Gabelli Global Small & Mid Cap Value Trust
Institutional Ownership & Holdings Analysis
About
gabelli-global-small--mid-cap-value-trust is a publicly traded company tracked by institutional investors. This page displays information about the institutional ownership of the company's shares, showing which investment funds and asset managers hold positions in the company.
Top Institutional Holders
| # | Institution | Value |
|---|---|---|
| 1 | PRIVATE MANAGEMENT GROUP INC(2025-03-31) | $3.4M |
| 2 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC(2025-03-31) | $1.3M |
| 3 | UBS Group AG(2025-03-31) | $1.2M |
| 4 | 180 WEALTH ADVISORS, LLC(2025-03-31) | $1.2M |
| 5 | BANK OF AMERICA CORP /DE/(2025-03-31) | $1.0M |
| 6 | GABELLI & Co INVESTMENT ADVISERS, INC.(2025-03-31) | $992.5K |
| 7 | Sanctuary Advisors, LLC(2024-12-31) | $937.2K |
| 8 | Matisse Capital(2025-03-31) | $862.2K |
| 9 | CAPSTONE INVESTMENT ADVISORS, LLC(2025-03-31) | $829.9K |
| 10 | WOLVERINE ASSET MANAGEMENT LLC(2025-03-31) | $817.8K |
| 11 | STEPHENS INC /AR/(2025-03-31) | $810.1K |
| 12 | WELLS FARGO & COMPANY/MN(2025-03-31) | $782.1K |
| 13 | OSAIC HOLDINGS, INC.(2025-03-31) | $765.9K |
| 14 | CSS LLC/IL(2025-03-31) | $578.9K |
| 15 | GAMCO INVESTORS, INC. ET AL(2025-03-31) | $574.0K |
| 16 | RAYMOND JAMES FINANCIAL INC(2025-03-31) | $407.4K |
| 17 | Beckerman Institutional, LLC(2025-03-31) | $364.0K |
| 18 | Private Advisor Group, LLC(2025-03-31) | $275.5K |
| 19 | Shaker Financial Services, LLC(2025-03-31) | $272.9K |
| 20 | Cornerstone Advisors, LLC(2025-03-31) | $254.2K |
As of 2025-03-31
Value:$3.4M
As of 2025-03-31
Value:$1.3M
As of 2025-03-31
Value:$1.2M
As of 2025-03-31
Value:$1.2M
As of 2025-03-31
Value:$1.0M
As of 2025-03-31
Value:$992.5K
As of 2024-12-31
Value:$937.2K
As of 2025-03-31
Value:$862.2K
As of 2025-03-31
Value:$829.9K
As of 2025-03-31
Value:$817.8K
As of 2025-03-31
Value:$810.1K
As of 2025-03-31
Value:$782.1K
As of 2025-03-31
Value:$765.9K
#14CSS LLC/IL
As of 2025-03-31
Value:$578.9K
As of 2025-03-31
Value:$574.0K
As of 2025-03-31
Value:$407.4K
As of 2025-03-31
Value:$364.0K
As of 2025-03-31
Value:$275.5K
As of 2025-03-31
Value:$272.9K
As of 2025-03-31
Value:$254.2K
Total Institutional Holders:45
Top 10 Holders Own:65.8%