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

$12.46 +0.19 (+1.55%)
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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)
11
Total
Institutional Inflows
(last 12 months)
$2.53M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.62M
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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
1/28/2025 Stephens Inc. AR70,685$827K0.0%-3.4%0.000%
1/27/2025 Private 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%
10/29/2024 Private 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%
8/6/2024 Private 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%
5/10/2024Cornerstone Advisors LLC34,686$417K0.0%-9.8%0.000%
5/9/2024 Private 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%
2/2/2024 Private 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%
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11/1/2023 180 Wealth Advisors LLC52,174$541K0.1%+8.2%0.000%
10/30/2023 Private 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%
5/8/2023 Private 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%
2/3/2023 Private 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%
11/8/2022 Private 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%
8/5/2022 Private 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%
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%
7/11/2022 180 Wealth Advisors LLC26,049$291K0.1%+26.7%0.000%
5/12/2022Cornerstone Advisors LLC44,789$626K0.0%+19.9%0.000%
5/11/2022Raymond James & Associates400,713$5.60M0.0%-11.2%0.000%
5/6/2022 Private Management Group Inc.180,917$2.53M0.1%-2.6%0.000%
5/4/2022Wolverine Asset Management LLC5,589$78K0.0%N/A0.000%
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5/4/2022 Stephens Inc. AR32,329$452K0.0%+32.8%0.000%
5/4/2022Commonwealth Equity Services LLC16,275$227K0.0%N/A0.000%
4/22/2022 180 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%
3/7/2022 Stephens 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%
2/8/2022 Private Management Group Inc.185,727$3.03M0.1%-1.5%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, 18 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), 180 Wealth Advisors LLC ($1.07M), GABELLI & Co INVESTMENT ADVISERS INC. ($991K), Sanctuary Advisors LLC ($968K), Blue Bell Private Wealth Management LLC ($921K), and Raymond James & Associates ($920K).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 17 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), GABELLI & Co INVESTMENT ADVISERS INC. ($82.71K), Sanctuary Advisors LLC ($75.22K), Shaker Financial Services LLC ($49.51K), International Assets Investment Management LLC ($49.40K), 180 Wealth Advisors LLC ($48.66K), and Private Management Group Inc. ($47.93K).

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

Institutional investors have bought a total of 1,117,121 shares in the last 24 months. This purchase volume represents approximately $12.65M in transactions.

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

Of the 11 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 ($44.36K), Raymond James & Associates ($37.73K), Wolverine Asset Management LLC ($28.17K), Silverlake Wealth Management LLC ($18.65K), Raymond James Financial Services Advisors Inc. ($14.90K), and Atlas Wealth LLC ($13.88K).

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

Institutional investors have sold a total of 231,919 shares in the last 24 months. This volume of shares sold represents approximately $2.73M in transactions.


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This page (NYSE:GGZ) was last updated on 1/30/2025 by MarketBeat.com Staff
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