Vault-13

GABELLI EQUITY TR INC GAB

COM · Closed-End Fund · CUSIP 362397101

194 institutional holders +5 vs Q1 2025
26,170,97826.2m shares reported held*
$152.3mreported value*
15 new 62 added 47 reduced 15 sold out net bought ≈ $13.2m (+2.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $5.82.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 165Q4 22: 173Q1 23: 156Q2 23: 160Q3 23: 167Q4 23: 188Q1 24: 191Q2 24: 179Q3 24: 187Q4 24: 199Q1 25: 189Q2 25: 194194Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022165
Q4 2022173
Q1 2023156
Q2 2023160
Q3 2023167
Q4 2023188
Q1 2024191
Q2 2024179
Q3 2024187
Q4 2024199
Q1 2025189
Q2 2025194

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 74 bought or addedQ3 23: 52 cut or sold outQ4 23: 83 bought or addedQ4 23: 49 cut or sold outQ4 23Q1 24: 88 bought or addedQ1 24: 64 cut or sold outQ2 24: 81 bought or addedQ2 24: 67 cut or sold outQ2 24Q3 24: 80 bought or addedQ3 24: 51 cut or sold outQ4 24: 80 bought or addedQ4 24: 55 cut or sold outQ4 24Q1 25: 79 bought or addedQ1 25: 63 cut or sold outQ2 25: 77 bought or addedQ2 25: 62 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20237452
Q4 20238349
Q1 20248864
Q2 20248167
Q3 20248051
Q4 20248055
Q1 20257963
Q2 20257762

Biggest buyers

ROYAL BANK OF CANADA Added +538,856+538.9k
J.W. COLE ADVISORS, INC. Added +537,971+538.0k
ENVESTNET ASSET MANAGEMENT INC Added +404,110+404.1k
LPL Financial LLC Added +330,144+330.1k
Rockefeller Capital Management L.P. Added +207,262+207.3k
GUGGENHEIM CAPITAL LLC Added +99,982+100.0k
Cerity Partners LLC Added +69,237+69.2k
Steward Partners Investment Advisory, LLC Added +68,549+68.5k
INDEPENDENT FINANCIAL GROUP, LLC Added +49,929+49.9k
RAYMOND JAMES FINANCIAL INC Added +41,437+41.4k

Biggest sellers

Golden State Wealth Management, LLC Reduced -178,781-178.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -53,218-53.2k
FINANCIAL COUNSELORS INC Sold out -52,810-52.8k
Atria Wealth Solutions, Inc. Reduced -44,382-44.4k
Consolidated Portfolio Review Corp Reduced -24,235-24.2k
Ashton Thomas Private Wealth, LLC Reduced -21,601-21.6k
Arete Wealth Advisors, LLC Sold out -20,016-20.0k
GSA CAPITAL PARTNERS LLP Sold out -19,048-19.0k
Evernest Financial Advisors, LLC Reduced -16,855-16.9k
STIFEL FINANCIAL CORP Reduced -16,715-16.7k

Insider purchases and sales in Q2 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 2 buyingQ1 24: 0 sellingQ2 24: 1 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 1 sellingQ4 24Q1 25: 0 buyingQ1 25: 0 sellingQ2 25: 0 buyingQ2 25: 0 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20230—0——
Q4 20230—0——
Q1 20242$2510——
Q2 20241—0——
Q3 20240—0——
Q4 20240—1$28.7k—
Q1 20250—0——
Q2 20250—0——

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 3,804,7803.8m $22.1m $22.1m 0.01% Added +330.1k +330,144
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,464,7582.5m $14.3m $14.3m 0.00% Added +39.9k +39,857
3 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 1,878,6621.9m $10.9m $10.9m 0.01% Reduced -13.6k -13,621
4 J.W. COLE ADVISORS, INC. 0.16% of their portfolio TAMPA, FL 1,258,2781.3m $7.3m $7.3m 0.16% Added +538.0k +537,971
5 PHILADELPHIA TRUST CO 0.51% of their portfolio PHILADELPHIA, PA 1,141,1441.1m $6.6m $6.6m 0.51% Reduced -3.1k -3,100
6 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,055,3701.1m $6.1m $6.1m 0.00% Added +538.9k +538,856
7 GAMCO INVESTORS, INC. ET AL 0.05% of their portfolio GREENWICH, CT 841,675841.7k $4.9m $4.9m 0.05% Reduced -5.4k -5,430
8 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 601,262601.3k $3.5m $3.5m 0.01% Added +27.7k +27,661
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 554,382554.4k $3.2m $3.2m 0.00% Added +41.4k +41,437
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 531,315531.3k $3.1m $3.1m 0.00% Added +23.9k +23,911
11 Live Oak Private Wealth LLC 0.45% of their portfolio WILMINGTON, NC 514,176514.2k $3.0m $3.0m 0.45% Unchanged
12 INDEPENDENT FINANCIAL GROUP, LLC 0.08% of their portfolio SAN DIEGO, CA 495,790495.8k $2.9m $2.9m 0.08% Added +49.9k +49,929
13 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 460,823460.8k $2.7m $2.7m 0.00% Added +116 +116
14 SCOTIA CAPITAL INC. 0.01% of their portfolio TORONTO, A6 459,571459.6k $2.7m $2.7m 0.01% Added +1.5k +1,487
15 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 457,149457.1k $2.7m $2.7m 0.00% Added +404.1k +404,110
16 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 455,912455.9k $2.7m $2.7m 0.00% Reduced -1.5k -1,508
17 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 409,406409.4k $2.4m $2.4m 0.00% Added +207.3k +207,262
18 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 400,000400.0k $2.3m $2.3m 0.00% Unchanged
19 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.19% of their portfolio ORLANDO, FL 397,426397.4k $2.3m $2.3m 0.19% Unchanged
20 UBS Group AG 0.00% of their portfolio ZURICH, V8 379,728379.7k $2.2m $2.2m 0.00% Added +35.8k +35,824
21 Accel Wealth Management 0.71% of their portfolio WAVERLY, IA 364,694364.7k $2.1m $2.1m 0.71% Added +4.2k +4,185
22 GUGGENHEIM CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 358,969359.0k $2.1m $2.1m 0.02% Added +100.0k +99,982
23 Golden State Wealth Management, LLC 0.24% of their portfolio SANTA ANA, CA 339,861339.9k $2.0m $2.0m 0.24% Reduced -178.8k -178,781
24 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 318,939318.9k $1.9m $1.9m 0.01% Added +68.5k +68,549
25 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 306,890306.9k $1.8m $1.8m 0.00% Added +69.2k +69,237
26 Marks Group Wealth Management, Inc 0.13% of their portfolio MINNETONKA, MN 244,838244.8k $1.4m $1.4m 0.13% Unchanged
27 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 211,300211.3k $1.2m $1.2m 0.00% Added +21.5k +21,539
28 Advisors Asset Management, Inc. 0.02% of their portfolio Monument, CO 208,465208.5k $1.2m $1.2m 0.02% Reduced -1.1k -1,118
29 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 191,249191.2k $1.1m $1.1m 0.00% Added +1.3k +1,287
30 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 179,301179.3k $1.0m $1.0m 0.01% Reduced -9.5k -9,547
31 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 147,684147.7k $860.0k $860.0k 0.00% Added +9.5k +9,474
32 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 121,605121.6k $707.7k $707.7k 0.01% Added +6.8k +6,788
33 Valley Brook Capital Group, Inc. 0.50% of their portfolio Venetia, PA 115,836115.8k $674.2k $674.2k 0.50% Added +3.0k +3,000
34 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% of their portfolio Seattle, WA 114,937114.9k $668.9k $668.9k 0.02% Unchanged
35 WEDBUSH SECURITIES INC 0.02% of their portfolio PASADENA, CA 113,984114.0k $663.0k $663.0k 0.02% Reduced -7.5k -7,494
36 Consolidated Portfolio Review Corp 0.09% of their portfolio WOODBURY, NY 112,532112.5k $654.9k $654.9k 0.09% Reduced -24.2k -24,235
37 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 110,735110.7k $644.5k $644.5k 0.01% Added +14.1k +14,115
38 Kera Capital Partners, Inc. 0.12% of their portfolio SACRAMENTO, CA 105,780105.8k $615.6k $615.6k 0.12% Unchanged
39 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 100,044100.0k $582.3k $582.3k 0.01% Reduced -2.0k -2,010
40 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 99,27499.3k $588.7k $588.7k 0.00% Reduced -2.5k -2,510
41 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 95,92795.9k $558.3k $558.3k 0.00% Reduced -16.7k -16,715
42 Ascentis Independent Advisors 0.10% of their portfolio DALLAS, TX 95,82095.8k $557.7k $557.7k 0.10% Reduced -1.4k -1,356
43 HOLLENCREST CAPITAL MANAGEMENT 0.02% of their portfolio NEWPORT BEACH, CA 95,53395.5k $556.0k $556.0k 0.02% Unchanged
44 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 92,76792.8k $540.0k $540.0k 0.00% Reduced -99 -99
45 PFG Investments, LLC 0.03% of their portfolio WOODBURY, NY 92,69292.7k $539.5k $539.5k 0.03% Added +6.1k +6,143
46 CHOREO, LLC 0.01% of their portfolio ROCKFORD, IL 92,10092.1k $536.0k $536.0k 0.01% Unchanged
47 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 89,08789.1k $518.5k $518.5k 0.00% Added +1.1k +1,143
48 FLYNN ZITO CAPITAL MANAGEMENT, LLC 0.22% of their portfolio GARDEN CITY, NY 88,80688.8k $516.9k $516.9k 0.22% Unchanged
49 LEIGH BALDWIN & CO., LLC 0.33% of their portfolio CAZENOVIA, NY 86,08486.1k $501.0k $501.0k 0.33% Unchanged
50 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 81,45981.5k $474.1k $474.1k 0.00% Added +3.5k +3,514
51 NorthRock Partners, LLC 0.01% of their portfolio MINNEAPOLIS, MN 81,36381.4k $473.5k $473.5k 0.01% Added +1.1k +1,150
52 HCR Wealth Advisors 0.05% of their portfolio LOS ANGELES, CA 75,35375.4k $438.6k $438.6k 0.05% Unchanged
53 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 71,09671.1k $413.8k $413.8k 0.00% Added +308 +308
54 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 65,33965.3k $380.3k $380.3k 0.00% Added +14.8k +14,784
55 KINGSWOOD WEALTH ADVISORS, LLC 0.03% of their portfolio SAN DIEGO, CA 64,83664.8k $377.3k $377.3k 0.03% Added +3.0k +3,000
56 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 64,82264.8k $377.3k $377.3k 0.00% Reduced -158 -158
57 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 63,09963.1k $367.2k $367.2k 0.00% Unchanged
58 SILVER OAK SECURITIES, INCORPORATED 0.03% of their portfolio JACKSON, TN 60,77060.8k $353.7k $353.7k 0.03% Reduced -3.7k -3,702
59 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 59,54259.5k $347.0k $347.0k 0.00% Reduced -6.4k -6,398
60 Shulman DeMeo Asset Management LLC 0.08% of their portfolio LAKE SUCCESS, NY 57,63957.6k $335.5k $335.5k 0.08% Reduced -116 -116
61 Darden Wealth Group Inc 0.20% of their portfolio ANN ARBOR, MI 57,00057.0k $331.7k $331.7k 0.20% Reduced -5.0k -5,000
62 Midwest Trust Co 0.00% of their portfolio Overland Park, KS 52,81052.8k $307.4k $307.4k 0.00% First filing
63 Legacy Wealth Management, LLC / MS 0.09% of their portfolio RIDGELAND, MS 52,73952.7k $306.9k $306.9k 0.09% Added +34.2k +34,188
64 Stonegate Investment Group, LLC 0.01% of their portfolio BIRMINGHAM, AL 47,97448.0k $279.2k $279.2k 0.01% Added +1.2k +1,235
65 Arista Wealth Management, LLC 0.04% of their portfolio Las Vegas, NV 47,12847.1k $274.3k $274.3k 0.04% Unchanged
66 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 46,00046.0k $267.7k $267.7k 0.00% Reduced -220 -220
67 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 45,15645.2k $262.8k $262.8k 0.00% Added +26.2k +26,225
68 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 42,03342.0k $244.6k $244.6k 0.01% Reduced -44.4k -44,382
69 Graves Light Lenhart Wealth, Inc. 0.03% of their portfolio HARRISONBURG, VA 41,22441.2k $239.9k $239.9k 0.03% Unchanged
70 SYNOVUS FINANCIAL CORP 0.00% of their portfolio Columbus, GA 39,46839.5k $229.7k $229.7k 0.00% Unchanged
71 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 39,42639.4k $229.5k $229.5k 0.00% Added +50 +50
72 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 38,90838.9k $226.4k $226.4k 0.00% Added +33.5k +33,506
73 MISSION WEALTH MANAGEMENT, LP 0.00% of their portfolio Santa Barbara, CA 37,57437.6k $218.7k $218.7k 0.00% Unchanged
74 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 37,44737.4k $217.0k $217.0k 0.02% Reduced -1.6k -1,629
75 Virtu Financial LLC 0.01% of their portfolio New York, NY 35,10235.1k $204.0k $204.0k 0.01% New
76 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 32,54832.5k $189.4k $189.4k 0.00% Added +2.0k +2,000
77 BENJAMIN EDWARDS INC 0.00% of their portfolio Clayton, MO 32,54232.5k $189.4k $189.4k 0.00% Added +737 +737
78 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 32,40632.4k $188.6k $188.6k 0.00% Reduced -4.3k -4,300
79 IFG Advisory, LLC 0.01% of their portfolio ATLANTA, GA 31,48631.5k $183.2k $183.2k 0.01% Added +3.3k +3,300
80 Symphony Financial Services, Inc. 0.10% of their portfolio AKRON, OH 29,97830.0k $174.5k $174.5k 0.10% Added +234 +234
81 Cornell Pochily Investment Advisors, Inc. 0.06% of their portfolio ITHACA, NY 29,58029.6k $172.2k $172.2k 0.06% New
82 Valeo Financial Advisors, LLC 0.00% of their portfolio CARMEL, IN 29,31929.3k $170.6k $170.6k 0.00% Reduced -3.1k -3,130
83 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 28,03828.0k $163.2k $163.2k 0.00% Added +196 +196
84 Pekin Hardy Strauss, Inc. 0.02% of their portfolio CHICAGO, IL 27,87927.9k $162.3k $162.3k 0.02% Added +651 +651
85 Mariner, LLC 0.00% of their portfolio Overland Park, KS 27,16027.2k $158.1k $158.1k 0.00% Reduced -2.7k -2,698
86 Kingstone Capital Partners Texas, LLC 0.10% of their portfolio FRISCO, TX 26,99627.0k $157.0k $157.0k 0.10% Unchanged
87 Elequin Capital, LP 0.02% of their portfolio NEW YORK, NY 26,87326.9k $156.4k $156.4k 0.02% New
88 MIDLAND WEALTH ADVISORS, LLC 0.01% of their portfolio EFFINGHAM, IL 26,74826.7k $155.7k $155.7k 0.01% Unchanged
89 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 25,77825.8k $150.0k $150.0k 0.00% New
90 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 25,77025.8k $150.0k $150.0k 0.00% Reduced -1.1k -1,136
91 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 25,67525.7k $149.4k $149.4k 0.00% Reduced -915 -915
92 Mendel Capital Management LLC 0.09% of their portfolio LITTLE ROCK, AR 25,63825.6k $149.2k $149.2k 0.09% Unchanged
93 Quad-Cities Investment Group, LLC 0.07% of their portfolio DAVENPORT, IA 24,94224.9k $145.2k $145.2k 0.07% Reduced -91 -91
94 GREAT VALLEY ADVISOR GROUP, INC. 0.00% of their portfolio WILMINGTON, DE 24,47524.5k $142.4k $142.4k 0.00% Added +135 +135
95 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.02% of their portfolio CONCORD, MA 24,23024.2k $141.0k $141.0k 0.02% Added +235 +235
96 Register Financial Advisors LLC 0.06% of their portfolio ATLANTA, GA 22,63722.6k $131.7k $131.7k 0.06% Added +10.1k +10,135
97 MOTCO 0.01% of their portfolio SAN ANTONIO, TX 22,31822.3k $129.9k $129.9k 0.01% Reduced -8.0k -8,000
98 Good Life Advisors, LLC 0.01% of their portfolio READING, PA 22,16122.2k $129.0k $129.0k 0.01% Added +2.0k +2,020
99 Insight Advisors, LLC/ PA 0.02% of their portfolio Newtown, PA 21,84221.8k $127.1k $127.1k 0.02% Unchanged
100 Kapstone Financial Advisors LLC 0.06% of their portfolio LEBANON, OH 21,08021.1k $122.7k $122.7k 0.06% Added +9.4k +9,430