Purchases and Sales Made in Q1 2024 in Templeton Global Income Fund (GIM)
This table provides information about the institutional ownership of Templeton Global Income Fund (GIM) during Q1 2024. The information is specifically focused on institutions that hold shares of TEMPLETON GLOBAL INCOME FUND.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.97MNew |
$7.31M - $7.67M
|
1.97M
$7.31M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.22M+ 162.13% |
$4.52M - $4.74M
|
1.97M
$7.31M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.22M+ 162.13% |
$4.52M - $4.74M
|
1.97M
$7.31M
|
|
May 15, 2024
Q1 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
786K+ 17.28% |
$2.92M - $3.06M
|
5.34M
$19.8M
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
535K+ 2665.0% |
$1.98M - $2.08M
|
555K
$2.06M
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
506KNew |
$1.88M - $1.97M
|
506K
$1.88M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
447KNew |
$1.66M - $1.74M
|
447K
$1.66M
|
|
May 13, 2024
Q1 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
395KNew |
$1.46M - $1.53M
|
395K
$1.46M
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
204KNew |
$758K - $795K
|
204K
$758K
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
150K+ 477.11% |
$558K - $585K
|
182K
$674K
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
132K+ 6583.9% |
$489K - $512K
|
134K
$496K
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
131KNew |
$486K - $510K
|
131K
$486K
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
106K+ 9282.91% |
$393K - $412K
|
107K
$397K
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
93.8KNew |
$348K - $365K
|
93.8K
$348K
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
67.7KNew |
$251K - $263K
|
67.7K
$251K
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
58.4K+ 8.68% |
$217K - $227K
|
732K
$2.71M
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
51.2K+ 16.72% |
$190K - $199K
|
358K
$1.33M
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
38.8K+ 30.23% |
$144K - $151K
|
167K
$621K
|
|
May 13, 2024
Q1 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
37.4K+ 27.95% |
$139K - $145K
|
171K
$634K
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
BUY
|
- |
37KNew |
$137K - $144K
|
37K
$137K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.9K+ 27.34% |
$118K - $124K
|
149K
$551K
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.4KNew |
$102K - $106K
|
27.4K
$102K
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
25.6KNew |
$95K - $99.6K
|
25.6K
$95K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.4KNew |
$75.7K - $79.4K
|
20.4K
$75.7K
|
|
May 10, 2024
Q1 2024
|
Rpo LLC
Stamford, CT |
BUY
|
- |
16.7KNew |
$62.1K - $65.1K
|
16.7K
$62.1K
|
|
May 15, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
15.1K+ 22.31% |
$56.2K - $58.9K
|
83K
$308K
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
14.6KNew |
$54.2K - $56.8K
|
14.6K
$54.2K
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
14.5K+ 42.96% |
$53.8K - $56.4K
|
48.3K
$179K
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
13KNew |
$48.2K - $50.6K
|
13K
$48.2K
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10.3KNew |
$38K - $39.9K
|
10.3K
$38K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
10.1K+ 24.5% |
$37.5K - $39.3K
|
51.4K
$191K
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.26KNew |
$8.38K - $8.79K
|
2.26K
$8.38K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.93K+ 14.71% |
$7.16K - $7.51K
|
15K
$55.8K
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.28K+ 1.71% |
$4.75K - $4.98K
|
76.1K
$282K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.2KNew |
$4.45K - $4.67K
|
1.2K
$4.45K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
801+ 6.37% |
$2.97K - $3.12K
|
13.4K
$49.6K
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
482+ 3.06% |
$1.79K - $1.87K
|
16.3K
$60.3K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
400+ 11.59% |
$1.48K - $1.56K
|
3.85K
$14.3K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
377+ 1.44% |
$1.4K - $1.47K
|
26.6K
$98.7K
|
|
May 02, 2024
Q1 2024
|
Suncoast Equity Management
|
BUY
|
- |
235+ 2.28% |
$872 - $914
|
10.5K
$39K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
182New |
$675 - $708
|
182
$675
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
114New |
$423 - $443
|
114
$423
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
114+ 0.06% |
$423 - $443
|
204K
$758K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
74+ 0.93% |
$275 - $288
|
8K
$29.7K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
21+ 4.86% |
$77.9 - $81.7
|
453
$1.68K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 5.26% |
$3.71 - $3.89
|
20
$74.2
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1+ 0.01% |
$3.71 - $3.89
|
17.9K
$66.3K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-146- 0.49% |
$542 - $568
|
29.8K
$110K
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-675- 0.63% |
$2.5K - $2.63K
|
107K
$398K
|