Gabelli Equity Trust Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 05/06/2026 | 4.48 M | $25.11 M | 0.47% | 1.43% |
| MORGAN STANLEY | 05/15/2026 | 2.47 M | $13.85 M | 1.60% | 0.79% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 1.52 M | $8.53 M | 0.44% | 0.48% |
| PHILADELPHIA TRUST CO | 05/13/2026 | 1.02 M | $5.73 M | -3.95% | 0.33% |
| GAMCO INVESTORS, INC. ET AL | 05/14/2026 | 841.68 K | $4.71 M | 0.00% | 0.27% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 708.50 K | $3.97 M | 5.07% | 0.23% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 612.59 K | $3.43 M | -4.74% | 0.19% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 585.67 K | $3.28 M | 8.16% | 0.19% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 578.78 K | $3.24 M | -9.75% | 0.18% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 569.07 K | $3.19 M | 1.29% | 0.18% |
| ROYAL BANK OF CANADA | 05/15/2026 | 551.91 K | $3.09 M | 1.73% | 0.18% |
| LIVE OAK PRIVATE WEALTH LLC | 04/20/2026 | 514.18 K | $2.88 M | 0.00% | 0.16% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 467.23 K | $2.62 M | -21.89% | 0.15% |
| SCOTIA CAPITAL INC. | 05/13/2026 | 454.59 K | $2.55 M | -0.38% | 0.14% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 452.97 K | $2.54 M | -0.71% | 0.14% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 405.59 K | $2.27 M | 100.00% | 0.13% |
| URSA FUND MANAGEMENT, LLC | 05/15/2026 | 367.92 K | $2.06 M | 100.00% | 0.12% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 05/14/2026 | 362.41 K | $2.03 M | 100.00% | 0.12% |
| BOOTHBAY FUND MANAGEMENT, LLC | 05/15/2026 | 352.06 K | $1.97 M | 100.00% | 0.11% |
| CERITY PARTNERS LLC | 05/15/2026 | 345.77 K | $1.94 M | 9.92% | 0.11% |
| ACCEL WEALTH MANAGEMENT | 04/08/2026 | 343.64 K | $1.92 M | -2.46% | 0.11% |
| ALPINE GLOBAL MANAGEMENT, LLC | 05/15/2026 | 336.34 K | $1.88 M | 100.00% | 0.11% |
| CREATIVE PLANNING | 05/12/2026 | 325.94 K | $1.83 M | -0.49% | 0.10% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 319.27 K | $1.79 M | 2.81% | 0.10% |
| UBS GROUP AG | 05/05/2026 | 304.01 K | $1.70 M | -8.92% | 0.10% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 303.88 K | $1.70 M | -27.57% | 0.10% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 297.44 K | $1.67 M | 72.56% | 0.09% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 04/28/2026 | 287.30 K | $1.61 M | 2.53% | 0.09% |
| COHEN & STEERS, INC. | 05/15/2026 | 280.00 K | $1.57 M | 100.00% | 0.09% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 269.63 K | $1.51 M | -23.25% | 0.09% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 249.00 K | $1.39 M | 7.62% | 0.08% |
| MARKS GROUP WEALTH MANAGEMENT, INC | 05/05/2026 | 227.71 K | $1.28 M | -7.00% | 0.07% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 215.21 K | $1.21 M | -3.14% | 0.07% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 200.46 K | $1.12 M | 17.41% | 0.06% |
| CABLE CAR CAPITAL LLC | 05/15/2026 | 200.00 K | $1.12 M | 100.00% | 0.06% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 190.53 K | $1.07 M | 14.80% | 0.06% |
| QUARRY LP | 05/15/2026 | 189.45 K | $1.06 M | 100.00% | 0.06% |
| GOLDEN STATE EQUITY PARTNERS | 04/28/2026 | 181.82 K | $1.02 M | 95.06% | 0.06% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 159.16 K | $891.00 K | 2.09% | 0.05% |
| WEALTHSPIRE ADVISORS, LLC | 05/01/2026 | 147.09 K | $823.72 K | 100.00% | 0.05% |
| 04/17/2026 | 144.36 K | $808.42 K | 4.25% | 0.05% | |
| DYNAMIC ADVISOR SOLUTIONS LLC | 04/08/2026 | 134.47 K | $753.04 K | 100.00% | 0.04% |
| VALLEY BROOK CAPITAL GROUP, INC. | 05/08/2026 | 133.96 K | $750.18 K | 14.66% | 0.04% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 107.49 K | $601.92 K | -8.15% | 0.03% |
| KERA CAPITAL PARTNERS, INC. | 05/06/2026 | 105.78 K | $592.37 K | 0.00% | 0.03% |
| 05/05/2026 | 102.04 K | $571.41 K | 4.72% | 0.03% | |
| PFG INVESTMENTS, LLC | 04/27/2026 | 101.48 K | $568.27 K | 4.82% | 0.03% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 100.45 K | $562.53 K | 11.54% | 0.03% |
| HOLLENCREST CAPITAL MANAGEMENT | 05/07/2026 | 95.53 K | $534.98 K | 0.00% | 0.03% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 94.90 K | $531.46 K | 0.04% | 0.03% |
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Gabelli Equity Trust Inc. institutional Ownership - FAQ's
During the previous two years, 284 institutional investors and hedge funds held shares of Gabelli Equity Trust Inc.. The most heavily invested institutionals were:
LPL Financial LLC: 4.48 M
MORGAN STANLEY: 2.47 M
COMMONWEALTH EQUITY SERVICES, LLC: 1.52 M
PHILADELPHIA TRUST CO: 1.02 M
GAMCO INVESTORS, INC. ET AL: 841,675
Cetera Investment Advisers: 708,495
8.77% of Gabelli Equity Trust Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 36.34 M shares in the last 24 months. This purchase volume represents approximately $210.75 M in transactions.