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

The Gabelli Global Small and Mid Cap Value Trust logo
$16.28 +0.04 (+0.25%)
Closing price 03:53 PM Eastern
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$16.28 0.00 (-0.01%)
As of 04:10 PM 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)
12
Total
Institutional Inflows
(last 12 months)
$4.39M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$2.12M
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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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/6/2026GatePass Capital LLC87,000$1.31M0.6%-1.1%0.000%
5/4/2026Beckerman Institutional LLC57,529$864K0.5%-2.3%0.000%
5/1/2026180 Wealth Advisors LLC119,812$1.80M0.2%+2.9%0.000%
5/1/2026Fifth Third Bancorp11,000$165K0.0%N/A0.000%
4/27/2026Private 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%
2/12/2026Private Management Group Inc.260,254$3.90M0.1%-3.8%0.000%
2/11/2026LPL Financial LLC44,802$672K0.0%+147.3%0.000%
2/10/2026Beckerman Institutional LLC58,885$883K0.5%+1.6%0.000%
2/9/2026Blue Bell Private Wealth Management LLC148,001$2.22M0.3%+12.3%0.000%
2/5/2026Stephens Inc. AR45,449$682K0.0%-14.9%0.000%
2/3/2026International Assets Investment Management LLC2,135$32K0.0%N/A0.000%
1/29/2026Matisse Capital40,365$605K0.3%-43.8%0.000%
1/9/2026180 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%
11/14/2025Private 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%
11/13/2025Private Advisor Group LLC12,134$175K0.0%-49.6%0.000%
11/6/2025Beckerman Institutional LLC57,943$837K0.5%+38.4%0.000%
10/28/2025Silverlake Wealth Management LLC14,271$206K0.1%-23.5%0.000%
10/27/2025Stephens Inc. AR53,419$772K0.0%-15.3%0.000%
10/22/2025Blue Bell Private Wealth Management LLC131,781$1.90M0.3%+11.9%0.000%
10/16/2025180 Wealth Advisors LLC110,359$1.60M0.2%+5.2%0.000%
8/25/2025Silverlake 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%
8/12/2025Private Management Group Inc.276,391$3.68M0.1%-2.6%0.000%
8/8/2025Cornerstone Advisors LLC7,313$97K0.0%-65.5%0.000%
8/5/2025Beckerman Institutional LLC41,874$558K0.4%+38.1%0.000%
8/4/2025Wolverine Asset Management LLC64,077$854K0.0%-6.0%0.000%
7/31/2025180 Wealth Advisors LLC104,941$1.40M0.2%+6.5%0.000%
7/29/2025Stephens Inc. AR63,089$840K0.0%-6.5%0.000%
7/17/2025Janney 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%
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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%
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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%


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 ($1.80M), 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: Raymond James Financial Inc. ($91.91K), GABELLI & Co INVESTMENT ADVISERS INC. ($82.71K), Sanctuary Advisors LLC ($75.22K), Matisse Capital ($71.85K), Evolve Private Wealth LLC ($70.00K), Bank of America Corp DE ($64.05K), and Wolverine Asset Management LLC ($61.43K).

Institutional investors have bought a total of 300,251 shares in the last 24 months. This purchase volume represents approximately $4.39M in transactions.

Of the 14 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), Private Management Group Inc. ($23.63K), Stephens Inc. AR ($22.06K), Cornerstone Advisors LLC ($13.87K), UBS Group AG ($13.59K), Private Advisor Group LLC ($11.97K), and Wells Fargo & Company MN ($10.90K).

Institutional investors have sold a total of 146,767 shares in the last 24 months. This volume of shares sold represents approximately $2.12M in transactions.


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This page (NYSE:GGZ) was last updated on 6/30/2026 by MarketBeat.com Staff.
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