Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
82.7KNew |
$963K - $1.1M
|
82.7K
$997K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
59.2KNew |
$689K - $784K
|
59.2K
$713K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
33.6K+ 53.98% |
$391K - $445K
|
95.8K
$1.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
28.1KNew |
$327K - $372K
|
28.1K
$339K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
12.6KNew |
$147K - $167K
|
12.6K
$152K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
11.3K+ 12.38% |
$131K - $149K
|
102K
$1.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
10.1KNew |
$117K - $134K
|
10.1K
$122K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
6.59K+ 7.46% |
$76.7K - $87.4K
|
95K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.66K+ 210.63% |
$54.2K - $61.8K
|
6.87K
$82.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.47K+ 21.32% |
$52K - $59.2K
|
25.4K
$307K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
4.41K+ 5.05% |
$51.3K - $58.4K
|
91.7K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.81K+ 1.15% |
$44.4K - $50.5K
|
337K
$4.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
2.4K+ 8.92% |
$27.9K - $31.8K
|
29.3K
$353K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1K+ 10.0% |
$11.6K - $13.3K
|
11K
$133K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
25New |
$291 - $332
|
25
$302
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
12New |
$140 - $159
|
12
$145
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6+ 0.05% |
$69.8 - $79.6
|
11.8K
$142K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 1.79% |
$23.3 - $26.5
|
114
$1.37K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5- 0.01% |
$58.2 - $66.3
|
75.2K
$907K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-72- 0.45% |
$838 - $955
|
16K
$193K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-500- 65.79% |
$5.82K - $6.63K
|
260
$3.14K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-985- 1.35% |
$11.5K - $13.1K
|
71.7K
$865K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-2.51K- 3.43% |
$29.2K - $33.3K
|
70.7K
$852K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.87K- 99.93% |
$33.4K - $38K
|
2
$24.1
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-4.23K- 1.43% |
$49.2K - $56K
|
290K
$3.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.74K- 1.64% |
$55.2K - $62.9K
|
284K
$3.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-6.55K- 50.28% |
$76.2K - $86.8K
|
6.48K
$78.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-7.81K- 31.71% |
$90.9K - $104K
|
16.8K
$203K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-33.9K- 83.85% |
$395K - $449K
|
6.53K
$78.7K
|