Clough Global Equity Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 2.10 M | $15.85 M | 24.19% | 11.23% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.23 M | $9.24 M | -7.58% | 6.55% |
| MORGAN STANLEY | 05/15/2026 | 1.05 M | $7.89 M | -30.24% | 5.59% |
| SABA CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 932.70 K | $7.02 M | -7.20% | 4.98% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 658.66 K | $4.96 M | 65.42% | 3.52% |
| VERITION FUND MANAGEMENT LLC | 05/15/2026 | 438.83 K | $3.30 M | -9.23% | 2.34% |
| ROYAL BANK OF CANADA | 05/15/2026 | 334.88 K | $2.52 M | 3.98% | 1.79% |
| ALMITAS CAPITAL LLC | 05/15/2026 | 330.95 K | $2.49 M | 2.47% | 1.77% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 322.53 K | $2.43 M | 0.00% | 1.72% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 317.42 K | $2.39 M | 1.01% | 1.69% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 207.78 K | $1.56 M | 8.62% | 1.11% |
| TRUEMARK INVESTMENTS, LLC | 04/20/2026 | 202.99 K | $1.53 M | 3.17% | 1.08% |
| BULLDOG INVESTORS, LLP | 05/08/2026 | 171.91 K | $1.29 M | 34.87% | 0.92% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 140.71 K | $1.06 M | 100.00% | 0.75% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 94.29 K | $710.00 K | 377.27% | 0.50% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 88.43 K | $665.86 K | 100.00% | 0.47% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 85.53 K | $644.03 K | 32.94% | 0.46% |
| RPO LLC | 05/12/2026 | 81.82 K | $616.13 K | -11.38% | 0.44% |
| MATISSE CAPITAL | 05/08/2026 | 66.02 K | $497.09 K | -10.16% | 0.35% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 63.75 K | $480.00 K | 64.17% | 0.34% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 63.59 K | $478.87 K | -13.50% | 0.34% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 54.33 K | $409.10 K | 100.00% | 0.29% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 47.98 K | $361.28 K | -42.98% | 0.26% |
| SEACREST WEALTH MANAGEMENT, LLC | 04/15/2026 | 46.50 K | $350.12 K | -5.57% | 0.25% |
| INVESCO LTD. | 05/12/2026 | 37.71 K | $283.96 K | -42.31% | 0.20% |
| JAFFETILCHIN INVESTMENT PARTNERS, LLC | 05/13/2026 | 36.48 K | $274.70 K | 1.27% | 0.19% |
| NORTH GROUND CAPITAL | 05/11/2026 | 35.55 K | $267.72 K | -50.63% | 0.19% |
| PATHWAY FINANCIAL ADVISORS LLC | 04/08/2026 | 30.21 K | $228.97 K | 0.00% | 0.16% |
| 180 WEALTH ADVISORS, LLC | 05/01/2026 | 28.02 K | $210.95 K | -4.92% | 0.15% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 26.10 K | $196.55 K | -3.68% | 0.14% |
| BOOTHBAY FUND MANAGEMENT, LLC | 05/15/2026 | 26.10 K | $196.53 K | -11.38% | 0.14% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 25.95 K | $195.40 K | 100.00% | 0.14% |
| ADVISOR OS, LLC | 05/08/2026 | 21.94 K | $165.19 K | 0.00% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 20.23 K | $152.31 K | 100.00% | 0.11% |
| ALPINE GLOBAL MANAGEMENT, LLC | 05/15/2026 | 15.19 K | $114.37 K | -61.74% | 0.08% |
| B. RILEY WEALTH ADVISORS, INC. | 04/27/2026 | 15.00 K | $110.25 K | 0.00% | 0.08% |
| LIDO ADVISORS, LLC | 05/13/2026 | 14.55 K | $109.52 K | 0.00% | 0.08% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 14.54 K | $109.49 K | -3.96% | 0.08% |
| 04/22/2026 | 13.30 K | $100.15 K | 0.00% | 0.07% | |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 7.44 K | $56.02 K | 100.00% | 0.04% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 6.98 K | $52.59 K | -59.51% | 0.04% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 5.05 K | $38.04 K | 0.00% | 0.03% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 3.70 K | $27.87 K | -57.45% | 0.02% |
| 05/15/2026 | 2.50 K | $18.83 K | 0.00% | 0.01% | |
| UBS GROUP AG | 05/05/2026 | 2.00 K | $15.06 K | -72.20% | 0.01% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 680 | $5.14 K | 100.00% | 0.00% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 447 | $3.37 K | 0.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 174 | $1.31 K | 100.00% | 0.00% |
| FIFTH THIRD BANCORP | 05/01/2026 | 164 | $1.24 K | 100.00% | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 04/28/2026 | 151 | $1.14 K | 100.00% | 0.00% |
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Clough Global Equity Fund institutional Ownership - FAQ's
During the previous two years, 70 institutional investors and hedge funds held shares of Clough Global Equity Fund. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 2.1 M
RIVERNORTH CAPITAL MANAGEMENT, LLC: 1.23 M
MORGAN STANLEY: 1.05 M
Saba Capital Management, L.P.: 932,703
Pathstone Holdings, LLC: 658,661
Verition Fund Management LLC: 438,827
50.82% of Clough Global Equity Fund stock is owned by institutional investors.
Institutional investors have bought a total of 9.88 M shares in the last 24 months. This purchase volume represents approximately $76.49 M in transactions.