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Funds Holding CGO

On this page, we present all of the funds holding CGO from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CGO, with a link to that fund's top holdings. The next columns indicate the amount of CGO stock held by each of the funds holding CGO, followed by the CGO position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 29 funds holding CGO within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding CGO), click the fund name in the "Holder" column of the funds-holding-CGO table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley343,990$3,123 12/31/2023
     CGO343,990$3,123 12/31/2023
LPL Financial LLC206,691$1,877 12/31/2023
     CGO206,691$1,877 12/31/2023
Principal Securities Inc.180,522$1,639 12/31/2023
     CGO180,522$1,639 12/31/2023
Guggenheim Capital LLC129,545$1,176 12/31/2023
     CGO129,545$1,176 12/31/2023
Calamos Wealth Management LLC113,930$1,034 12/31/2023
     CGO113,930$1,034 12/31/2023
Envestnet Asset Management Inc.105,514$958 12/31/2023
     CGO105,514$958 12/31/2023
UBS Group AG83,607$759 12/31/2023
     CGO83,607$759 12/31/2023
Shaker Financial Services LLC80,650$739 12/31/2023
     CGO80,650$739 12/31/2023
Wolverine Asset Management LLC60,494$549 12/31/2023
     CGO60,494$549 12/31/2023
Harbour Investments Inc.50,352$457 12/31/2023
     CGO50,352$457 12/31/2023
Advisor Group Holdings Inc.26,381$240 12/31/2023
     CGO26,381$240 12/31/2023
Raymond James Financial Services Advisors Inc.21,059$219 03/31/2024
     CGO21,059$219 03/31/2024
GWM Advisors LLC22,709$208 12/31/2023
     CGO22,709$208 12/31/2023
Brookstone Capital Management19,463$202 03/31/2024
     CGO19,463$202 03/31/2024
Kestra Advisory Services LLC20,991$191 12/31/2023
     CGO20,991$191 12/31/2023
Capital Market Strategies LLC18,206$189 03/31/2024
     CGO18,206$189 03/31/2024
Bank of America Corp DE20,833$189 12/31/2023
     CGO20,833$189 12/31/2023
Gilliland Jeter Wealth Management LLC18,076$164 12/31/2023
     CGO18,076$164 12/31/2023
Bard Associates Inc.14,225$130 12/31/2023
     CGO14,225$130 12/31/2023
CoreCap Advisors LLC13,811$125 12/31/2023
     CGO13,811$125 12/31/2023
Royal Bank of Canada13,526$123 12/31/2023
     CGO13,526$123 12/31/2023
NBC Securities Inc.4,104$42 03/31/2024
     CGO4,104$42 03/31/2024
Comerica Bank4,585$42 12/31/2023
     CGO4,585$42 12/31/2023
Wells Fargo & Company MN3,033$28 12/31/2023
     CGO3,033$28 12/31/2023
CWM LLC2,460$26 03/31/2024
     CGO2,460$26 03/31/2024
Proequities Inc.2,200$20 12/31/2023
     CGO2,200$20 12/31/2023
GPS Wealth Strategies Group LLC1,650$15 12/31/2023
     CGO1,650$15 12/31/2023
Geneos Wealth Management Inc.1,335$12 12/31/2023
     CGO1,335$12 12/31/2023
Steward Partners Investment Advisory LLC771$7 12/31/2023
     CGO771$7 12/31/2023
Huntington National Bank1$0 12/31/2023
     CGO1$0 12/31/2023

See Summary: Institutional Holders of CGO
See Details: Top 10 Hedge Funds Holding CGO
Also See: CGO Insider Buying

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