Wetherby Asset Management Inc Clough Global Opportunities Fund Transaction History

Wetherby Asset Management Inc

$2.13 Billion
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$8.86 - $11.01 $215,599 - $267,917	-24,334 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$12.06 - $13.14 $73,373 - $79,943	6,084 Added 33.34%	24,334 $296,000
Q2 2021 Aug 16, 2021	BUY	$11.61 - $13.08 $211,882 - $238,710	18,250 New	18,250 $221,000
Q1 2021 May 14, 2021	SELL	$11.09 - $12.95 $202,392 - $236,337	-18,250 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$8.85 - $9.74 $161,512 - $177,755	18,250 New	18,250 $170,000

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

$26.6 Million
0.0% of portfolio
Sit Investment Associates Inc Minneapolis, MN

2.42M
Shares

$12.3 Million
0.29% of portfolio
Saba Capital Management, L.P. New York, NY

2.34M
Shares

$11.9 Million
0.27% of portfolio
Mangrove Partners New York, NY

1.33M
Shares

$6.78 Million
0.94% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

1.29M
Shares

$6.57 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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