Gabelli Global Small and Mid Cap Value Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2025 | 303.21 K | $4.38 M | -0.31% | 3.83% |
| PRIVATE MANAGEMENT GROUP INC | 11/13/2025 | 270.56 K | $3.91 M | -2.11% | 3.42% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 150.95 K | $2.18 M | 71.08% | 1.91% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10/22/2025 | 131.78 K | $1.90 M | 11.87% | 1.67% |
| 180 WEALTH ADVISORS, LLC | 10/16/2025 | 110.36 K | $1.59 M | 5.16% | 1.39% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 97.52 K | $1.40 M | 53.93% | 1.23% |
| 10/29/2025 | 88.00 K | $1.27 M | 0.00% | 1.11% | |
| UBS GROUP AG | 11/13/2025 | 86.05 K | $1.24 M | -13.64% | 1.09% |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 11/12/2025 | 82.71 K | $1.20 M | 0.00% | 1.05% |
| MATISSE CAPITAL | 10/29/2025 | 71.85 K | $1.04 M | 0.00% | 0.91% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 69.69 K | $1.01 M | 79.21% | 0.88% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 11/14/2025 | 69.16 K | $999.32 K | 0.00% | 0.87% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 62.42 K | $902.02 K | 0.08% | 0.79% |
| BECKERMAN INSTITUTIONAL, LLC | 11/06/2025 | 57.94 K | $837.29 K | 38.37% | 0.73% |
| STEPHENS INC /AR/ | 10/27/2025 | 53.42 K | $771.91 K | -15.33% | 0.68% |
| GAMCO INVESTORS, INC. ET AL | 11/12/2025 | 45.59 K | $658.72 K | 0.00% | 0.58% |
| CSS LLC/IL | 11/13/2025 | 43.66 K | $630.86 K | -6.60% | 0.55% |
| LPL FINANCIAL LLC | 11/12/2025 | 18.12 K | $261.83 K | 4.44% | 0.23% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 10/28/2025 | 14.27 K | $206.22 K | -23.51% | 0.18% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 12.13 K | $175.34 K | -49.65% | 0.15% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 11.75 K | $170.00 K | -0.03% | 0.15% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 11.60 K | $167.63 K | -28.04% | 0.15% |
| COMERICA BANK | 11/14/2025 | 11.00 K | $158.95 K | 0.00% | 0.14% |
| ANCORA ADVISORS, LLC | 11/14/2025 | 5.00 K | $72.25 K | 0.00% | 0.06% |
| NBC SECURITIES, INC. | 11/14/2025 | 2.87 K | $41.47 K | 0.00% | 0.04% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 2.82 K | $40.75 K | 100.00% | 0.04% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 10/22/2025 | 450 | $6.50 K | 0.00% | 0.01% |
| ADVISORY SERVICES NETWORK, LLC | 11/18/2025 | 400 | $5.78 K | 100.00% | 0.01% |
| BFSG, LLC | 10/29/2025 | 260 | $3.76 K | 0.00% | 0.00% |
| SOA WEALTH ADVISORS, LLC. | 10/21/2025 | 242 | $3.50 K | 100.00% | 0.00% |
| ATLANTIC UNION BANKSHARES CORP | 11/04/2025 | 200 | $2.89 K | 100.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 12/02/2025 | 169 | $2.44 K | 0.00% | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 10/07/2025 | 160 | $2.31 K | 100.00% | 0.00% |
| LARSON FINANCIAL GROUP LLC | 11/14/2025 | 150 | $2.17 K | 100.00% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2025 | 150 | $2.00 K | 100.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 11/12/2025 | 118 | $1.70 K | 1.72% | 0.00% |
| CORNERSTONE ADVISORS, LLC | 11/07/2025 | 96 | $1.39 K | -98.69% | 0.00% |
| CAPITAL ADVISORS, LTD. LLC | 10/16/2025 | 68 | $1.00 K | 1.49% | 0.00% |
| SPIRE WEALTH MANAGEMENT | 10/23/2025 | 40 | $578 | 0.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 36 | $520 | 0.00% | 0.00% |
| BEAIRD HARRIS WEALTH MANAGEMENT, LLC | 11/13/2025 | 20 | $289 | 100.00% | 0.00% |
| FOURTH DIMENSION WEALTH, LLC | 11/04/2025 | 12 | $173 | 0.00% | 0.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 10/28/2025 | 0 | $0 | -100.00% | 0.00% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 0 | $0 | -100.00% | 0.00% |
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Gabelli Global Small and Mid Cap Value Trust institutional Ownership - FAQ's
During the previous two years, 46 institutional investors and hedge funds held shares of Gabelli Global Small and Mid Cap Value Trust. The most heavily invested institutionals were:
180 WEALTH ADVISORS, LLC: 116,480
Matisse Capital: 40,365
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 2,135
North Star Investment Management Corp.: 450
FLAGSHIP HARBOR ADVISORS, LLC: 300
BFSG, LLC: 260
23.85% of Gabelli Global Small and Mid Cap Value Trust stock is owned by institutional investors.
Institutional investors have bought a total of 1.62 M shares in the last 24 months. This purchase volume represents approximately $25.83 M in transactions.