Institute For Wealth Management, Llc. Clough Global Opportunities Fund Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 02, 2023	SELL	$5.0 - $6.3 $2,875 - $3,622	-575 Reduced 5.27%	10,336 $52,000
Q1 2022 Apr 29, 2022	SELL	$8.86 - $11.01 $3,544 - $4,404	-400 Reduced 3.54%	10,911 $103,000
Q4 2021 Jan 21, 2022	SELL	$10.64 - $13.08 $776 - $954	-73 Reduced 0.64%	11,311 $120,000
Q2 2021 Jul 21, 2021	SELL	$11.61 - $13.08 $417 - $470	-36 Reduced 0.32%	11,384 $138,000
Q1 2021 May 04, 2021	SELL	$11.09 - $12.95 $1,208 - $1,411	-109 Reduced 0.95%	11,420 $140,000
Q1 2020 Apr 29, 2020	BUY	$5.64 - $10.15 $65,023 - $117,019	11,529 New	11,529 $83,000
Q2 2019 Aug 02, 2019	SELL	$9.23 - $9.89 $99,259 - $106,357	-10,754 Closed	0 $0
Q4 2018 Feb 08, 2019	BUY	$7.65 - $10.9 $82,268 - $117,218	10,754 New	10,754 $89,000
Q1 2018 May 15, 2018	SELL	$10.69 - $11.49 $125,040 - $134,398	-11,697 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	$10.67 - $11.65 $124,806 - $136,270	11,697	11,697 $125,000

Others Institutions Holding GLO

# of Institutions

66

Shares Held

16.5M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

5.22M
Shares

$27.1 Million
0.0% of portfolio
Sit Investment Associates Inc Minneapolis, MN

2.42M
Shares

$12.5 Million
0.29% of portfolio
Saba Capital Management, L.P. New York, NY

2.34M
Shares

$12.1 Million
0.27% of portfolio
Mangrove Partners New York, NY

1.33M
Shares

$6.89 Million
0.94% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

1.29M
Shares

$6.67 Million
0.39% of portfolio

About Clough Global Opportunities Fund

Ticker GLO
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Clough Global Opportunities Fund is a closed ended balanced mutual fund launched and managed by Clough Capital Partners L.P. It invests in public equity and fixed income markets across the globe. The fund invests in securities of companies operating across diversified sectors. For its fixed income portion, the fund invests in both investment gra...

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