Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / Common Shares
-
Number of holders
-
39
-
Total 13F shares, excl. options
-
1.92M
-
Shares change
-
+9.88K
-
Total reported value, excl. options
-
$23M
-
Value change
-
+$127K
-
Number of buys
-
20
-
Number of sells
-
-10
-
Price
-
$12.00
Significant Holders of Gabelli Global Small & Mid Cap Value Trust - Common Shares (GGZ) as of Q1 2025
42 filings reported holding GGZ - Gabelli Global Small & Mid Cap Value Trust - Common Shares as of Q1 2025.
Gabelli Global Small & Mid Cap Value Trust - Common Shares (GGZ) has 39 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.92M shares
.
Largest 10 shareholders include MORGAN STANLEY (338K shares), PRIVATE MANAGEMENT GROUP INC (284K shares), BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC (106K shares), UBS Group AG (100K shares), 180 WEALTH ADVISORS, LLC (98.6K shares), GatePass Capital, LLC (88K shares), BANK OF AMERICA CORP /DE/ (86.9K shares), GABELLI & Co INVESTMENT ADVISERS, INC. (82.7K shares), Matisse Capital (71.8K shares), and CAPSTONE INVESTMENT ADVISORS, LLC (69.2K shares).
This table shows the top 39 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.