Institutional Ownership Gabelli Global Small & Mid Cap Value Trust (GGZ)
This table provides information about the institutional ownership of Gabelli Global Small & Mid Cap Value Trust (GGZ). We have compiled data on the 46 institutions that hold shares in the stock, with a total of 1.96 Million shares, which have been reported (via 13F filing form) to have a value of $25.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
338,098
shares
|
$4.33 Million
0.0% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Private Management Group Inc
|
May 06, 2025 Q1 2025 |
283,882
shares
|
$3.63 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
106,058
shares
|
$1.36 Million
0.25% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
100,137
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
98,574
shares
|
$1.26 Million
0.19% of portfolio
|
Q1 2025
Added 7.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
86,900
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 69.41%
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
May 14, 2025 Q1 2025 |
82,711
shares
|
$1.06 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
75,219
shares
|
$962,803
0.01% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Matisse Capital
|
Apr 24, 2025 Q1 2025 |
71,849
shares
|
$919,667
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
69,157
shares
|
$885,209
0.0% of portfolio
|
Q1 2025
Added 16.9%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
68,153
shares
|
$872,358
0.02% of portfolio
|
Q1 2025
Added 132.74%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
67,509
shares
|
$864,115
0.01% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
65,176
shares
|
$834,252
0.0% of portfolio
|
Q1 2025
Reduced 9.13%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
63,822
shares
|
$816,921
0.0% of portfolio
|
Q1 2025
Added 877.82%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
48,242
shares
|
$617,497
0.07% of portfolio
|
Q1 2024
Added 1.34%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
47,830
shares
|
$612,224
0.01% of portfolio
|
Q1 2025
Added 51.43%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
33,947
shares
|
$434,521
0.0% of portfolio
|
Q1 2025
Added 20.88%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
30,325
shares
|
$388,160
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
28,120
shares
|
$359,936
0.01% of portfolio
|
Q2 2021
Reduced 12.06%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
22,958
shares
|
$293,862
0.0% of portfolio
|
Q1 2025
Reduced 9.67%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
22,742
shares
|
$291,097
0.11% of portfolio
|
Q1 2025
Reduced 76.25%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
21,181
shares
|
$271,116
0.01% of portfolio
|
Q1 2025
Added 227.02%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,971
shares
|
$268,428
0.0% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
16,013
shares
|
$204,966
0.0% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
14,343
shares
|
$183,590
0.0% of portfolio
|
Q1 2025
New holding
|