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The Gabelli Global Small and Mid Cap Value Trust (GGZ) Institutional Ownership

$14.52 +0.12 (+0.83%)
As of 11:29 AM Eastern
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Institutional Ownership Changes (13F Filings) for The Gabelli Global Small and Mid Cap Value Trust (NYSE:GGZ)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$6.96M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$2.71M
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GGZ Institutional Buying and Selling by Quarter

The Gabelli Global Small and Mid Cap Value Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/25/2025 Silverlake Wealth Management LLC18,658$249K0.1%+32.0%0.000%
8/15/2025 Bank of America Corp DE88,235$1.18M0.0%+1.5%0.000%
8/14/2025 Raymond James Financial Inc.38,887$518K0.0%+14.6%0.000%
8/13/2025 Gamco Investors INC. ET AL45,586$607K0.0%-4.7%0.000%
8/12/2025 Private Management Group Inc.276,391$3.68M0.1%-2.6%0.000%
8/8/2025 Cornerstone Advisors LLC7,313$97K0.0%-65.5%0.000%
8/5/2025 Beckerman Institutional LLC41,874$558K0.4%+38.1%0.000%
8/4/2025 Wolverine Asset Management LLC64,077$854K0.0%-6.0%0.000%
7/31/2025 180 Wealth Advisors LLC104,941$1.40M0.2%+6.5%0.000%
7/29/2025 Stephens Inc. AR63,089$840K0.0%-6.5%0.000%
7/17/2025 Janney Montgomery Scott LLC14,326$191K0.0%-10.5%0.000%
5/16/2025Almitas Capital LLC10,800$130K0.0%N/A0.000%
5/15/2025Landscape Capital Management L.L.C.11,229$135K0.0%N/A0.000%
5/14/2025Gamco Investors INC. ET AL47,830$574K0.0%+51.4%0.000%
5/12/2025Wolverine Asset Management LLC68,153$818K0.0%+132.7%0.000%
5/9/2025Cornerstone Advisors LLC21,181$254K0.0%+227.0%0.000%
5/9/2025Shaker Financial Services LLC22,742$273K0.1%-76.2%0.000%
5/7/2025Private Management Group Inc.283,882$3.41M0.1%-2.2%0.000%
5/5/2025Blue Bell Private Wealth Management LLC106,058$1.27M0.2%+3.7%0.000%
5/5/2025Beckerman Institutional LLC30,325$364K0.3%N/A0.000%
5/5/2025Private Advisor Group LLC22,958$275K0.0%-9.7%0.000%
5/1/2025Stephens Inc. AR67,509$810K0.0%-4.5%0.000%
4/30/2025Silverlake Wealth Management LLC14,134$170K0.1%-16.0%0.000%
4/24/2025Matisse Capital71,849$862K0.5%N/A0.000%
4/9/2025NBC Securities Inc.2,870$34K0.0%+143,400.0%0.000%
4/9/2025180 Wealth Advisors LLC98,574$1.18M0.2%+7.5%0.000%
2/17/2025Capstone Investment Advisors LLC59,157$692K0.0%N/A0.000%
2/17/2025Bank of America Corp DE284,071$3.32M0.0%-1.6%0.000%
2/14/2025Comerica Bank11,000$129K0.0%+10.0%0.000%
2/14/2025Shaker Financial Services LLC95,751$1.12M0.4%+54.0%0.000%
2/13/2025GABELLI & Co INVESTMENT ADVISERS INC.82,711$968K0.2%N/A0.000%
2/13/2025Raymond James Financial Inc.28,083$329K0.0%N/A0.000%
2/13/2025Wells Fargo & Company MN71,727$839K0.0%-1.4%0.000%
2/7/2025Cornerstone Advisors LLC6,477$76K0.0%-50.3%0.000%
2/7/2025Independent Advisor Alliance10,090$118K0.0%N/A0.000%
2/7/2025Blue Bell Private Wealth Management LLC102,258$1.20M0.2%+12.4%0.000%
2/6/2025Raymond James Financial Inc.28,083$329K0.0%N/A0.000%
2/4/2025WealthShield Partners LLC12,596$147K0.0%N/A0.000%
2/3/2025Wolverine Asset Management LLC29,283$343K0.0%+8.9%0.000%
2/3/2025Private Advisor Group LLC25,417$297K0.0%+21.3%0.000%
1/28/2025Stephens Inc. AR70,685$827K0.0%-3.4%0.000%
1/27/2025Private Management Group Inc.290,276$3.40M0.1%-1.4%0.000%
1/27/2025Silverlake Wealth Management LLC16,821$197K0.1%-31.7%0.000%
1/14/2025180 Wealth Advisors LLC91,693$1.07M0.2%+5.0%0.000%
11/25/2024Sanctuary Advisors LLC75,224$968K0.0%+1.6%0.000%
11/9/2024Landscape Capital Management L.L.C.11,668$145K0.0%-26.8%0.000%
11/8/2024Cornerstone Advisors LLC13,026$162K0.0%-71.6%0.000%
11/4/2024Wolverine Asset Management LLC26,884$334K0.0%+299.7%0.000%
10/31/2024Shaker Financial Services LLC62,183$772K0.3%-24.2%0.000%
10/29/2024Private Management Group Inc.294,501$3.66M0.1%-1.0%0.000%
10/28/2024Stephens Inc. AR73,195$908K0.0%-1.6%0.000%
10/22/2024International Assets Investment Management LLC26,495$329K0.0%+1,141.0%0.000%
10/22/2024Private Advisor Group LLC20,951$260K0.0%N/A0.000%
10/10/2024Silverlake Wealth Management LLC24,630$306K0.1%-30.6%0.000%
9/5/2024Sanctuary Advisors LLC74,011$843K0.0%N/A0.000%
8/9/2024Cornerstone Advisors LLC45,893$518K0.0%+32.3%0.000%
8/6/2024Private Management Group Inc.297,353$3.36M0.1%-0.4%0.000%
8/5/2024Blue Bell Private Wealth Management LLC81,586$921K0.2%+8.3%0.000%
8/3/2024Shaker Financial Services LLC81,994$926K0.4%+4.8%0.000%
8/2/2024Wolverine Asset Management LLC6,726$76K0.0%-61.7%0.000%
7/17/2024180 Wealth Advisors LLC78,340$912K0.1%+12.4%0.000%
5/10/2024Cornerstone Advisors LLC34,686$417K0.0%-9.8%0.000%
5/9/2024Private Management Group Inc.298,542$3.59M0.1%+0.7%0.000%
4/24/2024Blue Bell Private Wealth Management LLC75,336$906K0.2%+2.8%0.000%
4/18/2024Silverlake Wealth Management LLC35,222$423K0.2%+2.6%0.000%
4/16/2024180 Wealth Advisors LLC69,699$838K0.2%+18.8%0.000%
2/13/2024Stephens Inc. AR79,270$930K0.0%+6.7%0.000%
2/9/2024Cornerstone Advisors LLC38,471$451K0.0%+84.7%0.000%
2/7/2024Shaker Financial Services LLC13,662$160K0.1%-70.1%0.000%
2/2/2024Private Management Group Inc.296,558$3.48M0.1%+0.5%0.000%
1/25/2024Blue Bell Private Wealth Management LLC73,259$859K0.2%-3.7%0.000%
1/25/2024180 Wealth Advisors LLC58,683$681K0.1%+12.5%0.000%
1/24/2024International Assets Investment Management LLC25,044$294K0.0%N/A0.000%
1/16/2024Raymond James & Associates78,432$920K0.0%-31.0%0.000%
11/14/2023AQR Arbitrage LLC11,158$116K0.0%N/A0.000%
11/13/2023Wolverine Asset Management LLC10,212$106K0.0%+938.9%0.000%
11/9/2023Cornerstone Advisors LLC20,829$216K0.0%-12.0%0.000%
11/7/2023Atlas Wealth LLC608,075$6.30M1.2%-1.2%0.000%
11/4/2023NBC Securities Inc.2,967$30K0.0%N/A0.000%
11/2/2023Shaker Financial Services LLC45,766$474K0.2%N/A0.000%
11/1/2023180 Wealth Advisors LLC52,174$541K0.1%+8.2%0.000%
10/30/2023Private Management Group Inc.294,991$3.06M0.1%+12.2%0.000%
10/30/2023Blue Bell Private Wealth Management LLC76,065$788K0.2%+1.5%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.23,316$242K0.0%-27.9%0.000%
10/24/2023Raymond James & Associates113,709$1.18M0.0%-2.1%0.000%
10/10/2023Silverlake Wealth Management LLC33,553$348K0.2%+27.4%0.000%
8/11/2023Cornerstone Advisors LLC23,667$284K0.0%-17.1%0.000%
8/10/2023GABELLI & Co INVESTMENT ADVISERS INC.82,711$991K0.2%N/A0.000%
8/8/2023Blue Bell Private Wealth Management LLC74,925$898K0.2%+2.4%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.32,358$388K0.0%+3.8%0.000%
7/25/2023Raymond James & Associates116,166$1.39M0.0%+5.4%0.000%
7/12/2023180 Wealth Advisors LLC48,210$576K0.1%+8.0%0.000%
5/9/2023Atlas Wealth LLC602,133$7.01M1.4%-1.1%0.000%
5/8/2023Wolverine Asset Management LLC6,030$70K0.0%-74.2%0.000%
5/8/2023Private Management Group Inc.257,804$3.00M0.1%+2.0%0.000%
5/8/2023Blue Bell Private Wealth Management LLC73,188$852K0.3%-1.6%0.000%
4/14/2023Raymond James Financial Services Advisors Inc.31,165$363K0.0%-13.2%0.000%
4/14/2023Raymond James & Associates110,210$1.28M0.0%+29.4%0.000%
4/13/2023Silverlake Wealth Management LLC30,534$356K0.2%+11.5%0.000%
4/7/2023180 Wealth Advisors LLC44,628$520K0.1%+6.5%0.000%
(Data available from 1/1/2016 forward)

GGZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GGZ shares?

During the previous two years, 30 institutional investors and hedge funds held shares of The Gabelli Global Small and Mid Cap Value Trust. The most heavily invested institutionals were Atlas Wealth LLC ($6.30M), Private Management Group Inc. ($3.68M), 180 Wealth Advisors LLC ($1.40M), Blue Bell Private Wealth Management LLC ($1.27M), Bank of America Corp DE ($1.18M), GABELLI & Co INVESTMENT ADVISERS INC. ($968K), and Sanctuary Advisors LLC ($968K).Learn more on The Gabelli Global Small and Mid Cap Value Trust's institutional investors.

Which institutional investors have been buying The Gabelli Global Small and Mid Cap Value Trust's stock?

Of the 25 institutional investors that purchased The Gabelli Global Small and Mid Cap Value Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Shaker Financial Services LLC ($83.08K), GABELLI & Co INVESTMENT ADVISERS INC. ($82.71K), Sanctuary Advisors LLC ($75.22K), Matisse Capital ($71.85K), Wolverine Asset Management LLC ($70.66K), Raymond James Financial Inc. ($61.11K), and Capstone Investment Advisors LLC ($59.16K).

How much institutional buying is happening at The Gabelli Global Small and Mid Cap Value Trust?

Institutional investors have bought a total of 580,789 shares in the last 24 months. This purchase volume represents approximately $6.96M in transactions.

Which of The Gabelli Global Small and Mid Cap Value Trust's major shareholders have been selling company stock?

Of the 12 institutional investors that sold The Gabelli Global Small and Mid Cap Value Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Shaker Financial Services LLC ($92.82K), Cornerstone Advisors LLC ($53.28K), Silverlake Wealth Management LLC ($21.34K), Private Management Group Inc. ($20.96K), Stephens Inc. AR ($11.28K), Bank of America Corp DE ($4.74K), and Landscape Capital Management L.L.C. ($4.28K).

How much institutional selling is happening at The Gabelli Global Small and Mid Cap Value Trust?

Institutional investors have sold a total of 220,157 shares in the last 24 months. This volume of shares sold represents approximately $2.71M in transactions.


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This page (NYSE:GGZ) was last updated on 9/15/2025 by MarketBeat.com Staff
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