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The Gabelli Equity Trust (GAB) Institutional Ownership

The Gabelli Equity Trust logo
$5.48 +0.05 (+0.83%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for The Gabelli Equity Trust (NYSE:GAB)

Current
Institutional Ownership
Percentage
7.24%
Number of
Institutional Buyers
(last 12 months)
70
Total
Institutional Inflows
(last 12 months)
$37.33M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$15.83M
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GAB Institutional Buying and Selling by Quarter

The Gabelli Equity Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Janney Montgomery Scott LLC71,438$384K0.0%-10.9%0.024%
1/16/2025 Cascade Investment Group Inc.11,749$63K0.0%-34.9%0.004%
1/15/2025 Kera Capital Partners Inc.105,780$569K0.2%N/A0.035%
1/15/2025 RDA Financial Network21,318$115K0.0%-29.7%0.007%
1/13/2025 Brookstone Capital Management27,632$149K0.0%-45.9%0.009%
1/10/2025 Wealth Enhancement Advisory Services LLC155,379$853K0.0%+77.6%0.051%
1/8/2025 International Assets Investment Management LLC417,926$2.24M0.1%-81.8%0.138%
1/6/2025 Legacy Wealth Management LLC MS74,976$403K0.2%+53.2%0.025%
12/26/2024JPMorgan Chase & Co.4,800$26K0.0%-68.5%0.002%
12/13/2024B. Riley Wealth Advisors Inc.17,232$94K0.0%-72.9%0.006%
12/12/2024 Legacy Wealth Management LLC MS48,944$269K0.1%N/A0.016%
11/18/2024Arete Wealth Advisors LLC15,573$85K0.0%N/A0.005%
11/15/2024Executive Wealth Management LLC15,000$82K0.0%N/A0.005%
11/15/2024LRI Investments LLC16,347$90K0.0%N/A0.005%
11/15/2024HighTower Advisors LLC84,531$462K0.0%+13.3%0.028%
11/14/2024Rockefeller Capital Management L.P.204,969$1.13M0.0%-3.3%0.068%
11/14/2024Financial Counselors Inc.54,395$299K0.0%+374.5%0.018%
11/13/2024Capital Square LLC18,747$103K0.1%N/A0.006%
11/12/2024Cerity Partners LLC252,442$1.39M0.0%-2.9%0.084%
11/12/2024Meridian Wealth Management LLC13,592$75K0.0%N/A0.004%
11/8/2024Advisors Asset Management Inc.212,791$1.17M0.0%+6.1%0.070%
11/7/2024Thrivent Financial for Lutherans163,220$896K0.0%+3.0%0.054%
11/5/2024Ashton Thomas Private Wealth LLC41,903$230K0.0%N/A0.014%
11/5/2024Apollon Wealth Management LLC11,565$63K0.0%-52.4%0.004%
11/4/2024Wolverine Asset Management LLC121,044$665K0.0%+435.6%0.040%
10/31/2024Valley Brook Capital Group Inc.103,586$569K0.4%+8.9%0.034%
10/31/2024Shaker Financial Services LLC652,653$3.58M1.4%+413.3%0.216%
10/31/2024 David J Yvars Group14,716$81K0.1%-17.4%0.005%
10/30/2024Marks Group Wealth Management Inc244,838$1.34M0.1%-48.4%0.081%
10/29/2024 Pure Financial Advisors LLC51,834$285K0.0%N/A0.017%
10/25/2024Pinnacle Associates Ltd.28,642$146K0.0%N/A0.009%
10/25/2024Golden State Equity Partners102,929$565K0.1%-7.6%0.034%
10/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors23,595$130K0.0%-7.5%0.008%
10/24/2024 Wealth Enhancement Advisory Services LLC87,490$480K0.0%-3.5%0.029%
10/24/2024Consolidated Portfolio Review Corp118,058$648K0.1%N/A0.039%
10/24/2024PFG Investments LLC83,651$459K0.0%+2.3%0.028%
10/23/2024Silver Oak Securities Incorporated74,408$407K0.0%+64.9%0.025%
10/22/2024 International Assets Investment Management LLC2,301,030$12.63M0.0%+466.5%0.762%
10/22/2024Private Advisor Group LLC165,006$906K0.0%-6.6%0.055%
10/21/2024Evernest Financial Advisors LLC99,398$546K0.1%+2.8%0.033%
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10/19/2024 CNB Bank6,869$38K0.0%N/A0.002%
10/16/2024Good Life Advisors LLC56,834$312K0.0%+100.0%0.019%
10/15/2024NBC Securities Inc.35,466$194K0.0%+79.2%0.012%
10/10/2024Valeo Financial Advisors LLC42,032$231K0.0%+34.7%0.014%
10/8/2024 Brookstone Capital Management51,032$280K0.0%-9.9%0.017%
10/5/2024Triton Wealth Management PLLC10,975$60K0.0%N/A0.004%
8/22/2024Cetera Investment Advisers484,285$2.52M0.0%+7.8%0.160%
8/21/2024Truist Financial Corp40,077$208K0.0%-56.9%0.013%
8/19/2024B. Riley Wealth Advisors Inc.63,535$330K0.0%+23.3%0.021%
8/13/2024Arista Wealth Management LLC47,128$245K0.1%N/A0.016%
8/13/2024Thrivent Financial for Lutherans158,517$824K0.0%+50.6%0.052%
8/12/2024Mercer Global Advisors Inc. ADV30,980$161K0.0%-26.1%0.010%
8/8/2024Pecaut & CO.17,136$89K0.0%-52.1%0.006%
8/8/2024Evernest Financial Advisors LLC96,735$503K0.2%+14.0%0.032%
8/7/2024Choreo LLC92,100$481K0.0%N/A0.030%
8/7/2024Wedbush Securities Inc.115,560$601K0.0%-1.8%0.038%
8/7/2024PFG Investments LLC81,782$425K0.0%+11.4%0.027%
8/5/2024Private Advisor Group LLC176,612$918K0.0%-9.8%0.058%
8/3/2024Shaker Financial Services LLC127,151$661K0.3%-71.3%0.042%
8/3/2024Kapstone Financial Advisors LLC11,650$61K0.0%N/A0.004%
8/2/2024 Magnus Financial Group LLC78,166$406K0.0%+2.7%0.026%
8/2/2024Wolverine Asset Management LLC22,600$118K0.0%-70.0%0.007%
7/31/2024Commonwealth Equity Services LLC2,789,806$14.51M0.0%+8.4%0.924%
7/31/2024IFG Advisory LLC31,486$164K0.0%+11.7%0.010%
7/31/2024Rothschild Investment LLC6,000$31K0.0%N/A0.002%
7/30/2024 International Assets Investment Management LLC406,176$2.11M0.1%+244.9%0.134%
7/27/2024Valley Brook Capital Group Inc.95,086$494K0.4%+23.8%0.031%
7/23/2024Concourse Financial Group Securities Inc.6,000$31K0.0%+252.9%0.002%
7/18/2024 Brookstone Capital Management56,612$311K0.0%+5.1%0.019%
7/16/2024 Wealth Enhancement Advisory Services LLC90,680$472K0.0%+49.0%0.030%
7/12/2024Accel Wealth Management321,257$1.67M0.7%+8.6%0.106%
7/10/2024 RDA Financial Network39,368$205K0.1%+221.0%0.013%
5/24/2024Cetera Investment Advisers449,417$2.48M0.0%+1,196.4%0.149%
5/20/2024Virtu Financial LLC27,405$151K0.0%-58.7%0.009%
5/17/2024Beacon Capital Management LLC11,138$61K0.0%N/A0.004%
5/16/2024B. Riley Wealth Advisors Inc.51,520$264K0.0%-20.6%0.017%
5/15/2024Quadrature Capital Ltd12,271$68K0.0%N/A0.004%
5/14/2024Advisors Asset Management Inc.129,676$716K0.0%N/A0.043%
5/14/2024CreativeOne Wealth LLC10,231$56K0.0%N/A0.003%
5/9/2024 Koshinski Asset Management Inc.21,908$121K0.0%N/A0.007%
5/7/2024Capital Square LLC18,747$103K0.1%N/A0.006%
5/7/2024Pecaut & CO.35,760$197K0.1%-38.7%0.012%
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management115,402$637K0.0%-7.8%0.038%
5/7/2024Insight Advisors LLC PA21,842$121K0.0%N/A0.007%
5/6/2024Envestnet Portfolio Solutions Inc.20,328$112K0.0%+20.9%0.007%
5/2/2024Valley Brook Capital Group Inc.76,836$424K0.3%+57.3%0.025%
5/1/2024Mission Wealth Management LP39,074$216K0.0%N/A0.013%
5/1/2024Flynn Zito Capital Management LLC27,443$151K0.1%+86.8%0.009%
4/30/2024Private Advisor Group LLC195,807$1.08M0.0%+34.5%0.065%
4/30/2024Hartline Investment Corp25,214$139K0.0%N/A0.008%
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4/29/2024Commonwealth Equity Services LLC2,573,366$14.21M0.0%+22.4%0.852%
4/25/2024Valeo Financial Advisors LLC31,197$166K0.0%+112.2%0.010%
4/23/2024Raymond James Financial Services Advisors Inc.322,665$1.78M0.0%+7.6%0.107%
4/22/2024PFG Investments LLC73,418$405K0.0%N/A0.024%
4/19/2024Accel Wealth Management295,814$1.63M0.7%+3.5%0.098%
4/19/2024PCG Wealth Advisors LLC21,110$117K0.1%-8.7%0.007%
4/15/2024 Brookstone Capital Management53,853$297K0.0%-4.3%0.018%
4/11/2024 International Assets Investment Management LLC117,776$640K0.0%+900.1%0.039%
4/4/2024 Cullen Investment Group LTD.16,072$86K0.0%N/A0.005%
3/27/2024Nomura Holdings Inc.27,900$142K0.0%N/A0.009%
(Data available from 1/1/2016 forward)

GAB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GAB shares?

During the previous two years, 127 institutional investors and hedge funds held shares of The Gabelli Equity Trust. The most heavily invested institutionals were Commonwealth Equity Services LLC ($14.51M), LPL Financial LLC ($10.43M), Philadelphia Trust Co. ($6.10M), Gamco Investors INC. ET AL ($4.91M), Cohen & Steers Inc. ($4.59M), Shaker Financial Services LLC ($3.58M), and Cetera Advisor Networks LLC ($2.90M).Learn more on GAB's institutional investors.

What percentage of The Gabelli Equity Trust stock is owned by institutional investors?

7.24% of The Gabelli Equity Trust stock is owned by institutional investors. Learn more on GAB's institutional investor holdings.

Which institutional investors have been buying The Gabelli Equity Trust stock?

Of the 111 institutional investors that purchased The Gabelli Equity Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($2.36M), Shaker Financial Services LLC ($1.01M), Commonwealth Equity Services LLC ($811.41K), Cetera Investment Advisers ($449.62K), Wolverine Asset Management LLC ($424.62K), Private Advisor Group LLC ($201.28K), and Scotia Capital Inc. ($176.69K).

How much institutional buying is happening at The Gabelli Equity Trust?

Institutional investors have bought a total of 9,262,956 shares in the last 24 months. This purchase volume represents approximately $50.21M in transactions.

Which The Gabelli Equity Trust major shareholders have been selling company stock?

Of the 48 institutional investors that sold The Gabelli Equity Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($1.88M), Gamco Investors INC. ET AL ($867.05K), Shaker Financial Services LLC ($315.95K), Marks Group Wealth Management Inc ($236.27K), LPL Financial LLC ($211.71K), Brookstone Capital Management ($97.66K), and B. Riley Wealth Advisors Inc. ($85.79K).

How much institutional selling is happening at The Gabelli Equity Trust?

Institutional investors have sold a total of 4,510,445 shares in the last 24 months. This volume of shares sold represents approximately $24.35M in transactions.



This page (NYSE:GAB) was last updated on 1/21/2025 by MarketBeat.com Staff
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