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 199 institutions that hold shares in the stock, with a total of 23.5 Million shares, which have been reported (via 13F filing form) to have a value of $124 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,641
shares
|
$8,615
0.0% of portfolio
|
Q1 2023
New holding
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 30, 2024 Q1 2024 |
1,617
shares
|
$8,489
0.0% of portfolio
|
Q3 2019
New holding
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
1,604
shares
|
$8,421
0.0% of portfolio
|
Q1 2024
Added 2.75%
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,500
shares
|
$7,875
0.0% of portfolio
|
Q4 2023
New holding
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
1,299
shares
|
$6,819
0.0% of portfolio
|
Q1 2024
New holding
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
May 14, 2024 Q1 2024 |
1,270
shares
|
$6,667
0.0% of portfolio
|
Q4 2021
New holding
|
|
Soa Wealth Advisors, Llc.
|
Apr 10, 2024 Q1 2024 |
1,200
shares
|
$6,300
0.0% of portfolio
|
Q2 2021
Reduced 30.8%
|
|
Community Bank, N.A.
|
May 15, 2024 Q1 2024 |
1,000
shares
|
$5,250
0.0% of portfolio
|
Q3 2023
New holding
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
1,000
shares
|
$5,250
0.0% of portfolio
|
Q3 2022
Reduced 85.74%
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
1,000
shares
|
$5,250
0.0% of portfolio
|
Q4 2023
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
938
shares
|
$4,924
0.0% of portfolio
|
Q1 2024
New holding
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 13, 2024 Q1 2024 |
869
shares
|
$4,562
0.0% of portfolio
|
Q4 2023
Reduced 89.33%
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
847
shares
|
$4,446
0.0% of portfolio
|
Q4 2017
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
741
shares
|
$3,890
0.0% of portfolio
|
Q4 2023
New holding
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
739
shares
|
$3,879
0.0% of portfolio
|
Q1 2024
New holding
|
|
M&R Capital Management Inc
|
Jul 02, 2024 Q2 2024 |
692
shares
|
$3,633
0.0% of portfolio
|
Q2 2024
Reduced 35.08%
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
602
shares
|
$3,160
0.0% of portfolio
|
Q4 2020
New holding
|
|
Tucker Asset Management LLC
Littleton, CO |
Mar 04, 2024 Q4 2023 |
600
shares
|
$3,150
0.0% of portfolio
|
Q3 2023
New holding
|
|
First Manhattan CO
New York, NY |
May 15, 2024 Q1 2024 |
521
shares
|
$2,735
0.0% of portfolio
|
Q3 2023
New holding
|
|
Prestige Wealth Management Group LLC
|
Apr 26, 2024 Q1 2024 |
343
shares
|
$1,800
0.0% of portfolio
|
Q3 2021
New holding
|
|
Hazlett, Burt & Watson, Inc.
|
Apr 29, 2024 Q1 2024 |
303
shares
|
$1,590
0.0% of portfolio
|
Q3 2023
New holding
|
|
Avion Wealth
The Woodlands, TX |
May 03, 2024 Q1 2024 |
283
shares
|
$1,485
0.0% of portfolio
|
Q4 2023
Added 2.91%
|
|
Key F Inancial Inc
|
May 13, 2024 Q1 2024 |
200
shares
|
$1,050
0.0% of portfolio
|
Q4 2020
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
100
shares
|
$525
0.0% of portfolio
|
Q1 2024
Added 316.67%
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 13, 2024 Q1 2024 |
81
shares
|
$425
0.0% of portfolio
|
Q1 2024
Reduced 61.43%
|