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 |
|---|---|---|---|---|---|
| ATLAS WEALTH LLC | 07/28/2026 | 523.75 K | $8.53 M | 100.00% | 6.66% |
| MORGAN STANLEY | 08/13/2026 | 309.05 K | $5.03 M | 1.46% | 3.93% |
| PRIVATE MANAGEMENT GROUP INC | 07/31/2026 | 250.83 K | $4.08 M | -2.27% | 3.19% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 170.12 K | $2.77 M | 7.32% | 2.16% |
| 180 WEALTH ADVISORS, LLC | 07/07/2026 | 118.92 K | $1.94 M | -0.75% | 1.51% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 88.10 K | $1.43 M | -2.41% | 1.12% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 86.41 K | $1.41 M | 1.31% | 1.10% |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 08/12/2026 | 82.71 K | $1.35 M | 0.00% | 1.05% |
| GATEPASS CAPITAL, LLC | 07/30/2026 | 79.00 K | $1.29 M | -9.20% | 1.01% |
| UBS GROUP AG | 08/13/2026 | 78.17 K | $1.27 M | -0.27% | 0.99% |
| LPL FINANCIAL LLC | 08/07/2026 | 69.94 K | $1.14 M | 18.93% | 0.89% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 08/17/2026 | 69.16 K | $1.13 M | 0.00% | 0.88% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 66.05 K | $1.08 M | -5.00% | 0.84% |
| BECKERMAN INSTITUTIONAL, LLC | 08/11/2026 | 57.32 K | $933.18 K | -0.36% | 0.73% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 51.46 K | $837.80 K | -1.91% | 0.65% |
| STEPHENS INC /AR/ | 07/29/2026 | 46.00 K | $748.90 K | 1.69% | 0.59% |
| GAMCO INVESTORS, INC. ET AL | 08/12/2026 | 45.59 K | $742.14 K | 0.00% | 0.58% |
| CSS LLC/IL | 08/14/2026 | 34.07 K | $554.68 K | -5.23% | 0.43% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 22.92 K | $373.05 K | 74.21% | 0.29% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 08/06/2026 | 15.00 K | $244.26 K | 0.51% | 0.19% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 11.35 K | $184.79 K | 1.00% | 0.14% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 11.25 K | $183.15 K | -8.05% | 0.14% |
| FIFTH THIRD BANCORP | 08/05/2026 | 10.00 K | $162.80 K | -9.09% | 0.13% |
| ANCORA ADVISORS, LLC | 08/14/2026 | 5.00 K | $81.40 K | 0.00% | 0.06% |
| NBC SECURITIES, INC. | 07/21/2026 | 2.87 K | $46.72 K | 0.00% | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 2.73 K | $44.49 K | -95.70% | 0.03% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 2.14 K | $34.89 K | 0.00% | 0.03% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 07/28/2026 | 450 | $7.33 K | 0.00% | 0.01% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 07/28/2026 | 298 | $4.85 K | 100.00% | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 260 | $4.23 K | 100.00% | 0.00% |
| BFSG, LLC | 07/20/2026 | 260 | $4.23 K | 0.00% | 0.00% |
| SOA WEALTH ADVISORS, LLC. | 07/21/2026 | 242 | $3.94 K | 0.00% | 0.00% |
| ATLANTIC UNION BANKSHARES CORP | 08/11/2026 | 200 | $3.26 K | 0.00% | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 07/14/2026 | 160 | $2.61 K | 0.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 160 | $2.61 K | 100.00% | 0.00% |
| MEDALLION WEALTH ADVISORS, LLC | 08/14/2026 | 100 | $1.63 K | 0.00% | 0.00% |
| CAPITAL ADVISORS, LTD. LLC | 07/16/2026 | 70 | $1.00 K | 1.45% | 0.00% |
| ROYAL BANK OF CANADA | 08/14/2026 | 60 | $1.00 K | -90.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 36 | $586 | 0.00% | 0.00% |
| KEATING FINANCIAL ADVISORY SERVICES, INC. | 08/11/2026 | 31 | $505 | 0.00% | 0.00% |
| FOURTH DIMENSION WEALTH, LLC | 07/31/2026 | 12 | $195 | 0.00% | 0.00% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| SPIRE WEALTH MANAGEMENT | 07/15/2026 | 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, 59 institutional investors and hedge funds held shares of Gabelli Global Small and Mid Cap Value Trust. The most heavily invested institutionals were:
Atlas Wealth LLC: 523,754
MORGAN STANLEY: 309,049
PRIVATE MANAGEMENT GROUP INC: 250,827
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: 170,121
180 WEALTH ADVISORS, LLC: 118,916
RAYMOND JAMES FINANCIAL INC: 88,095
29.42% of Gabelli Global Small and Mid Cap Value Trust stock is owned by institutional investors.
Institutional investors have bought a total of 2.47 M shares in the last 24 months. This purchase volume represents approximately $38.31 M in transactions.