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GGZ

Gabelli Global Small and Mid-Cap Value Trust
GGZ

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.15M -$1.2M -141,758 -29%
Bank of America
2
Bank of America
North Carolina
$2.93M +$158K +18,674 +6%
MC
3
Matisse Capital
Oregon
$2.25M +$406K +48,133 +23%
RJA
4
Raymond James & Associates
Florida
$2.12M +$52.8K +6,250 +3%
PMG
5
Private Management Group
California
$1.79M -$13.9K -1,651 -0.8%
Stifel Financial
6
Stifel Financial
Missouri
$1.2M +$8.74K +1,035 +0.8%
CA
7
Cornerstone Advisors
North Carolina
$1.19M +$201K +23,838 +22%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.1M +$62.4K +7,393 +6%
Wells Fargo
9
Wells Fargo
California
$813K +$143K +16,919 +23%
UBS Group
10
UBS Group
Switzerland
$778K +$48.7K +5,762 +7%
GCIA
11
Gabelli & Co Investment Advisers
New York
$734K – – –
BBPWM
12
Blue Bell Private Wealth Management
Pennsylvania
$660K -$57.4K -6,800 -8%
CL
13
CSS LLC
Illinois
$463K +$7.76K +919 +2%
LCM
14
Landscape Capital Management
New Jersey
$398K -$108K -12,821 -22%
PAIM
15
Punch & Associates Investment Management
Minnesota
$370K +$351K +41,629 New
SFS
16
Shaker Financial Services
Virginia
$354K +$337K +39,880 New
GI
17
GAMCO Investors
Connecticut
$311K – – –
WAM
18
Wolverine Asset Management
Illinois
$277K +$264K +31,240 New
6M
19
6 Meridian
Kansas
$262K +$27.9K +3,309 +13%
MML Investors Services
20
MML Investors Services
Massachusetts
$240K +$2.22K +263 +1%
CCP
21
Cardan Capital Partners
Colorado
$219K -$97.4K -11,531 -32%
CRC
22
Curi RMB Capital
Illinois
$155K +$148K +17,500 New
DA
23
Doliver Advisors
Texas
$101K +$95.6K +11,327 New
1WA
24
180 Wealth Advisors
Washington
$98K +$89K +10,545 New
AA
25
Ancora Advisors
Ohio
$44K -$591K -70,000 -93%
1
2