Gabelli Global Small & Mid Cap Value Trust (GGZ)
Established by GAMCO Investors, Inc., The Gabelli Global Small and Mid Cap Value Trust functions as a closed-end equity investment vehicle managed by Gabelli Funds, LLC. This trust deploys capital across public equity markets worldwide, aiming to acquire shares in companies operating within diverse sectors. Its core investment approach concentrates on undervalued small and medium-sized enterprises, specifically those with a market capitalization of $12 billion or less. Portfolio performance is measured against the MSCI World SMID Cap Index. The fund was inaugurated on August 19, 2013, and is legally based in the United States.
Industry: Asset Management - Global
The Gabelli Global Small and Mid Cap Value Trust
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
based on 7.64M shares outstanding
USEstablished by GAMCO Investors, Inc., The Gabelli Global Small and Mid Cap Value Trust functions as a closed-end equity investment vehicle managed by Gabelli Funds, LLC. This trust deploys capital across public equity markets worldwide, aiming to acquire shares in companies operating within diverse sectors.
Its core investment approach concentrates on undervalued small and medium-sized enterprises, specifically those with a market capitalization of $12 billion or less. Portfolio performance is measured against the MSCI World SMID Cap Index. The fund was inaugurated on August 19, 2013, and is legally based in the United States.
Leadership
Agnes Mullady
Trustee
Bethany A. Uhlein
Vice President and Ombudsman
Daniel Hughes
Vice President and Ombudsman
Frank J. Fahrenkopf, Jr.
Trustee
Employees
--
Country
US
Sector
Financial Services
Website
gabelli.com
| Insider | Title | Type | Shares | Value | Date |
|---|---|---|---|---|---|
 GABELLI MARIO J | Director | Purchase | 6.3K | $73.5K | Jan 13, 2025 |
| GABELLI MARIO J | Director | Purchase | 7.7K | $89.9K | Jan 10, 2025 |
| Name | Shares | % | Source |
|---|---|---|---|
 GABELLI MARIO J Director, 10% Owner | 750.0K | 9.8% | FORM 4 |
Atlas Wealth LLC | 523.8K | 6.9% | 13F |
MORGAN STANLEY | 309.0K | 4.0% | 13F |
PRIVATE MANAGEMENT GROUP INC | 250.8K | 3.3% | 13F |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 170.1K | 2.2% | 13F |
180 WEALTH ADVISORS, LLC | 118.9K | 1.6% | 13F |
RAYMOND JAMES FINANCIAL INC | 88.1K | 1.2% | 13F |
BANK OF AMERICA CORP /DE/ | 86.4K | 1.1% | 13F |
GABELLI & Co INVESTMENT ADVISERS, INC. | 82.7K | 1.1% | 13F |
GatePass Capital, LLC | 79.0K | 1.0% | 13F |
Insiders
- GABELLI MARIO JDirector
based on 7.64M shares outstanding
US30d Avg
4.75K
60d Avg
5.47K
90d Avg
5.70K