Gabelli Equity TrustGAB
13F holders, Q3 2024 (September 30)187holders +8
21new positions
11sold out
1famous investor
$5.49avg. 13F price*
At the end of Q3 2024, 187 institutions reported holding Gabelli Equity Trust (GAB) in their 13F filings, up 8 from Q2 2024. 21 opened new positions and 11 sold out. The largest holders were LPL Financial LLC ($15.1M), Morgan Stanley ($12.9M) and Commonwealth Equity Services, LLC ($10.4M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $3.1M |
| Exits | 11 | $1.5M |
All 13F filers, Q2 2024 → Q3 2024: 2,170,150 shares bought and 1,897,317 shares sold, net +272,833 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 187 holders
| LPL Financial LLC | 0.01% | Add +20.7% | 2,743,836 | $15.1M |
| Morgan Stanley | 0.00% | Reduce -4.3% | 2,342,957 | $12.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -32.2% | 1,891,197 | $10.4M |
| Philadelphia Trust Co. | 0.48% | Add +2.7% | 1,209,969 | $6.6M |
| Cohen & Steers, Inc. | 0.01% | No change | 1,143,640 | $6.3M |
| GAMCO Investors | 0.05% | No change | 846,675 | $4.6M |
| Bank of America Corp. | 0.00% | Reduce -13.4% | 691,255 | $3.8M |
| Shaker Financial Services, LLC | 1.35% | Add +413.3% | 652,653 | $3.6M |
| Royal Bank of Canada | 0.00% | Reduce -4.2% | 543,202 | $3.0M |
| Live Oak Private Wealth LLC | 0.46% | No change | 514,176 | $2.8M |
| Cetera Investment Advisers | 0.01% | Add +1.1% | 489,754 | $2.7M |
| Scotia Capital Inc. | 0.01% | Add +0.2% | 479,962 | $2.6M |
| Wells Fargo & Company | 0.00% | Add +13.4% | 479,427 | $2.6M |
| Creative Planning | 0.00% | Add +0.3% | 458,665 | $2.5M |
| International Assets Investment Management, LLC | 0.19% | Add +2.8% | 417,626 | $2.3M |
| UBS Group AG | 0.00% | Add +19.9% | 392,759 | $2.2M |
| Accel Wealth Management | 0.67% | Add +1.5% | 326,046 | $1.8M |
| Independent Financial Group, LLC | 0.06% | Add +13.4% | 311,207 | $1.7M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -14.1% | 283,455 | $1.6M |
| Cerity Partners LLC | 0.00% | Reduce -2.9% | 252,442 | $1.4M |
| Marks Group Wealth Management, Inc | 0.13% | Reduce -48.4% | 244,838 | $1.3M |
| Advisors Asset Management, Inc. | 0.02% | Add +6.1% | 212,791 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.3% | 204,969 | $1.1M |
| Raymond James & Associates | 0.00% | Reduce -0.1% | 204,657 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Add +19.3% | 195,294 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.1% | 170,620 | $937K |
| Private Advisor Group, LLC | 0.01% | Reduce -6.6% | 165,006 | $906K |
| Osaic Holdings, Inc. | 0.00% | Add +12.6% | 164,807 | $905K |
| Thrivent Financial for Lutherans | 0.00% | Add +3.0% | 163,220 | $896K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +36.9% | 162,307 | $891K |
| Wolverine Asset Management LLC | 0.07% | Add +435.6% | 121,044 | $665K |
| Consolidated Portfolio Review Corp | 0.14% | New | 118,058 | $648K |
| IFP Advisors, Inc | 0.02% | No change | 117,503 | $645K |
| Wedbush Securities Inc. | 0.02% | Add +1.0% | 116,724 | $641K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | No change | 114,937 | $631K |
| Valley Brook Capital Group, Inc. | 0.41% | Add +8.9% | 103,586 | $569K |
| Ascentis Independent Advisors | 0.09% | Reduce -7.6% | 102,929 | $565K |
| Advisory Services Network, LLC | 0.01% | No change | 107,592 | $559K |
| Stifel Financial Corp. | 0.00% | Reduce -1.3% | 100,283 | $551K |
| Evernest Financial Advisors, LLC | 0.15% | Add +2.8% | 99,398 | $546K |
| MML Investors Services, LLC | 0.00% | Add +0.8% | 97,271 | $534K |
| Hollencrest Capital Management | 0.02% | No change | 95,533 | $524K |
| Choreo, LLC | 0.01% | No change | 92,100 | $503K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -4.9% | 90,564 | $497K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.5% | 87,490 | $480K |
| HighTower Advisors, LLC | 0.00% | Add +13.3% | 84,531 | $462K |
| PFG Investments, LLC | 0.03% | Add +2.3% | 83,651 | $459K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.5% | 80,156 | $440K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.9% | 78,739 | $432K |
| HCR Wealth Advisors | 0.05% | No change | 75,353 | $414K |
| Silver Oak Securities, Incorporated | 0.04% | Add +64.9% | 74,408 | $407K |
| NorthRock Partners, LLC | 0.01% | Reduce -2.8% | 73,187 | $402K |
| Darden Wealth Group Inc | 0.27% | No change | 67,000 | $368K |
| Cibc World Market Inc. | 0.00% | Add +12.3% | 65,154 | $358K |
| Captrust Financial Advisors | 0.00% | Add +1.6% | 65,125 | $358K |
| Guggenheim Capital LLC | 0.00% | New | 63,775 | $350K |
| Shulman DeMeo Asset Management LLC | 0.08% | Reduce -0.1% | 58,116 | $319K |
| Equitable Holdings, Inc. | 0.00% | Add +7.9% | 58,098 | $319K |
| Good Life Advisors, LLC | 0.02% | Add +100.0% | 56,834 | $312K |
| Financial Counselors Inc. | 0.00% | Add +374.5% | 54,395 | $299K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 53,207 | $292K |
| Pure Financial Advisors, LLC | 0.01% | New | 51,834 | $285K |
| Brookstone Capital Management | 0.00% | Reduce -9.9% | 51,032 | $280K |
| Legacy Wealth Management, LLC / MS | 0.10% | New | 48,944 | $269K |
| Arista Wealth Management, LLC | 0.06% | No change | 47,128 | $259K |
| Avantax Advisory Services, Inc. | 0.00% | No change | 46,000 | $253K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +1.6% | 45,624 | $250K |
| Stonegate Investment Group, LLC | 0.01% | Add +2.8% | 44,249 | $243K |
| NewEdge Advisors, LLC | 0.00% | Add +2.4% | 43,806 | $240K |
| Valeo Financial Advisors, LLC | 0.01% | Add +34.7% | 42,032 | $231K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 41,903 | $230K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | No change | 41,224 | $226K |
| Synovus Financial Corp. | 0.00% | No change | 39,468 | $217K |
| Mission Wealth Management, LP | 0.01% | Reduce -3.8% | 37,574 | $206K |
| Lanark Financial, Inc. | 0.02% | Add +79.3% | 35,466 | $194K |
| Sound View Wealth Advisors Group, LLC | 0.02% | New | 35,000 | $192K |
| Truist Financial Corp. | 0.00% | Reduce -12.8% | 34,946 | $192K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | No change | 33,495 | $184K |
| IFG Advisory, LLC | 0.01% | No change | 31,486 | $173K |
| RDA Financial Network | 0.05% | Reduce -22.9% | 30,343 | $167K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -9.1% | 29,209 | $160K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.4% | 28,990 | $158K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 28,000 | $154K |
| Symphony Financial Services, Inc. | 0.13% | Reduce -3.3% | 27,905 | $153K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +8.6% | 27,666 | $152K |
| Pekin Hardy Strauss, Inc. | 0.02% | No change | 27,228 | $149K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -49.1% | 26,575 | $146K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -0.4% | 26,543 | $146K |
| Pinnacle Associates Ltd. | 0.00% | New | 28,642 | $146K |
| Flynn Zito Capital Management, LLC | 0.07% | Reduce -10.4% | 25,855 | $142K |
| Mendel Capital Management LLC | 0.09% | No change | 25,638 | $141K |
| Quad-Cities Investment Group, LLC | 0.07% | Reduce -1.0% | 25,202 | $138K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 24,714 | $136K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | Reduce -7.5% | 23,595 | $130K |
| Koshinski Asset Management, Inc. | 0.01% | Add +2.7% | 22,499 | $124K |
| Motco | 0.01% | New | 22,318 | $123K |
| Vantage Financial Partners, LLC | 0.03% | Add +0.2% | 22,175 | $122K |
| Insight Advisors, LLC/ PA | 0.02% | No change | 21,842 | $120K |
| Hilltop Holdings Inc. | 0.01% | Add +2.0% | 19,859 | $109K |
| Avidian Wealth Enterprises, LLC | 0.00% | No change | 19,295 | $106K |
"% of holder's portfolio" is GAB's weight in each manager's 13F, not the share of Gabelli Equity Trust the manager owns.