Carolinas Wealth Consulting LLC Clough Global Opportunities Fund Transaction History

Carolinas Wealth Consulting LLC

$577 Million
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	SELL	$5.51 - $7.8 $50,846 - $71,978	-9,228 Reduced 48.71%	9,716 $54,000
Q2 2021 Aug 17, 2021	BUY	$11.61 - $13.08 $8,335 - $9,391	718 Added 3.94%	18,944 $229,000
Q1 2021 May 17, 2021	SELL	$11.09 - $12.95 $23,377 - $27,298	-2,108 Reduced 10.37%	18,226 $223,000
Q4 2020 Feb 16, 2021	BUY	$8.83 - $11.25 $11,664 - $14,861	1,321 Added 6.95%	20,334 $226,000
Q3 2020 Nov 12, 2020	BUY	$8.85 - $9.74 $168,265 - $185,186	19,013 New	19,013 $178,000

Others Institutions Holding GLO

# of Institutions

66

Shares Held

16.3M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

5.22M
Shares

$27.4 Million
0.0% of portfolio
Sit Investment Associates Inc Minneapolis, MN

2.42M
Shares

$12.7 Million
0.29% of portfolio
Saba Capital Management, L.P. New York, NY

2.34M
Shares

$12.3 Million
0.27% of portfolio
Mangrove Partners New York, NY

1.33M
Shares

$6.98 Million
0.94% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

1.29M
Shares

$6.76 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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