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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.

Q3 2023 vs. Q2 2023

How the institutions holding Gabelli Global Small & Mid Cap Value Trust changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of GGZ: Q2 2023 compared with Q3 2023
MeasureQ2 2023Q3 2023Change
Holders4038−2
Shares2.37M2.39M+25.9K (+1.1%)
Value$28.6M$24.8M−$3.77M (−13.2%)

New holders (6)

Institutions that held Gabelli Global Small & Mid Cap Value Trust at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to GGZ in Q3 2023
InstitutionSharesValue% of portfolio
Shaker Financial Services, LLC45,766$474.1K0.22%
Comerica Bank12,573$130.3K0.00%
CNH Partners LLC11,158$115.6K0.01%
NBC Securities, Inc.2,967$30.0K0.00%
Gradient Investments LLC400$4.14K0.00%
Huntington National Bank–$1760.00%

Sold out (8)

Institutions that held Gabelli Global Small & Mid Cap Value Trust at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of GGZ in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Royal Bank of Canada79,889$957.0K
TD Waterhouse Canada Inc.340$3.77K
JPMorgan Chase & Co165$1.98K
The PNC Financial Services Group, Inc.115$1.38K
Sunbelt Securities, Inc.95$1.14K
Caldwell Sutter Capital, Inc.90$1.08K
WealthPLAN Partners, LLC42$503
FMR LLC1$12