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 | 02/13/2026 | 304.73 K | $4.57 M | 0.50% | 3.85% |
| PRIVATE MANAGEMENT GROUP INC | 02/12/2026 | 260.25 K | $3.90 M | -3.81% | 3.29% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 148.00 K | $2.22 M | 12.31% | 1.87% |
| 180 WEALTH ADVISORS, LLC | 01/09/2026 | 116.48 K | $1.75 M | 5.55% | 1.47% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 102.59 K | $1.54 M | 5.20% | 1.30% |
| 02/09/2026 | 88.00 K | $1.32 M | 0.00% | 1.11% | |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 85.93 K | $1.29 M | -43.07% | 1.09% |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 02/05/2026 | 82.71 K | $1.24 M | 0.00% | 1.05% |
| UBS GROUP AG | 01/29/2026 | 79.56 K | $1.19 M | -7.54% | 1.01% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 75.53 K | $1.13 M | 8.38% | 0.95% |
| 02/17/2026 | 70.00 K | $1.05 M | 100.00% | 0.88% | |
| CAPSTONE INVESTMENT ADVISORS, LLC | 02/17/2026 | 69.16 K | $1.04 M | 0.00% | 0.87% |
| BECKERMAN INSTITUTIONAL, LLC | 02/10/2026 | 58.89 K | $883.28 K | 1.63% | 0.74% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 51.52 K | $772.86 K | -17.46% | 0.65% |
| GAMCO INVESTORS, INC. ET AL | 02/05/2026 | 45.59 K | $683.79 K | 0.00% | 0.58% |
| STEPHENS INC /AR/ | 02/05/2026 | 45.45 K | $681.74 K | -14.92% | 0.57% |
| LPL FINANCIAL LLC | 02/11/2026 | 44.80 K | $672.03 K | 147.27% | 0.57% |
| CSS LLC/IL | 02/17/2026 | 40.87 K | $613.04 K | -6.39% | 0.52% |
| MATISSE CAPITAL | 01/29/2026 | 40.37 K | $605.48 K | -43.82% | 0.51% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 01/09/2026 | 14.35 K | $215.25 K | 0.55% | 0.18% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 12.19 K | $182.89 K | 3.74% | 0.15% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 12.11 K | $181.61 K | -0.22% | 0.15% |
| COMERICA BANK | 01/29/2026 | 11.00 K | $165.00 K | 0.00% | 0.14% |
| ANCORA ADVISORS, LLC | 02/17/2026 | 5.00 K | $75.00 K | 0.00% | 0.06% |
| NBC SECURITIES, INC. | 01/29/2026 | 2.87 K | $43.05 K | 0.00% | 0.04% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 2.14 K | $32.03 K | 100.00% | 0.03% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 01/30/2026 | 450 | $6.75 K | 0.00% | 0.01% |
| FLAGSHIP HARBOR ADVISORS, LLC | 01/21/2026 | 300 | $4.50 K | 100.00% | 0.00% |
| BFSG, LLC | 01/22/2026 | 260 | $3.90 K | 0.00% | 0.00% |
| SOA WEALTH ADVISORS, LLC. | 01/20/2026 | 242 | $3.63 K | 0.00% | 0.00% |
| SAGEVIEW ADVISORY GROUP, LLC | 02/17/2026 | 208 | $3.12 K | 100.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 200 | $3.00 K | 100.00% | 0.00% |
| ATLANTIC UNION BANKSHARES CORP | 02/04/2026 | 200 | $3.00 K | 0.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 119 | $1.79 K | 0.85% | 0.00% |
| 04/24/2026 | 100 | $1.50 K | 100.00% | 0.00% | |
| CORNERSTONE ADVISORS, LLC | 02/13/2026 | 82 | $1.23 K | -14.58% | 0.00% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 73 | $1.10 K | 100.00% | 0.00% |
| CAPITAL ADVISORS, LTD. LLC | 01/21/2026 | 69 | $1.00 K | 1.47% | 0.00% |
| LARSON FINANCIAL GROUP LLC | 02/06/2026 | 65 | $975 | -56.67% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 50 | $750 | 100.00% | 0.00% |
| SPIRE WEALTH MANAGEMENT | 01/14/2026 | 40 | $600 | 0.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 36 | $540 | 0.00% | 0.00% |
| 02/09/2026 | 31 | $465 | 100.00% | 0.00% | |
| BEAIRD HARRIS WEALTH MANAGEMENT, LLC | 02/23/2026 | 20 | $300 | 0.00% | 0.00% |
| FOURTH DIMENSION WEALTH, LLC | 02/04/2026 | 12 | $180 | 0.00% | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 01/12/2026 | 0 | $0 | -100.00% | 0.00% |
| ROYAL BANK OF CANADA | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 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, 62 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: 119,812
UBS Group AG: 78,380
Beckerman Institutional, LLC: 57,529
STEPHENS INC /AR/: 45,235
SILVERLAKE WEALTH MANAGEMENT LLC: 14,928
Private Advisor Group, LLC: 13,154
23.67% of Gabelli Global Small and Mid Cap Value Trust stock is owned by institutional investors.
Institutional investors have bought a total of 1.93 M shares in the last 24 months. This purchase volume represents approximately $29.97 M in transactions.