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The Gabelli Equity Trust (GAB) Institutional Ownership

The Gabelli Equity Trust logo
$5.50 +0.14 (+2.61%)
(As of 12/20/2024 05:31 PM ET)
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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)
71
Total
Institutional Inflows
(last 12 months)
$36.45M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$5.41M
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GAB Institutional Buying and Selling by Quarter

The Gabelli Equity Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/13/2024 B. 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%
11/18/2024 Arete Wealth Advisors LLC15,573$85K0.0%N/A0.005%
11/15/2024 Executive Wealth Management LLC15,000$82K0.0%N/A0.005%
11/15/2024 LRI Investments LLC16,347$90K0.0%N/A0.005%
11/15/2024 HighTower Advisors LLC84,531$462K0.0%+13.3%0.028%
11/14/2024 Rockefeller Capital Management L.P.204,969$1.13M0.0%-3.3%0.068%
11/14/2024 Financial Counselors Inc.54,395$299K0.0%+374.5%0.018%
11/13/2024 Capital Square LLC18,747$103K0.1%N/A0.006%
11/12/2024 Cerity Partners LLC252,442$1.39M0.0%-2.9%0.084%
11/12/2024 Meridian Wealth Management LLC13,592$75K0.0%N/A0.004%
11/8/2024 Advisors Asset Management Inc.212,791$1.17M0.0%+6.1%0.070%
11/7/2024 Thrivent Financial for Lutherans163,220$896K0.0%+3.0%0.054%
11/5/2024 Ashton Thomas Private Wealth LLC41,903$230K0.0%N/A0.014%
11/5/2024 Apollon Wealth Management LLC11,565$63K0.0%-52.4%0.004%
11/4/2024 Wolverine Asset Management LLC121,044$665K0.0%+435.6%0.040%
10/31/2024 Valley Brook Capital Group Inc.103,586$569K0.4%+8.9%0.034%
10/31/2024 Shaker 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%
10/30/2024 Marks 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%
10/25/2024 Pinnacle Associates Ltd.28,642$146K0.0%N/A0.009%
10/25/2024 Golden State Equity Partners102,929$565K0.1%-7.6%0.034%
10/24/2024 Bay 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%
10/24/2024 Consolidated Portfolio Review Corp118,058$648K0.1%N/A0.039%
10/24/2024 PFG Investments LLC83,651$459K0.0%+2.3%0.028%
10/23/2024 Silver 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%
10/22/2024 Private Advisor Group LLC165,006$906K0.0%-6.6%0.055%
10/21/2024 Evernest Financial Advisors LLC99,398$546K0.1%+2.8%0.033%
10/19/2024CNB Bank6,869$38K0.0%N/A0.002%
10/16/2024 Good Life Advisors LLC56,834$312K0.0%+100.0%0.019%
10/15/2024 NBC Securities Inc.35,466$194K0.0%+79.2%0.012%
10/10/2024 Valeo Financial Advisors LLC42,032$231K0.0%+34.7%0.014%
10/8/2024 Brookstone Capital Management51,032$280K0.0%-9.9%0.017%
10/5/2024 Triton Wealth Management PLLC10,975$60K0.0%N/A0.004%
8/22/2024 Cetera Investment Advisers484,285$2.52M0.0%+7.8%0.160%
8/21/2024 Truist Financial Corp40,077$208K0.0%-56.9%0.013%
8/19/2024 B. Riley Wealth Advisors Inc.63,535$330K0.0%+23.3%0.021%
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8/13/2024 Arista Wealth Management LLC47,128$245K0.1%N/A0.016%
8/13/2024 Thrivent Financial for Lutherans158,517$824K0.0%+50.6%0.052%
8/12/2024 Mercer Global Advisors Inc. ADV30,980$161K0.0%-26.1%0.010%
8/8/2024 Pecaut & CO.17,136$89K0.0%-52.1%0.006%
8/8/2024 Evernest Financial Advisors LLC96,735$503K0.2%+14.0%0.032%
8/7/2024 Choreo LLC92,100$481K0.0%N/A0.030%
8/7/2024 Wedbush Securities Inc.115,560$601K0.0%-1.8%0.038%
8/7/2024 PFG Investments LLC81,782$425K0.0%+11.4%0.027%
8/5/2024 Private Advisor Group LLC176,612$918K0.0%-9.8%0.058%
8/3/2024 Shaker Financial Services LLC127,151$661K0.3%-71.3%0.042%
8/3/2024 Kapstone Financial Advisors LLC11,650$61K0.0%N/A0.004%
8/2/2024 Magnus Financial Group LLC78,166$406K0.0%+2.7%0.026%
8/2/2024 Wolverine 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%
7/31/2024 IFG 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%
7/27/2024 Valley Brook Capital Group Inc.95,086$494K0.4%+23.8%0.031%
7/23/2024 Concourse 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%
7/12/2024 Accel Wealth Management321,257$1.67M0.7%+8.6%0.106%
7/10/2024 RDA Financial Network39,368$205K0.1%+221.0%0.013%
5/24/2024 Cetera Investment Advisers449,417$2.48M0.0%+1,196.4%0.149%
5/20/2024 Virtu Financial LLC27,405$151K0.0%-58.7%0.009%
5/17/2024 Beacon Capital Management LLC11,138$61K0.0%N/A0.004%
5/16/2024 B. Riley Wealth Advisors Inc.51,520$264K0.0%-20.6%0.017%
5/15/2024 Quadrature Capital Ltd12,271$68K0.0%N/A0.004%
5/14/2024 Advisors Asset Management Inc.129,676$716K0.0%N/A0.043%
5/14/2024 CreativeOne Wealth LLC10,231$56K0.0%N/A0.003%
5/9/2024 Koshinski Asset Management Inc.21,908$121K0.0%N/A0.007%
5/7/2024 Capital Square LLC18,747$103K0.1%N/A0.006%
5/7/2024 Pecaut & CO.35,760$197K0.1%-38.7%0.012%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management115,402$637K0.0%-7.8%0.038%
5/7/2024 Insight Advisors LLC PA21,842$121K0.0%N/A0.007%
5/6/2024 Envestnet Portfolio Solutions Inc.20,328$112K0.0%+20.9%0.007%
5/2/2024 Valley Brook Capital Group Inc.76,836$424K0.3%+57.3%0.025%
5/1/2024 Mission Wealth Management LP39,074$216K0.0%N/A0.013%
5/1/2024 Flynn Zito Capital Management LLC27,443$151K0.1%+86.8%0.009%
4/30/2024 Private Advisor Group LLC195,807$1.08M0.0%+34.5%0.065%
4/30/2024 Hartline Investment Corp25,214$139K0.0%N/A0.008%
4/29/2024Commonwealth Equity Services LLC2,573,366$14.21M0.0%+22.4%0.852%
4/25/2024 Valeo 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%
4/22/2024 PFG Investments LLC73,418$405K0.0%N/A0.024%
4/19/2024 Accel Wealth Management295,814$1.63M0.7%+3.5%0.098%
4/19/2024 PCG 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%
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3/27/2024 Nomura Holdings Inc.27,900$142K0.0%N/A0.009%
3/15/2024 B. Riley Wealth Advisors Inc.64,907$330K0.0%+26.0%0.022%
3/8/2024ICA Group Wealth Management LLC6,310$32K0.0%N/A0.002%
2/26/2024 Virtu Financial LLC66,424$337K0.0%N/A0.022%
2/15/2024 Cohen & Steers Inc.903,640$4.59M0.0%+4.0%0.303%
2/14/2024 Waterloo Capital L.P.31,294$159K0.0%N/A0.011%
2/13/2024Steward Partners Investment Solutions LLC5,350$27K0.0%N/A0.002%
2/12/2024 Scotia Capital Inc.441,763$2.24M0.0%+5.3%0.148%
2/12/2024 Steward Partners Investment Advisory LLC158,405$805K0.0%-22.0%0.053%
2/9/2024 HCR Wealth Advisors75,353$383K0.1%N/A0.025%
(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, 126 institutional investors and hedge funds held shares of The Gabelli Equity Trust. The most heavily invested institutionals were Commonwealth Equity Services LLC ($14.51M), International Assets Investment Management LLC ($12.63M), LPL Financial LLC ($10.43M), Philadelphia Trust Co. ($6.10M), Gamco Investors INC. ET AL ($4.91M), Cohen & Steers Inc. ($4.59M), and Shaker Financial Services LLC ($3.58M).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 ($236.11K), and Scotia Capital Inc. ($176.69K).

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

Institutional investors have bought a total of 9,182,909 shares in the last 24 months. This purchase volume represents approximately $49.80M in transactions.

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

Of the 44 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: 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), B. Riley Wealth Advisors Inc. ($85.79K), Brookstone Capital Management ($74.26K), and Pecaut & CO. ($64.04K).

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

Institutional investors have sold a total of 2,569,477 shares in the last 24 months. This volume of shares sold represents approximately $13.91M in transactions.


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This page (NYSE:GAB) was last updated on 12/21/2024 by MarketBeat.com Staff
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