Free Trial
→ Blackrock’s Sending THIS Crypto Higher on Purpose (From Crypto 101 Media) (Ad) Buy GGZ Stock  Free GGZ Stock Alerts

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

$12.17 +0.13 (+1.08%)
Closing price 05/2/2025 03:58 PM Eastern
Extended Trading
$12.13 -0.04 (-0.33%)
As of 05/2/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for The Gabelli Global Small and Mid Cap Value Trust (NYSE:GGZ)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$6.25M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.46M
Get GGZ Insider Trade Alerts

Want to know when executives and insiders are buying or selling The Gabelli Global Small and Mid Cap Value Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

GGZ Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025 Stephens Inc. AR67,509$810K0.0%-4.5%0.000%
4/30/2025 Silverlake Wealth Management LLC14,134$170K0.1%-16.0%0.000%
4/24/2025 Matisse Capital71,849$862K0.5%N/A0.000%
4/9/2025 NBC Securities Inc.2,870$34K0.0%+143,400.0%0.000%
4/9/2025 180 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%
1/28/2025 Stephens Inc. AR70,685$827K0.0%-3.4%0.000%
1/27/2025Private Management Group Inc.290,276$3.40M0.1%-1.4%0.000%
1/27/2025 Silverlake Wealth Management LLC16,821$197K0.1%-31.7%0.000%
1/14/2025 180 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%
10/28/2024 Stephens Inc. AR73,195$908K0.0%-1.6%0.000%
10/22/2024 International Assets Investment Management LLC26,495$329K0.0%+1,141.0%0.000%
10/22/2024Private Advisor Group LLC20,951$260K0.0%N/A0.000%
10/10/2024 Silverlake 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%
7/17/2024 180 Wealth Advisors LLC78,340$912K0.1%+12.4%0.000%
Trump’s Bitcoin Reserve is No Accident… (Ad)

Bryce Paul believes this is the #1 coin to buy right now The catalyst behind this surge is a massive new blockchain development…

Just click here to get all the details on this crypto coin now
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%
4/18/2024 Silverlake Wealth Management LLC35,222$423K0.2%+2.6%0.000%
4/16/2024 180 Wealth Advisors LLC69,699$838K0.2%+18.8%0.000%
2/13/2024 Stephens 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%
1/25/2024 180 Wealth Advisors LLC58,683$681K0.1%+12.5%0.000%
1/24/2024 International 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%
11/4/2023 NBC Securities Inc.2,967$30K0.0%N/A0.000%
11/2/2023Shaker Financial Services LLC45,766$474K0.2%N/A0.000%
11/1/2023 180 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%
10/10/2023 Silverlake 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%
7/12/2023 180 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%
4/13/2023 Silverlake Wealth Management LLC30,534$356K0.2%+11.5%0.000%
4/7/2023 180 Wealth Advisors LLC44,628$520K0.1%+6.5%0.000%
2/14/2023Atlas Wealth LLC608,780$6.83M1.8%N/A0.000%
2/8/2023Raymond James Financial Services Advisors Inc.35,912$403K0.0%-3.0%0.000%
2/8/2023Raymond James & Associates85,152$955K0.0%+2.3%0.000%
2/3/2023Blue Bell Private Wealth Management LLC74,412$835K0.3%-2.7%0.000%
2/3/2023Private Management Group Inc.252,808$2.84M0.1%+3.0%0.000%
2/2/2023 180 Wealth Advisors LLC41,921$521K0.1%+23.0%0.000%
1/25/2023 Stephens Inc. AR68,814$772K0.0%+27.2%0.000%
11/10/2022Cornerstone Advisors LLC51,931$495K0.0%+51.9%0.000%
11/10/2022Wolverine Asset Management LLC23,831$227K0.0%+136.1%0.000%
11/9/2022Shaker Financial Services LLC52,897$504K0.2%+280.6%0.000%
11/9/2022Blue Bell Private Wealth Management LLC76,473$729K0.3%+4.0%0.000%
Elon’s Terrifying Warning Forces Trump To Take Action (Ad)

Elon Musk has avoided two major financial crises before. He pulled Tesla and SpaceX back from the brink of collapse and built two of the most valuable companies in history. Now, he's sounding the alarm about America's $36 trillion debt time bomb that could destroy the fabric of our society.As head of the Department of Government Efficiency (DOGE) under President Trump, Musk is exposing just how bad things are...

Get your free gold guide!
11/8/2022Private Management Group Inc.245,561$2.34M0.1%+3.1%0.000%
11/2/2022 Stephens Inc. AR54,079$515K0.0%+21.9%0.000%
10/25/2022Raymond James & Associates83,205$793K0.0%-7.9%0.000%
10/25/2022Raymond James Financial Services Advisors Inc.37,018$353K0.0%-21.2%0.000%
10/14/2022Private Advisor Group LLC15,865$151K0.0%+32.6%0.000%
10/12/2022 180 Wealth Advisors LLC34,091$325K0.1%+30.9%0.000%
8/5/2022Private Management Group Inc.238,209$2.63M0.1%+31.7%0.000%
8/3/2022 Stephens Inc. AR44,369$490K0.0%+37.2%0.000%
8/3/2022Wolverine Asset Management LLC10,092$111K0.0%+80.6%0.000%
8/2/2022Blue Bell Private Wealth Management LLC73,506$812K0.3%-3.7%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, 26 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. ($3.40M), Bank of America Corp DE ($3.32M), Blue Bell Private Wealth Management LLC ($1.20M), 180 Wealth Advisors LLC ($1.18M), Shaker Financial Services LLC ($1.12M), and GABELLI & Co INVESTMENT ADVISERS INC. ($968K).Learn more on GGZ's institutional investors.

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

Of the 22 institutional investors that purchased The Gabelli Global Small and Mid Cap Value Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: GABELLI & Co INVESTMENT ADVISERS INC. ($165.42K), Shaker Financial Services LLC ($83.08K), Sanctuary Advisors LLC ($75.22K), Matisse Capital ($71.85K), Capstone Investment Advisors LLC ($59.16K), Raymond James Financial Inc. ($56.17K), and International Assets Investment Management LLC ($49.40K).

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

Institutional investors have bought a total of 815,415 shares in the last 24 months. This purchase volume represents approximately $9.45M in transactions.

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

Of the 13 institutional investors that sold The Gabelli Global Small and Mid Cap Value Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Shaker Financial Services LLC ($51.92K), Cornerstone Advisors LLC ($50.91K), Raymond James & Associates ($37.73K), Wolverine Asset Management LLC ($28.17K), Silverlake Wealth Management LLC ($21.34K), Atlas Wealth LLC ($13.88K), and Raymond James Financial Services Advisors Inc. ($9.04K).

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

Institutional investors have sold a total of 242,145 shares in the last 24 months. This volume of shares sold represents approximately $2.86M in transactions.


Related Companies

This page (NYSE:GGZ) was last updated on 5/3/2025 by MarketBeat.com Staff
From Our Partners
Elon’s Terrifying Warning Forces Trump To Take Action
Elon Musk has avoided two major financial crises before. He pulled Tesla and SpaceX back from the brink of col...
American Hartford Gold | Sponsored
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored
Trump’s Bitcoin Reserve is No Accident…
Bryce Paul believes this is the #1 coin to buy right now The catalyst behind this surge is a massive new b...
Crypto 101 Media | Sponsored
Elon Set to Shock the World on June 1st?
Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believ...
Brownstone Research | Sponsored
Gold Alert: The Truth About Fort Knox Is Coming
Owning physical gold isn’t the best way to profit. I’ve found a better way to invest in gold—one that’s alr...
Golden Portfolio | Sponsored
Shocking AI play that’s beats Nvidia by a country mile
You’ve seen the headlines about Nvidia. Now Tim Sykes is sounding the alarm — because what CEO Jensen Huang is...
Timothy Sykes | Sponsored
What President Trump’s Executive Order 14154 means for your money
Nearly $3 trillion disappeared from the stock market on Thursday morning. According to Whitney Tilson - a f...
Stansberry Research | Sponsored
How to invest in Elon Musk’s Optimus before its launch
Elon Musk is set to completely take over the AI industry with Optimus… A breakthrough AI-powered robot that El...
InvestorPlace | Sponsored