Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / Common Shares
-
Number of holders
-
37
-
Total 13F shares, excl. options
-
2.37M
-
Shares change
-
+83K
-
Total reported value, excl. options
-
$28.6M
-
Value change
-
+$999K
-
Number of buys
-
22
-
Number of sells
-
-10
-
Price
-
$11.98
Significant Holders of Gabelli Global Small & Mid Cap Value Trust - Common Shares (GGZ) as of Q2 2023
40 filings reported holding GGZ - Gabelli Global Small & Mid Cap Value Trust - Common Shares as of Q2 2023.
Gabelli Global Small & Mid Cap Value Trust - Common Shares (GGZ) has 37 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.37M shares
.
Largest 10 shareholders include Atlas Wealth LLC (615K shares), MORGAN STANLEY (369K shares), BANK OF AMERICA CORP /DE/ (269K shares), PRIVATE MANAGEMENT GROUP INC (263K shares), RAYMOND JAMES & ASSOCIATES (116K shares), UBS Group AG (89K shares), GABELLI & Co INVESTMENT ADVISERS, INC. (82.7K shares), Royal Bank of Canada (79.9K shares), BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC (74.9K shares), and WELLS FARGO & COMPANY/MN (70.5K shares).
This table shows the top 37 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.