GABELLI GLOBAL SMALL & MID CAP Closed End Funds - Taxable is a security (CUSIP 36249W104) tracked across SEC portfolio filings. 45 institutional managers reported $36.8M on Form 13F as of 2026-06-30.
Showing 15 of 45 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Atlas Wealth LLC | CINCINNATI, OH | $8.5M | 523,754 |
| MORGAN STANLEY | NEW YORK, NY | $4.6M | 304,601 |
| PRIVATE MANAGEMENT GROUP INC | IRVINE, CA | $4.1M | 250,827 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | BLUE BELL, PA | $2.4M | 158,524 |
| 180 WEALTH ADVISORS, LLC | FEDERAL WAY, WA | $1.9M | 118,916 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $1.4M | 90,267 |
| GatePass Capital, LLC | INDEPENDENCE, OH | $1.3M | 79,000 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $1.3M | 85,295 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | Rye, NY | $1.2M | 82,711 |
| UBS Group AG | Zurich, V8 | $1.2M | 78,380 |
| EVOLVE PRIVATE WEALTH, LLC | LOS ANGELES, CA | $1.0M | 69,520 |
| CAPSTONE INVESTMENT ADVISORS, LLC | NEW YORK, NY | $1.0M | 69,157 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $955K | 63,559 |
| LPL Financial LLC | FORT MILL, SC | $883K | 58,803 |
| Beckerman Institutional, LLC | OCEAN GROVE, NJ | $864K | 57,529 |