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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Private Management Group Inc
|
BUY
|
- |
271KNew |
$3.61M - $4M
|
271K
$3.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
62.7K+ 71.08% |
$836K - $928K
|
151K
$2.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.2K+ 53.93% |
$455K - $506K
|
97.5K
$1.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
30.8K+ 79.21% |
$411K - $456K
|
69.7K
$982K
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
16.1K+ 38.37% |
$214K - $238K
|
57.9K
$816K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
14K+ 11.87% |
$186K - $207K
|
132K
$1.86M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5.42K+ 5.16% |
$72.2K - $80.2K
|
110K
$1.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.82KNew |
$37.6K - $41.7K
|
2.82K
$39.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
770+ 4.44% |
$10.3K - $11.4K
|
18.1K
$255K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
400New |
$5.33K - $5.92K
|
400
$5.64K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
242New |
$3.23K - $3.58K
|
242
$3.41K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
200New |
$2.67K - $2.96K
|
200
$2.82K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
160New |
$2.13K - $2.37K
|
160
$2.25K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
150New |
$2K - $2.22K
|
150
$2.11K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
47+ 0.08% |
$627 - $696
|
62.4K
$880K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
20New |
$267 - $296
|
20
$282
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 1.72% |
$26.7 - $29.6
|
118
$1.66K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 1.49% |
$13.3 - $14.8
|
68
$958
|
|
| Q2 2025 | |||||||
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
40New |
$425 - $533
|
40
$564
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Sep 22, 2025
Q1 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
76K+ 633.33% |
$886K - $956K
|
88K
$1.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
71.8KNew |
$838K - $904K
|
71.8K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
11.2KNew |
$131K - $141K
|
11.2K
$158K
|
|
|
May 15, 2025
Q1 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
10.8KNew |
$126K - $136K
|
10.8K
$152K
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
10K+ 16.9% |
$117K - $126K
|
69.2K
$974K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.87K+ 143400.0% |
$33.4K - $36.1K
|
2.87K
$40.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7New |
$81.6 - $88.1
|
7
$98.6
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
82.7KNew |
$963K - $1.1M
|
82.7K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
12.6KNew |
$147K - $167K
|
12.6K
$177K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
10.1KNew |
$117K - $134K
|
10.1K
$142K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1K+ 10.0% |
$11.6K - $13.3K
|
11K
$155K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
12New |
$140 - $159
|
12
$169
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
24.4K+ 1140.98% |
$273K - $302K
|
26.5K
$373K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.4K+ 24.79% |
$49.3K - $54.7K
|
22.2K
$312K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
200New |
$2.24K - $2.48K
|
200
$2.82K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
28+ 2.78% |
$314 - $347
|
1.03K
$14.6K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
613KNew |
$6.82M - $7.35M
|
613K
$8.64M
|
|
| Q1 2024 | |||||||
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
26New |
$293 - $313
|
26
$366
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15New |
$169 - $180
|
15
$211
|
|
| Q4 2023 | |||||||
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
14New |
$133 - $165
|
14
$197
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 1.59% |
$9.51 - $11.8
|
64
$902
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
11.2KNew |
$115K - $139K
|
11.2K
$157K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
400New |
$4.13K - $4.97K
|
400
$5.64K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
17New |
$175 - $211
|
17
$240
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 1.69% |
$10.3 - $12.4
|
60
$845
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
115New |
$1.27K - $1.38K
|
115
$1.62K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
95New |
$1.05K - $1.14K
|
95
$1.34K
|
|
| Q1 2023 | |||||||
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
90New |
$988 - $1.17K
|
90
$1.27K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
89New |
$977 - $1.15K
|
89
$1.25K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
50New |
$549 - $648
|
50
$705
|
|