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 40 institutions that hold shares in the stock, with a total of 1.84 Million shares, which have been reported (via 13F filing form) to have a value of $24.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
332,744
shares
|
$4.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Private Management Group Inc
|
Oct 29, 2024 Q3 2024 |
294,501
shares
|
$3.86 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
288,814
shares
|
$3.79 Million
0.0% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
90,996
shares
|
$1.19 Million
0.23% of portfolio
|
Q3 2024
Added 11.53%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
88,386
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Added 7.78%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
87,286
shares
|
$1.14 Million
0.17% of portfolio
|
Q3 2024
Added 11.42%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
75,224
shares
|
$986,186
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
73,195
shares
|
$959,586
0.01% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
72,712
shares
|
$953,254
0.0% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Shaker Financial Services, LLC
|
Oct 31, 2024 Q3 2024 |
62,183
shares
|
$815,219
0.3% of portfolio
|
Q3 2024
Reduced 24.16%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
48,242
shares
|
$632,452
0.06% of portfolio
|
Q1 2024
Added 1.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
40,425
shares
|
$529,971
0.0% of portfolio
|
Q3 2024
Reduced 6.59%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
31,586
shares
|
$414,092
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
28,120
shares
|
$368,653
0.01% of portfolio
|
Q2 2021
Reduced 12.06%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
26,884
shares
|
$352,449
0.01% of portfolio
|
Q3 2024
Added 299.7%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
26,495
shares
|
$347,349
0.01% of portfolio
|
Q3 2024
Added 1140.98%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
24,630
shares
|
$322,899
0.12% of portfolio
|
Q3 2024
Reduced 30.56%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
22,170
shares
|
$290,648
0.0% of portfolio
|
Q3 2024
Added 24.79%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,971
shares
|
$274,929
0.0% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
20,951
shares
|
$274,667
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
16,085
shares
|
$210,874
0.0% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
13,026
shares
|
$170,770
0.01% of portfolio
|
Q3 2024
Reduced 71.62%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,114
shares
|
$158,814
0.0% of portfolio
|
Q3 2024
Reduced 22.52%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
11,794
shares
|
$154,619
0.0% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
11,668
shares
|
$152,967
0.02% of portfolio
|
Q3 2024
Reduced 26.84%
|