GABELLI GLOBAL SMALL & M (GGZ) Institutional Ownership Changes & 13F Activity
GABELLI GLOBAL SMALL & M (GGZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Atlas Wealth Llc, Osaic Holdings, Inc., Blue Bell Private Wealth Management, Llc, Lpl Financial Llc, and Private Advisor Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Osaic Holdings, Inc. | Sell | -60,828 | -95.7% | 2,731 | $44.49K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -2,172 | -2.4% | 88,095 | $1.43M | Q2 2026 | Aug 14, 2026 |
| Css Llc/Il | Sell | -1,881 | -5.2% | 34,071 | $554.68K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +1,119 | +1.3% | 86,414 | $1.41M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -1,000 | -1.9% | 51,462 | $837.80K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -540 | -90.0% | 60 | $1.00K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +112 | +1.0% | 11,351 | $184.79K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +4,448 | +1.5% | 309,049 | $5.03M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -212 | -0.3% | 78,168 | $1.27M | Q2 2026 | Aug 13, 2026 |
| Evolve Private Wealth, Llc | Sell | -3,474 | -5.0% | 66,046 | $1.08M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +36 | — | 36 | $586.00 | Q2 2026 | Aug 12, 2026 |
| Beckerman Institutional, Llc | Sell | -208 | -0.4% | 57,321 | $933.18K | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | Buy | +160 | — | 160 | $2.60K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +11,134 | +18.9% | 69,937 | $1.14M | Q2 2026 | Aug 07, 2026 |
| Blue Bell Private Wealth Management, Llc | Buy | +11,597 | +7.3% | 170,121 | $2.77M | Q2 2026 | Aug 06, 2026 |
| Silverlake Wealth Management Llc | Buy | +76 | +0.5% | 15,004 | $244.26K | Q2 2026 | Aug 06, 2026 |
| Fifth Third Bancorp | Sell | -1,000 | -9.1% | 10,000 | $162.80K | Q2 2026 | Aug 05, 2026 |
| Private Management Group Inc | Sell | -5,815 | -2.3% | 250,827 | $4.08M | Q2 2026 | Jul 31, 2026 |
| Gatepass Capital, Llc | Sell | -8,000 | -9.2% | 79,000 | $1.29M | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Sell | -985 | -8.1% | 11,250 | $183.15K | Q2 2026 | Jul 29, 2026 |
| Stephens Inc | Buy | +766 | +1.7% | 46,001 | $748.90K | Q2 2026 | Jul 29, 2026 |
| Atlas Wealth Llc | Buy | +523,754 | — | 523,754 | $8.53M | Q2 2026 | Jul 28, 2026 |
| Institute For Wealth Management, Llc. | Buy | +298 | — | 298 | $4.84K | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, Llc | Buy | +9,761 | +74.2% | 22,915 | $373.05K | Q2 2026 | Jul 27, 2026 |
| Capital Advisors, Ltd. Llc | Buy | +1 | +1.4% | 70 | $1.00K | Q2 2026 | Jul 16, 2026 |
| 180 Wealth Advisors, Llc | Sell | -896 | -0.7% | 118,916 | $1.94M | Q2 2026 | Jul 07, 2026 |
| Advisory Services Network, Llc | Sell | -400 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Mai Capital Management | Sell | -73 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Cwm, Llc | Sell | -16 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Spire Wealth Management | Sell | -40 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 22, 2026 |
Frequently asked questions about GGZ activity
Which institutional owners are buying GGZ?
Institutional owners buying GGZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in GGZ activity?
"Buy" means an investor increased their reported position in GGZ compared to the prior reporting period. This reflects growing exposure to GABELLI GLOBAL SMALL & M (GGZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in GGZ increasing?
Institutional interest in GGZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related GGZ Institutional Insights
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- GGZ Insider Trading & SEC Form 4 Activity
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