GGZ

Gabelli Global Small and Mid-Cap Value Trust
GGZ

Overview Fund Activity

38 hedge funds and large institutions have $23.1M invested in Gabelli Global Small and Mid-Cap Value Trust in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
–
Holders Change %
0%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GCIA
Gabelli & Co Investment Advisers
New York
$968K
2
Capstone Investment Advisors
Capstone Investment Advisors
New York
$692K
3
SFS
Shaker Financial Services
Virginia
$1.12M
4
Osaic Holdings
Osaic Holdings
Arizona
$625K
5
WP
WealthShield Partners
North Carolina
$147K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
2
LCM
Landscape Capital Management
New Jersey
$0
3
SWM
Silverlake Wealth Management
Vermont
$197K
4
CA
Cornerstone Advisors
North Carolina
$75.8K
5
Bank of America
Bank of America
North Carolina
$3.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.94M +$44.6K +3,812 +1%
PMG
2
Private Management Group
California
$3.4M -$49.4K -4,225 -1%
Bank of America
3
Bank of America
North Carolina
$3.32M -$55.5K -4,743 -2%
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$1.2M +$132K +11,262 +12%
SFS
5
Shaker Financial Services
Virginia
$1.12M +$393K +33,568 +54%
UBS Group
6
UBS Group
Switzerland
$1.11M +$77.1K +6,593 +7%
1WA
7
180 Wealth Advisors
Washington
$1.07M +$51.6K +4,407 +5%
GCIA
8
Gabelli & Co Investment Advisers
New York
$968K +$968K +82,711 New
SA
9
Sanctuary Advisors
Indiana
$937K -$62 -5 -0%
Wells Fargo
10
Wells Fargo
California
$839K -$11.5K -985 -1%
SI
11
Stephens Inc
Arkansas
$827K -$29.4K -2,510 -3%
Capstone Investment Advisors
12
Capstone Investment Advisors
New York
$692K +$692K +59,157 New
Osaic Holdings
13
Osaic Holdings
Arizona
$625K +$152K +13,011 +32%
CL
14
CSS LLC
Illinois
$564K – – –
GI
15
GAMCO Investors
Connecticut
$370K – – –
WAM
16
Wolverine Asset Management
Illinois
$343K +$28.1K +2,399 +9%
Raymond James Financial
17
Raymond James Financial
Florida
$329K +$329K +28,083 New
PAG
18
Private Advisor Group
New Jersey
$297K +$52.3K +4,466 +21%
SWM
19
Silverlake Wealth Management
Vermont
$197K -$91.4K -7,809 -32%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$187K -$841 -72 -0.4%
WP
21
WealthShield Partners
North Carolina
$147K +$147K +12,596 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$138K +$70 +6 +0.1%
Comerica Bank
23
Comerica Bank
Texas
$129K +$11.7K +1,000 +10%
IAA
24
Independent Advisor Alliance
North Carolina
$118K +$118K +10,090 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$80K +$54.2K +4,657 +211%
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