Latest Institutional Purchases of Gabelli Global Small & Mid Cap Value Trust (GGZ)
This list provides information on the latest institutional transactions involving Gabelli Global Small & Mid Cap Value Trust (GGZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
75.2KNew |
$843K - $934K
|
75.2K
$909K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
24.4K+ 1140.98% |
$273K - $302K
|
26.5K
$320K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
21KNew |
$235K - $260K
|
21K
$253K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
20.2K+ 299.7% |
$226K - $250K
|
26.9K
$325K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
9.41K+ 11.53% |
$105K - $117K
|
91K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
8.95K+ 11.42% |
$100K - $111K
|
87.3K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
6.38K+ 7.78% |
$71.5K - $79.2K
|
88.4K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.4K+ 24.79% |
$49.3K - $54.7K
|
22.2K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
641+ 0.22% |
$7.18K - $7.95K
|
289K
$3.49M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
200New |
$2.24K - $2.48K
|
200
$2.42K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
72+ 0.45% |
$806 - $894
|
16.1K
$194K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
28+ 2.78% |
$314 - $347
|
1.03K
$12.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.9% |
$11.2 - $12.4
|
112
$1.35K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
613KNew |
$6.82M - $7.35M
|
613K
$7.41M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
638+ 1.34% |
$7.18K - $7.67K
|
48.2K
$583K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
26New |
$293 - $313
|
26
$314
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15New |
$169 - $180
|
15
$181
|
|
| Q4 2023 | |||||||
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
760New |
$7.23K - $8.96K
|
760
$9.18K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
400New |
$3.8K - $4.72K
|
400
$4.83K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
14New |
$133 - $165
|
14
$169
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 1.59% |
$9.51 - $11.8
|
64
$773
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
11.2KNew |
$115K - $139K
|
11.2K
$135K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
400New |
$4.13K - $4.97K
|
400
$4.83K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
17New |
$175 - $211
|
17
$205
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 1.69% |
$10.3 - $12.4
|
60
$725
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
82.7KNew |
$911K - $991K
|
82.7K
$999K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
115New |
$1.27K - $1.38K
|
115
$1.39K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
95New |
$1.05K - $1.14K
|
95
$1.15K
|
|
| Q1 2023 | |||||||
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
90New |
$988 - $1.17K
|
90
$1.09K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
89New |
$977 - $1.15K
|
89
$1.08K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
50New |
$549 - $648
|
50
$604
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
42New |
$461 - $544
|
42
$507
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
31.6KNew |
$306K - $381K
|
31.6K
$382K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
111New |
$1.08K - $1.34K
|
111
$1.34K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36New |
$349 - $434
|
36
$435
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
43New |
$410 - $546
|
43
$519
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10New |
$109 - $141
|
10
$121
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
31.7KNew |
$418K - $509K
|
31.7K
$383K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
20.6KNew |
$309K - $350K
|
20.6K
$249K
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
20New |
$300 - $339
|
20
$242
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.82K+ 182.0% |
$17.8K - $23.8K
|
2.82K
$34.1K
|
|
| Q3 2020 | |||||||
|
Nov 03, 2020
Q3 2020
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
66New |
$589 - $686
|
66
$797
|
|
| Q3 2018 | |||||||
|
Oct 30, 2018
Q3 2018
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
30New |
$361 - $371
|
30
$362
|
|
| Q3 2017 | |||||||
|
Oct 16, 2017
Q3 2017
|
Cwm, LLC
|
BUY
|
- |
33New |
$393 - $421
|
33
$399
|
|