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The Gabelli Equity Trust (GAB) Institutional Ownership

The Gabelli Equity Trust logo
$5.56 -0.06 (-0.98%)
Closing price 02/21/2025 03:59 PM Eastern
Extended Trading
$5.55 0.00 (-0.09%)
As of 02/21/2025 04:01 PM Eastern
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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)
87
Total
Institutional Inflows
(last 12 months)
$49.87M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$23.97M
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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
2/21/2025Putney Financial Group LLC18,679$100K0.1%N/A0.006%
2/20/2025Kingstone Capital Partners Texas LLC25,376$137K0.1%N/A0.008%
2/18/2025 Cornerstone Advisory LLC17,507$97K0.0%N/A0.006%
2/18/2025 MidWestOne Financial Group Inc.19,142$103K0.0%N/A0.006%
2/18/2025 Elequin Capital LP12,861$69K0.0%N/A0.004%
2/17/2025 NorthRock Partners LLC79,074$425K0.0%+119.7%0.026%
2/17/2025 CoreCap Advisors LLC10,133$55K0.0%-40.9%0.003%
2/17/2025 Cetera Investment Advisers505,444$2.72M0.0%+3.2%0.167%
2/17/2025 Citadel Advisors LLC25,801$139K0.0%N/A0.009%
2/17/2025 Captrust Financial Advisors85,737$461K0.0%+31.6%0.028%
2/17/2025 Bank of America Corp DE591,245$3.18M0.0%-14.5%0.196%
2/17/2025 Ameriprise Financial Inc.10,361$56K0.0%-17.4%0.003%
2/14/2025 Jane Street Group LLC28,419$153K0.0%N/A0.009%
2/14/2025 Beacon Pointe Advisors LLC30,000$161K0.0%+7.1%0.010%
2/14/2025 Stifel Financial Corp134,162$722K0.0%+33.8%0.044%
2/14/2025 Shaker Financial Services LLC60,643$326K0.1%-90.7%0.020%
2/13/2025 NewEdge Advisors LLC39,406$212K0.0%-10.0%0.013%
2/13/2025 Gamco Investors INC. ET AL841,675$4.53M0.0%-0.6%0.279%
2/13/2025 Guggenheim Capital LLC167,494$901K0.0%+162.6%0.055%
2/13/2025 Cohen & Steers Inc.400,000$2.15M0.0%-65.0%0.132%
2/13/2025 Philadelphia Trust Co.1,195,494$6.43M0.5%-1.2%0.396%
2/13/2025 Scotia Capital Inc.472,658$2.54M0.0%-1.5%0.156%
2/13/2025 Raymond James Financial Inc.485,966$2.61M0.0%N/A0.161%
2/13/2025 Advisory Services Network LLC102,344$551K0.0%-4.9%0.034%
2/13/2025 Bank of Montreal Can10,470$56K0.0%N/A0.003%
2/13/2025 Cerity Partners LLC275,209$1.48M0.0%+9.0%0.091%
2/13/2025 Darden Wealth Group Inc62,000$334K0.2%-7.5%0.021%
2/13/2025 Wells Fargo & Company MN454,013$2.44M0.0%-5.3%0.150%
2/12/2025 Arete Wealth Advisors LLC20,280$109K0.0%+30.2%0.007%
2/12/2025 RFG Bristol Wealth Advisors LLC27,604$149K0.0%N/A0.009%
2/11/2025 LPL Financial LLC3,520,427$18.94M0.0%+28.3%1.166%
2/11/2025 HUB Investment Partners LLC50,203$270K0.0%+230.2%0.017%
2/10/2025 Thrivent Financial for Lutherans174,692$940K0.0%+7.0%0.058%
2/10/2025 GWN Securities Inc.22,682$128K0.0%N/A0.008%
2/10/2025 Commonwealth Equity Services LLC1,903,700$10.24M0.0%+0.7%0.630%
2/7/2025 HighTower Advisors LLC70,482$379K0.0%-16.6%0.023%
2/7/2025 Independent Advisor Alliance367,744$1.98M0.0%N/A0.122%
2/6/2025 Raymond James Financial Inc.485,966$2.61M0.0%N/A0.161%
2/6/2025 Steward Partners Investment Advisory LLC223,420$1.20M0.0%+30.9%0.074%
2/5/2025 Oppenheimer & Co. Inc.73,870$397K0.0%+38.8%0.024%
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2/3/2025 Private Advisor Group LLC162,140$872K0.0%-1.7%0.054%
2/3/2025 Good Life Advisors LLC20,141$108K0.0%-64.6%0.007%
1/31/2025 Atria Wealth Solutions Inc.95,076$512K0.0%+5.0%0.031%
1/31/2025 Truist Financial Corp20,755$112K0.0%-40.6%0.007%
1/30/2025 Strategic Financial Concepts LLC10,760$58K0.0%N/A0.004%
1/30/2025 Valeo Financial Advisors LLC32,241$173K0.0%-23.3%0.011%
1/29/2025 MTM Investment Management LLC13,530$73K0.0%N/A0.004%
1/29/2025 Kentucky Trust Co7,400$40K0.0%N/A0.002%
1/29/2025 Valley Brook Capital Group Inc.98,836$532K0.4%-4.6%0.033%
1/28/2025 Kingsview Wealth Management LLC39,360$212K0.0%+48.3%0.013%
1/28/2025 Apollon Wealth Management LLC15,170$82K0.0%+31.2%0.005%
1/28/2025 Golden State Wealth Management LLC543,761$2.93M0.4%N/A0.180%
1/28/2025 Strategic Financial Concepts LLC10,760$58K0.0%N/A0.004%
1/27/2025 Consolidated Portfolio Review Corp122,839$661K0.1%+4.0%0.041%
1/27/2025 Silver Oak Securities Incorporated63,443$341K0.0%-14.7%0.021%
1/27/2025 Stratos Wealth Partners LTD.156,011$839K0.0%-3.9%0.052%
1/24/2025 Golden State Equity Partners97,358$524K0.1%-5.4%0.032%
1/23/2025 Evernest Financial Advisors LLC93,061$501K0.1%-6.4%0.031%
1/22/2025 Aurora Private Wealth Inc.10,459$56K0.0%N/A0.003%
1/22/2025 Kingswood Wealth Advisors LLC60,822$327K0.0%N/A0.020%
1/21/2025 Accel Wealth Management346,036$1.86M0.7%+6.1%0.115%
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%
12/26/2024 JPMorgan 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%
11/18/2024 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%
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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%
(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, 147 institutional investors and hedge funds held shares of The Gabelli Equity Trust. The most heavily invested institutionals were LPL Financial LLC ($18.94M), Commonwealth Equity Services LLC ($10.24M), Philadelphia Trust Co. ($6.43M), Gamco Investors INC. ET AL ($4.53M), Bank of America Corp DE ($3.18M), Golden State Wealth Management LLC ($2.93M), 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 127 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), Raymond James Financial Inc. ($971.93K), LPL Financial LLC ($867.83K), Commonwealth Equity Services LLC ($798.36K), Golden State Wealth Management LLC ($543.76K), and Cetera Investment Advisers ($465.31K).

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

Institutional investors have bought a total of 11,928,661 shares in the last 24 months. This purchase volume represents approximately $64.48M in transactions.

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

Of the 59 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), Shaker Financial Services LLC ($907.96K), Cohen & Steers Inc. ($743.64K), Marks Group Wealth Management Inc ($236.27K), LPL Financial LLC ($162.02K), Bank of America Corp DE ($100.01K), and Brookstone Capital Management ($97.66K).

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

Institutional investors have sold a total of 5,190,895 shares in the last 24 months. This volume of shares sold represents approximately $27.92M in transactions.



This page (NYSE:GAB) was last updated on 2/22/2025 by MarketBeat.com Staff
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