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 44 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 $26.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
14,134
shares
|
$190,384
0.06% of portfolio
|
Q1 2025
Reduced 15.97%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,114
shares
|
$163,175
0.0% of portfolio
|
Q3 2024
Reduced 22.52%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
11,807
shares
|
$159,040
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
11,229
shares
|
$151,254
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
11,000
shares
|
$148,170
0.0% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
May 15, 2025 Q1 2025 |
10,800
shares
|
$145,476
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
5,000
shares
|
$67,350
0.0% of portfolio
|
Q2 2020
Reduced 93.33%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,870
shares
|
$38,658
0.0% of portfolio
|
Q1 2025
Added 143400.0%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
450
shares
|
$6,061
0.0% of portfolio
|
Q4 2020
Reduced 36.62%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
260
shares
|
$3,502
0.0% of portfolio
|
Q4 2024
Reduced 65.79%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
169
shares
|
$2,276
0.0% of portfolio
|
Q4 2023
Reduced 37.17%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
115
shares
|
$1,549
0.0% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
66
shares
|
$889
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
36
shares
|
$484
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
33
shares
|
$444
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
25
shares
|
$336
0.0% of portfolio
|
Q1 2025
Reduced 99.64%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
20
shares
|
$269
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
12
shares
|
$161
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|