Go Pro
→ Trump's New Dollar (From Porter & Company) (Ad)tc pixel Free GGZ Stock Alerts

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

The Gabelli Global Small and Mid Cap Value Trust logo
$16.76 +0.07 (+0.39%)
Closing price 03:49 PM Eastern
Extended Trading
$16.79 +0.02 (+0.15%)
As of 04:10 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 Massive. 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)
12
Total
Institutional Inflows
(last 12 months)
$6.40M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$1.68M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2026Evolve Private Wealth LLC66,046$1.08M0.1%N/A0.000%
8/11/2026 Beckerman Institutional LLC57,321$933K0.4%N/A0.000%
8/6/2026 Silverlake Wealth Management LLC15,004$244K0.0%N/A0.000%
7/7/2026 180 Wealth Advisors LLC118,916$1.94M0.2%-0.7%0.000%
5/6/2026 GatePass Capital LLC87,000$1.31M0.6%-1.1%0.000%
5/4/2026 Beckerman Institutional LLC57,529$864K0.5%-2.3%0.000%
5/1/2026 180 Wealth Advisors LLC119,812$1.80M0.2%+2.9%0.000%
5/1/2026 Fifth Third Bancorp11,000$165K0.0%N/A0.000%
4/27/2026 Private Advisor Group LLC13,154$198K0.0%+8.6%0.000%
2/18/2026Evolve Private Wealth LLC70,004$1.05M0.1%N/A0.000%
2/17/2026Osaic Holdings Inc.102,589$1.54M0.0%+5.2%0.000%
2/13/2026Wells Fargo & Company MN51,524$773K0.0%-17.5%0.000%
2/12/2026 Private Management Group Inc.260,254$3.90M0.1%-3.8%0.000%
2/11/2026 LPL Financial LLC44,802$672K0.0%+147.3%0.000%
2/10/2026 Beckerman Institutional LLC58,885$883K0.5%+1.6%0.000%
2/9/2026 Blue Bell Private Wealth Management LLC148,001$2.22M0.3%+12.3%0.000%
2/5/2026 Stephens Inc. AR45,449$682K0.0%-14.9%0.000%
2/3/2026 International Assets Investment Management LLC2,135$32K0.0%N/A0.000%
1/29/2026Matisse Capital40,365$605K0.3%-43.8%0.000%
1/9/2026 180 Wealth Advisors LLC116,480$1.75M0.2%+5.5%0.000%
11/17/2025Bank of America Corp DE150,953$2.18M0.0%+71.1%0.000%
11/14/2025Raymond James Financial Inc.69,688$1.01M0.0%+79.2%0.000%
11/14/2025Two Sigma Investments LP11,601$168K0.0%-28.0%0.000%
11/14/2025 Private Management Group Inc.270,557$3.91M0.1%-2.1%0.000%
11/13/2025UBS Group AG86,050$1.24M0.0%-13.6%0.000%
11/13/2025 Private Advisor Group LLC12,134$175K0.0%-49.6%0.000%
11/6/2025 Beckerman Institutional LLC57,943$837K0.5%+38.4%0.000%
10/28/2025 Silverlake Wealth Management LLC14,271$206K0.1%-23.5%0.000%
10/27/2025 Stephens Inc. AR53,419$772K0.0%-15.3%0.000%
10/22/2025 Blue Bell Private Wealth Management LLC131,781$1.90M0.3%+11.9%0.000%
10/16/2025 180 Wealth Advisors LLC110,359$1.60M0.2%+5.2%0.000%
8/25/2025 Silverlake Wealth Management LLC18,658$249K0.1%+32.0%0.000%
8/15/2025Bank of America Corp DE88,235$1.18M0.0%+1.5%0.000%
8/14/2025Raymond James Financial Inc.38,887$518K0.0%+14.6%0.000%
8/13/2025Gamco 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%
Iran War Shock: What I Was Told In That Private Meeting (Ad)

You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially the reasons why we’re bombing the country.tc pixel

Because THIS is the real reason.
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%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
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%


GGZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 33 institutional investors and hedge funds held shares of The Gabelli Global Small and Mid Cap Value Trust. The most heavily invested institutionals were Private Management Group Inc. ($3.90M), Blue Bell Private Wealth Management LLC ($2.22M), Bank of America Corp DE ($2.18M), 180 Wealth Advisors LLC ($1.94M), Osaic Holdings Inc. ($1.54M), GatePass Capital LLC ($1.31M), and UBS Group AG ($1.24M).Learn more on The Gabelli Global Small and Mid Cap Value Trust's institutional investors.

Of the 26 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: Evolve Private Wealth LLC ($136.05K), Beckerman Institutional LLC ($116.21K), Raymond James Financial Inc. ($91.91K), GABELLI & Co INVESTMENT ADVISERS INC. ($82.71K), Sanctuary Advisors LLC ($75.22K), Matisse Capital ($71.85K), and Bank of America Corp DE ($64.05K).

Institutional investors have bought a total of 420,706 shares in the last 24 months. This purchase volume represents approximately $6.40M in transactions.

Of the 11 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: Matisse Capital ($31.48K), Stephens Inc. AR ($17.64K), Private Management Group Inc. ($16.14K), UBS Group AG ($13.59K), Private Advisor Group LLC ($11.97K), Wells Fargo & Company MN ($10.90K), and Two Sigma Investments LP ($4.52K).

Institutional investors have sold a total of 113,877 shares in the last 24 months. This volume of shares sold represents approximately $1.68M in transactions.


Related Companies

Institutional ownership data for NYSE:GGZ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel