Q4 2022 13F Holders as of 12/31/2022
-
Type / Class
-
Equity / Common Shares
-
Number of holders
-
33
-
Total 13F shares, excl. options
-
2.3M
-
Shares change
-
-125K
-
Total reported value, excl. options
-
$25.8M
-
Value change
-
-$1.15M
-
Number of buys
-
14
-
Number of sells
-
-11
-
Price
-
$11.22
Significant Holders of Gabelli Global Small & Mid Cap Value Trust - Common Shares (GGZ) as of Q4 2022
35 filings reported holding GGZ - Gabelli Global Small & Mid Cap Value Trust - Common Shares as of Q4 2022.
Gabelli Global Small & Mid Cap Value Trust - Common Shares (GGZ) has 33 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.3M shares
.
Largest 10 shareholders include Atlas Wealth LLC (609K shares), MORGAN STANLEY (395K shares), BANK OF AMERICA CORP /DE/ (277K shares), PRIVATE MANAGEMENT GROUP INC (253K shares), UBS Group AG (89.1K shares), RAYMOND JAMES & ASSOCIATES (85.2K shares), BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC (74.4K shares), Royal Bank of Canada (72.3K shares), STEPHENS INC /AR/ (68.8K shares), and WELLS FARGO & COMPANY/MN (66.8K shares).
This table shows the top 33 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.