Free Trial
→ This Crypto Is Set to Explode in December (From Crypto 101 Media) (Ad) Free GGZ Stock Alerts

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

$12.14 0.00 (0.00%)
(As of 12/20/2024 04:33 PM ET)
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)
11
Total
Institutional Inflows
(last 12 months)
$2.85M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.90M
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
11/25/2024 Sanctuary Advisors LLC75,224$968K0.0%+1.6%0.000%
11/9/2024 Landscape Capital Management L.L.C.11,668$145K0.0%-26.8%0.000%
11/8/2024 Cornerstone Advisors LLC13,026$162K0.0%-71.6%0.000%
11/4/2024 Wolverine Asset Management LLC26,884$334K0.0%+299.7%0.000%
10/31/2024 Shaker 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%
10/22/2024 Private Advisor Group LLC20,951$260K0.0%N/A0.000%
10/10/2024 Silverlake Wealth Management LLC24,630$306K0.1%-30.6%0.000%
9/5/2024 Sanctuary Advisors LLC74,011$843K0.0%N/A0.000%
8/9/2024 Cornerstone 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%
8/5/2024 Blue Bell Private Wealth Management LLC81,586$921K0.2%+8.3%0.000%
8/3/2024 Shaker Financial Services LLC81,994$926K0.4%+4.8%0.000%
8/2/2024 Wolverine Asset Management LLC6,726$76K0.0%-61.7%0.000%
7/17/2024 180 Wealth Advisors LLC78,340$912K0.1%+12.4%0.000%
5/10/2024 Cornerstone 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%
4/24/2024 Blue 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%
2/9/2024 Cornerstone Advisors LLC38,471$451K0.0%+84.7%0.000%
2/7/2024 Shaker 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%
1/25/2024 Blue 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%
11/14/2023 AQR Arbitrage LLC11,158$116K0.0%N/A0.000%
11/13/2023 Wolverine Asset Management LLC10,212$106K0.0%+938.9%0.000%
11/9/2023 Cornerstone Advisors LLC20,829$216K0.0%-12.0%0.000%
11/7/2023 Atlas Wealth LLC608,075$6.30M1.2%-1.2%0.000%
11/4/2023 NBC Securities Inc.2,967$30K0.0%N/A0.000%
11/2/2023 Shaker Financial Services LLC45,766$474K0.2%N/A0.000%
11/1/2023 180 Wealth Advisors LLC52,174$541K0.1%+8.2%0.000%
10/30/2023 Private Management Group Inc.294,991$3.06M0.1%+12.2%0.000%
10/30/2023 Blue 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%
Why Buffett, Griffin and 100 members of Congress are Piling into this One Investment (Ad)

This isn't just another investment. It might be the last retirement stock you'll ever need. But this window of opportunity is closing fast.

Click here for the ticker >>>
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%
8/11/2023 Cornerstone Advisors LLC23,667$284K0.0%-17.1%0.000%
8/10/2023 GABELLI & Co INVESTMENT ADVISERS INC.82,711$991K0.2%N/A0.000%
8/8/2023 Blue 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%
5/9/2023 Atlas Wealth LLC602,133$7.01M1.4%-1.1%0.000%
5/8/2023 Wolverine 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%
5/8/2023 Blue 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%
2/14/2023 Atlas 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%
2/3/2023 Blue 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%
11/10/2022 Cornerstone Advisors LLC51,931$495K0.0%+51.9%0.000%
11/10/2022 Wolverine Asset Management LLC23,831$227K0.0%+136.1%0.000%
11/9/2022 Shaker Financial Services LLC52,897$504K0.2%+280.6%0.000%
11/9/2022 Blue 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%
10/14/2022 Private 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%
8/3/2022 Wolverine Asset Management LLC10,092$111K0.0%+80.6%0.000%
8/2/2022 Blue Bell Private Wealth Management LLC73,506$812K0.3%-3.7%0.000%
8/1/2022 Parallel Advisors LLC3,400$38K0.0%N/A0.000%
8/1/2022 Shaker Financial Services LLC13,898$153K0.1%N/A0.000%
7/19/2022Commonwealth Equity Services LLC14,600$161K0.0%-10.3%0.000%
7/13/2022 Private Advisor Group LLC11,965$132K0.0%-7.7%0.000%
7/11/2022 180 Wealth Advisors LLC26,049$291K0.1%+26.7%0.000%
5/12/2022 Cornerstone 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%
5/4/2022 Wolverine Asset Management LLC5,589$78K0.0%N/A0.000%
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%
4/21/2022 Blue Bell Private Wealth Management LLC76,334$1.07M0.3%+5.3%0.000%
Vladimir Lenin was right… (Ad)

The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold $3 billion of Amazon… it’s why Nvidia’s CEO just sold $713 million... and it’s why Zuckerberg just sold $1.3 billion in Meta stock. The financial establishment doesn’t want you to know about this… but a controversial new documentary just pulled back the curtain and exposed what’s really going on. It’s called The Final Frontier.

Including the name of the #1 company to buy.
3/7/2022 Stephens Inc. AR24,349$387K0.0%-4.3%0.000%
2/15/2022 Shepherd Kaplan Krochuk LLC20,620$328K0.1%N/A0.000%
2/14/2022 CSS LLC IL45,965$731K0.0%-9.9%0.000%
2/10/2022 Private 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%
2/8/2022 Bank of America Corp DE446,001$7.09M0.0%+13.1%0.000%
2/8/2022Raymond James & Associates451,269$7.18M0.0%+2.4%0.000%
2/7/2022 Shaker Financial Services LLC23,963$381K0.1%-62.1%0.000%
1/26/2022 Blue Bell Private Wealth Management LLC72,480$1.15M0.3%-1.6%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, 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. ($3.66M), GABELLI & Co INVESTMENT ADVISERS INC. ($991K), Sanctuary Advisors LLC ($968K), Blue Bell Private Wealth Management LLC ($921K), Raymond James & Associates ($920K), and 180 Wealth Advisors LLC ($912K).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), Private Management Group Inc. ($47.93K), and 180 Wealth Advisors LLC ($44.25K).

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

Institutional investors have bought a total of 1,127,449 shares in the last 24 months. This purchase volume represents approximately $12.77M 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), Raymond James Financial Services Advisors Inc. ($14.90K), Atlas Wealth LLC ($13.88K), and Silverlake Wealth Management LLC ($10.84K).

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

Institutional investors have sold a total of 217,375 shares in the last 24 months. This volume of shares sold represents approximately $2.56M in transactions.


Related Companies

This page (NYSE:GGZ) was last updated on 12/22/2024 by MarketBeat.com Staff
From Our Partners
This Crypto Is Set to Explode in December
It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...
Crypto 101 Media | Sponsored
Did You See Trump’s Bombshell Exec. Order 001?
Starting with what I call Exec. Order 001. It’s a bombshell law that I believe Trump will sign within minut...
Banyan Hill Publishing | Sponsored
WARNING: “Buffett Indicator” flashing for first time in 50 years
Warren Buffett has sold a staggering $97 billion worth of stocks this year... But why? Our research indi...
Behind the Markets | Sponsored
Your bank is lying to you.
You might think you have your money in a high-yield savings account, but do you really? The national average A...
MyBankTracker | Sponsored
Rare "crisis signal" triggers for third time in U.S. market
A rare pattern has just repeated for the third time in U.S. history. The last two times this happened, the...
Stansberry Research | Sponsored
AI breakthrough about to upend industry
Everyone is talking about AI right now. The talk has been endless ever since ChatGPT was released to the m...
Porter & Company | Sponsored
Could This Tiny Device Help You Make an Extra $30k a Year?
I believe it’s going to power Elon Musk’s next AI revolution… A revolution he believes will be worth more t...
Brownstone Research | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Altcoin season moves fast, and those who hesitate are left behind. The window is closing.
Crypto Swap Profits | Sponsored