Gabelli Global Small & MGGZ
13F holders, Q2 2024 (June 30)40holders +2
4new positions
3sold out
1famous investor
$11.32avg. 13F price*
At the end of Q2 2024, 40 institutions reported holding Gabelli Global Small & M (GGZ) in their 13F filings, up 2 from Q1 2024. 4 opened new positions and 3 sold out. The largest holders were Atlas Wealth LLC ($7.0M), Morgan Stanley ($3.8M) and Private Management Group Inc. ($3.4M). One famous investor held it Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- Gabelli Global Small & M
- CUSIP
- 36249W104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $7.2M |
| Exits | 3 | $3K |
All 13F filers, Q1 2024 → Q2 2024: 722,988 shares bought and 59,341 shares sold, net +663,647 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Atlas Wealth LLC | 1.23% | New | 613,069 | $7.0M |
| Morgan Stanley | 0.00% | Reduce -2.7% | 334,453 | $3.8M |
| Private Management Group Inc. | 0.13% | Reduce -0.4% | 297,353 | $3.4M |
| Bank of America Corp. | 0.00% | Add +9.9% | 288,173 | $3.3M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.16% | No change | 82,711 | $934K |
| UBS Group AG | 0.00% | Reduce -2.6% | 82,004 | $926K |
| Shaker Financial Services, LLC | 0.37% | Add +4.8% | 81,994 | $926K |
| Blue Bell Private Wealth Management, LLC | 0.19% | Add +8.3% | 81,586 | $921K |
| 180 Wealth Advisors, LLC | 0.15% | Add +12.4% | 78,340 | $912K |
| Sanctuary Advisors, LLC | 0.01% | — | 74,011 | $843K |
| Stephens Inc. | 0.01% | Add +1.4% | 74,370 | $840K |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 73,985 | $835K |
| CSS LLC | 0.12% | No change | 48,242 | $545K |
| Cornerstone Advisors, LLC | 0.02% | Add +32.3% | 45,893 | $518K |
| Osaic Holdings, Inc. | 0.00% | Add +4.2% | 43,277 | $489K |
| Silverlake Wealth Management LLC | 0.16% | Add +0.7% | 35,469 | $400K |
| GAMCO Investors | 0.00% | No change | 31,586 | $357K |
| Royal Bank of Canada | 0.00% | Add +3446.7% | 27,700 | $313K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -1.9% | 22,636 | $256K |
| Susquehanna International Group, LLP | 0.00% | Add +28.2% | 17,766 | $201K |
| Janney Montgomery Scott LLC | 0.00% | New | 16,013 | $181K |
| Landscape Capital Management, L.L.C. | 0.02% | Add +14.3% | 15,949 | $180K |
| Raymond James & Associates | 0.00% | Reduce -69.1% | 15,634 | $177K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 11,888 | $134K |
| Comerica Bank | 0.00% | No change | 10,000 | $113K |
| Wolverine Asset Management LLC | 0.01% | Reduce -61.8% | 6,726 | $76K |
| Ancora Advisors LLC | 0.00% | No change | 5,000 | $56K |
| Lanark Financial, Inc. | 0.00% | No change | 2,967 | $33K |
| International Assets Investment Management, LLC | 0.00% | New | 2,135 | $24K |
| Gilliland Jeter Wealth Management LLC | 0.00% | Add +1.4% | 1,020 | $12K |
| Bfsg, LLC | 0.00% | No change | 760 | $9K |
| North Star Investment Management Corp. | 0.00% | No change | 450 | $5K |
| Allworth Financial LP | 0.00% | No change | 169 | $2K |
| Harbour Investments, Inc. | 0.00% | Add +1.8% | 111 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 66 | $1K |
| NewEdge Advisors, LLC | 0.00% | No change | 36 | $406 |
| Global Retirement Partners, LLC | 0.00% | No change | 14 | $158 |
| FMR LLC | 0.00% | New | 1 | $11 |
| Cwm, LLC | 0.00% | No change | 33 | $0 |
| Ulland Investment Advisors, LLC | 0.00% | No change | 20 | $0 |
"% of holder's portfolio" is GGZ's weight in each manager's 13F, not the share of Gabelli Global Small & M the manager owns.