Sowell Financial Services LLC
Position in GDO — Western Asset Global Corporate Opportunity Fund Inc.
CIK 1633697
NORTH LITTLE ROCK, AR
Position in GDO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$607,693
-$33,979 QoQ
Shares Held
56,635
-5.0% QoQ
Ownership
0.753%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#4
of 11 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GDO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Sowell Financial Services LLC holds $47,562,599 across 64 Asset Management names. GDO ranks #20 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTZ |
Blackrock Credit Allocation Income Trust
|
761,468 | $7,782,202 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
122,009 | $5,196,363 | |
| 3 | LIEN |
Chicago Atlantic BDC, Inc.
|
511,387 | $4,996,250 | |
| 4 | FLC |
Flaherty & Crumrine Total Return Fund Inc
|
204,611 | $3,457,925 | |
| 5 | FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
|
112,147 | $1,825,753 | |
| 6 | JQC |
Nuveen Credit Strategies Income Fund
|
321,246 | $1,561,255 | |
| 7 | BX |
Blackstone Inc.
|
12,954 | $1,524,297 | |
| 8 | ERC |
Allspring Multi-Sector Income Fund
|
147,782 | $1,361,072 |
All Filings in GDO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $607,693 | 56,635 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $641,672 | 59,635 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $713,737 | 60,435 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $717,967 | 60,435 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $718,030 | 60,850 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $745,173 | 64,350 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $729,085 | 64,350 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $828,184 | 64,350 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $785,713 | 64,350 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $803,088 | 64,350 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $842,181 | 65,950 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $767,287 | 64,750 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $800,310 | 64,750 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $822,325 | 64,750 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $826,857 | 64,750 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $721,962 | 64,750 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $878,657 | 64,750 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $875,997 | 58,950 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,132,477 | 64,750 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,167,442 | 64,750 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,204,350 | 64,750 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,112,071 | 63,150 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||