GGZ — GABELLI GLOBAL SMALL & MID C

Ownership history in Beckerman Institutional, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Beckerman Institutional, LLC reported a position in GABELLI GLOBAL SMALL & MID C (GGZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.5% (2025 Q4)
Avg. % of fund
0.41%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 58,885 +942 +1.6% 0.50% $883K $14.80
2025 Q3 ADDED 57,943 +16,069 +38.4% 0.49% $837K $14.05
2025 Q2 ADDED 41,874 +11,549 +38.1% 0.37% $558K $12.81
2025 Q1 INITIATED 30,325 — — 0.26% $364K $11.40
% of Fund (quarterly)    GGZ price (monthly, adj. close)

Other funds also holding GGZ

As of 2025 Q4 — sorted by position size

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3Y 7Y 0.33% Matisse Capital 3Y 7Y 0.27% 180 WEALTH ADVISORS, LLC 3Y 7Y 0.2% GABELLI & Co INVESTMENT ADVISERS, INC. 3Y 7Y 0.19% PRIVATE MANAGEMENT GROUP INC 3Y 7Y 0.11% EVOLVE PRIVATE WEALTH, LLC 0.06% SILVERLAKE WEALTH MANAGEMENT LLC 3Y 0.05% CSS LLC/IL 3Y 7Y 0.03% STEPHENS INC /AR/ 3Y 7Y 0.01% GAMCO INVESTORS, INC. ET AL 3Y 7Y 0.01%
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