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 41 institutions that hold shares in the stock, with a total of 1.91 Million shares, which have been reported (via 13F filing form) to have a value of $27.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
304,137
shares
|
$4.37 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.04%
|
|
|
Private Management Group Inc
|
Aug 12, 2025 Q2 2025 |
276,391
shares
|
$3.97 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
117,803
shares
|
$1.69 Million
0.28% of portfolio
|
Q2 2025
Added 11.07%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
104,941
shares
|
$1.51 Million
0.2% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
99,641
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
88,235
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
Aug 13, 2025 Q2 2025 |
82,711
shares
|
$1.19 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
75,219
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
71,849
shares
|
$1.03 Million
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
69,157
shares
|
$993,094
0.0% of portfolio
|
Q1 2025
Added 16.9%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
64,077
shares
|
$920,145
0.02% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
63,353
shares
|
$909,749
0.0% of portfolio
|
Q2 2025
Added 23.68%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
63,089
shares
|
$905,958
0.01% of portfolio
|
Q2 2025
Reduced 6.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
62,377
shares
|
$895,733
0.0% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
46,741
shares
|
$671,200
0.06% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
45,586
shares
|
$654,614
0.01% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
41,874
shares
|
$601,310
0.37% of portfolio
|
Q2 2025
Added 38.08%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
38,887
shares
|
$558,417
0.0% of portfolio
|
Q2 2025
Added 14.55%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
28,120
shares
|
$403,803
0.01% of portfolio
|
Q2 2021
Reduced 12.06%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
24,099
shares
|
$346,061
0.0% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,971
shares
|
$301,143
0.0% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
18,658
shares
|
$267,928
0.07% of portfolio
|
Q2 2025
Added 32.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
17,349
shares
|
$249,131
0.0% of portfolio
|
Q2 2025
Added 20.96%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
16,122
shares
|
$231,511
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
14,326
shares
|
$205,721
0.0% of portfolio
|
Q2 2025
Reduced 10.54%
|