We are live on ! Find out more
GGZ

Gabelli Global Small and Mid-Cap Value Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.57M +$21.7K +1,522 +0.5%
PMG
2
Private Management Group
California
$3.9M -$147K -10,303 -4%
BBPWM
3
Blue Bell Private Wealth Management
Pennsylvania
$2.22M +$231K +16,220 +12%
1WA
4
180 Wealth Advisors
Washington
$1.75M +$87.1K +6,121 +6%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.54M +$72.1K +5,068 +5%
GC
6
GatePass Capital
Ohio
$1.32M
Bank of America
7
Bank of America
North Carolina
$1.29M -$926K -65,022 -43%
GCIA
8
Gabelli & Co Investment Advisers
New York
$1.24M
UBS Group
9
UBS Group
Switzerland
$1.19M -$92.3K -6,486 -8%
Raymond James Financial
10
Raymond James Financial
Florida
$1.13M +$83.1K +5,839 +8%
EPW
11
Evolve Private Wealth
California
$1.05M +$996K +70,004 New
Capstone Investment Advisors
12
Capstone Investment Advisors
New York
$1.04M
BI
13
Beckerman Institutional
New Jersey
$883K +$13.4K +942 +2%
Wells Fargo
14
Wells Fargo
California
$773K -$155K -10,900 -17%
GI
15
GAMCO Investors
Connecticut
$684K
SI
16
Stephens Inc
Arkansas
$682K -$113K -7,970 -15%
LPL Financial
17
LPL Financial
California
$672K +$380K +26,683 +147%
CL
18
CSS LLC
Illinois
$613K -$39.7K -2,789 -6%
MC
19
Matisse Capital
Oregon
$605K -$448K -31,484 -44%
SWM
20
Silverlake Wealth Management
Vermont
$215K +$1.13K +79 +0.6%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$183K +$6.26K +440 +4%
PAG
22
Private Advisor Group
New Jersey
$182K -$384 -27 -0.2%
Comerica Bank
23
Comerica Bank
Texas
$165K
AA
24
Ancora Advisors
Ohio
$75K
NS
25
NBC Securities
Alabama
$43K