The Gabelli Equity Trust (GAB) Institutional Ownership

$5.42
+0.04 (+0.74%)
(As of 05:12 PM ET)

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)
70
Total
Institutional Inflows
(last 12 months)
$19.62M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$3.35M
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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
5/7/2024Capital Square LLC18,747$103K0.1%N/A0.006%
5/7/2024Pecaut & CO.35,760$197K0.1%-38.7%0.012%
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management115,402$637K0.0%-7.8%0.038%
5/7/2024 Insight Advisors LLC PA21,842$121K0.0%N/A0.007%
5/6/2024 Envestnet Portfolio Solutions Inc.20,328$112K0.0%+20.9%0.007%
5/2/2024 Valley Brook Capital Group Inc.76,836$424K0.3%+57.3%0.025%
5/1/2024 Mission Wealth Management LP39,074$216K0.0%N/A0.013%
5/1/2024 Flynn Zito Capital Management LLC27,443$151K0.1%+86.8%0.009%
4/30/2024 Private Advisor Group LLC195,807$1.08M0.0%+34.5%0.065%
4/30/2024 Hartline Investment Corp25,214$139K0.0%N/A0.008%
4/29/2024Commonwealth Equity Services LLC2,573,366$14.21M0.0%+22.4%0.852%
4/25/2024 Valeo Financial Advisors LLC31,197$166K0.0%+112.2%0.010%
4/23/2024 Raymond James Financial Services Advisors Inc.322,665$1.78M0.0%+7.6%0.107%
4/22/2024 PFG Investments LLC73,418$405K0.0%N/A0.024%
4/19/2024 Accel Wealth Management295,814$1.63M0.7%+3.5%0.098%
4/19/2024 PCG Wealth Advisors LLC21,110$117K0.1%-8.7%0.007%
4/15/2024 Brookstone Capital Management53,853$297K0.0%-4.3%0.018%
4/11/2024 International Assets Investment Management LLC117,776$640K0.0%+900.1%0.039%
4/4/2024 Cullen Investment Group LTD.16,072$86K0.0%N/A0.005%
3/27/2024Nomura Holdings Inc.27,900$142K0.0%N/A0.009%
3/15/2024B. Riley Wealth Advisors Inc.64,907$330K0.0%+26.0%0.022%
3/8/2024ICA Group Wealth Management LLC6,310$32K0.0%N/A0.002%
2/26/2024Virtu Financial LLC66,424$337K0.0%N/A0.022%
2/15/2024Cohen & Steers Inc.903,640$4.59M0.0%+4.0%0.303%
2/14/2024Waterloo Capital L.P.31,294$159K0.0%N/A0.011%
2/13/2024Steward Partners Investment Solutions LLC5,350$27K0.0%N/A0.002%
2/12/2024Scotia Capital Inc.441,763$2.24M0.0%+5.3%0.148%
2/12/2024Steward Partners Investment Advisory LLC158,405$805K0.0%-22.0%0.053%
2/9/2024HCR Wealth Advisors75,353$383K0.1%N/A0.025%
2/9/2024Philadelphia Trust Co.1,201,444$6.10M0.6%-0.4%0.403%
2/8/2024Kingsview Wealth Management LLC27,756$141K0.0%+9.8%0.009%
2/8/2024 Meridian Wealth Management LLC17,549$89K0.0%-48.7%0.006%
2/7/2024Avantax Advisory Services Inc.46,000$234K0.0%N/A0.015%
2/7/2024 Envestnet Portfolio Solutions Inc.16,808$85K0.0%+25.5%0.006%
2/7/2024Jump Financial LLC11,400$58K0.0%N/A0.004%
2/7/2024Johnson Investment Counsel Inc.19,116$97K0.0%+38.5%0.006%
2/7/2024Pecaut & CO.58,312$296K0.1%-15.4%0.020%
2/7/2024Shaker Financial Services LLC480,414$2.44M1.0%N/A0.161%
2/6/2024 Valley Brook Capital Group Inc.48,836$248K0.2%+10.1%0.016%
2/6/2024 Great Valley Advisor Group Inc.47,168$240K0.0%-17.6%0.016%
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2/5/2024 Kestra Private Wealth Services LLC25,926$132K0.0%-15.1%0.009%
2/5/2024 Eagle Wealth Strategies LLC18,624$95K0.1%N/A0.006%
2/5/2024Silver Oak Securities Incorporated78,741$400K0.1%N/A0.026%
2/5/2024 Magnus Financial Group LLC74,101$376K0.0%+13.2%0.025%
2/2/2024Golden State Equity Partners115,489$587K0.1%+2.0%0.039%
2/2/2024Atria Wealth Solutions Inc.118,592$602K0.0%-9.8%0.040%
2/1/2024Wolverine Asset Management LLC206,750$1.05M0.0%N/A0.069%
1/31/2024 J.W. Cole Advisors Inc.19,675$100K0.0%+90.9%0.007%
1/30/2024 Flputnam Investment Management Co.16,698$85K0.0%N/A0.006%
1/29/2024 Valeo Financial Advisors LLC14,700$75K0.0%N/A0.005%
1/26/2024Cerity Partners LLC14,979$76K0.0%+21.4%0.005%
1/24/2024 Stratos Wealth Partners LTD.108,803$553K0.0%-8.7%0.037%
1/24/2024 International Assets Investment Management LLC59,822$304K0.0%N/A0.020%
1/18/2024 Accel Wealth Management285,863$1.45M0.7%-2.2%0.096%
1/16/2024 Raymond James Financial Services Advisors Inc.299,849$1.52M0.0%+4.1%0.101%
1/16/2024CoreCap Advisors LLC13,491$69K0.0%+26.9%0.005%
1/11/2024 Brookstone Capital Management56,284$286K0.0%+6.2%0.019%
1/5/2024 Capital Investment Advisors LLC19,817$101K0.0%N/A0.007%
12/1/2023B. Riley Wealth Advisors Inc.51,520$264K0.0%+7.9%0.017%
11/15/2023Scotia Capital Inc.419,537$2.15M0.0%+14.1%0.141%
11/13/2023LPL Financial LLC2,032,295$10.43M0.0%-7.4%0.682%
11/13/2023 Envestnet Portfolio Solutions Inc.13,393$69K0.0%N/A0.004%
11/9/2023UBS Group AG449,332$2.31M0.0%+7.2%0.151%
11/8/2023 Janney Montgomery Scott LLC87,593$449K0.0%-3.6%0.029%
11/8/2023Atria Wealth Solutions Inc.131,511$675K0.0%-27.0%0.044%
11/8/2023J.P. Morgan Private Wealth Advisors LLC10,121$52K0.0%N/A0.003%
11/7/2023Kingsview Wealth Management LLC25,280$130K0.0%N/A0.008%
11/7/2023Sound View Wealth Advisors Group LLC35,000$180K0.0%N/A0.012%
11/7/2023 Great Valley Advisor Group Inc.57,224$294K0.0%+8.2%0.019%
11/4/2023 NBC Securities Inc.35,266$180K0.0%N/A0.012%
11/3/2023 Private Advisor Group LLC143,982$738K0.0%-4.7%0.048%
11/3/2023Empirical Financial Services LLC d.b.a. Empirical Wealth Management125,160$642K0.0%N/A0.042%
10/24/2023 Stratos Wealth Partners LTD.119,111$611K0.0%+2.9%0.040%
10/24/2023 Raymond James Financial Services Advisors Inc.288,004$1.48M0.0%-1.4%0.097%
10/24/2023 Raymond James & Associates211,094$1.08M0.0%-15.5%0.071%
10/23/2023Commonwealth Equity Services LLC1,699,697$8.72M0.0%+2.3%0.571%
10/20/2023Golden State Equity Partners113,270$581K0.2%-3.1%0.038%
10/20/2023 Accel Wealth Management292,391$1.50M0.8%-2.5%0.098%
10/17/2023 Meridian Wealth Management LLC34,210$175K0.0%+104.9%0.011%
10/12/2023IFP Advisors Inc50,451$259K0.0%N/A0.017%
10/11/2023AE Wealth Management LLC28,279$145K0.0%+25.8%0.009%
10/10/2023 Wealth Alliance Advisory Group LLC15,172$78K0.0%N/A0.005%
8/10/2023Osaic Holdings Inc.459,463$2.66M0.0%+1.7%0.154%
8/10/2023Gamco Investors INC. ET AL846,675$4.91M0.1%-4.4%0.284%
8/10/2023Commonwealth Equity Services LLC1,661,469$9.64M0.0%+1.3%0.558%
8/10/2023 Cary Street Partners Investment Advisory LLC9,472$55K0.0%N/A0.003%
8/10/2023 Private Advisor Group LLC151,062$875K0.0%+3.4%0.051%
8/10/2023Cetera Advisor Networks LLC500,549$2.90M0.0%+40.2%0.168%
8/10/2023Cetera Investment Advisers107,058$621K0.0%-21.7%0.036%
8/9/2023Pecaut & CO.67,170$390K0.2%-15.4%0.023%
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8/8/2023 Vantage Financial Partners LLC20,068$116K0.0%+71.4%0.007%
8/8/2023Capital Square LLC18,747$109K0.1%N/A0.006%
8/7/2023Philadelphia Trust Co.1,159,794$6.73M0.6%-0.3%0.389%
8/3/2023Atria Wealth Solutions Inc.180,193$1.05M0.0%-1.1%0.060%
8/3/2023Scotia Capital Inc.367,846$2.13M0.0%+7.7%0.124%
8/1/2023Truist Financial Corp81,244$471K0.0%-2.8%0.027%
7/31/2023LPL Financial LLC2,194,314$12.73M0.0%+2.8%0.737%
7/31/2023 Mutual Advisors LLC11,288$65K0.0%N/A0.004%
7/28/2023Koshinski Asset Management Inc.21,908$127K0.0%-50.0%0.007%
7/28/2023Calamos Wealth Management LLC10,812$63K0.0%N/A0.004%
(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, 125 institutional investors and hedge funds held shares of The Gabelli Equity Trust. The most heavily invested institutionals were Commonwealth Equity Services LLC ($14.21M), LPL Financial LLC ($10.43M), Philadelphia Trust Co. ($6.10M), Gamco Investors INC. ET AL ($4.91M), Cohen & Steers Inc. ($4.59M), Golden State Wealth Management LLC ($3.56M), 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 109 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: Commonwealth Equity Services LLC ($675.57K), Shaker Financial Services LLC ($480.41K), Wolverine Asset Management LLC ($326.18K), International Assets Investment Management LLC ($295.54K), LPL Financial LLC ($290.29K), Private Advisor Group LLC ($244.83K), and UBS Group AG ($225.78K).

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

Institutional investors have bought a total of 5,764,104 shares in the last 24 months. This purchase volume represents approximately $31.86M in transactions.

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

Of the 48 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: Gamco Investors INC. ET AL ($867.05K), Cohen & Steers Inc. ($558.16K), LPL Financial LLC ($211.71K), Atria Wealth Solutions Inc. ($158.31K), Accel Wealth Management ($72.08K), Stratos Wealth Partners LTD. ($71.73K), and Brookstone Capital Management ($68.68K).

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

Institutional investors have sold a total of 2,654,377 shares in the last 24 months. This volume of shares sold represents approximately $15.54M in transactions.


This page (NYSE:GAB) was last updated on 5/8/2024 by MarketBeat.com Staff

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