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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
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 -$32 – 1096
2014
Q4 		$32 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

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $717M AUM 19.68% 1-Year Est. Return

B. Riley Wealth Advisors's GAB Position: Q4 2024 in Review

B. Riley Wealth Advisors increased its Gabelli Equity Trust (GAB) stake by 0.08% in Q4 2024, buying an estimated $72 and bringing the position to 17,245 shares worth $92.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

B. Riley Wealth Advisors first reported a position in GAB in Q2 2014 and has held it in 27 quarters since. The position peaked at $424K in Q1 2023. 199 funds tracked by Wall St. Rank hold GAB as of Q4 2024.

  • B. Riley Wealth Advisors held 17,245 shares of Gabelli Equity Trust worth $92.8K as of Q4 2024.
  • B. Riley Wealth Advisors bought 13 Gabelli Equity Trust shares in Q4 2024, an estimated $72.
  • Gabelli Equity Trust made up ﹤0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #1105 holding.
  • B. Riley Wealth Advisors first reported a position in Gabelli Equity Trust in Q2 2014 and has held it in 27 quarters since.
  • B. Riley Wealth Advisors's Gabelli Equity Trust position peaked at $424K in Q1 2023.
  • 199 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.