GGZ

Gabelli Global Small and Mid-Cap Value Trust
GGZ

Overview Fund Activity

38 hedge funds and large institutions have $22.2M invested in Gabelli Global Small and Mid-Cap Value Trust in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
38
Holders Change
-2
Holders Change %
-5%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
11
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$260K
2
WAM
2
Wolverine Asset Management
Illinois
$334K
3
BBPWM
3
Blue Bell Private Wealth Management
Pennsylvania
$1.13M
4
1WA
4
180 Wealth Advisors
Washington
$1.08M
5
UBS Group
5
UBS Group
Switzerland
$1.1M

Top Sellers

1
AW
1
Atlas Wealth
Ohio
$0
2
GCIA
2
Gabelli & Co Investment Advisers
New York
$0
3
CA
3
Cornerstone Advisors
North Carolina
$162K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$27K
5
SFS
5
Shaker Financial Services
Virginia
$772K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.13M 332,744 -1,709 -0.5%
PMG
2
Private Management Group
California
$3.65M 294,501 -2,852 -1%
Bank of America
3
Bank of America
North Carolina
$3.58M 288,814 +641 +0.2%
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$1.13M 90,996 +9,410 +12%
UBS Group
5
UBS Group
Switzerland
$1.1M 88,386 +6,382 +8%
1WA
6
180 Wealth Advisors
Washington
$1.08M 87,286 +8,946 +11%
SA
7
Sanctuary Advisors
Indiana
$968K 75,224 +1,213 +2%
SI
8
Stephens Inc
Arkansas
$908K 73,195 -1,175 -2%
Wells Fargo
9
Wells Fargo
California
$902K 72,712 -1,273 -2%
SFS
10
Shaker Financial Services
Virginia
$772K 62,183 -19,811 -24%
CL
11
CSS LLC
Illinois
$599K 48,242 – –
Osaic Holdings
12
Osaic Holdings
Arizona
$502K 40,425 -2,852 -7%
GI
13
GAMCO Investors
Connecticut
$392K 31,586 – –
WAM
14
Wolverine Asset Management
Illinois
$334K 26,884 +20,158 +300%
SWM
15
Silverlake Wealth Management
Vermont
$306K 24,630 -10,839 -31%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$275K 22,170 +4,404 +25%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$260K 20,971 -1,665 -7%
PAG
18
Private Advisor Group
New Jersey
$260K 20,951 +20,951 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$200K 16,085 +72 +0.4%
CA
20
Cornerstone Advisors
North Carolina
$162K 13,026 -32,867 -72%
RJA
21
Raymond James & Associates
Florida
$150K 12,114 -3,520 -23%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$146K 11,794 -94 -0.8%
LCM
23
Landscape Capital Management
New Jersey
$145K 11,668 -4,281 -27%
Comerica Bank
24
Comerica Bank
Texas
$124K 10,000 – –
AA
25
Ancora Advisors
Ohio
$62.1K 5,000 – –
1
2