— Know what they know.
Not Investment Advice

GDO

Western Asset Global Corporate Defined Opportunity Fund Inc.
1W: +2.2% 1M: -3.7% 3M: -9.7% YTD: -16.0% 1Y: -16.6% 3Y: +6.7% 5Y: -17.6%
$9.75
+0.09 (+0.93%)
 
Weekly Expected Move ±2.6%
$9 $9 $10 $10 $10
ETF NYSE · AUM $73.3M

Institutional Ownership — GDO

35
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
16M
Total Invested
3
New Positions
8
Increased
19
Reduced
4
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (38 total)

# Holder Shares Value Change Change % Holding Period Filing
1 AMERIPRISE FINANCIAL INC 187,496 $2M +20,376 +12.2% 16Q SEC ↗
2 OSAIC HOLDINGS, INC. 184,995 $2M +16,621 +9.9% 26Q SEC ↗
3 MORGAN STANLEY 163,086 $2M -21,851 -11.8% 60Q SEC ↗
4 1607 Capital Partners, LLC 135,431 $1M -20,969 -13.4% 7Q SEC ↗
5 GUGGENHEIM CAPITAL LLC 118,048 $1M +15,195 +14.8% 58Q SEC ↗
6 Smith Asset Management Co., LLC 111,189 $1M -1,471 -1.3% 7Q SEC ↗
7 Fiera Capital Corp 103,874 $1M +2,874 +2.8% 22Q SEC ↗
8 Shaker Financial Services, LLC 69,235 $675K -50,808 -42.3% 7Q SEC ↗
9 RAYMOND JAMES FINANCIAL INC 65,263 $636K +3,117 +5.0% 7Q SEC ↗
10 Dynamic Advisor Solutions LLC 62,526 $610K +3,550 +6.0% 6Q SEC ↗
11 Sowell Financial Services LLC 56,635 $552K -3,000 -5.0% 22Q SEC ↗
12 Cambridge Investment Research Advisors NEW 44,002 $429K — +0.0% 1Q SEC ↗
13 UBS Group AG 34,689 $338K -9,147 -20.9% 47Q SEC ↗
14 WELLS FARGO & COMPANY/MN 24,484 $239K +4,075 +20.0% 66Q SEC ↗
15 ROYAL BANK OF CANADA 22,719 $222K -9,225 -28.9% 65Q SEC ↗
16 Cetera Investment Advisers 19,416 $189K +679 +3.6% 10Q SEC ↗
17 NewEdge Advisors, LLC 18,970 $185K -700 -3.6% 19Q SEC ↗
18 Sanctuary Advisors, LLC 17,612 $172K -309 -1.7% 9Q SEC ↗
19 BANK OF AMERICA CORP /DE 15,526 $151K -5,607 -26.5% 15Q SEC ↗
20 INTERNATIONAL ASSETS INVESTMENT MANAGE 14,984 $146K — +0.0% 15Q SEC ↗
21 Van Diest Capital, LLC 12,993 $127K -892 -6.4% 2Q SEC ↗
22 WOLVERINE ASSET MANAGEMENT LLC 11,732 $114K -7,621 -39.4% 2Q SEC ↗
23 Huntleigh Advisors, Inc. 10,313 $101K -3,078 -23.0% 7Q SEC ↗
24 CoreCap Advisors, LLC NEW 6,000 $58K — +0.0% 1Q SEC ↗
25 FIFTH THIRD BANCORP 2,496 $24K -300 -10.7% 2Q SEC ↗
26 Farther Finance Advisors, LLC 1,527 $15K -187 -10.9% 6Q SEC ↗
27 Noble Wealth Management PBC 1,300 $13K — +0.0% 4Q SEC ↗
28 Steward Partners Investment Advisory, 926 $9K — +0.0% 29Q SEC ↗
29 Geneos Wealth Management Inc. 515 $5K — +0.0% 23Q SEC ↗
30 Key Financial Inc NEW 500 $5K — +0.0% 1Q SEC ↗
31 HIGHLINE WEALTH PARTNERS LLC 500 $5K — +0.0% 4Q SEC ↗
32 Advisory Services Network, LLC 0 $0K -3,177 -100.0% 1Q SEC ↗
33 Cerity Partners LLC 0 $0K -90,294 -100.0% 13Q SEC ↗
34 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 0 $0K -348 -100.0% 20Q SEC ↗
35 Hamrick Investment Counsel, llc 0 $0K -4,500 -100.0% 1Q SEC ↗
36 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 $0K -19,257 -100.0% 1Q SEC ↗
37 Kestra Advisory Services, LLC 0 $0K -7,140 -100.0% 1Q SEC ↗
38 THURSTON, SPRINGER, MILLER, HERD & TIT 0 $0K -84 -100.0% 1Q SEC ↗

Recent Activity

New Positions (3)
HolderSharesValue
Cambridge Investment Research Advis 44,002 $429K
CoreCap Advisors, LLC 6,000 $58K
Key Financial Inc 500 $5K
Biggest Increases (8)
HolderAddedChange %Total Shares
AMERIPRISE FINANCIAL INC +20,376 +12.2% 187,496
OSAIC HOLDINGS, INC. +16,621 +9.9% 184,995
GUGGENHEIM CAPITAL LLC +15,195 +14.8% 118,048
WELLS FARGO & COMPANY/MN +4,075 +20.0% 24,484
Dynamic Advisor Solutions LLC +3,550 +6.0% 62,526
RAYMOND JAMES FINANCIAL INC +3,117 +5.0% 65,263
Fiera Capital Corp +2,874 +2.8% 103,874
Cetera Investment Advisers +679 +3.6% 19,416
Biggest Decreases (15)
HolderReducedChange %Total Shares
Shaker Financial Services, LLC -50,808 -42.3% 69,235
MORGAN STANLEY -21,851 -11.8% 163,086
1607 Capital Partners, LLC -20,969 -13.4% 135,431
ROYAL BANK OF CANADA -9,225 -28.9% 22,719
UBS Group AG -9,147 -20.9% 34,689
WOLVERINE ASSET MANAGEMENT LLC -7,621 -39.4% 11,732
BANK OF AMERICA CORP /DE -5,607 -26.5% 15,526
Huntleigh Advisors, Inc. -3,078 -23.0% 10,313
Sowell Financial Services LLC -3,000 -5.0% 56,635
Smith Asset Management Co., LLC -1,471 -1.3% 111,189
Van Diest Capital, LLC -892 -6.4% 12,993
NewEdge Advisors, LLC -700 -3.6% 18,970
Sanctuary Advisors, LLC -309 -1.7% 17,612
FIFTH THIRD BANCORP -300 -10.7% 2,496
Farther Finance Advisors, LLC -187 -10.9% 1,527

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms