BRWA
GLV

B. Riley Wealth Advisors’s Clough Global Dividend & Income Fund GLV Stock Holding History

B. Riley Wealth Advisors’s Portfolio GLV Stock Details GLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-43,000
Closed -$249K – 1583
2023
Q1 		$249K Buy
43,000
+4,500
+12% +$27.6K 0.01% 1168
2022
Q4 		$246K Buy
38,500
+15,999
+71% +$110K 0.01% 1146
2022
Q3 		$150K Buy
22,501
+10,031
+80% +$80.3K ﹤0.01% 1278
2022
Q2 		$102K Sell
12,470
-1
-0% -$9 ﹤0.01% 1126
2022
Q1 		$115K Buy
12,471
+1
+0% +$10 ﹤0.01% 1281
2021
Q4 		$134K Hold
12,470
– – ﹤0.01% 1313
2021
Q3 		$139K Sell
12,470
-17,425
-58% -$200K ﹤0.01% 1295
2021
Q2 		$326K Sell
29,895
-2,616
-8% -$30.3K 0.01% 978
2021
Q1 		$380K Buy
32,511
+416
+1% +$4.62K 0.01% 867
2020
Q4 		$333K Buy
32,095
+3,805
+13% +$36.8K 0.02% 702
2020
Q3 		$262K Sell
28,290
-5,494
-16% -$52.3K 0.01% 750
2020
Q2 		$291K Buy
33,784
+8,347
+33% +$70.1K 0.02% 641
2020
Q1 		$213K Buy
25,437
+6,389
+34% +$67.2K 0.02% 652
2019
Q4 		$209K Buy
19,048
+2,227
+13% +$24.4K 0.02% 742
2019
Q3 		$183K Buy
+16,821
New +$183K 0.02% 737

Other funds holding GLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

B. Riley Wealth Advisors's GLV Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of Clough Global Dividend & Income Fund (GLV) in Q2 2023, closing a stake of 43,000 shares — an estimated $249K sold.

B. Riley Wealth Advisors first reported a position in GLV in Q3 2019 and held it in 15 quarters. The position peaked at $380K in Q1 2021. 30 funds tracked by Wall St. Rank hold GLV as of Q2 2023.

  • B. Riley Wealth Advisors reported no remaining Clough Global Dividend & Income Fund position as of Q2 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 43,000 Clough Global Dividend & Income Fund shares in Q2 2023, an estimated $249K.
  • B. Riley Wealth Advisors first reported a position in Clough Global Dividend & Income Fund in Q3 2019 and held it in 15 quarters.
  • B. Riley Wealth Advisors's Clough Global Dividend & Income Fund position peaked at $380K in Q1 2021.
  • 30 funds tracked by Wall St. Rank held Clough Global Dividend & Income Fund as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.