Gabelli Equity Trust Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 6.61 M | $37.41 M | 100.00% | 2.10% |
| URSA FUND MANAGEMENT, LLC | 08/14/2026 | 5.56 M | $31.44 M | 1,409.88% | 1.77% |
| LPL FINANCIAL LLC | 08/07/2026 | 4.30 M | $24.32 M | -4.18% | 1.37% |
| MORGAN STANLEY | 08/13/2026 | 2.60 M | $14.71 M | 5.11% | 0.83% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 2.07 M | $11.73 M | 100.00% | 0.66% |
| KARPUS MANAGEMENT, INC. | 08/14/2026 | 1.97 M | $11.17 M | 100.00% | 0.63% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 1.56 M | $8.82 M | 2.36% | 0.50% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 07/21/2026 | 1.51 M | $8.54 M | 100.00% | 0.48% |
| COHEN & STEERS, INC. | 08/14/2026 | 1.13 M | $6.42 M | 304.88% | 0.36% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 998.46 K | $5.65 M | 100.00% | 0.32% |
| GAMCO INVESTORS, INC. ET AL | 08/12/2026 | 925.84 K | $5.24 M | 10.00% | 0.29% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 894.77 K | $5.06 M | 91.51% | 0.28% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 738.89 K | $4.18 M | 4.29% | 0.24% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 717.39 K | $4.06 M | 17.11% | 0.23% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 669.07 K | $3.79 M | 100.00% | 0.21% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 663.87 K | $3.76 M | 13.35% | 0.21% |
| PHILADELPHIA TRUST CO | 08/10/2026 | 655.22 K | $3.71 M | -35.98% | 0.21% |
| LIVE OAK PRIVATE WEALTH LLC | 07/20/2026 | 635.26 K | $3.60 M | 23.55% | 0.20% |
| QUARRY LP | 08/14/2026 | 624.17 K | $3.53 M | 229.46% | 0.20% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 605.20 K | $3.43 M | 4.56% | 0.19% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 593.23 K | $3.36 M | 4.25% | 0.19% |
| ROYAL BANK OF CANADA | 08/14/2026 | 575.39 K | $3.26 M | 4.26% | 0.18% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 498.83 K | $2.82 M | 10.12% | 0.16% |
| SCOTIA CAPITAL INC. | 08/11/2026 | 458.17 K | $2.59 M | 0.79% | 0.15% |
| UBS GROUP AG | 08/13/2026 | 424.09 K | $2.40 M | 39.50% | 0.13% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 400.00 K | $2.26 M | 100.00% | 0.13% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 364.38 K | $2.06 M | 14.13% | 0.12% |
| CERITY PARTNERS LLC | 08/14/2026 | 359.46 K | $2.03 M | 3.96% | 0.11% |
| ACCEL WEALTH MANAGEMENT | 07/10/2026 | 323.54 K | $1.83 M | -5.85% | 0.10% |
| CREATIVE PLANNING | 08/13/2026 | 322.13 K | $1.82 M | -1.17% | 0.10% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 320.40 K | $1.81 M | 5.44% | 0.10% |
| NOMURA HOLDINGS INC | 08/14/2026 | 313.82 K | $1.78 M | 1,277.25% | 0.10% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 07/22/2026 | 267.91 K | $1.52 M | -6.75% | 0.09% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 266.84 K | $1.51 M | -1.03% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 262.83 K | $1.49 M | 5.55% | 0.08% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 240.37 K | $1.36 M | 19.91% | 0.08% |
| MARKS GROUP WEALTH MANAGEMENT, INC | 07/28/2026 | 227.71 K | $1.29 M | 0.00% | 0.07% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 214.28 K | $1.21 M | -0.43% | 0.07% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 200.33 K | $1.13 M | 5.14% | 0.06% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 199.92 K | $1.13 M | -32.79% | 0.06% |
| IMC-CHICAGO, LLC | 08/06/2026 | 183.33 K | $1.04 M | 100.00% | 0.06% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 08/13/2026 | 179.96 K | $1.02 M | -50.34% | 0.06% |
| ALMITAS CAPITAL LLC | 08/17/2026 | 169.70 K | $960.50 K | 100.00% | 0.05% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 161.08 K | $912.00 K | 1.21% | 0.05% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 153.01 K | $866.04 K | 100.00% | 0.05% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 152.05 K | $860.59 K | 5.32% | 0.05% |
| CLEAR STREET GROUP INC. | 08/12/2026 | 150.00 K | $849.00 K | 100.00% | 0.05% |
| JANE STREET GROUP, LLC | 08/14/2026 | 148.43 K | $840.12 K | 142.17% | 0.05% |
| WEALTHSPIRE ADVISORS, LLC | 08/11/2026 | 147.12 K | $832.68 K | 0.02% | 0.05% |
| TRUEMARK INVESTMENTS, LLC | 07/22/2026 | 145.44 K | $823.18 K | 100.00% | 0.05% |
Gabelli Equity Trust Inc. institutional Ownership - FAQ's
During the previous two years, 325 institutional investors and hedge funds held shares of Gabelli Equity Trust Inc.. The most heavily invested institutionals were:
RIVERNORTH CAPITAL MANAGEMENT, LLC: 6.61 M
Ursa Fund Management, LLC: 5.56 M
LPL Financial LLC: 4.3 M
MORGAN STANLEY: 2.6 M
Shaker Financial Services, LLC: 2.07 M
Karpus Management, Inc.: 1.97 M
15.63% of Gabelli Equity Trust Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 58.38 M shares in the last 24 months. This purchase volume represents approximately $338.58 M in transactions.