GGZ
The Gabelli Global Small and Mid Cap Value Trust
1W: -0.3%
1M: -4.5%
3M: -6.6%
YTD: +2.8%
1Y: +8.2%
3Y: +66.6%
5Y: +22.9%
$15.38
-0.01 (-0.05%)
Weekly Expected Move ±1.8%
$15
$15
$15
$16
$16
Institutional Ownership — GGZ
43
Institutional Holders
-6 vs prior quarter
0.0%
Ownership
+0.00pp
38M
Total Invested
4
New Positions
9
Increased
16
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (53 total)
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| Atlas Wealth LLC | 523,754 | $8M |
| Institute for Wealth Management, LL | 298 | $5K |
| MERCER GLOBAL ADVISORS INC /ADV | 260 | $4K |
| Arax Advisory Partners | 160 | $2K |
| CWM, LLC | 16 | $0K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Matisse Capital | 40,365 | $621K |
| Advisory Services Network, LLC | 400 | $6K |
| FLAGSHIP HARBOR ADVISORS, LLC | 300 | $5K |
| SageView Advisory Group, LLC | 208 | $3K |
| PNC Financial Services Group, Inc. | 200 | $3K |
| HARBOUR INVESTMENTS, INC. | 119 | $2K |
| Cornerstone Advisors, LLC | 82 | $1K |
| MAI Capital Management | 73 | $1K |
| Larson Financial Group LLC | 65 | $1K |
| JONES FINANCIAL COMPANIES LLLP | 50 | $1K |
| Spire Wealth Management | 40 | $1K |
| Beaird Harris Wealth Management, LL | 20 | $0K |
Biggest Increases (9)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BLUE BELL PRIVATE WEALTH MANAGEMENT | +11,597 | +7.3% | 170,121 |
| LPL Financial LLC | +11,134 | +18.9% | 69,937 |
| Private Advisor Group, LLC | +9,761 | +74.2% | 22,915 |
| MORGAN STANLEY | +4,448 | +1.5% | 309,049 |
| BANK OF AMERICA CORP /DE | +1,119 | +1.3% | 86,414 |
| STEPHENS INC /AR | +766 | +1.7% | 46,001 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +112 | +1.0% | 11,351 |
| SILVERLAKE WEALTH MANAGEMENT LLC | +76 | +0.5% | 15,004 |
| Capital Advisors, Ltd. LLC | +1 | +1.4% | 70 |
Biggest Decreases (13)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | -60,828 | -95.7% | 2,731 |
| GatePass Capital, LLC | -8,000 | -9.2% | 79,000 |
| PRIVATE MANAGEMENT GROUP INC | -5,815 | -2.3% | 250,827 |
| EVOLVE PRIVATE WEALTH, LLC | -3,474 | -5.0% | 66,046 |
| RAYMOND JAMES FINANCIAL INC | -2,172 | -2.4% | 88,095 |
| CSS LLC/IL | -1,881 | -5.2% | 34,071 |
| WELLS FARGO & COMPANY/MN | -1,000 | -1.9% | 51,462 |
| FIFTH THIRD BANCORP | -1,000 | -9.1% | 10,000 |
| COMMONWEALTH EQUITY SERVICES, LLC | -985 | -8.1% | 11,250 |
| 180 WEALTH ADVISORS, LLC | -896 | -0.7% | 118,916 |
| ROYAL BANK OF CANADA | -540 | -90.0% | 60 |
| UBS Group AG | -212 | -0.3% | 78,168 |
| Beckerman Institutional, LLC | -208 | -0.4% | 57,321 |