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 |
|---|---|---|---|---|---|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
11,601
shares
|
$163,458
0.0% of portfolio
|
Q3 2025
Reduced 28.04%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
11,000
shares
|
$154,990
0.0% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
5,000
shares
|
$70,450
0.0% of portfolio
|
Q2 2020
Reduced 93.33%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
2,870
shares
|
$40,438
0.0% of portfolio
|
Q1 2025
Added 143400.0%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,820
shares
|
$39,733
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
450
shares
|
$6,340
0.0% of portfolio
|
Q4 2020
Reduced 36.62%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
400
shares
|
$5,636
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
260
shares
|
$3,663
0.0% of portfolio
|
Q4 2024
Reduced 65.79%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
242
shares
|
$3,409
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
200
shares
|
$2,818
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
169
shares
|
$2,381
0.0% of portfolio
|
Q4 2023
Reduced 37.17%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
160
shares
|
$2,254
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
150
shares
|
$2,113
0.0% of portfolio
|
Q1 2025
Reduced 83.33%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
150
shares
|
$2,113
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
118
shares
|
$1,662
0.0% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 07, 2025 Q3 2025 |
96
shares
|
$1,352
0.0% of portfolio
|
Q3 2025
Reduced 98.69%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
68
shares
|
$958
0.0% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
40
shares
|
$563
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
36
shares
|
$507
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
20
shares
|
$281
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
20
shares
|
$281
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
12
shares
|
$169
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|