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 48 institutions that hold shares in the stock, with a total of 2.02 Million shares, which have been reported (via 13F filing form) to have a value of $28.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
303,205
shares
|
$4.27 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
270,557
shares
|
$3.81 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
150,953
shares
|
$2.13 Million
0.0% of portfolio
|
Q3 2025
Added 71.08%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
131,781
shares
|
$1.86 Million
0.31% of portfolio
|
Q3 2025
Added 11.87%
|
|
|
180 Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
110,359
shares
|
$1.55 Million
0.2% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
97,521
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2025
Added 53.93%
|
|
|
Gate Pass Capital, LLC
Independence, OH |
Oct 29, 2025 Q3 2025 |
88,000
shares
|
$1.24 Million
0.73% of portfolio
|
Q1 2025
Added 633.33%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
86,050
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.64%
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
Nov 12, 2025 Q3 2025 |
82,711
shares
|
$1.17 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
75,219
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
71,849
shares
|
$1.01 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
69,688
shares
|
$981,903
0.0% of portfolio
|
Q3 2025
Added 79.21%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
69,157
shares
|
$974,422
0.0% of portfolio
|
Q1 2025
Added 16.9%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
62,424
shares
|
$879,554
0.0% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
57,943
shares
|
$816,416
0.54% of portfolio
|
Q3 2025
Added 38.37%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
53,419
shares
|
$752,673
0.01% of portfolio
|
Q3 2025
Reduced 15.33%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
45,586
shares
|
$642,306
0.01% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
43,658
shares
|
$615,141
0.07% of portfolio
|
Q3 2025
Reduced 6.6%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
28,120
shares
|
$396,210
0.01% of portfolio
|
Q2 2021
Reduced 12.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,971
shares
|
$295,481
0.0% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
18,119
shares
|
$255,296
0.0% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
14,271
shares
|
$201,078
0.05% of portfolio
|
Q3 2025
Reduced 23.51%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
12,134
shares
|
$170,968
0.0% of portfolio
|
Q3 2025
Reduced 49.65%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,114
shares
|
$170,686
0.0% of portfolio
|
Q3 2024
Reduced 22.52%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
11,753
shares
|
$165,599
0.0% of portfolio
|
Q3 2025
Reduced 0.03%
|
|