Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / Common Shares
-
Number of holders
-
37
-
Total 13F shares, excl. options
-
1,980,929
-
Shares change
-
+184,424
-
Total reported value, excl. options
-
$23,233,581
-
Value change
-
+$2,118,852
-
Number of buys
-
17
-
Number of sells
-
-14
-
Price
-
$11.70
Significant Holders of Gabelli Global Small & Mid Cap Value Trust - Common Shares (GGZ) as of Q4 2024
41 filings reported holding GGZ - Gabelli Global Small & Mid Cap Value Trust - Common Shares as of Q4 2024.
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 1,980,929 shares
.
Largest 10 shareholders include MORGAN STANLEY (336,556 shares), PRIVATE MANAGEMENT GROUP INC (290,276 shares), BANK OF AMERICA CORP /DE/ (284,071 shares), BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC (102,258 shares), Shaker Financial Services, LLC (95,751 shares), UBS Group AG (94,979 shares), 180 WEALTH ADVISORS, LLC (91,693 shares), GABELLI & Co INVESTMENT ADVISERS, INC. (82,711 shares), Sanctuary Advisors, LLC (75,219 shares), and WELLS FARGO & COMPANY/MN (71,727 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.