Gabelli Equity TrustGAB
13F holders, Q4 2024 (December 31)199holders +12
15new positions
13sold out
2famous investors
$5.38avg. 13F price*
At the end of Q4 2024, 199 institutions reported holding Gabelli Equity Trust (GAB) in their 13F filings, up 12 from Q3 2024. 15 opened new positions and 13 sold out. The largest holders were LPL Financial LLC ($18.9M), Morgan Stanley ($12.6M) and Commonwealth Equity Services, LLC ($10.2M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $3.1M |
| Exits | 13 | $1.5M |
All 13F filers, Q3 2024 → Q4 2024: 1,993,889 shares bought and 2,112,191 shares sold, net −118,302 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 199 holders
| LPL Financial LLC | 0.01% | Add +28.3% | 3,520,427 | $18.9M |
| Morgan Stanley | 0.00% | Add +0.3% | 2,349,668 | $12.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.7% | 1,903,700 | $10.2M |
| Philadelphia Trust Co. | 0.47% | Reduce -1.2% | 1,195,494 | $6.4M |
| GAMCO Investors | 0.05% | Reduce -0.6% | 841,675 | $4.5M |
| Bank of America Corp. | 0.00% | Reduce -14.5% | 591,245 | $3.2M |
| Royal Bank of Canada | 0.00% | Add +3.3% | 560,998 | $3.0M |
| Golden State Wealth Management, LLC | 0.44% | — | 543,761 | $2.9M |
| Live Oak Private Wealth LLC | 0.46% | No change | 514,176 | $2.8M |
| Cetera Investment Advisers | 0.01% | Add +3.2% | 505,444 | $2.7M |
| Raymond James Financial Inc. | 0.00% | — | 485,966 | $2.6M |
| Scotia Capital Inc. | 0.01% | Reduce -1.5% | 472,658 | $2.5M |
| Wells Fargo & Company | 0.00% | Reduce -5.3% | 454,013 | $2.4M |
| Creative Planning | 0.00% | Reduce -2.7% | 446,343 | $2.4M |
| International Assets Investment Management, LLC | 0.19% | Add +0.1% | 417,926 | $2.2M |
| Independent Financial Group, LLC | 0.07% | Add +30.9% | 407,368 | $2.2M |
| Cohen & Steers, Inc. | 0.00% | Reduce -65.0% | 400,000 | $2.2M |
| UBS Group AG | 0.00% | Add +0.9% | 396,145 | $2.1M |
| Independent Advisor Alliance | 0.03% | New | 367,744 | $2.0M |
| Accel Wealth Management | 0.71% | Add +6.1% | 346,036 | $1.9M |
| Cerity Partners LLC | 0.00% | Add +9.0% | 275,209 | $1.5M |
| Marks Group Wealth Management, Inc | 0.13% | No change | 244,838 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +30.9% | 223,420 | $1.2M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -1.7% | 209,094 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.3% | 204,440 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Add +0.7% | 196,652 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +7.0% | 174,692 | $940K |
| Osaic Holdings, Inc. | 0.00% | Add +5.9% | 174,558 | $939K |
| Guggenheim Capital LLC | 0.01% | Add +162.6% | 167,494 | $901K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.7% | 162,140 | $872K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -3.9% | 156,011 | $839K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +60.2% | 140,181 | $754K |
| Stifel Financial Corp. | 0.00% | Add +33.8% | 134,162 | $722K |
| Consolidated Portfolio Review Corp | 0.10% | Add +4.0% | 122,839 | $661K |
| Wedbush Securities Inc. | 0.02% | Add +0.1% | 116,791 | $628K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | No change | 114,937 | $618K |
| Kera Capital Partners, Inc. | 0.16% | — | 105,780 | $569K |
| Advisory Services Network, LLC | 0.01% | Reduce -4.9% | 102,344 | $551K |
| Valley Brook Capital Group, Inc. | 0.40% | Reduce -4.6% | 98,836 | $532K |
| Ascentis Independent Advisors | 0.10% | Reduce -5.4% | 97,358 | $524K |
| Hollencrest Capital Management | 0.02% | No change | 95,533 | $514K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +5.0% | 95,076 | $512K |
| Evernest Financial Advisors, LLC | 0.13% | Reduce -6.4% | 93,061 | $501K |
| MML Investors Services, LLC | 0.00% | Reduce -5.0% | 92,393 | $497K |
| Choreo, LLC | 0.01% | No change | 92,100 | $496K |
| Leigh Baldwin & Co., LLC | 0.39% | — | 86,084 | $463K |
| Captrust Financial Advisors | 0.00% | Add +31.6% | 85,737 | $461K |
| PFG Investments, LLC | 0.03% | Reduce -0.0% | 83,621 | $450K |
| NorthRock Partners, LLC | 0.01% | Add +8.0% | 79,074 | $425K |
| HCR Wealth Advisors | 0.05% | No change | 75,353 | $405K |
| Legacy Wealth Management, LLC / MS | 0.16% | Add +53.2% | 74,976 | $403K |
| Oppenheimer & Co. Inc. | 0.01% | Add +38.8% | 73,870 | $397K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -10.9% | 71,438 | $384K |
| HighTower Advisors, LLC | 0.00% | Reduce -16.6% | 70,482 | $379K |
| Cibc World Market Inc. | 0.00% | Add +8.2% | 70,484 | $379K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -15.0% | 66,920 | $360K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -14.7% | 63,443 | $341K |
| Darden Wealth Group Inc | 0.23% | Reduce -7.5% | 62,000 | $334K |
| Equitable Holdings, Inc. | 0.00% | Add +5.2% | 61,098 | $329K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 60,822 | $327K |
| Shaker Financial Services, LLC | 0.13% | Reduce -90.7% | 60,643 | $326K |
| Shulman DeMeo Asset Management LLC | 0.08% | No change | 58,116 | $313K |
| Financial Counselors Inc. | 0.00% | Reduce -0.9% | 53,895 | $290K |
| Kestra Advisory Services, LLC | 0.00% | Add +83.7% | 53,654 | $289K |
| HUB Investment Partners, LLC | 0.01% | Add +230.2% | 50,203 | $270K |
| Arista Wealth Management, LLC | 0.06% | No change | 47,128 | $254K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.5% | 46,220 | $249K |
| Stonegate Investment Group, LLC | 0.01% | Add +2.9% | 45,508 | $245K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 41,903 | $225K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | No change | 41,224 | $222K |
| Synovus Financial Corp. | 0.00% | No change | 39,468 | $212K |
| NewEdge Advisors, LLC | 0.00% | Reduce -10.0% | 39,406 | $212K |
| Kingsview Wealth Management, LLC | 0.00% | Add +48.3% | 39,360 | $212K |
| Mission Wealth Management, LP | 0.00% | No change | 37,574 | $202K |
| Sound View Wealth Advisors Group, LLC | 0.02% | No change | 35,000 | $188K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | No change | 33,495 | $180K |
| Valeo Financial Advisors, LLC | 0.00% | Reduce -23.3% | 32,241 | $173K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -33.9% | 30,177 | $162K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +7.1% | 30,000 | $161K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.0% | 29,000 | $156K |
| Jane Street Group, LLC | 0.00% | New | 28,419 | $153K |
| IFG Advisory, LLC | 0.01% | Reduce -10.5% | 28,186 | $152K |
| Symphony Financial Services, Inc. | 0.12% | Add +0.8% | 28,121 | $151K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.3% | 27,755 | $149K |
| Brookstone Capital Management | 0.00% | Reduce -45.9% | 27,632 | $149K |
| RFG - Bristol Wealth Advisors, LLC | 0.05% | — | 27,604 | $149K |
| Envestnet Asset Management Inc. | 0.00% | Add +3.6% | 27,525 | $148K |
| Pekin Hardy Strauss, Inc. | 0.02% | No change | 27,228 | $146K |
| Flynn Zito Capital Management, LLC | 0.06% | No change | 25,855 | $139K |
| Citadel Advisors | 0.00% | New | 25,801 | $139K |
| Mendel Capital Management LLC | 0.08% | No change | 25,638 | $138K |
| Kingstone Capital Partners Texas, LLC | 0.11% | — | 25,376 | $137K |
| Quad-Cities Investment Group, LLC | 0.07% | Add +0.4% | 25,309 | $136K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 24,714 | $133K |
| GWN Securities Inc. | 0.03% | — | 22,682 | $128K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | Add +0.4% | 23,687 | $127K |
| Koshinski Asset Management, Inc. | 0.01% | Add +2.7% | 23,112 | $124K |
| Motco | 0.01% | No change | 22,318 | $120K |
| Insight Advisors, LLC/ PA | 0.02% | No change | 21,842 | $118K |
| Vantage Financial Partners, LLC | 0.03% | Reduce -3.0% | 21,521 | $116K |
| RDA Financial Network | 0.03% | Reduce -29.7% | 21,318 | $115K |
| Truist Financial Corp. | 0.00% | Reduce -40.6% | 20,755 | $112K |
| Hilltop Holdings Inc. | 0.01% | Add +2.1% | 20,274 | $109K |
| Arete Wealth Advisors, LLC | 0.01% | Add +30.2% | 20,280 | $109K |
| Good Life Advisors, LLC | 0.01% | Reduce -64.6% | 20,141 | $108K |
| Capital Square, LLC | 0.06% | No change | 18,747 | $106K |
| Avidian Wealth Enterprises, LLC | 0.00% | No change | 19,295 | $104K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +0.7% | 19,187 | $103K |
| MIdWestOne Financial Group, Inc. | 0.01% | New | 19,142 | $103K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 19,000 | $102K |
| Putney Financial Group LLC | 0.09% | — | 18,679 | $100K |
| Eagle Wealth Strategies LLC | 0.07% | No change | 18,624 | $100K |
| Mariner, LLC | 0.00% | Add +6.1% | 18,531 | $100K |
| Chancellor Financial Group WB LP | 0.08% | — | 18,375 | $99K |
| Cornerstone Advisory, LLC | 0.01% | New | 17,507 | $97K |
| Stephens Inc. | 0.00% | No change | 18,008 | $97K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Add +0.1% | 17,245 | $93K |
| Modera Wealth Management, LLC | 0.00% | No change | 17,200 | $93K |
| LRI Investments, LLC | 0.01% | No change | 16,347 | $88K |
| PCG Wealth Advisors, LLC | 0.03% | Reduce -7.0% | 15,810 | $85K |
| Glenmede Trust Co. NA | 0.00% | No change | 15,473 | $83K |
| Johnson Investment Counsel Inc. | 0.00% | Add +2.2% | 15,385 | $83K |
| Apollon Wealth Management, LLC | 0.00% | Add +31.2% | 15,170 | $82K |
| Montz Harcus Wealth Management LLC | 0.05% | Add +2.7% | 15,093 | $81K |
| Executive Wealth Management, LLC | 0.01% | No change | 15,000 | $81K |
| SYM FINANCIAL Corp | 0.01% | Add +2.7% | 14,486 | $78K |
| Safeguard Investment Advisory Group, LLC | 0.02% | Add +2.3% | 13,959 | $75K |
| Meridian Wealth Management, LLC | 0.00% | Add +2.4% | 13,922 | $75K |
| Wellington Shields Capital Management, LLC | 0.01% | No change | 13,857 | $75K |
| MTM Investment Management, LLC | 0.03% | New | 13,530 | $73K |
| Cwm, LLC | 0.00% | Reduce -1.9% | 13,052 | $70K |
| Elequin Capital, LP | 0.01% | New | 12,861 | $69K |
| Register Financial Advisors LLC | 0.03% | Add +1.6% | 12,310 | $66K |
| Savant Capital, LLC | 0.00% | No change | 12,297 | $66K |
| Csenge Advisory Group | 0.00% | Add +2.9% | 12,131 | $65K |
| Kapstone Financial Advisors LLC | 0.03% | No change | 11,650 | $65K |
| Mutual Advisors, LLC | 0.00% | Add +0.7% | 11,777 | $64K |
| Sigma Planning Corp | 0.00% | Add +0.2% | 11,832 | $64K |
| Cascade Investment Group, Inc. | 0.05% | Reduce -34.9% | 11,749 | $63K |
| Stratos Wealth Advisors, LLC | 0.00% | No change | 11,448 | $62K |
| Triton Wealth Management, PLLC | 0.03% | No change | 10,975 | $61K |
| Exencial Wealth Advisors, LLC | 0.00% | Add +0.3% | 11,393 | $61K |
| Institute for Wealth Management, LLC. | 0.01% | Add +0.0% | 11,240 | $60K |
| Fifth Third Bancorp | 0.00% | Add +3.9% | 10,843 | $58K |
| Texas Yale Capital Corp. | 0.00% | No change | 10,700 | $58K |
| Smith, Moore & Co. | 0.01% | Add +1.5% | 10,556 | $57K |
| Bank of Montreal | 0.00% | New | 10,470 | $56K |
| Aurora Private Wealth, Inc. | 0.04% | New | 10,459 | $56K |
| Ameriprise Financial Inc. | 0.00% | Reduce -17.4% | 10,361 | $56K |
| CoreCap Advisors, LLC | 0.00% | Reduce -40.9% | 10,133 | $55K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 9,150 | $49K |
| Kentucky Trust Co | 0.02% | — | 7,400 | $40K |
| Gen-Wealth Partners Inc | 0.02% | No change | 6,935 | $37K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 6,000 | $33K |
| Rothschild Investment LLC | 0.00% | No change | 6,000 | $32K |
| Allworth Financial LP | 0.00% | Add +0.2% | 5,391 | $30K |
| Wellington Shields & Co., LLC | 0.01% | No change | 5,428 | $29K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 5,344 | $29K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 5,280 | $28K |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.3% | 4,500 | $24K |
| Comerica Bank | 0.00% | Add +146.6% | 4,375 | $24K |
| Principal Securities, Inc. | 0.00% | Add +2.8% | 3,933 | $21K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 3,750 | $20K |
| Red Tortoise LLC | 0.01% | No change | 3,000 | $16K |
| National Bank of Canada | 0.00% | No change | 3,000 | $16K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,804 | $15K |
| Hilltop National Bank | 0.00% | No change | 2,750 | $15K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 2,643 | $14K |
| Vermillion Wealth Management, Inc. | 0.01% | — | 2,602 | $14K |
| American Capital Advisory, LLC | 0.01% | No change | 2,525 | $14K |
| Whipplewood Advisors, LLC | 0.01% | — | 2,505 | $13K |
| IFP Advisors, Inc | 0.00% | Reduce -97.9% | 2,500 | $13K |
| Crews Bank & Trust | 0.00% | — | 2,423 | $13K |
| Park Place Capital Corp | 0.00% | New | 2,000 | $11K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 1,906 | $10K |
| Global Retirement Partners, LLC | 0.00% | Add +2.8% | 1,744 | $9K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,700 | $9K |
| US Bancorp \de | 0.00% | No change | 1,654 | $9K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.7% | 1,409 | $8K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,371 | $7K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 1,270 | $7K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1,200 | $6K |
| MAI Capital Management | 0.00% | New | 1,166 | $6K |
| Continuum Advisory, LLC | 0.00% | Add +2.7% | 1,017 | $5K |
| Community Bank, N.A. | 0.00% | No change | 1,000 | $5K |
| Spire Wealth Management | 0.00% | No change | 1,000 | $5K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | Add +2.6% | 968 | $5K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 902 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 739 | $4K |
| Assetmark, Inc. | 0.00% | Add +100.0% | 648 | $3K |
| Capital A Wealth Management, LLC | 0.00% | — | 510 | $3K |
| Lee Danner & Bass Inc. | 0.00% | New | 500 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 303 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 343 | $2K |
| DecisionPoint Financial, LLC | 0.00% | New | 170 | $915 |
| Sound Income Strategies, LLC | 0.00% | No change | 104 | $560 |
| Key Financial Inc | 0.00% | No change | 100 | $538 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 81 | $436 |
| Lanark Financial, Inc. | 0.02% | — | 39 | $210 |
"% of holder's portfolio" is GAB's weight in each manager's 13F, not the share of Gabelli Equity Trust the manager owns.