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 | 05/15/2026 | 304.60 K | $4.58 M | -0.04% | 3.92% |
| PRIVATE MANAGEMENT GROUP INC | 05/08/2026 | 256.64 K | $3.85 M | -1.39% | 3.30% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 158.52 K | $2.38 M | 7.11% | 2.04% |
| 180 WEALTH ADVISORS, LLC | 05/01/2026 | 119.81 K | $1.80 M | 2.86% | 1.54% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 90.27 K | $1.36 M | 19.52% | 1.16% |
| 05/06/2026 | 87.00 K | $1.31 M | -1.14% | 1.12% | |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 85.30 K | $1.28 M | -0.74% | 1.10% |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 05/14/2026 | 82.71 K | $1.24 M | 0.00% | 1.06% |
| UBS GROUP AG | 05/05/2026 | 78.38 K | $1.18 M | -1.49% | 1.01% |
| 04/16/2026 | 69.52 K | $1.04 M | -0.69% | 0.89% | |
| CAPSTONE INVESTMENT ADVISORS, LLC | 05/15/2026 | 69.16 K | $1.04 M | 0.00% | 0.89% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 63.56 K | $954.65 K | -38.05% | 0.82% |
| LPL FINANCIAL LLC | 05/06/2026 | 58.80 K | $883.22 K | 31.25% | 0.76% |
| BECKERMAN INSTITUTIONAL, LLC | 05/04/2026 | 57.53 K | $864.09 K | -2.30% | 0.74% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 52.46 K | $787.98 K | 1.82% | 0.67% |
| GAMCO INVESTORS, INC. ET AL | 05/14/2026 | 45.59 K | $684.70 K | 0.00% | 0.59% |
| STEPHENS INC /AR/ | 04/28/2026 | 45.24 K | $679.43 K | -0.47% | 0.58% |
| CSS LLC/IL | 05/15/2026 | 35.95 K | $540.00 K | -12.03% | 0.46% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 04/15/2026 | 14.93 K | $224.23 K | 4.03% | 0.19% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 13.15 K | $197.58 K | 8.65% | 0.17% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 12.24 K | $183.77 K | 0.34% | 0.16% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 11.24 K | $168.81 K | 100.00% | 0.14% |
| FIFTH THIRD BANCORP | 05/01/2026 | 11.00 K | $165.22 K | 100.00% | 0.14% |
| ANCORA ADVISORS, LLC | 05/15/2026 | 5.00 K | $75.10 K | 0.00% | 0.06% |
| NBC SECURITIES, INC. | 04/14/2026 | 2.87 K | $43.11 K | 0.00% | 0.04% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 2.14 K | $32.22 K | 0.00% | 0.03% |
| ROYAL BANK OF CANADA | 05/15/2026 | 600 | $9.00 K | 100.00% | 0.01% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 04/23/2026 | 450 | $6.76 K | 0.00% | 0.01% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 400 | $6.01 K | 100.00% | 0.01% |
| BFSG, LLC | 04/29/2026 | 260 | $3.91 K | 0.00% | 0.00% |
| SOA WEALTH ADVISORS, LLC. | 05/20/2026 | 242 | $3.64 K | 0.00% | 0.00% |
| ATLANTIC UNION BANKSHARES CORP | 05/12/2026 | 200 | $3.00 K | 0.00% | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 04/29/2026 | 160 | $2.40 K | 100.00% | 0.00% |
| 04/24/2026 | 100 | $1.50 K | 0.00% | 0.00% | |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 73 | $1.10 K | 0.00% | 0.00% |
| CAPITAL ADVISORS, LTD. LLC | 04/16/2026 | 69 | $1.00 K | 0.00% | 0.00% |
| SPIRE WEALTH MANAGEMENT | 04/22/2026 | 40 | $601 | 0.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 36 | $541 | 0.00% | 0.00% |
| 05/15/2026 | 31 | $466 | 0.00% | 0.00% | |
| CWM, LLC | 05/14/2026 | 16 | $240 | 100.00% | 0.00% |
| FOURTH DIMENSION WEALTH, LLC | 05/11/2026 | 12 | $180 | 0.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 0 | $0 | -100.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| MATISSE CAPITAL | 05/08/2026 | 0 | $0 | -100.00% | 0.00% |
| FLAGSHIP HARBOR ADVISORS, LLC | 04/28/2026 | 0 | $0 | -100.00% | 0.00% |
| LARSON FINANCIAL GROUP LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| CORNERSTONE ADVISORS, LLC | 05/08/2026 | 0 | $0 | -100.00% | 0.00% |
| BEAIRD HARRIS WEALTH MANAGEMENT, LLC | 05/14/2026 | 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, 60 institutional investors and hedge funds held shares of Gabelli Global Small and Mid Cap Value Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 304,601
PRIVATE MANAGEMENT GROUP INC: 256,642
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: 158,524
180 WEALTH ADVISORS, LLC: 119,812
RAYMOND JAMES FINANCIAL INC: 90,267
BANK OF AMERICA CORP /DE/: 85,295
23.62% of Gabelli Global Small and Mid Cap Value Trust stock is owned by institutional investors.
Institutional investors have bought a total of 1.83 M shares in the last 24 months. This purchase volume represents approximately $28.48 M in transactions.