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B. Riley Wealth Advisors’s Gabelli Equity Trust GAB Stock Holding History

B. Riley Wealth Advisors’s Portfolio GAB Stock Details GAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-17,245
Closed -$92.8K – 1355
2024
Q4 		$92.8K Buy
17,245
+13
+0.1% +$72 ﹤0.01% 1105
2024
Q3 		$94.4K Sell
17,232
-46,303
-73% -$250K ﹤0.01% 1212
2024
Q2 		$330K Buy
63,535
+12,015
+23% +$64.7K 0.01% 984
2024
Q1 		$264K Sell
51,520
-13,387
-21% -$70.9K 0.01% 1106
2023
Q4 		$330K Buy
64,907
+13,387
+26% +$67K 0.01% 1010
2023
Q3 		$264K Buy
51,520
+3,761
+8% +$20.7K 0.01% 1106
2023
Q2 		$277K Sell
47,759
-26,098
-35% -$146K 0.01% 1165
2023
Q1 		$424K Buy
73,857
+16,284
+28% +$93.2K 0.01% 880
2022
Q4 		$315K Buy
57,573
+10,951
+23% +$60.8K 0.01% 1027
2022
Q3 		$257K Buy
46,622
+27,644
+146% +$170K 0.01% 1099
2022
Q2 		$116K Sell
18,978
-27,696
-59% -$184K ﹤0.01% 1108
2022
Q1 		$324K Buy
46,674
+2,380
+5% +$16.6K 0.01% 975
2021
Q4 		$319K Buy
44,294
+2,840
+7% +$19.9K 0.01% 1033
2021
Q3 		$276K Buy
41,454
+13,257
+47% +$89.9K 0.01% 1086
2021
Q2 		$195K Buy
28,197
+8,430
+43% +$59.1K 0.01% 1221
2021
Q1 		$132K Buy
19,767
+4,849
+33% +$31K ﹤0.01% 1261
2020
Q4 		$92K Buy
14,918
+197
+1% +$1.14K ﹤0.01% 993
2020
Q3 		$74K Buy
14,721
+236
+2% +$1.21K ﹤0.01% 908
2020
Q2 		$72K Sell
14,485
-2,072
-13% -$9.47K ﹤0.01% 832
2020
Q1 		$71K Sell
16,557
-7,284
-31% -$40.1K 0.01% 746
2019
Q4 		$142K Buy
23,841
+236
+1% +$1.4K 0.01% 779
2019
Q3 		$138K Buy
23,605
+2,339
+11% +$13.9K 0.01% 754
2019
Q2 		$129K Buy
21,266
+7,843
+58% +$47.3K 0.01% 745
2019
Q1 		$81K Buy
13,423
+170
+1% +$980 0.01% 706
2018
Q4 		$67K Buy
+13,253
New +$76K 0.01% 631
2015
Q1 		– Sell
-5,066
Closed -$32K – 1096
2014
Q4 		$32K Buy
+5,066
New +$32.3K ﹤0.01% 2327
2014
Q3 		– Sell
-4,440
Closed -$31.7K – 1118
2014
Q2 		$31.7K Buy
+4,440
New +$31.6K 0.01% 1237

Other funds holding GAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

B. Riley Wealth Advisors's GAB Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of Gabelli Equity Trust (GAB) in Q1 2025, closing a stake of 17,245 shares — an estimated $92.8K sold.

B. Riley Wealth Advisors first reported a position in GAB in Q2 2014 and held it in 27 quarters. The position peaked at $424K in Q1 2023. 187 funds tracked by Wall St. Rank hold GAB as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining Gabelli Equity Trust position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 17,245 Gabelli Equity Trust shares in Q1 2025, an estimated $92.8K.
  • B. Riley Wealth Advisors first reported a position in Gabelli Equity Trust in Q2 2014 and held it in 27 quarters.
  • B. Riley Wealth Advisors's Gabelli Equity Trust position peaked at $424K in Q1 2023.
  • 187 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.