Waldron Private Wealth LLC Templeton Global Income Fund Transaction History

Waldron Private Wealth LLC

$2.23 Billion
Q2 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 20, 2018	SELL	$5.99 - $6.31 $65,249 - $68,734	-10,893 Closed	0 $0
Q1 2018 May 09, 2018	BUY	$6.33 - $6.52 $68,952 - $71,022	10,893 New	10,893 $69,000
Q4 2017 Jan 26, 2018	SELL	$6.39 - $6.75 $69,606 - $73,527	-10,893 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	10,893	10,893 $73,000

Others Institutions Holding GIM

# of Institutions

11

Shares Held

3.43M

Call Options Held

0

Put Options Held

0

Rivernorth Capital Management, LLC West Palm Beach, FL

3.33M
Shares

$12.4 Million
0.63% of portfolio
Blue Bell Private Wealth Management, LLC

65.6K
Shares

$243,190
0.05% of portfolio
Rock Point Advisors, LLC Burlington, VT

20.7K
Shares

$76,937
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

5.56K
Shares

$20,627
0.0% of portfolio
Ifp Advisors, Inc

2K
Shares

$7,420
0.0% of portfolio

About TEMPLETON GLOBAL INCOME FUND

Ticker GIM
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Templeton Global Income Fund is a closed-ended fixed income mutual fund launched by Franklin Resources, Inc. It is managed by Franklin Advisers, Inc. The fund invests in fixed income markets across the globe. It primarily invests in government bonds. The fund is actively managed. It benchmarks the performance of its portfolio against the J.P. Mo...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Waldron Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waldron Private Wealth LLC with notifications on news.