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.
Q4 2022 vs. Q3 2022
How the institutions holding Gabelli Global Small & Mid Cap Value Trust changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 35 | 1 | 37 | +3 |
| Shares | 1.86M | 28.1K | 2.30M | +468.3K (+25.6%) |
| Value | $17.7M | $268.0K | $25.8M | +$8.40M (+48.1%) |
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (6)
Institutions that held Gabelli Global Small & Mid Cap Value Trust at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Atlas Wealth LLC | 608,780 | $6.83M | 1.84% |
| Steward Partners Investment Advisory, LLC | 544 | $6.11K | 0.00% |
| Advisory Services Network, LLC | 400 | $4.49K | 0.00% |
| Larson Financial Group LLC | 111 | $1.25K | 0.00% |
| Armstrong Advisory Group, Inc | 58 | $651 | 0.00% |
| GWM Advisors LLC | 36 | $0 | 0.00% |
Sold out (3)
Institutions that held Gabelli Global Small & Mid Cap Value Trust at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Gabelli & Co Investment Advisers, Inc. | 86,856 | $828.0K |
| Shaker Financial Services, LLC | 52,897 | $504.0K |
| Private Advisor Group, LLC | 15,865 | $151.0K |
Not filed for Q4 2022 yet (1)
Institutions that held Gabelli Global Small & Mid Cap Value Trust at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| American Portfolios Advisors | 28,120 | $268.0K |