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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
71.8KNew |
$838K - $904K
|
71.8K
$968K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
38.9K+ 132.74% |
$453K - $489K
|
68.2K
$918K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
30.3KNew |
$354K - $381K
|
30.3K
$408K
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
16.2K+ 51.43% |
$189K - $204K
|
47.8K
$644K
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
14.7K+ 227.02% |
$171K - $185K
|
21.2K
$285K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.3KNew |
$167K - $180K
|
14.3K
$193K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
11.2KNew |
$131K - $141K
|
11.2K
$151K
|
|
|
May 15, 2025
Q1 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
10.8KNew |
$126K - $136K
|
10.8K
$145K
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
10K+ 16.9% |
$117K - $126K
|
69.2K
$932K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
6.88K+ 7.5% |
$80.2K - $86.6K
|
98.6K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.86K+ 20.88% |
$68.4K - $73.8K
|
33.9K
$457K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
5.16K+ 5.43% |
$60.1K - $64.9K
|
100K
$1.35M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.8K+ 3.72% |
$44.3K - $47.8K
|
106K
$1.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.87K+ 143400.0% |
$33.4K - $36.1K
|
2.87K
$38.7K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.54K+ 0.46% |
$18K - $19.4K
|
338K
$4.55M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7+ 0.06% |
$81.6 - $88.1
|
11.8K
$159K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7New |
$81.6 - $88.1
|
7
$94.3
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.88% |
$11.7 - $12.6
|
115
$1.55K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
82.7KNew |
$963K - $1.1M
|
82.7K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
12.6KNew |
$147K - $167K
|
12.6K
$170K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
10.1KNew |
$117K - $134K
|
10.1K
$136K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1K+ 10.0% |
$11.6K - $13.3K
|
11K
$148K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
25New |
$291 - $332
|
25
$337
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
12New |
$140 - $159
|
12
$162
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
24.4K+ 1140.98% |
$273K - $302K
|
26.5K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.4K+ 24.79% |
$49.3K - $54.7K
|
22.2K
$299K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
200New |
$2.24K - $2.48K
|
200
$2.69K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
28+ 2.78% |
$314 - $347
|
1.03K
$13.9K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
613KNew |
$6.82M - $7.35M
|
613K
$8.26M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
638+ 1.34% |
$7.18K - $7.67K
|
48.2K
$650K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
26New |
$293 - $313
|
26
$350
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15New |
$169 - $180
|
15
$202
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
400New |
$3.8K - $4.72K
|
400
$5.39K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
14New |
$133 - $165
|
14
$189
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 1.59% |
$9.51 - $11.8
|
64
$862
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
11.2KNew |
$115K - $139K
|
11.2K
$150K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
400New |
$4.13K - $4.97K
|
400
$5.39K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
17New |
$175 - $211
|
17
$229
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 1.69% |
$10.3 - $12.4
|
60
$808
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
115New |
$1.27K - $1.38K
|
115
$1.55K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
95New |
$1.05K - $1.14K
|
95
$1.28K
|
|
| Q1 2023 | |||||||
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
90New |
$988 - $1.17K
|
90
$1.21K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
89New |
$977 - $1.15K
|
89
$1.2K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
50New |
$549 - $648
|
50
$674
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
42New |
$461 - $544
|
42
$566
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
111New |
$1.08K - $1.34K
|
111
$1.5K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36New |
$349 - $434
|
36
$485
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
43New |
$410 - $546
|
43
$579
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10New |
$109 - $141
|
10
$135
|
|