Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
609KNew |
$5.91M - $7.34M
|
609K
$7.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
70.8K+ 21.83% |
$687K - $854K
|
395K
$4.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
40.3K+ 125.44% |
$390K - $485K
|
72.3K
$870K
|
|
|
Feb 15, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
31.6KNew |
$306K - $381K
|
31.6K
$380K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29.4K+ 814.22% |
$286K - $355K
|
33K
$397K
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
27.4KNew |
$266K - $330K
|
27.4K
$329K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
14.7K+ 27.25% |
$143K - $178K
|
68.8K
$827K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
7.83K+ 22.97% |
$76K - $94.4K
|
41.9K
$504K
|
|
|
Feb 02, 2023
Q4 2022
|
Private Management Group Inc
|
BUY
|
- |
7.25K+ 2.95% |
$70.3K - $87.3K
|
253K
$3.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.95K+ 2.34% |
$18.9K - $23.5K
|
85.2K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
644+ 1.43% |
$6.25K - $7.76K
|
45.6K
$548K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
544New |
$5.28K - $6.56K
|
544
$6.54K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
400New |
$3.88K - $4.82K
|
400
$4.81K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
111New |
$1.08K - $1.34K
|
111
$1.33K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
102+ 62.96% |
$989 - $1.23K
|
264
$3.17K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
58New |
$563 - $699
|
58
$697
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36New |
$349 - $434
|
36
$433
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 3.03% |
$29.1 - $36.2
|
102
$1.23K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-50- 3.85% |
$485 - $603
|
1.25K
$15K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-292- 2.25% |
$2.83K - $3.52K
|
12.7K
$153K
|
|
|
Feb 01, 2023
Q4 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-492- 2.06% |
$4.77K - $5.93K
|
23.3K
$281K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.11K- 2.99% |
$10.7K - $13.3K
|
35.9K
$432K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.06K- 2.7% |
$20K - $24.8K
|
74.4K
$894K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-3.58K- 3.86% |
$34.7K - $43.1K
|
89.1K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-7.63K- 14.7% |
$74K - $92K
|
44.3K
$532K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-42.9K- 39.06% |
$416K - $516K
|
66.8K
$803K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-100K- 26.6% |
$975K - $1.21M
|
277K
$3.33M
|