Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / Common Shares
-
Number of holders
-
37
-
Total 13F shares, excl. options
-
2,523,490
-
Shares change
-
+663,646
-
Total reported value, excl. options
-
$28,573,954
-
Value change
-
+$7,544,900
-
Number of buys
-
18
-
Number of sells
-
10
-
Price
-
$11.29
Institutional Holders of Gabelli Global Small & Mid Cap Value Trust - Common Shares (GGZ) as of Q2 2024
As of 30 Jun 2024 Gabelli Global Small & Mid Cap Value Trust - Common Shares (GGZ) had 37 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,523,490 shares of stock of the company.
Largest 10 holders included Atlas Wealth LLC, MORGAN STANLEY, PRIVATE MANAGEMENT GROUP INC, BANK OF AMERICA CORP /DE/, GABELLI & Co INVESTMENT ADVISERS, INC., UBS Group AG, Shaker Financial Services, LLC, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC, 180 WEALTH ADVISORS, LLC, and STEPHENS INC /AR/.
This table shows 37 institutional shareholders of the security as of 30 Jun 2024.
| 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.