Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
31.7KNew |
$418K - $509K
|
31.7K
$381K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
19.2K+ 68.27% |
$253K - $308K
|
47.3K
$569K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.3KNew |
$215K - $261K
|
16.3K
$196K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
7.98K+ 32.77% |
$105K - $128K
|
32.3K
$389K
|
|
|
May 12, 2022
Q1 2022
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
7.45K+ 19.94% |
$98.3K - $120K
|
44.8K
$538K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.16K+ 2.16% |
$94.5K - $115K
|
339K
$4.07M
|
|
|
May 04, 2022
Q1 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
5.59KNew |
$73.8K - $89.8K
|
5.59K
$67.2K
|
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
4.13K+ 25.1% |
$54.5K - $66.2K
|
20.6K
$247K
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.85K+ 5.32% |
$50.9K - $61.9K
|
76.3K
$918K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.62K+ 7.48% |
$47.8K - $58.2K
|
52K
$626K
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.2K+ 25.14% |
$42.2K - $51.4K
|
15.9K
$191K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.3KNew |
$17.2K - $20.9K
|
1.3K
$15.6K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.06K+ 42.21% |
$13.9K - $17K
|
3.56K
$42.8K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
825+ 6.8% |
$10.9K - $13.2K
|
13K
$156K
|
|
|
May 16, 2022
Q1 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
20+ 5.93% |
$264 - $321
|
357
$4.29K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
5+ 3.29% |
$66 - $80.3
|
157
$1.89K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 3.57% |
$26.4 - $32.1
|
58
$697
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-45Closed |
$594 - $723
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-60Closed |
$792 - $964
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100Closed |
$1.32K - $1.61K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
SELL
|
- |
-103Closed |
$1.36K - $1.65K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-401- 0.44% |
$5.29K - $6.44K
|
90.1K
$1.08M
|
|
|
May 16, 2022
Q1 2022
|
Css LLC
Chicago, IL |
SELL
|
- |
-1K- 2.18% |
$13.2K - $16.1K
|
45K
$540K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.9K- 0.42% |
$25K - $30.4K
|
444K
$5.34M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.85K- 2.05% |
$37.6K - $45.8K
|
136K
$1.63M
|
|
|
May 06, 2022
Q1 2022
|
Private Management Group Inc
|
SELL
|
- |
-4.81K- 2.59% |
$63.5K - $77.2K
|
181K
$2.17M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.15K- 1.5% |
$67.9K - $82.6K
|
339K
$4.07M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-15KClosed |
$198K - $241K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.9K- 37.71% |
$222K - $271K
|
27.8K
$335K
|
|
|
May 06, 2022
Q1 2022
|
Shaker Financial Services, LLC
|
SELL
|
- |
-24KClosed |
$316K - $385K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-50.6K- 11.2% |
$667K - $812K
|
401K
$4.82M
|