -1.8% | 115,560 | $601K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -0.4% | 114,937 | $598K |
| Ascentis Independent Advisors | 0.12% | — | 111,359 | $579K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.9% | 107,592 | $559K |
| Stifel Financial Corp. | 0.00% | Reduce -3.3% | 101,634 | $528K |
| Evernest Financial Advisors, LLC | 0.23% | Add +14.0% | 96,735 | $503K |
| MML Investors Services, LLC | 0.00% | Add +23.4% | 96,480 | $502K |
| Hollencrest Capital Management | 0.02% | No change | 95,533 | $497K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -19.2% | 95,244 | $495K |
| Valley Brook Capital Group, Inc. | 0.39% | Add +23.8% | 95,086 | $494K |
| Choreo, LLC | 0.01% | New | 92,100 | $481K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +49.0% | 90,680 | $472K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.8% | 85,765 | $446K |
| PFG Investments, LLC | 0.03% | Add +11.4% | 81,782 | $425K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +13.2% | 80,306 | $418K |
| Magnus Financial Group LLC | 0.05% | Add +2.7% | 78,166 | $406K |
| HCR Wealth Advisors | 0.06% | No change | 75,353 | $392K |
| NorthRock Partners, LLC | 0.01% | Add +3.1% | 75,261 | $391K |
| HighTower Advisors, LLC | 0.00% | Reduce -11.2% | 74,617 | $387K |
| Landscape Capital Management, L.L.C. | 0.03% | Reduce -90.1% | 70,380 | $366K |
| Darden Wealth Group Inc | 0.21% | New | 67,000 | $348K |
| Captrust Financial Advisors | 0.00% | Add +276.1% | 64,073 | $333K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +23.3% | 63,535 | $330K |
| Brookstone Capital Management | 0.01% | Add +5.1% | 56,612 | $311K |
| Shulman DeMeo Asset Management LLC | 0.08% | Reduce -0.1% | 58,189 | $303K |
| Cibc World Market Inc. | 0.00% | Add +80.3% | 58,012 | $302K |
| Equitable Holdings, Inc. | 0.00% | Add +0.2% | 53,846 | $280K |
| Oppenheimer & Co. Inc. | 0.00% | New | 53,207 | $277K |
| Envestnet Asset Management Inc. | 0.00% | Add +83.3% | 52,264 | $272K |
| Arista Wealth Management, LLC | 0.06% | New | 47,128 | $245K |
| Avantax Advisory Services, Inc. | 0.00% | No change | 46,000 | $239K |
| Silver Oak Securities, Incorporated | 0.04% | No change | 45,124 | $235K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +1.4% | 44,915 | $234K |
| Stonegate Investment Group, LLC | 0.01% | Add +2.9% | 43,064 | $224K |
| Midland Wealth Advisors, LLC | 0.01% | No change | 42,870 | $223K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.1% | 42,797 | $223K |
| Graves Light Lenhart Wealth, Inc. | 0.02% | No change | 41,224 | $215K |
| Truist Financial Corp. | 0.00% | Reduce -56.9% | 40,077 | $208K |
| Synovus Financial Corp. | 0.00% | No change | 39,468 | $205K |
| RDA Financial Network | 0.07% | Add +221.0% | 39,368 | $205K |
| Mission Wealth Management, LP | 0.01% | No change | 39,074 | $203K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Reduce -2.6% | 33,495 | $174K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -26.2% | 32,139 | $167K |
| IFG Advisory, LLC | 0.01% | Add +11.7% | 31,486 | $164K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 31,197 | $162K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -26.1% | 30,980 | $161K |
| Symphony Financial Services, Inc. | 0.13% | — | 28,859 | $152K |
| Flynn Zito Capital Management, LLC | 0.08% | Add +5.2% | 28,855 | $150K |
| Good Life Advisors, LLC | 0.01% | Add +13.7% | 28,417 | $148K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -6.7% | 28,000 | $146K |
| HRT Financial LP | 0.00% | Add +43.3% | 27,690 | $143K |
| Pekin Hardy Strauss, Inc. | 0.02% | No change | 27,228 | $142K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -0.9% | 26,652 | $139K |
| Mendel Capital Management LLC | 0.09% | No change | 25,638 | $133K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | Add +1.2% | 25,518 | $133K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -2.5% | 25,466 | $132K |
| Quad-Cities Investment Group, LLC | 0.07% | Reduce -3.5% | 25,445 | $132K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 24,714 | $129K |
| Apollon Wealth Management, LLC | 0.00% | Add +39.8% | 24,283 | $126K |
| Wolverine Asset Management LLC | 0.01% | Reduce -70.0% | 22,600 | $118K |
| Koshinski Asset Management, Inc. | 0.01% | No change | 21,908 | $115K |
| Vantage Financial Partners, LLC | 0.03% | Add +0.2% | 22,128 | $115K |
| Insight Advisors, LLC/ PA | 0.02% | No change | 21,842 | $114K |
| PCG Wealth Advisors, LLC | 0.05% | No change | 21,110 | $110K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +0.7% | 19,927 | $104K |
| NorthCoast Asset Management LLC | 0.00% | New | 19,668 | $102K |
| Lanark Financial, Inc. | 0.01% | Reduce -46.6% | 19,786 | $102K |
| Hilltop Holdings Inc. | 0.01% | Reduce -8.4% | 19,467 | $101K |
| Avidian Wealth Enterprises, LLC | 0.00% | New | 19,295 | $100K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 19,000 | $99K |
| Eagle Wealth Strategies LLC | 0.08% | No change | 18,624 | $97K |
| Cascade Investment Group, Inc. | 0.07% | No change | 18,035 | $94K |
| Stephens Inc. | 0.00% | No change | 18,008 | $94K |
| David J Yvars Group | 0.06% | Reduce -20.3% | 17,823 | $93K |
| Mariner, LLC | 0.00% | Reduce -7.9% | 17,418 | $91K |
| Pecaut & Co. | 0.03% | Reduce -52.1% | 17,136 | $89K |
| Modera Wealth Management, LLC | 0.00% | No change | 17,061 | $89K |
| Comprehensive Wealth Management, LLC | 0.06% | New | 15,549 | $81K |
| Glenmede Trust Co. NA | 0.00% | No change | 15,473 | $80K |
| JPMorgan Chase & Co. | 0.00% | Add +238.6% | 15,235 | $79K |
| HUB Investment Partners, LLC | 0.00% | Reduce -12.0% | 15,203 | $79K |
| Johnson Investment Counsel Inc. | 0.00% | Add +2.2% | 14,739 | $77K |
| Montz Harcus Wealth Management LLC | 0.05% | Add +2.8% | 14,307 | $74K |
| Cwm, LLC | 0.00% | Add +5.5% | 14,032 | $73K |
| Wellington Shields Capital Management, LLC | 0.01% | No change | 13,857 | $72K |
| Safeguard Investment Advisory Group, LLC | 0.02% | Add +6.4% | 13,824 | $72K |
| SYM FINANCIAL Corp | 0.01% | Add +2.8% | 13,731 | $71K |
| MTM Investment Management, LLC | 0.03% | No change | 13,530 | $70K |
| Savant Capital, LLC | 0.00% | No change | 12,297 | $64K |
| Mutual Advisors, LLC | 0.00% | Add +0.7% | 11,608 | $63K |
| Register Financial Advisors LLC | 0.03% | Add +1.6% | 11,930 | $62K |
| Sigma Planning Corp | 0.00% | Add +0.2% | 11,777 | $61K |
| Kapstone Financial Advisors LLC | 0.04% | New | 11,650 | $61K |
| Csenge Advisory Group | 0.00% | Add +2.9% | 11,479 | $60K |
| Financial Counselors Inc. | 0.00% | No change | 11,464 | $60K |
| Exencial Wealth Advisors, LLC | 0.00% | New | 11,354 | $59K |
| Institute for Wealth Management, LLC. | 0.01% | No change | 11,233 | $58K |
| Texas Yale Capital Corp. | 0.00% | No change | 10,700 | $56K |
| Aspiriant, LLC | 0.00% | New | 10,676 | $56K |
| Jane Street Group, LLC | 0.00% | New | 10,317 | $54K |
| Smith, Moore & Co. | 0.01% | Add +0.9% | 10,308 | $54K |
| Stratos Wealth Advisors, LLC | 0.00% | No change | 10,248 | $53K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 9,150 | $48K |
| Gen-Wealth Partners Inc | 0.02% | No change | 6,935 | $36K |
| Rothschild Investment LLC | 0.00% | No change | 6,000 | $31K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +252.9% | 6,000 | $31K |
| Allworth Financial LP | 0.00% | Add +84.7% | 5,370 | $29K |
| Wellington Shields & Co., LLC | 0.01% | No change | 5,428 | $28K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 5,344 | $28K |
| Boyd Watterson Asset Management LLC | 0.01% | New | 5,280 | $27K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 4,900 | $25K |
| Gilliland Jeter Wealth Management LLC | 0.01% | No change | 4,000 | $21K |
| Fifth Third Bancorp | 0.00% | No change | 4,000 | $21K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 3,750 | $20K |
| Principal Securities, Inc. | 0.00% | Add +2.9% | 3,722 | $19K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.6% | 3,037 | $16K |
| Red Tortoise LLC | 0.01% | New | 3,000 | $16K |
| National Bank of Canada | 0.00% | Reduce -15.3% | 3,000 | $16K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,804 | $15K |
| Hilltop National Bank | 0.00% | No change | 2,750 | $14K |
| Coppell Advisory Solutions LLC | 0.00% | — | 2,643 | $14K |
| American Capital Advisory, LLC | 0.01% | No change | 2,525 | $13K |
| Tyler-Stone Wealth Management | 0.00% | New | 2,000 | $10K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 1,906 | $10K |
| ICA Group Wealth Management, LLC | 0.01% | Reduce -71.3% | 1,810 | $9K |
| Comerica Bank | 0.00% | No change | 1,774 | $9K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,700 | $9K |
| US Bancorp \de | 0.00% | No change | 1,654 | $9K |
| Global Retirement Partners, LLC | 0.00% | Add +2.9% | 1,651 | $9K |
| North Star Investment Management Corp. | 0.00% | No change | 1,617 | $8K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.9% | 1,336 | $7K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 1,270 | $7K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1,200 | $6K |
| Community Bank, N.A. | 0.00% | No change | 1,000 | $5K |
| Spire Wealth Management | 0.00% | No change | 1,000 | $5K |
| Continuum Advisory, LLC | 0.00% | Add +2.8% | 964 | $5K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | Add +5.6% | 918 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 739 | $4K |
| M&R Capital Management Inc. | 0.00% | Reduce -35.1% | 692 | $4K |
| Strategic Financial Concepts, LLC | 0.00% | New | 10,840 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 303 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 343 | $2K |
| Assetmark, Inc. | 0.00% | New | 324 | $2K |
| Key Financial Inc | 0.00% | No change | 200 | $1K |
| Farther Finance Advisors, LLC | 0.00% | New | 198 | $1K |
| Sound Income Strategies, LLC | 0.00% | New | 104 | $541 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 81 | $422 |
| FMR LLC | 0.00% | Reduce -99.7% | 3 | $16 |
"% of holder's portfolio" is GAB's weight in each manager's 13F, not the share of Gabelli Equity Trust the manager owns.