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The company

Gabelli Global Small and Mid Cap Value Trust (The) Common Shares of Beneficial Interest

GGZ · NYSE

FinancialsFunds, Shells & SPACs

GGZ stood above a rising 150-day average in 46 of the last 52 weekly readings, and has been out of that trend for the last 6 weeks. It is 5.3% below that average now. Financials: 49% of its 739 stocks in an uptrend (−4 points in four weeks).

Statistics

Rotation
not in the set
Weeks in an uptrend
out for 6
Insider buys, 12 months
$0
Insider sales, 12 months
$0
Officials’ trades on record
0
Institutions holding
40 (+1)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 46 of 52 weeks.

22 Apr – 21 Oct
43%52%61%Apr 26Jun 26Jul 26Sep 26Oct 26

Money in and out

1 Nov 2024 – 1 Oct 2026
$0$11.1MNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months0
Sale orders, 12 months0
Buyers · sellers0 · 0

No open-market buy or sale by its insiders on record.

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders40+1 on the quarter
New · exited5 · 4
Reported value$37.6M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
Atlas Wealth LLCnew · filed 28 Jul 2026523,754$8.5M+523,754
MORGAN STANLEYadded · filed 13 Aug 2026309,049$5.0M+4,448+1.5%
PRIVATE MANAGEMENT GROUP INCreduced · filed 31 Jul 2026250,827$4.1M-5,815−2.3%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCadded · filed 6 Aug 2026170,121$2.8M+11,597+7.3%
180 WEALTH ADVISORS, LLCreduced · filed 7 Jul 2026118,916$1.9M-896−0.7%
RAYMOND JAMES FINANCIAL INCreduced · filed 14 Aug 202688,095$1.4M-2,172−2.4%
BANK OF AMERICA CORPadded · filed 14 Aug 202686,414$1.4M+1,119+1.3%
GABELLI & Co INVESTMENT ADVISERS, INC.unchanged · filed 12 Aug 202682,711$1.3M00.0%
GatePass Capital, LLCreduced · filed 30 Jul 202679,000$1.3M-8,000−9.2%
UBS Group AGreduced · filed 13 Aug 202678,168$1.3M-212−0.3%
31 Mar 2023 – 30 Jun 2026
313844Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Kevin V. Dreyer Company insiderDirector · last 26 Sep 20253 · 0
Mario J. Gabelli Company insiderDirector, 10% owner, Other · last 26 Sep 202527 · 2
John Chester Ball Company insiderPresident & Treasurer · last 22 Feb 20241 · 0
Bruce N. Alpert Company insiderPresident · last 28 Feb 20225 · 0
Agnes Mullady Company insiderDirector · last 17 Feb 20221 · 0
John Birch Company insiderDirector · last 11 Nov 20202 · 0
James P. Conn Company insiderDirector · last 6 Sep 20192 · 2
Anthony J. Colavita Company insiderDirector · last 14 Dec 20170 · 0
Kuni Nakamura Company insiderDirector · last 14 Dec 20172 · 0
Salvatore J. Zizza Company insiderDirector · last 14 Dec 20170 · 0

Same industry

No other stock in its industry this week.

Government contracts

No federal award is tied to it.

From its SEC filings

No ratio computed from its SEC filings yet.

Analyst forecasts

No analyst forecasts yet.