Purchases and Sales Made in Q3 2025 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 2025. 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 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
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
150New |
$2K - $2.22K
|
150
$2.11K
|
|
|
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
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3- 0.03% |
$40 - $44.4
|
11.8K
$166K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-932- 0.31% |
$12.4K - $13.8K
|
303K
$4.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-3.08K- 6.6% |
$41.1K - $45.6K
|
43.7K
$615K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-4.39K- 23.51% |
$58.5K - $64.9K
|
14.3K
$201K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-4.52K- 28.04% |
$60.3K - $66.9K
|
11.6K
$163K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-7.22K- 98.69% |
$96.2K - $107K
|
96
$1.35K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-9.67K- 15.33% |
$129K - $143K
|
53.4K
$753K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-12K- 49.65% |
$159K - $177K
|
12.1K
$171K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-13.6K- 13.64% |
$181K - $201K
|
86.1K
$1.21M
|
|