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 | 08/12/2026 | 2.10 M | $18.11 M | -0.19% | 11.21% |
| MORGAN STANLEY | 08/13/2026 | 974.97 K | $8.40 M | -7.00% | 5.20% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 774.99 K | $6.68 M | -16.91% | 4.14% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 630.97 K | $5.44 M | -4.20% | 3.37% |
| ROYAL BANK OF CANADA | 08/14/2026 | 527.90 K | $4.55 M | 57.64% | 2.82% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 523.38 K | $4.51 M | -57.37% | 2.79% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 383.56 K | $3.31 M | 172.59% | 2.05% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 346.21 K | $2.98 M | 9.07% | 1.85% |
| ALMITAS CAPITAL LLC | 08/17/2026 | 331.17 K | $2.85 M | 0.07% | 1.77% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 290.34 K | $2.50 M | -9.98% | 1.55% |
| TRUEMARK INVESTMENTS, LLC | 07/22/2026 | 217.36 K | $1.87 M | 7.08% | 1.16% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 216.77 K | $1.87 M | 4.32% | 1.16% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 197.12 K | $1.70 M | 130.47% | 1.05% |
| KARPUS MANAGEMENT, INC. | 08/14/2026 | 138.97 K | $1.20 M | 57.16% | 0.74% |
| NORTH GROUND CAPITAL | 08/13/2026 | 89.09 K | $767.99 K | 150.59% | 0.48% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 69.79 K | $601.60 K | -25.98% | 0.37% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 68.95 K | $594.36 K | 8.42% | 0.37% |
| RPO LLC | 08/13/2026 | 56.32 K | $485.51 K | -31.16% | 0.30% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 55.69 K | $480.09 K | -12.63% | 0.30% |
| SEACREST WEALTH MANAGEMENT, LLC | 07/09/2026 | 53.34 K | $459.76 K | 14.71% | 0.28% |
| INVESCO LTD. | 08/14/2026 | 37.75 K | $325.42 K | 0.11% | 0.20% |
| CITADEL ADVISORS LLC | 09/02/2026 | 36.59 K | $315.44 K | 100.00% | 0.20% |
| PATHWAY FINANCIAL ADVISORS LLC | 07/06/2026 | 30.21 K | $260.69 K | 0.00% | 0.16% |
| HRT FINANCIAL LP | 08/14/2026 | 28.89 K | $249.00 K | 100.00% | 0.15% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 26.48 K | $228.25 K | 2.04% | 0.14% |
| 180 WEALTH ADVISORS, LLC | 07/07/2026 | 26.36 K | $227.26 K | -5.89% | 0.14% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 22.81 K | $196.58 K | -12.63% | 0.12% |
| ADVISOR OS, LLC | 08/05/2026 | 21.94 K | $189.10 K | 0.00% | 0.12% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/27/2026 | 18.36 K | $158.29 K | 100.00% | 0.10% |
| BOOTHBAY FUND MANAGEMENT, LLC | 08/14/2026 | 17.97 K | $154.88 K | -31.16% | 0.10% |
| B. RILEY WEALTH ADVISORS, INC. | 07/14/2026 | 15.00 K | $128.40 K | 0.00% | 0.08% |
| LIDO ADVISORS, LLC | 08/07/2026 | 14.55 K | $125.38 K | 0.00% | 0.08% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 14.54 K | $125.34 K | 0.00% | 0.08% |
| DECISION INVESTMENTS, INC | 07/13/2026 | 13.30 K | $114.65 K | 0.00% | 0.07% |
| XTX TOPCO LTD | 08/14/2026 | 12.66 K | $109.14 K | 100.00% | 0.07% |
| JANE STREET GROUP, LLC | 08/14/2026 | 12.53 K | $107.97 K | 100.00% | 0.07% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 12.07 K | $104.04 K | -74.84% | 0.06% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 7.77 K | $66.93 K | 4.37% | 0.04% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 5.05 K | $43.55 K | 0.00% | 0.03% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 3.75 K | $32.34 K | 1.35% | 0.02% |
| KEATING FINANCIAL ADVISORY SERVICES, INC. | 08/11/2026 | 2.50 K | $21.55 K | 0.00% | 0.01% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 2.25 K | $19.37 K | 402.68% | 0.01% |
| UBS GROUP AG | 08/13/2026 | 2.00 K | $17.24 K | 0.00% | 0.01% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 07/28/2026 | 1.09 K | $9.40 K | 100.00% | 0.01% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 680 | $5.86 K | 0.00% | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 07/28/2026 | 151 | $1.29 K | 0.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 100 | $862 | 100.00% | 0.00% |
| FIFTH THIRD BANCORP | 08/05/2026 | 67 | $581 | -59.15% | 0.00% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 63 | $543 | 0.00% | 0.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 0 | $0 | -100.00% | 0.00% |
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Clough Global Equity Fund institutional Ownership - FAQ's
During the previous two years, 74 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
MORGAN STANLEY: 974,969
Saba Capital Management, L.P.: 774,988
Pathstone Holdings, LLC: 630,965
ROYAL BANK OF CANADA: 527,903
RIVERNORTH CAPITAL MANAGEMENT, LLC: 523,377
45.01% of Clough Global Equity Fund stock is owned by institutional investors.
Institutional investors have bought a total of 8.85 M shares in the last 24 months. This purchase volume represents approximately $68.48 M in transactions.