Purchases and Sales Made in Q3 2024 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 Q3 2024. 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 |
---|---|---|---|---|---|---|---|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
75.2KNew |
$843K - $934K
|
75.2K
$934K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
24.4K+ 1140.98% |
$273K - $302K
|
26.5K
$329K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
21KNew |
$235K - $260K
|
21K
$260K
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
20.2K+ 299.7% |
$226K - $250K
|
26.9K
$334K
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
9.41K+ 11.53% |
$105K - $117K
|
91K
$1.13M
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
8.95K+ 11.42% |
$100K - $111K
|
87.3K
$1.08M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
6.38K+ 7.78% |
$71.5K - $79.2K
|
88.4K
$1.1M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.4K+ 24.79% |
$49.3K - $54.7K
|
22.2K
$275K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
641+ 0.22% |
$7.18K - $7.95K
|
289K
$3.58M
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
200New |
$2.24K - $2.48K
|
200
$2.48K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
72+ 0.45% |
$806 - $894
|
16.1K
$200K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
28+ 2.78% |
$314 - $347
|
1.03K
$12.8K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.9% |
$11.2 - $12.4
|
112
$1.39K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-14- 1.37% |
$157 - $174
|
1.01K
$12.5K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-94- 0.79% |
$1.05K - $1.17K
|
11.8K
$146K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-97- 3.27% |
$1.09K - $1.2K
|
2.87K
$35.6K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-1.18K- 1.58% |
$13.2K - $14.6K
|
73.2K
$908K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.27K- 1.72% |
$14.3K - $15.8K
|
72.7K
$902K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.67K- 7.36% |
$18.6K - $20.7K
|
21K
$260K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.71K- 0.51% |
$19.1K - $21.2K
|
333K
$4.13M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.85K- 6.59% |
$31.9K - $35.4K
|
40.4K
$502K
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-2.85K- 0.96% |
$31.9K - $35.4K
|
295K
$3.65M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.52K- 22.52% |
$39.4K - $43.7K
|
12.1K
$150K
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-4.28K- 26.84% |
$47.9K - $53.1K
|
11.7K
$145K
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-10.8K- 30.56% |
$121K - $135K
|
24.6K
$306K
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-19.8K- 24.16% |
$222K - $246K
|
62.2K
$772K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.5K- 92.02% |
$285K - $316K
|
2.21K
$27.4K
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-32.9K- 71.62% |
$368K - $408K
|
13K
$162K
|