Latest Institutional Transactions on Gabelli Global Small & Mid Cap Value Trust (GGZ)
This table provides information on the latest institutional transactions involving Gabelli Global Small & Mid Cap Value Trust (GGZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34K- 10.04% |
$361K - $452K
|
304K
$4.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.8K- 4.29% |
$29.7K - $37.3K
|
62.4K
$875K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-496- 0.5% |
$5.27K - $6.61K
|
99.6K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
16.1KNew |
$171K - $215K
|
16.1K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.34K+ 1.54% |
$14.2K - $17.8K
|
88.2K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-1.5K- 3.11% |
$15.9K - $20K
|
46.7K
$655K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.94K+ 14.55% |
$52.5K - $65.8K
|
38.9K
$545K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.6K- 19.74% |
$134K - $168K
|
51.2K
$718K
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-2.24K- 4.69% |
$23.8K - $29.9K
|
45.6K
$639K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Private Management Group Inc
|
SELL
|
- |
-7.49K- 2.64% |
$79.6K - $99.8K
|
276K
$3.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.01K+ 20.96% |
$31.9K - $40K
|
17.3K
$243K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.14K+ 4.97% |
$12.1K - $15.2K
|
24.1K
$338K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
11.7K+ 11.07% |
$125K - $156K
|
118K
$1.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-13.9K- 65.47% |
$147K - $185K
|
7.31K
$103K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-51- 0.43% |
$542 - $679
|
11.8K
$165K
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
11.5K+ 38.08% |
$123K - $154K
|
41.9K
$587K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-4.08K- 5.98% |
$43.3K - $54.3K
|
64.1K
$898K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
40New |
$425 - $533
|
40
$561
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
6.37K+ 6.46% |
$67.6K - $84.8K
|
105K
$1.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-4.42K- 6.55% |
$46.9K - $58.9K
|
63.1K
$885K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.87% |
$10.6 - $13.3
|
116
$1.63K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 1.52% |
$10.6 - $13.3
|
67
$939
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.69K- 10.54% |
$17.9K - $22.5K
|
14.3K
$201K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.84K- 99.64% |
$79.8K - $86.1K
|
25
$351
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
10K+ 16.9% |
$117K - $126K
|
69.2K
$970K
|
|
|
May 15, 2025
Q1 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
10.8KNew |
$126K - $136K
|
10.8K
$151K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
11.2KNew |
$131K - $141K
|
11.2K
$157K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-73K- 76.25% |
$851K - $918K
|
22.7K
$319K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.69K- 15.97% |
$31.3K - $33.8K
|
14.1K
$198K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
71.8KNew |
$838K - $904K
|
71.8K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7New |
$81.6 - $88.1
|
7
$98.1
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.87K+ 143400.0% |
$33.4K - $36.1K
|
2.87K
$40.2K
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
12New |
$140 - $159
|
12
$168
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1K+ 10.0% |
$11.6K - $13.3K
|
11K
$154K
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
82.7KNew |
$963K - $1.1M
|
82.7K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
10.1KNew |
$117K - $134K
|
10.1K
$141K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
12.6KNew |
$147K - $167K
|
12.6K
$177K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5- 0.01% |
$58.2 - $66.3
|
75.2K
$1.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-500- 65.79% |
$5.82K - $6.63K
|
260
$3.65K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
25New |
$291 - $332
|
25
$351
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
200New |
$2.24K - $2.48K
|
200
$2.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.4K+ 24.79% |
$49.3K - $54.7K
|
22.2K
$311K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
24.4K+ 1140.98% |
$273K - $302K
|
26.5K
$371K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
28+ 2.78% |
$314 - $347
|
1.03K
$14.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.67K- 7.36% |
$18.6K - $20.7K
|
21K
$294K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.52K- 22.52% |
$39.4K - $43.7K
|
12.1K
$170K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
613KNew |
$6.82M - $7.35M
|
613K
$8.6M
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15New |
$169 - $180
|
15
$210
|
|
|
May 13, 2024
Q1 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-327- 58.71% |
$3.68K - $3.93K
|
230
$3.22K
|
|