Gabelli Global Small & Mid Cap Value Trust GGZ
We take great care to ensure that the data presented and summarized in this overview for Gabelli Global Small & Mid Cap Value Trust is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding GGZ
View all-
Morgan Stanley New York, NY344KShares$4.03 Million0.0% of portfolio
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Private Management Group Inc299KShares$3.5 Million0.15% of portfolio
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Bank Of America Corp Charlotte, NC262KShares$3.07 Million0.0% of portfolio
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Ubs Group Ag84.2KShares$986,7650.0% of portfolio
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Gabelli & CO Investment Advisers, Inc. Rye, NY82.7KShares$969,3720.19% of portfolio
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Shaker Financial Services, LLC78.2KShares$917,0660.37% of portfolio
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Blue Bell Private Wealth Management, LLC75.3KShares$882,9370.2% of portfolio
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Wells Fargo & Company San Francisco, CA74.1KShares$868,0880.0% of portfolio
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Stephens Inc73.3KShares$859,2510.01% of portfolio
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180 Wealth Advisors, LLC69.7KShares$816,8720.15% of portfolio
Latest Institutional Activity in GGZ
Top Purchases
Top Sells
About GGZ
The Gabelli Global Small and Mid Cap Value Trust is a closed-ended equity mutual fund launched by GAMCO Investors, Inc. The fund is managed by Gabelli Funds, LLC. It invests in public equity markets across the globe. The fund seeks to invest in stocks of companies that are operating across diversified sectors. It primarily invests in value stocks of small and mid-cap companies with a market capitalization of $12 billion or less. The fund benchmarks the performance of its portfolio against the MSCI World SMID Cap Index. The Gabelli Global Small and Mid Cap Value Trust was formed on August 19, 2013 and is domiciled in the United States.
Insider Transactions at GGZ
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Feb 22
2024
|
John Chester Ball President & Treasurer |
BUY
Open market or private purchase
|
Direct |
22
+50.0%
|
$242
$11.56 P/Share
|
|
Sep 26
2023
|
Kevin V. Dreyer Director |
SELL
Other acquisition or disposition
|
Direct |
2,164
-54.59%
|
$21,640
$10.0 P/Share
|
|
Sep 26
2023
|
Mario J Gabelli Director |
SELL
Other acquisition or disposition
|
Direct |
329,901
-41.06%
|
$3,299,010
$10.0 P/Share
|
|
Sep 26
2023
|
Mario J Gabelli Director |
SELL
Other acquisition or disposition
|
Indirect |
197,947
-55.49%
|
$1,979,470
$10.0 P/Share
|
|
Oct 17
2022
|
Mario J Gabelli Director |
BUY
Open market or private purchase
|
Direct |
158,554
+35.49%
|
$1,585,540
$10.0 P/Share
|
|
Oct 17
2022
|
Mario J Gabelli Director |
SELL
Open market or private sale
|
Indirect |
158,554
-100.0%
|
$1,585,540
$10.0 P/Share
|
|
Sep 26
2022
|
Kevin V. Dreyer Director |
SELL
Other acquisition or disposition
|
Direct |
1,036
-20.72%
|
$10,360
$10.0 P/Share
|
|
Sep 26
2022
|
Mario J Gabelli Director |
SELL
Other acquisition or disposition
|
Direct |
33,880
-20.72%
|
$338,800
$10.0 P/Share
|
|
Sep 26
2022
|
Mario J Gabelli Director |
SELL
Other acquisition or disposition
|
Indirect |
227,951
-20.72%
|
$2,279,510
$10.0 P/Share
|
|
Feb 28
2022
|
Bruce N Alpert President |
SELL
Other acquisition or disposition
|
Indirect |
1,000
-100.0%
|
$25,000
$25.0 P/Share
|
|
Feb 28
2022
|
Bruce N Alpert President |
SELL
Other acquisition or disposition
|
Direct |
3,170
-100.0%
|
$79,250
$25.0 P/Share
|
|
Feb 17
2022
|
Agnes Mullady Director |
BUY
Open market or private purchase
|
Direct |
150
+50.0%
|
$2,100
$14.49 P/Share
|
|
Nov 01
2021
|
Kevin V. Dreyer Director |
BUY
Open market or private purchase
|
Direct |
5,000
+50.0%
|
$50,000
$10.0 P/Share
|
|
Nov 01
2021
|
Mario J Gabelli Director |
BUY
Open market or private purchase
|
Indirect |
1,100,000
+50.0%
|
$11,000,000
$10.0 P/Share
|
|
Nov 01
2021
|
Mario J Gabelli Director |
BUY
Open market or private purchase
|
Direct |
163,500
+50.0%
|
$1,635,000
$10.0 P/Share
|
|
Sep 02
2021
|
Kevin V. Dreyer Director |
BUY
Open market or private purchase
|
Direct |
1,333
+25.0%
|
$21,328
$16.44 P/Share
|
|
May 20
2021
|
Bruce N Alpert President |
BUY
Acquisition or disposition by will or laws
|
Direct |
104
+3.18%
|
$2,600
$25.92 P/Share
|
|
Feb 08
2021
|
Bruce N Alpert President |
BUY
Acquisition or disposition by will or laws
|
Direct |
66
+2.11%
|
$1,716
$26.05 P/Share
|
|
Nov 11
2020
|
John Birch Director |
BUY
Open market or private purchase
|
Direct |
1,820
+39.22%
|
$18,200
$10.86 P/Share
|
|
Apr 17
2020
|
John Birch Director |
BUY
Open market or private purchase
|
Direct |
1,000
+50.0%
|
$7,000
$7.6 P/Share
|
Last 12 Months Summary
| Open market or private purchase | 22 shares |
|---|
| Other acquisition or disposition | 530K shares |
|---|