Q2 2025 13F Holders as of 6/30/2025
-
Type / Class
-
Equity / Common Shares
-
Number of holders
-
36
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Total 13F shares, excl. options
-
1.86M
-
Shares change
-
-57.1K
-
Total reported value, excl. options
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$24.8M
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Value change
-
-$701K
-
Number of buys
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12
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Number of sells
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-17
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Price
-
$13.32
Significant Holders of Gabelli Global Small & Mid Cap Value Trust - Common Shares (GGZ) as of Q2 2025
41 filings reported holding GGZ - Gabelli Global Small & Mid Cap Value Trust - Common Shares as of Q2 2025.
Gabelli Global Small & Mid Cap Value Trust - Common Shares (GGZ) has 36 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.86M shares
.
Largest 10 shareholders include MORGAN STANLEY (304K shares), PRIVATE MANAGEMENT GROUP INC (276K shares), BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC (118K shares), 180 WEALTH ADVISORS, LLC (105K shares), UBS Group AG (99.6K shares), BANK OF AMERICA CORP /DE/ (88.2K shares), GatePass Capital, LLC (88K 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 36 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.