Institutional Ownership Gabelli Equity Trust Inc (GAB)
This table provides information about the institutional ownership of Gabelli Equity Trust Inc (GAB). We have compiled data on the 216 institutions that hold shares in the stock, with a total of 25 Million shares, which have been reported (via 13F filing form) to have a value of $140 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
3,520,427
shares
|
$19.5 Million
0.01% of portfolio
|
Q4 2024
Added 28.3%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,349,668
shares
|
$13 Million
0.0% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,903,700
shares
|
$10.6 Million
0.01% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Feb 13, 2025 Q4 2024 |
1,195,494
shares
|
$6.63 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Feb 13, 2025 Q4 2024 |
841,675
shares
|
$4.67 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
623,338
shares
|
$3.46 Million
0.36% of portfolio
|
Q2 2023
Added 0.13%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
591,245
shares
|
$3.28 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.47%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
560,998
shares
|
$3.11 Million
0.0% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
543,761
shares
|
$3.02 Million
0.44% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
514,176
shares
|
$2.85 Million
0.49% of portfolio
|
Q3 2021
Added 24.71%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
505,444
shares
|
$2.81 Million
0.01% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
485,966
shares
|
$2.7 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
472,658
shares
|
$2.62 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
463,132
shares
|
$2.57 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
454,013
shares
|
$2.52 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
446,343
shares
|
$2.48 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
417,926
shares
|
$2.32 Million
0.19% of portfolio
|
Q4 2024
Reduced 81.84%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
400,000
shares
|
$2.22 Million
0.0% of portfolio
|
Q4 2024
Reduced 65.02%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
396,145
shares
|
$2.2 Million
0.0% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
367,744
shares
|
$2.04 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
346,036
shares
|
$1.92 Million
0.72% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
283,455
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.14%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
275,209
shares
|
$1.53 Million
0.0% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
244,838
shares
|
$1.36 Million
0.14% of portfolio
|
Q3 2024
Reduced 48.36%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
223,420
shares
|
$1.24 Million
0.01% of portfolio
|
Q4 2024
Added 30.95%
|