Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 05, 2022
Q2 2022
|
Private Management Group Inc
|
BUY
|
- |
57.3K+ 31.67% |
$622K - $806K
|
238K
$3.13M
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
15.2K+ 54.16% |
$165K - $214K
|
43.4K
$569K
|
|
Aug 01, 2022
Q2 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
13.9KNew |
$151K - $195K
|
13.9K
$182K
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
12K+ 37.24% |
$131K - $169K
|
44.4K
$583K
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5.49K+ 26.69% |
$59.5K - $77.2K
|
26K
$342K
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.15K+ 1.52% |
$55.8K - $72.3K
|
344K
$4.52M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.15K+ 1.52% |
$55.8K - $72.3K
|
344K
$4.52M
|
|
Aug 03, 2022
Q2 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.5K+ 80.57% |
$48.9K - $63.3K
|
10.1K
$133K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
3.4KNew |
$36.9K - $47.8K
|
3.4K
$44.6K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.45K+ 8.82% |
$26.6K - $34.5K
|
30.3K
$398K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.3KNew |
$14.1K - $18.3K
|
1.3K
$17.1K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
466+ 0.52% |
$5.06K - $6.55K
|
90.6K
$1.19M
|
|
Aug 10, 2022
Q2 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
200+ 56.02% |
$2.17K - $2.81K
|
557
$7.31K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10New |
$109 - $141
|
10
$131
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
2+ 1.27% |
$21.7 - $28.1
|
159
$2.09K
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 1.72% |
$10.9 - $14.1
|
59
$775
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-22- 50.0% |
$239 - $309
|
22
$289
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-22- 50.0% |
$239 - $309
|
22
$289
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-35- 26.12% |
$380 - $492
|
99
$1.3K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-48- 1.35% |
$521 - $675
|
3.51K
$46.1K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1K- 7.71% |
$10.9K - $14.1K
|
12K
$157K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.3KClosed |
$14.1K - $18.3K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.68K- 10.29% |
$18.2K - $23.6K
|
14.6K
$192K
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.83K- 3.7% |
$30.7K - $39.8K
|
73.5K
$965K
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.45K- 2.54% |
$37.4K - $48.5K
|
132K
$1.74M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.06K- 9.72% |
$54.9K - $71.1K
|
47K
$617K
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-10.3K- 37.72% |
$112K - $145K
|
17.1K
$224K
|
|
Aug 12, 2022
Q2 2022
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-10.6K- 23.67% |
$115K - $149K
|
34.2K
$449K
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.5K- 2.58% |
$124K - $161K
|
433K
$5.68M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-310K- 77.46% |
$3.37M - $4.36M
|
90.3K
$1.19M
|