Gabelli Equity Trust Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 02/11/2026 | 4.46 M | $27.53 M | 2.15% | 1.38% |
| MORGAN STANLEY | 02/13/2026 | 2.43 M | $15.02 M | 4.96% | 0.75% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 1.52 M | $9.36 M | 1.94% | 0.47% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 1.08 M | $6.60 M | -15.45% | 0.34% |
| PHILADELPHIA TRUST CO | 02/12/2026 | 1.07 M | $6.57 M | -4.93% | 0.33% |
| GAMCO INVESTORS, INC. ET AL | 02/05/2026 | 841.68 K | $5.19 M | 0.00% | 0.26% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 674.30 K | $4.16 M | 1.10% | 0.21% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 643.09 K | $3.97 M | 1.25% | 0.20% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 641.30 K | $3.96 M | 0.97% | 0.20% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 598.20 K | $3.69 M | -5.23% | 0.19% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 561.85 K | $3.47 M | 178.62% | 0.17% |
| ROYAL BANK OF CANADA | 02/17/2026 | 542.53 K | $3.35 M | 4.84% | 0.17% |
| LIVE OAK PRIVATE WEALTH LLC | 01/23/2026 | 514.18 K | $3.17 M | 0.00% | 0.16% |
| SCOTIA CAPITAL INC. | 02/12/2026 | 456.32 K | $2.82 M | -1.30% | 0.14% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 456.23 K | $2.81 M | 75.76% | 0.14% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 419.55 K | $2.59 M | -11.07% | 0.13% |
| ACCEL WEALTH MANAGEMENT | 01/20/2026 | 352.30 K | $2.17 M | -3.26% | 0.11% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 351.29 K | $2.17 M | -26.37% | 0.11% |
| UBS GROUP AG | 01/29/2026 | 333.77 K | $2.06 M | -8.45% | 0.10% |
| CREATIVE PLANNING | 02/17/2026 | 327.55 K | $2.02 M | -29.43% | 0.10% |
| CERITY PARTNERS LLC | 02/11/2026 | 314.58 K | $1.94 M | 3.73% | 0.10% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 310.54 K | $1.92 M | -0.37% | 0.10% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 02/13/2026 | 280.19 K | $1.73 M | -2.20% | 0.09% |
| MARKS GROUP WEALTH MANAGEMENT, INC | 02/11/2026 | 244.84 K | $1.51 M | 0.00% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 231.37 K | $1.43 M | 3.04% | 0.07% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 222.17 K | $1.37 M | -1.11% | 0.07% |
| JANE STREET GROUP, LLC | 02/12/2026 | 187.62 K | $1.16 M | 540.95% | 0.06% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 185.33 K | $1.14 M | -11.32% | 0.06% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 172.37 K | $1.06 M | 722.58% | 0.05% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 170.73 K | $1.05 M | -1.68% | 0.05% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 165.97 K | $1.02 M | 42.31% | 0.05% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 155.90 K | $962.00 K | 3.46% | 0.05% |
| 01/28/2026 | 138.48 K | $854.43 K | -0.51% | 0.04% | |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 117.03 K | $722.07 K | 3.37% | 0.04% |
| VALLEY BROOK CAPITAL GROUP, INC. | 01/23/2026 | 116.84 K | $720.88 K | 2.64% | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 115.69 K | $713.83 K | 24.09% | 0.04% |
| KERA CAPITAL PARTNERS, INC. | 02/23/2026 | 105.78 K | $643.14 K | 0.00% | 0.03% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 98.65 K | $608.69 K | 8.55% | 0.03% |
| 05/05/2026 | 97.44 K | $601.19 K | 100.00% | 0.03% | |
| PFG INVESTMENTS, LLC | 01/26/2026 | 96.81 K | $597.33 K | 2.98% | 0.03% |
| HOLLENCREST CAPITAL MANAGEMENT | 02/12/2026 | 95.53 K | $589.44 K | 0.00% | 0.03% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 94.87 K | $585.32 K | -3.23% | 0.03% |
| GOLDEN STATE EQUITY PARTNERS | 01/29/2026 | 93.21 K | $575.11 K | -0.77% | 0.03% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 90.06 K | $555.66 K | 0.62% | 0.03% |
| OPPENHEIMER & CO INC | 02/02/2026 | 89.02 K | $549.25 K | -22.51% | 0.03% |
| CIBC WORLD MARKET INC. | 02/10/2026 | 88.84 K | $548.13 K | 7.76% | 0.03% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 02/06/2026 | 88.81 K | $547.93 K | 0.00% | 0.03% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 87.34 K | $538.90 K | -4.42% | 0.03% |
| LEIGH BALDWIN & CO., LLC | 02/12/2026 | 86.08 K | $531.00 K | 0.00% | 0.03% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 83.82 K | $517.17 K | 2.60% | 0.03% |
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Gabelli Equity Trust Inc. institutional Ownership - FAQ's
During the previous two years, 280 institutional investors and hedge funds held shares of Gabelli Equity Trust Inc.. The most heavily invested institutionals were:
COMMONWEALTH EQUITY SERVICES, LLC: 1.52 M
Cambridge Investment Research Advisors, Inc.: 569,072
Live Oak Private Wealth LLC: 514,176
INDEPENDENT FINANCIAL GROUP, LLC: 499,966
Kestra Advisory Services, LLC: 452,971
Accel Wealth Management: 343,642
7.90% of Gabelli Equity Trust Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 34.49 M shares in the last 24 months. This purchase volume represents approximately $200.04 M in transactions.