Gabelli Equity Trust Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 11/12/2025 | 4.37 M | $26.61 M | 14.82% | 1.35% |
| MORGAN STANLEY | 11/14/2025 | 2.32 M | $14.12 M | -5.93% | 0.72% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 1.49 M | $9.06 M | -20.81% | 0.46% |
| J.W. COLE ADVISORS, INC. | 11/05/2025 | 1.28 M | $7.80 M | 1.76% | 0.40% |
| PHILADELPHIA TRUST CO | 11/13/2025 | 1.12 M | $6.83 M | -1.79% | 0.35% |
| GAMCO INVESTORS, INC. ET AL | 11/12/2025 | 841.68 K | $5.13 M | 0.00% | 0.26% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 666.98 K | $4.06 M | 10.93% | 0.21% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 635.16 K | $3.87 M | 14.57% | 0.20% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 635.13 K | $3.87 M | 39.31% | 0.20% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 631.23 K | $3.84 M | 18.80% | 0.20% |
| ROYAL BANK OF CANADA | 11/14/2025 | 517.51 K | $3.15 M | -1.93% | 0.16% |
| LIVE OAK PRIVATE WEALTH LLC | 10/17/2025 | 514.18 K | $3.13 M | 0.00% | 0.16% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 477.11 K | $2.91 M | 4.37% | 0.15% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 471.77 K | $2.87 M | 31.42% | 0.15% |
| CREATIVE PLANNING | 11/14/2025 | 464.17 K | $2.83 M | 0.73% | 0.14% |
| SCOTIA CAPITAL INC. | 11/14/2025 | 462.35 K | $2.82 M | 0.61% | 0.14% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/31/2025 | 397.43 K | $2.33 M | 0.00% | 0.12% |
| UBS GROUP AG | 11/13/2025 | 364.56 K | $2.22 M | -3.99% | 0.11% |
| ACCEL WEALTH MANAGEMENT | 10/08/2025 | 364.16 K | $2.22 M | -0.15% | 0.11% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 311.71 K | $1.90 M | -2.27% | 0.10% |
| CERITY PARTNERS LLC | 10/22/2025 | 303.27 K | $1.85 M | -1.18% | 0.09% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 11/03/2025 | 286.51 K | $1.74 M | -15.70% | 0.09% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 259.57 K | $1.58 M | 297.26% | 0.08% |
| MARKS GROUP WEALTH MANAGEMENT, INC | 11/10/2025 | 244.84 K | $1.49 M | 0.00% | 0.08% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 224.67 K | $1.37 M | 9.76% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 224.54 K | $1.37 M | 6.27% | 0.07% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 208.98 K | $1.27 M | 0.25% | 0.06% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 201.65 K | $1.23 M | 238.67% | 0.06% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 173.65 K | $1.06 M | -3.15% | 0.05% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 150.69 K | $918.00 K | 2.04% | 0.05% |
| 12/22/2025 | 139.20 K | $847.70 K | 100.00% | 0.04% | |
| WEDBUSH SECURITIES INC | 11/06/2025 | 116.63 K | $710.00 K | 2.32% | 0.04% |
| OPPENHEIMER & CO INC | 11/06/2025 | 114.88 K | $699.64 K | -5.53% | 0.04% |
| VALLEY BROOK CAPITAL GROUP, INC. | 11/04/2025 | 113.84 K | $693.26 K | -1.73% | 0.04% |
| STRATOS WEALTH PARTNERS, LTD. | 11/06/2025 | 113.22 K | $689.50 K | 2.24% | 0.04% |
| HRT FINANCIAL LP | 11/14/2025 | 108.84 K | $662.00 K | 100.00% | 0.03% |
| CONSOLIDATED PORTFOLIO REVIEW CORP | 11/12/2025 | 108.34 K | $659.80 K | -3.72% | 0.03% |
| KERA CAPITAL PARTNERS, INC. | 10/27/2025 | 105.78 K | $644.20 K | 0.00% | 0.03% |
| ADVISORY SERVICES NETWORK, LLC | 11/18/2025 | 98.04 K | $597.05 K | -2.01% | 0.03% |
| HOLLENCREST CAPITAL MANAGEMENT | 11/03/2025 | 95.53 K | $581.79 K | 0.00% | 0.03% |
| PFG INVESTMENTS, LLC | 10/31/2025 | 94.01 K | $572.52 K | 1.42% | 0.03% |
| GOLDEN STATE EQUITY PARTNERS | 10/21/2025 | 93.93 K | $572.04 K | -1.97% | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 11/14/2025 | 93.23 K | $567.79 K | 43.83% | 0.03% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 91.38 K | $556.50 K | -4.74% | 0.03% |
| MML INVESTORS SERVICES, LLC | 11/14/2025 | 90.89 K | $553.49 K | -2.03% | 0.03% |
| CAPTRUST FINANCIAL ADVISORS | 11/19/2025 | 89.50 K | $545.05 K | 0.46% | 0.03% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 11/05/2025 | 88.81 K | $540.83 K | 0.00% | 0.03% |
| LEIGH BALDWIN & CO., LLC | 11/14/2025 | 86.08 K | $524.25 K | 0.00% | 0.03% |
| NORTHROCK PARTNERS, LLC | 11/14/2025 | 82.45 K | $502.14 K | 1.34% | 0.03% |
| CIBC WORLD MARKET INC. | 11/06/2025 | 82.44 K | $502.05 K | 1.20% | 0.03% |
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Gabelli Equity Trust Inc. institutional Ownership - FAQ's
During the previous two years, 215 institutional investors and hedge funds held shares of Gabelli Equity Trust Inc.. The most heavily invested institutionals were:
Accel Wealth Management: 352,298
TRUIST FINANCIAL CORP: 172,371
Stratos Wealth Partners, LTD.: 117,029
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management: 71,611
Shulman DeMeo Asset Management LLC: 57,374
BENJAMIN EDWARDS INC: 44,065
7.76% of Gabelli Equity Trust Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 30.32 M shares in the last 24 months. This purchase volume represents approximately $188.88 M in transactions.