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

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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)
16
Total
Institutional Inflows
(last 12 months)
$3.85M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$1.65M
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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
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%
2/15/2024Comerica Bank10,000$117K0.0%-20.5%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%
2/9/2024UBS Group AG86,002$1.01M0.0%-1.4%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%
1/25/2024 International Assets Investment Management LLC25,044$294K0.0%N/A0.000%
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%
1/24/2024 International Assets Investment Management LLC25,044$294K0.0%N/A0.000%
1/16/2024Raymond James & Associates78,432$920K0.0%-31.0%0.000%
11/21/2023Comerica Bank12,573$130K0.0%N/A0.000%
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%
11/9/2023UBS Group AG87,203$903K0.0%-2.0%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%
11/1/2023180 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%
8/15/2023Wells Fargo & Company MN70,528$845K0.0%-2.0%0.000%
8/15/2023Royal Bank of Canada79,889$957K0.0%+24.0%0.000%
8/14/2023Stephens Inc. AR70,284$842K0.0%+8.4%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%
5/15/2023Stephens Inc. AR64,834$755K0.0%-5.8%0.000%
5/12/2023Bank of America Corp DE267,583$3.12M0.0%-3.5%0.000%
5/12/2023UBS Group AG88,062$1.03M0.0%-1.2%0.000%
5/9/2023Atlas Wealth LLC602,133$7.01M1.4%-1.1%0.000%
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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%
2/16/2023Silverlake Wealth Management LLC27,384$307K0.2%N/A0.000%
2/15/2023Gamco Investors INC. ET AL31,586$354K0.0%-6.6%0.000%
2/15/2023Morgan Stanley395,254$4.44M0.0%+21.8%0.000%
2/14/2023Atlas Wealth LLC608,780$6.83M1.8%N/A0.000%
2/13/2023Wells Fargo & Company MN66,845$750K0.0%-39.1%0.000%
2/10/2023Bank of America Corp DE277,251$3.11M0.0%-26.6%0.000%
2/10/2023Advisor Group Holdings Inc.33,049$372K0.0%+814.2%0.000%
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%
2/8/2023UBS Group AG89,144$1M0.0%-3.9%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%
2/2/2023180 Wealth Advisors LLC41,921$521K0.1%+23.0%0.000%
1/25/2023Stephens Inc. AR68,814$772K0.0%+27.2%0.000%
11/15/2022Commonwealth Equity Services LLC13,005$123K0.0%-10.9%0.000%
11/14/2022Royal Bank of Canada32,089$306K0.0%+6.0%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%
11/10/2022UBS Group AG92,721$884K0.0%+2.4%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%
11/8/2022Private Management Group Inc.245,561$2.34M0.1%+3.1%0.000%
11/2/2022Stephens 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%
10/12/2022180 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%
8/3/2022Stephens 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%
8/1/2022Parallel Advisors LLC3,400$38K0.0%N/A0.000%
8/1/2022Shaker Financial Services LLC13,898$153K0.1%N/A0.000%
7/19/2022Commonwealth Equity Services LLC14,600$161K0.0%-10.3%0.000%
7/13/2022Private Advisor Group LLC11,965$132K0.0%-7.7%0.000%
7/11/2022180 Wealth Advisors LLC26,049$291K0.1%+26.7%0.000%
6/7/2022Bank of America Corp DE444,106$6.21M0.0%-0.4%0.000%
5/17/2022Royal Bank of Canada27,832$389K0.0%-37.7%0.000%
5/12/2022Cornerstone Advisors LLC44,789$626K0.0%+19.9%0.000%
5/11/2022Raymond James Financial Services Advisors Inc.52,047$728K0.0%+7.5%0.000%
5/11/2022Raymond James & Associates400,713$5.60M0.0%-11.2%0.000%
5/6/2022Private Management Group Inc.180,917$2.53M0.1%-2.6%0.000%
5/4/2022Advisor Group Holdings Inc.3,558$49K0.0%+42.1%0.000%
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5/4/2022Wolverine Asset Management LLC5,589$78K0.0%N/A0.000%
5/4/2022Stephens Inc. AR32,329$452K0.0%+32.8%0.000%
5/4/2022Commonwealth Equity Services LLC16,275$227K0.0%N/A0.000%
4/22/2022180 Wealth Advisors LLC20,561$278K0.1%+25.1%0.000%
4/21/2022Blue Bell Private Wealth Management LLC76,334$1.07M0.3%+5.3%0.000%
3/7/2022Stephens Inc. AR24,349$387K0.0%-4.3%0.000%
2/15/2022Shepherd Kaplan Krochuk LLC20,620$328K0.1%N/A0.000%
2/14/2022CSS LLC IL45,965$731K0.0%-9.9%0.000%
2/10/2022Private Advisor Group LLC12,140$193K0.0%-42.8%0.000%
2/8/2022Raymond James Financial Services Advisors Inc.48,423$770K0.0%-5.6%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), Morgan Stanley ($4.44M), Private Management Group Inc. ($3.48M), Bank of America Corp DE ($3.12M), UBS Group AG ($1.01M), GABELLI & Co INVESTMENT ADVISERS INC. ($991K), and Royal Bank of Canada ($957K).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 23 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: Atlas Wealth LLC ($608.78K), Private Management Group Inc. ($110.59K), Shaker Financial Services LLC ($98.66K), GABELLI & Co INVESTMENT ADVISERS INC. ($82.71K), Morgan Stanley ($70.83K), Stephens Inc. AR ($54.88K), and 180 Wealth Advisors LLC ($53.26K).

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

Institutional investors have bought a total of 1,392,020 shares in the last 24 months. This purchase volume represents approximately $15.61M in transactions.

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

Of the 17 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: Bank of America Corp DE ($112.06K), Raymond James & Associates ($95.42K), Wells Fargo & Company MN ($44.29K), Shaker Financial Services LLC ($32.10K), Raymond James Financial Services Advisors Inc. ($24.87K), Wolverine Asset Management LLC ($17.31K), and Royal Bank of Canada ($16.85K).

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

Institutional investors have sold a total of 398,918 shares in the last 24 months. This volume of shares sold represents approximately $4.69M in transactions.


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This page (NYSE:GGZ) was last updated on 4/19/2024 by MarketBeat.com Staff

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