Gabelli Equity TrustGAB
13F holders, Q1 2025 (March 31)187holders −12
13new positions
20sold out
2famous investors
$5.51avg. 13F price*
At the end of Q1 2025, 187 institutions reported holding Gabelli Equity Trust (GAB) in their 13F filings, down 12 from Q4 2024. 13 opened new positions and 20 sold out. The largest holders were LPL Financial LLC ($19.1M), Morgan Stanley ($13.4M) and Commonwealth Equity Services, LLC ($10.4M). 2 famous investors held it, including Mario Gabelli (0.1% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $1.1M |
| Exits | 20 | $3.5M |
All 13F filers, Q4 2024 → Q1 2025: 1,645,812 shares bought and 1,537,295 shares sold, net +108,517 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 187 holders
| LPL Financial LLC | 0.01% | Reduce -1.3% | 3,474,636 | $19.1M |
| Morgan Stanley | 0.00% | Add +3.2% | 2,424,901 | $13.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.6% | 1,892,283 | $10.4M |
| Philadelphia Trust Co. | 0.54% | Reduce -4.3% | 1,144,244 | $6.3M |
| GAMCO Investors | 0.05% | Add +0.7% | 847,105 | $4.7M |
| J.W. Cole Advisors, Inc. | 0.12% | Add +3654.1% | 720,307 | $4.0M |
| Cetera Investment Advisers | 0.01% | Add +13.5% | 573,601 | $3.2M |
| Golden State Wealth Management, LLC | 0.42% | Reduce -4.6% | 518,642 | $2.9M |
| Royal Bank of Canada | 0.00% | Reduce -7.9% | 516,514 | $2.8M |
| Live Oak Private Wealth LLC | 0.46% | No change | 514,176 | $2.8M |
| Raymond James Financial Inc. | 0.00% | Add +5.5% | 512,945 | $2.8M |
| Bank of America Corp. | 0.00% | Reduce -14.2% | 507,404 | $2.8M |
| Creative Planning | 0.00% | Add +3.2% | 460,707 | $2.5M |
| Scotia Capital Inc. | 0.01% | Reduce -3.1% | 458,084 | $2.5M |
| Wells Fargo & Company | 0.00% | Add +0.8% | 457,420 | $2.5M |
| Independent Financial Group, LLC | 0.08% | Add +9.4% | 445,861 | $2.5M |
| Cohen & Steers, Inc. | 0.00% | No change | 400,000 | $2.2M |
| International Assets Investment Management, LLC | 0.19% | Reduce -4.9% | 397,426 | $2.2M |
| Accel Wealth Management | 0.72% | Add +4.2% | 360,509 | $2.0M |
| UBS Group AG | 0.00% | Reduce -13.2% | 343,904 | $1.9M |
| Guggenheim Capital LLC | 0.01% | Add +54.6% | 258,987 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +12.1% | 250,390 | $1.4M |
| Marks Group Wealth Management, Inc | 0.13% | No change | 244,838 | $1.3M |
| Cerity Partners LLC | 0.00% | Reduce -13.7% | 237,653 | $1.3M |
| Advisors Asset Management, Inc. | 0.02% | Add +0.2% | 209,583 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.1% | 202,144 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +8.7% | 189,962 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +8.7% | 189,761 | $1.0M |
| Private Advisor Group, LLC | 0.01% | Add +16.5% | 188,848 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +93.5% | 138,210 | $762K |
| Consolidated Portfolio Review Corp | 0.12% | Add +11.3% | 136,767 | $754K |
| Wedbush Securities Inc. | 0.02% | Add +4.0% | 121,478 | $669K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | No change | 114,937 | $633K |
| Oppenheimer & Co. Inc. | 0.01% | Add +55.4% | 114,817 | $633K |
| Valley Brook Capital Group, Inc. | 0.49% | Add +14.2% | 112,836 | $622K |
| Stifel Financial Corp. | 0.00% | Reduce -16.0% | 112,642 | $621K |
| Kera Capital Partners, Inc. | 0.17% | No change | 105,780 | $583K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.3% | 102,054 | $562K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -27.4% | 101,784 | $561K |
| Ascentis Independent Advisors | 0.11% | Reduce -0.2% | 97,176 | $535K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -38.1% | 96,620 | $532K |
| Hollencrest Capital Management | 0.02% | No change | 95,533 | $526K |
| MML Investors Services, LLC | 0.00% | Add +0.5% | 92,866 | $512K |
| Choreo, LLC | 0.01% | No change | 92,100 | $507K |
| Flynn Zito Capital Management, LLC | 0.22% | Add +243.5% | 88,806 | $489K |
| Captrust Financial Advisors | 0.00% | Add +2.6% | 87,944 | $485K |
| PFG Investments, LLC | 0.03% | Add +3.5% | 86,549 | $477K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -9.1% | 86,415 | $476K |
| Leigh Baldwin & Co., LLC | 0.38% | No change | 86,084 | $474K |
| NorthRock Partners, LLC | 0.01% | Add +1.4% | 80,213 | $442K |
| Cibc World Market Inc. | 0.00% | Add +10.6% | 77,945 | $429K |
| HCR Wealth Advisors | 0.05% | No change | 75,353 | $415K |
| HighTower Advisors, LLC | 0.00% | Add +0.4% | 70,788 | $390K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.5% | 65,940 | $363K |
| Mercer Global Advisors Inc. | 0.00% | Add +124.1% | 64,980 | $358K |
| Silver Oak Securities, Incorporated | 0.03% | Add +1.6% | 64,472 | $355K |
| Equitable Holdings, Inc. | 0.00% | Add +3.3% | 63,099 | $348K |
| Darden Wealth Group Inc | 0.27% | No change | 62,000 | $342K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +1.7% | 61,836 | $341K |
| Shulman DeMeo Asset Management LLC | 0.09% | Reduce -0.6% | 57,755 | $318K |
| Susquehanna International Group, LLP | 0.00% | New | 53,218 | $293K |
| Envestnet Asset Management Inc. | 0.00% | Add +92.7% | 53,039 | $292K |
| Financial Counselors Inc. | 0.00% | Reduce -2.0% | 52,810 | $291K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -5.8% | 50,555 | $279K |
| Arista Wealth Management, LLC | 0.06% | No change | 47,128 | $260K |
| Stonegate Investment Group, LLC | 0.01% | Add +2.7% | 46,739 | $258K |
| Avantax Advisory Services, Inc. | 0.00% | No change | 46,220 | $255K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 41,903 | $231K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | No change | 41,224 | $227K |
| Synovus Financial Corp. | 0.00% | No change | 39,468 | $217K |
| Kingsview Wealth Management, LLC | 0.00% | Add +0.0% | 39,376 | $217K |
| Lanark Financial, Inc. | 0.02% | — | 39,076 | $215K |
| Mission Wealth Management, LP | 0.01% | No change | 37,574 | $207K |
| Evernest Financial Advisors, LLC | 0.07% | Reduce -60.5% | 36,710 | $202K |
| NewEdge Advisors, LLC | 0.00% | Reduce -6.8% | 36,706 | $202K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | No change | 33,495 | $185K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.7% | 32,449 | $179K |
| Benjamin Edwards Inc. | 0.00% | New | 31,805 | $175K |
| Baird Financial Group, Inc. | 0.00% | Reduce -84.5% | 30,548 | $168K |
| Motco | 0.02% | Add +35.9% | 30,318 | $167K |
| Mariner, LLC | 0.00% | Add +61.1% | 29,858 | $165K |
| Symphony Financial Services, Inc. | 0.11% | Add +5.8% | 29,744 | $164K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -4.2% | 28,731 | $158K |
| IFG Advisory, LLC | 0.01% | No change | 28,186 | $155K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.3% | 27,842 | $153K |
| Pekin Hardy Strauss, Inc. | 0.02% | No change | 27,228 | $150K |
| Kingstone Capital Partners Texas, LLC | 0.12% | Add +6.4% | 26,996 | $149K |
| Brookstone Capital Management | 0.00% | Reduce -2.6% | 26,906 | $148K |
| Midland Wealth Advisors, LLC | 0.01% | New | 26,748 | $147K |
| Citadel Advisors | 0.00% | Add +3.1% | 26,590 | $147K |
| Mendel Capital Management LLC | 0.09% | No change | 25,638 | $141K |
| Quad-Cities Investment Group, LLC | 0.07% | Reduce -1.1% | 25,033 | $138K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 24,714 | $136K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -19.3% | 24,340 | $134K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | Add +1.3% | 23,995 | $132K |
| Focus Partners Wealth | 0.00% | New | 21,905 | $121K |
| Insight Advisors, LLC/ PA | 0.02% | No change | 21,842 | $120K |
| Vantage Financial Partners, LLC | 0.03% | Add +0.1% | 21,551 | $119K |
| Hilltop Holdings Inc. | 0.01% | Add +2.0% | 20,678 | $114K |
| Truist Financial Corp. | 0.00% | Reduce -0.5% | 20,642 | $114K |
| Good Life Advisors, LLC | 0.01% | No change | 20,141 | $111K |
| Arete Wealth Advisors, LLC | 0.01% | Reduce -1.3% | 20,016 | $110K |
| Avidian Wealth Enterprises, LLC | 0.00% | No change | 19,295 | $106K |
| MIdWestOne Financial Group, Inc. | 0.01% | No change | 19,142 | $105K |
| Gsa Capital Partners LLP | 0.01% | New | 19,048 | $105K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 19,000 | $105K |
| Jane Street Group, LLC | 0.00% | Reduce -33.4% | 18,931 | $104K |
| Capital Square, LLC | 0.06% | No change | 18,747 | $103K |
| Chancellor Financial Group WB LP | 0.09% | Add +1.7% | 18,692 | $103K |
| Eagle Wealth Strategies LLC | 0.06% | No change | 18,624 | $103K |
| Legacy Wealth Management, LLC / MS | 0.03% | Reduce -75.3% | 18,551 | $102K |
| Cornerstone Advisory, LLC | 0.01% | Add +1.5% | 17,763 | $99K |
| Modera Wealth Management, LLC | 0.00% | No change | 17,200 | $95K |
| Stephens Inc. | 0.00% | Reduce -6.3% | 16,873 | $93K |
| LRI Investments, LLC | 0.01% | No change | 16,347 | $90K |
| Johnson Investment Counsel Inc. | 0.00% | Add +2.1% | 15,712 | $87K |
| Montz Harcus Wealth Management LLC | 0.05% | Add +2.6% | 15,493 | $85K |
| Glenmede Trust Co. NA | 0.00% | No change | 15,473 | $85K |
| RFG - Bristol Wealth Advisors, LLC | 0.03% | Reduce -44.0% | 15,450 | $85K |
| HUB Investment Partners, LLC | 0.00% | Reduce -69.7% | 15,203 | $84K |
| Apollon Wealth Management, LLC | 0.00% | No change | 15,170 | $84K |
| Safeguard Investment Advisory Group, LLC | 0.02% | Add +2.3% | 14,273 | $79K |
| Meridian Wealth Management, LLC | 0.00% | Add +1.0% | 14,064 | $77K |
| Wellington Shields Capital Management, LLC | 0.01% | No change | 13,857 | $76K |
| MTM Investment Management, LLC | 0.03% | No change | 13,530 | $74K |
| Belpointe Asset Management LLC | 0.00% | New | 13,421 | $74K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 13,421 | $74K |
| Sigma Planning Corp | 0.00% | Add +8.9% | 12,887 | $71K |
| Cwm, LLC | 0.00% | Reduce -1.9% | 12,802 | $71K |
| Register Financial Advisors LLC | 0.04% | Add +1.6% | 12,502 | $69K |
| CoreCap Advisors, LLC | 0.00% | Add +23.3% | 12,497 | $69K |
| Savant Capital, LLC | 0.00% | No change | 12,297 | $68K |
| PCG Wealth Advisors, LLC | 0.02% | Reduce -24.6% | 11,920 | $66K |
| Csenge Advisory Group | 0.00% | Add +2.7% | 12,459 | $66K |
| Smith, Moore & Co. | 0.01% | Add +11.8% | 11,796 | $65K |
| Cascade Investment Group, Inc. | 0.05% | No change | 11,749 | $65K |
| Kapstone Financial Advisors LLC | 0.04% | No change | 11,650 | $64K |
| SYM FINANCIAL Corp | 0.01% | Reduce -22.8% | 11,185 | $62K |
| Aurora Private Wealth, Inc. | 0.05% | Add +2.6% | 10,735 | $59K |
| Texas Yale Capital Corp. | 0.00% | No change | 10,700 | $59K |
| Novem Group | 0.01% | New | 10,489 | $58K |
| Stratos Wealth Advisors, LLC | 0.00% | Reduce -10.5% | 10,248 | $56K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 9,150 | $50K |
| PNC Financial Services Group, Inc. | 0.00% | Add +194.3% | 8,251 | $45K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +472.6% | 7,850 | $43K |
| Kentucky Trust Co | 0.02% | No change | 7,400 | $41K |
| Gen-Wealth Partners Inc | 0.02% | No change | 6,935 | $38K |
| Rothschild Investment LLC | 0.00% | No change | 6,000 | $33K |
| Wellington Shields & Co., LLC | 0.01% | No change | 5,428 | $30K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 5,344 | $29K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 5,280 | $29K |
| Allworth Financial LP | 0.00% | Add +0.2% | 5,402 | $29K |
| JPMorgan Chase & Co. | 0.00% | No change | 4,500 | $25K |
| Fifth Third Bancorp | 0.00% | Reduce -59.3% | 4,411 | $24K |
| Principal Securities, Inc. | 0.00% | No change | 3,933 | $21K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +2.6% | 2,671 | $15K |
| American Capital Advisory, LLC | 0.01% | No change | 2,525 | $14K |
| Whipplewood Advisors, LLC | 0.01% | Reduce -99.4% | 15 | $14K |
| IFP Advisors, Inc | 0.00% | No change | 2,500 | $14K |
| Crews Bank & Trust | 0.00% | No change | 2,423 | $13K |
| Cornerstone Advisors, LLC | 0.00% | New | 2,200 | $12K |
| Park Place Capital Corp | 0.00% | No change | 2,000 | $11K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 1,906 | $11K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,700 | $9K |
| US Bancorp \de | 0.00% | No change | 1,654 | $9K |
| Wealth Preservation Advisors, LLC | 0.01% | — | 1,500 | $8K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.7% | 1,447 | $7K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 1,270 | $7K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1,200 | $7K |
| MAI Capital Management | 0.00% | No change | 1,166 | $6K |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 1,125 | $6K |
| Continuum Advisory, LLC | 0.00% | Add +2.6% | 1,044 | $6K |
| Spire Wealth Management | 0.00% | No change | 1,000 | $6K |
| Community Bank, N.A. | 0.00% | No change | 1,000 | $6K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | Add +2.7% | 994 | $5K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 902 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 739 | $4K |
| Assetmark, Inc. | 0.00% | No change | 648 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 343 | $2K |
| Concord Wealth Partners | 0.00% | New | 303 | $2K |
| DecisionPoint Financial, LLC | 0.00% | No change | 170 | $937 |
| Sound Income Strategies, LLC | 0.00% | No change | 104 | $573 |
| Key Financial Inc | 0.00% | No change | 100 | $551 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 81 | $447 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 30 | $165 |
| West Branch Capital LLC | 0.00% | New | 22 | $122 |
| Comerica Bank | 0.00% | Reduce -100.0% | 1 | $6 |
"% of holder's portfolio" is GAB's weight in each manager's 13F, not the share of Gabelli Equity Trust the manager owns.