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 2024 vs. Q3 2024
How the institutions holding Gabelli Global Small & Mid Cap Value Trust changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 38 | 2 | 39 | +3 |
| Shares | 1.82M | 33.1K | 1.98M | +198.0K (+11.1%) |
| Value | $22.2M | $410.6K | $23.2M | +$1.40M (+6.4%) |
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (8)
Institutions that held Gabelli Global Small & Mid Cap Value Trust at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Gabelli & Co Investment Advisers, Inc. | 82,711 | $967.7K | 0.17% |
| Capstone Investment Advisors, LLC | 59,157 | $692.1K | 0.01% |
| Raymond James Financial Inc | 28,083 | $328.6K | 0.00% |
| WealthShield Partners, LLC | 12,596 | $147.4K | 0.02% |
| GatePass Capital, LLC | 12,000 | $140.4K | 0.15% |
| Independent Advisor Alliance | 10,090 | $118.1K | 0.00% |
| Salem Investment Counselors Inc | 25 | $293 | 0.00% |
| Fourth Dimension Wealth, LLC | 12 | $140 | 0.00% |
Sold out (5)
Institutions that held Gabelli Global Small & Mid Cap Value Trust at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Susquehanna International Group, LLP | 22,170 | $275.1K |
| Landscape Capital Management, L.L.C. | 11,668 | $144.8K |
| Gilliland Jeter Wealth Management LLC | 1,034 | $12.8K |
| Bryn Mawr Trust Co | 200 | $2.48K |
| International Assets Investment Management, LLC | 26,495 | – |
Not filed for Q4 2024 yet (2)
Institutions that held Gabelli Global Small & Mid Cap Value Trust at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 20,971 | $260.3K |
| Raymond James & Associates | 12,114 | $150.3K |