Purchases and Sales Made in Q1 2025 in Gabelli Global Small & Mid Cap Value Trust (GGZ)
This table provides information about the institutional ownership of Gabelli Global Small & Mid Cap Value Trust (GGZ) during Q1 2025. The information is specifically focused on institutions that hold shares of Gabelli Global Small & Mid Cap Value Trust.
| 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
$937K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
57.3K+ 877.82% |
$668K - $721K
|
63.8K
$832K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
38.9K+ 132.74% |
$453K - $489K
|
68.2K
$889K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
30.3KNew |
$354K - $381K
|
30.3K
$395K
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
16.2K+ 51.43% |
$189K - $204K
|
47.8K
$624K
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
14.7K+ 227.02% |
$171K - $185K
|
21.2K
$276K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.3KNew |
$167K - $180K
|
14.3K
$187K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
11.2KNew |
$131K - $141K
|
11.2K
$146K
|
|
|
May 15, 2025
Q1 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
10.8KNew |
$126K - $136K
|
10.8K
$141K
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
10K+ 16.9% |
$117K - $126K
|
69.2K
$902K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
6.88K+ 7.5% |
$80.2K - $86.6K
|
98.6K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.86K+ 20.88% |
$68.4K - $73.8K
|
33.9K
$443K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
5.16K+ 5.43% |
$60.1K - $64.9K
|
100K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.8K+ 3.72% |
$44.3K - $47.8K
|
106K
$1.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.87K+ 143400.0% |
$33.4K - $36.1K
|
2.87K
$37.4K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.54K+ 0.46% |
$18K - $19.4K
|
338K
$4.41M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7+ 0.06% |
$81.6 - $88.1
|
11.8K
$154K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7New |
$81.6 - $88.1
|
7
$91.3
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.88% |
$11.7 - $12.6
|
115
$1.5K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.46K- 9.67% |
$28.7K - $30.9K
|
23K
$299K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.69K- 15.97% |
$31.3K - $33.8K
|
14.1K
$184K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-3.18K- 4.49% |
$37K - $40K
|
67.5K
$880K
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
SELL
|
- |
-6.39K- 2.2% |
$74.6K - $80.4K
|
284K
$3.7M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.55K- 9.13% |
$76.4K - $82.4K
|
65.2K
$850K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.84K- 99.64% |
$79.8K - $86.1K
|
25
$326
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-73K- 76.25% |
$851K - $918K
|
22.7K
$297K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-197K- 69.41% |
$2.3M - $2.48M
|
86.9K
$1.13M
|