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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.

Q1 2022 vs. Q4 2021

How the institutions holding Gabelli Global Small & Mid Cap Value Trust changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of GGZ: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders38136−1
Shares2.18M1342.14M−32.6K (−1.5%)
Value$34.6M$2.00K$29.9M−$4.70M (−13.6%)

1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (4)

Institutions that held Gabelli Global Small & Mid Cap Value Trust at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to GGZ in Q1 2022
InstitutionSharesValue% of portfolio
Commonwealth Equity Services, LLC16,275$227.0K0.00%
Wolverine Asset Management LLC5,589$78.0K0.00%
IFP Advisors, Inc1,300$15.0K0.00%
FMR LLC1$00.00%

Sold out (5)

Institutions that held Gabelli Global Small & Mid Cap Value Trust at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of GGZ in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Shaker Financial Services, LLC23,963$381.0K
Bank of New York Mellon Corp15,000$239.0K
TSFG, LLC103$2.00K
Geneos Wealth Management Inc.100$1.00K
Comprehensive Financial Consultants Institutional, Inc.60$0

Not filed for Q1 2022 yet (1)

Institutions that held Gabelli Global Small & Mid Cap Value Trust at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding GGZ in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Harbour Investments, Inc.134$2.00K