Gabelli Global Small & Mid Cap Value Trust
GGZ- Exchange
- NYSE
- SEC CIK
- 0001585855
No open-market purchases or sales by Gabelli Global Small & Mid Cap Value Trust insiders were filed in the last 90 days; 41 institutions reported holding it in 13F filings for Q2 2026, worth $37.6M in total; no superinvestor holds it.
Q2 2021 vs. Q1 2021
How the institutions holding Gabelli Global Small & Mid Cap Value Trust changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Q2 2021 | Change |
|---|---|---|---|
| Holders | 38 | 36 | −2 |
| Shares | 2.16M | 2.24M | +76.5K (+3.5%) |
| Value | $31.5M | $35.8M | +$4.26M (+13.5%) |
New holders (6)
Institutions that held Gabelli Global Small & Mid Cap Value Trust at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Shaker Financial Services, LLC | 40,926 | $655.0K | 0.24% |
| American Portfolios Advisors | 24,728 | $395.6K | 0.02% |
| Advisory Services Network, LLC | 1,418 | $23.0K | 0.00% |
| US Bancorp | 207 | $3.00K | 0.00% |
| Allworth Financial LP | 148 | $2.00K | 0.00% |
| Northwestern Mutual Wealth Management Co | 50 | $1.00K | 0.00% |
Sold out (8)
Institutions that held Gabelli Global Small & Mid Cap Value Trust at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Punch & Associates Investment Management, Inc. | 30,476 | $445.0K |
| International Assets Investment Management, LLC | 4,680 | $61.0K |
| FNY Investment Advisers, LLC | 2,074 | $30.0K |
| Sowell Financial Services LLC | 224 | $3.00K |
| Wealthcare Advisory Partners LLC | 60 | $1.00K |
| Eudaimonia Partners, LLC | 85 | $1.00K |
| Brown Brothers Harriman & Co | 9 | $0 |
| Lenox Wealth Advisors, LLC | 1 | $0 |