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 42 institutions that hold shares in the stock, with a total of 1.98 Million shares, which have been reported (via 13F filing form) to have a value of $24.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
336,556
shares
|
$4.15 Million
0.0% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
290,276
shares
|
$3.58 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
284,071
shares
|
$3.51 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
102,258
shares
|
$1.26 Million
0.24% of portfolio
|
Q4 2024
Added 12.38%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
95,751
shares
|
$1.18 Million
0.45% of portfolio
|
Q4 2024
Added 53.98%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
94,979
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
91,693
shares
|
$1.13 Million
0.17% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
Feb 13, 2025 Q4 2024 |
82,711
shares
|
$1.02 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
75,219
shares
|
$928,202
0.01% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
71,727
shares
|
$885,111
0.0% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
70,685
shares
|
$872,252
0.01% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
59,157
shares
|
$729,997
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Css LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
48,242
shares
|
$595,306
0.05% of portfolio
|
Q1 2024
Added 1.34%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Feb 13, 2025 Q4 2024 |
31,586
shares
|
$389,771
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
29,283
shares
|
$361,352
0.01% of portfolio
|
Q4 2024
Added 8.92%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
28,120
shares
|
$347,000
0.01% of portfolio
|
Q2 2021
Reduced 12.06%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
28,083
shares
|
$346,544
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
25,417
shares
|
$313,645
0.0% of portfolio
|
Q4 2024
Added 21.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,971
shares
|
$258,782
0.0% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
16,821
shares
|
$207,571
0.08% of portfolio
|
Q4 2024
Reduced 31.71%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
16,013
shares
|
$197,600
0.0% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
12,596
shares
|
$155,434
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,114
shares
|
$149,486
0.0% of portfolio
|
Q3 2024
Reduced 22.52%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
11,800
shares
|
$145,612
0.0% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
11,000
shares
|
$135,740
0.0% of portfolio
|
Q4 2024
Added 10.0%
|