Skip to content
Disclosery

GAB GABELLI EQUITY TR INC

Follow

CEF (fund), issuer CIK 794685

185 managers (188 13F filers) reported a position in GAB shares at 2025-03-31, 23,837,262 shares in all. 13 filers opened a position and 20 filers sold out during the quarter.

Managers
185
13F filers
188
New
13
Added
65
Reduced
43
Sold out
20
Shares held by filers
23,837,262

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC3,474,636$19.1M0.01%-45,79113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,424,901$13.4M<0.01%+75,23313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,892,283$10.4M0.01%-11,41713F-HRTimeline
PHILADELPHIA TRUST CO1,144,244$6.3M0.54%-51,25013F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)847,105$4.67M0.05%+5,43013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.720,307$3.97M0.12%+701,12013F-HRTimeline
Cetera Investment Advisers573,601$3.16M0.01%+68,15713F-HRTimeline
Golden State Wealth Management, LLC518,642$2.86M0.42%-25,11913F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA516,514$2.85M<0.01%-44,48413F-HR/ATimelineGroup
Live Oak Private Wealth LLC514,176$2.83M0.46%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC512,945$2.83M<0.01%+26,97913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/507,404$2.8M<0.01%-83,84113F-HRTimelineGroup
Creative Planningin group Creative Planning460,707$2.54M<0.01%+14,36413F-HRTimelineGroup
SCOTIA CAPITAL INC.458,084$2.52M0.01%-14,57413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN457,420$2.52M<0.01%+3,40713F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC445,861$2.46M0.08%+38,49313F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.400,000$2.2M<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…397,426$2.19M0.19%-20,50013F-HRTimeline
Accel Wealth Management360,509$1.99M0.72%+14,47313F-HRTimeline
UBS Group AGin group UBS Group AG343,904$1.89M<0.01%-52,24113F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC258,987$1.43M0.01%+91,49313F-HRTimelineGroup
Steward Partners Investment Advisory, L…250,390$1.38M0.01%+26,97013F-HRTimeline
Marks Group Wealth Management, Inc244,838$1.35M0.13%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC237,653$1.31M<0.01%-37,55613F-HRTimelineGroup
Advisors Asset Management, Inc.209,583$1.15M0.02%+48913F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…202,144$1.11M<0.01%-2,29613F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…189,962$1.05M<0.01%+15,27013F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.189,761$1.05M<0.01%+15,20313F-HRTimelineGroup
Private Advisor Group, LLC188,848$1.04M0.01%+26,70813F-HRTimeline
Janney Montgomery Scott LLC138,210$762K<0.01%+66,77213F-HRTimeline
Consolidated Portfolio Review Corp136,767$754K0.12%+13,92813F-HRTimeline
WEDBUSH SECURITIES INC121,478$669K0.02%+4,68713F-HRTimeline
Empirical Financial Services, LLC d.b.a…114,937$633K0.02%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …114,817$633K0.01%+40,94713F-HRTimelineGroup
Valley Brook Capital Group, Inc.112,836$622K0.49%+14,00013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP112,642$621K<0.01%-21,52013F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding106,868$589K-60,591Timeline
Kera Capital Partners, Inc.105,780$583K0.17%013F-HRTimeline
Advisory Services Network, LLC102,054$562K0.01%-29013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…101,784$561K<0.01%-38,39713F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…97,176$535K0.11%-18213F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT95,533$526K0.02%013F-HRTimeline
MML INVESTORS SERVICES, LLC92,866$512K<0.01%+47313F-HRTimeline
CHOREO, LLC92,100$507K0.01%013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC88,806$489K0.22%+62,95113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS87,944$485K<0.01%+2,20713F-HRTimeline
PFG Investments, LLC86,549$477K0.03%+2,92813F-HRTimeline
Atria Wealth Solutions, Inc.86,415$476K0.01%-8,66113F-HRTimeline
LEIGH BALDWIN & CO., LLC86,084$474K0.38%013F-HRTimeline
NorthRock Partners, LLC80,213$442K0.01%+1,13913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding78,397$432K-3,012Timeline
CIBC WORLD MARKET INC.77,945$429K<0.01%+7,46113F-HRTimeline
HCR Wealth Advisors75,353$415K0.05%013F-HRTimeline
HighTower Advisors, LLC70,788$390K<0.01%+30613F-HRTimeline
Cambridge Investment Research Advisors,…65,940$363K<0.01%-98013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV64,980$358K<0.01%+35,98013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED64,472$355K0.03%+1,02913F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.63,099$348K<0.01%+2,00113F-HRTimelineGroup
Darden Wealth Group Inc62,000$342K0.26%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC61,836$341K0.03%+1,01413F-HR/ATimeline
Shulman DeMeo Asset Management LLC57,755$318K0.09%-36113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…53,218$293K<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC53,039$292K<0.01%+25,51413F-HRTimelineGroup
FINANCIAL COUNSELORS INC52,810$291K<0.01%-1,08513F-HRTimeline
Arista Wealth Management, LLC47,128$260K0.06%013F-HRTimeline
Stonegate Investment Group, LLC46,739$258K0.01%+1,23113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.46,220$255K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC41,903$231K0.01%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.41,224$227K0.03%013F-HRTimeline
SYNOVUS FINANCIAL CORP39,468$217K<0.01%013F-HRTimeline
Kingsview Wealth Management, LLC39,376$217K<0.01%+1613F-HRTimeline
LANARK FINANCIAL, INC.39,076$215K0.02%+39,03713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP37,574$207K0.01%013F-HRTimeline
Evernest Financial Advisors, LLC36,710$202K0.07%-56,35113F-HRTimeline
NewEdge Advisors, LLC36,706$202K<0.01%-2,70013F-HRTimeline
Sheaff Brock Investment Advisors, LLC33,495$185K0.02%013F-HRTimeline
Valeo Financial Advisors, LLC32,449$179K<0.01%+20813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC31,805$175K<0.01%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.30,548$168K<0.01%-166,10413F-HRTimelineGroup
MOTCO30,318$167K0.02%+8,00013F-HRTimeline
Mariner, LLCin group Mariner, LLC29,858$165K<0.01%+11,32713F-HRTimelineGroup
Symphony Financial Services, Inc.29,744$164K0.11%+1,62313F-HRTimeline
Beacon Pointe Advisors, LLC28,731$158K<0.01%-1,26913F-HRTimeline
IFG Advisory, LLC28,186$155K0.01%013F-HRTimeline
Pekin Hardy Strauss, Inc.27,228$150K0.02%013F-HRTimeline
Kingstone Capital Partners Texas, LLC26,996$149K0.12%+1,62013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management26,906$148K<0.01%-72613F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC26,748$147K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,590$147K<0.01%+78913F-HRTimelineGroup
Mendel Capital Management LLC25,638$141K0.09%013F-HRTimeline
Quad-Cities Investment Group, LLC25,033$138K0.07%-27613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…24,714$136K0.01%013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…24,340$134K<0.01%-5,83713F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…23,995$132K0.02%+30813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth21,905$121K<0.01%new13F-HR/ATimelineGroup
Insight Advisors, LLC/ PA21,842$120K0.02%013F-HRTimeline
Vantage Financial Partners, LLC21,551$119K0.03%+3013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.20,678$114K0.01%+40413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP20,642$114K<0.01%-11313F-HRTimelineGroup
Good Life Advisors, LLC20,141$111K0.01%013F-HRTimeline
Arete Wealth Advisors, LLC20,016$110K0.01%-26413F-HRTimeline
Avidian Wealth Enterprises, LLC19,295$106K<0.01%013F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding19,285$106K0Timeline
MIdWestOne Financial Group, Inc.19,142$105K0.01%013F-HRTimeline
GSA CAPITAL PARTNERS LLP19,048$105K0.01%new13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…19,000$105K<0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,931$104K<0.01%-9,48813F-HR/ATimelineGroup
Capital Square, LLC18,747$103K0.06%013F-HRTimeline
Chancellor Financial Group WB LP18,692$103K0.09%+31713F-HRTimeline
EAGLE WEALTH STRATEGIES LLC18,624$103K0.06%013F-HRTimeline
Legacy Wealth Management, LLC / MS18,551$102K0.03%-56,42513F-HRTimeline
Cornerstone Advisory, LLC17,763$98.6K0.01%+25613F-HRTimeline
Modera Wealth Management, LLC17,200$94.8K<0.01%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…16,873$93K<0.01%-1,13513F-HRTimelineGroup
LRI Investments, LLC16,347$90.1K0.01%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC15,712$86.6K<0.01%+32713F-HRTimeline
Montz Harcus Wealth Management LLC15,493$85.4K0.05%+40013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA15,473$85.3K<0.01%013F-HRTimelineGroup
RFG - Bristol Wealth Advisors, LLC15,450$85.1K0.03%-12,15413F-HRTimeline
HUB Investment Partners, LLC15,203$83.8K<0.01%-35,00013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC15,170$83.6K<0.01%013F-HRTimelineGroup
Safeguard Investment Advisory Group, LLC14,273$78.6K0.02%+31413F-HRTimeline
Meridian Wealth Management, LLC14,064$77.5K<0.01%+14213F-HRTimeline
MTM Investment Management, LLC13,530$74.1K0.03%013F-HRTimeline
Belpointe Asset Management LLC13,421$74K<0.01%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC13,421$74K<0.01%new13F-HRTimeline
Sigma Planning Corp12,887$71K<0.01%+1,05513F-HRTimeline
CWM, LLCin group CWM, LLC12,802$71K<0.01%-25013F-HRTimelineGroup
Register Financial Advisors LLC12,502$68.9K0.04%+19213F-HRTimeline
CoreCap Advisors, LLC12,497$68.9K<0.01%+2,36413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC12,297$67.8K<0.01%013F-HR/ATimelineGroup
PCG Wealth Advisors, LLC11,920$65.7K0.02%-3,89013F-HRTimeline
Csenge Advisory Group12,459$65.7K<0.01%+32813F-HRTimeline
SMITH, MOORE & CO.11,796$65K0.01%+1,24013F-HRTimeline
CASCADE INVESTMENT GROUP, INC.11,749$64.7K0.05%013F-HRTimeline
Kapstone Financial Advisors LLC11,650$64.2K0.04%013F-HRTimeline
SYM FINANCIAL Corp11,185$61.6K0.01%-3,30113F-HRTimeline
Aurora Private Wealth, Inc.10,735$59K0.05%+27613F-HR/ATimeline
Texas Yale Capital Corp.10,700$59K<0.01%013F-HRTimeline
NOVEM GROUP10,489$57.8K0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.9,150$50K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,251$45.5K<0.01%+5,44713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,850$43.3K<0.01%+6,47913F-HRTimelineGroup
Kentucky Trust Co7,400$40.8K0.02%013F-HRTimeline
Gen-Wealth Partners Inc6,935$38.2K0.02%013F-HRTimeline
Geneos Wealth Management Inc.6,800$37.5K<0.01%+5,10013F-HRTimeline
ROTHSCHILD INVESTMENT LLC6,000$33.1K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.5,344$29.4K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH5,280$29.1K0.01%013F-HRTimeline
Allworth Financial LP5,402$29K<0.01%+1113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,500$24.8K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,411$24.3K<0.01%-6,43213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,933$21.2K<0.01%013F-HRTimelineGroup
Vermillion Wealth Management, Inc.2,671$14.7K<0.01%+6913F-HRTimeline
American Capital Advisory, LLC2,525$13.9K0.01%013F-HRTimeline
Whipplewood Advisors, LLC15$13.8K0.01%-2,49013F-HRTimeline
IFP Advisors, Inc2,500$13.8K<0.01%013F-HRTimeline
Crews Bank & Trust2,423$13.4K<0.01%013F-HRTimeline
Cornerstone Advisors, LLC2,200$12.1K<0.01%new13F-HRTimeline
Park Place Capital Corp2,000$11K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC1,906$10.5K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,654$9.11K<0.01%013F-HRTimelineGroup
Wealth Preservation Advisors, LLC1,500$8.27K0.01%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,447$7.19K<0.01%+3813F-HRTimelineGroup
CAROLINAS WEALTH CONSULTING LLC1,270$7K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1,200$6.61K<0.01%013F-HRTimeline
MAI Capital Management1,166$6.42K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…1,125$6.2K<0.01%new13F-HRTimeline
Continuum Advisory, LLC1,044$5.75K<0.01%+2713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,000$5.51K<0.01%013F-HRTimelineGroup
Community Bank, N.A.1,000$5.5K<0.01%013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.994$5.48K<0.01%+2613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC902$4.97K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…739$4.07K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC648$3.57K<0.01%013F-HRTimelineGroup
Prestige Wealth Management Group LLC343$1.89K<0.01%013F-HR/ATimeline
Concord Wealth Partnersin group Concord Wealth Partners303$1.67K<0.01%new13F-HRTimelineGroup
DecisionPoint Financial, LLC170$937<0.01%013F-HRTimeline
Sound Income Strategies, LLC104$573<0.01%013F-HRTimeline
Key Financial Inc100$551<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC81$447<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…30$165<0.01%new13F-HRTimelineGroup
West Branch Capital LLC22$122<0.01%new13F-HRTimeline
COMERICA BANK1$6<0.01%-4,37413F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-6,00013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.