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 | 02/12/2026 | 1.69 M | $12.98 M | -8.58% | 9.04% |
| MORGAN STANLEY | 02/13/2026 | 1.50 M | $11.51 M | -10.05% | 8.02% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 1.33 M | $10.18 M | 2.59% | 7.09% |
| SABA CAPITAL MANAGEMENT, L.P. | 02/17/2026 | 1.01 M | $7.70 M | 87.78% | 5.36% |
| VERITION FUND MANAGEMENT LLC | 02/13/2026 | 483.47 K | $3.70 M | 0.04% | 2.58% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 398.18 K | $3.05 M | 344.86% | 2.13% |
| ALMITAS CAPITAL LLC | 02/17/2026 | 322.98 K | $2.47 M | 183.30% | 1.72% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 322.53 K | $2.47 M | -1.28% | 1.72% |
| ROYAL BANK OF CANADA | 02/17/2026 | 322.08 K | $2.47 M | 6.66% | 1.72% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 314.26 K | $2.41 M | 1.08% | 1.68% |
| TRUEMARK INVESTMENTS, LLC | 01/14/2026 | 196.75 K | $1.51 M | 2.52% | 1.05% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 191.29 K | $1.47 M | 19.40% | 1.02% |
| BULLDOG INVESTORS, LLP | 02/13/2026 | 127.46 K | $976.31 K | 100.00% | 0.68% |
| RPO LLC | 02/17/2026 | 92.33 K | $707.23 K | 0.00% | 0.49% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 84.14 K | $644.52 K | 8.98% | 0.45% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 73.52 K | $563.17 K | 0.28% | 0.39% |
| MATISSE CAPITAL | 01/29/2026 | 73.48 K | $562.88 K | 0.00% | 0.39% |
| NORTH GROUND CAPITAL | 02/12/2026 | 72.02 K | $551.67 K | -69.25% | 0.38% |
| INVESCO LTD. | 02/19/2026 | 65.37 K | $500.75 K | -2.09% | 0.35% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 64.34 K | $492.81 K | -2.15% | 0.34% |
| SEACREST WEALTH MANAGEMENT, LLC | 01/12/2026 | 49.24 K | $388.00 K | 2.72% | 0.26% |
| AQR ARBITRAGE LLC | 02/17/2026 | 48.77 K | $373.55 K | -54.27% | 0.26% |
| ALPINE GLOBAL MANAGEMENT, LLC | 02/17/2026 | 39.70 K | $304.08 K | -80.51% | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 38.83 K | $297.45 K | -17.18% | 0.21% |
| JAFFETILCHIN INVESTMENT PARTNERS, LLC | 01/15/2026 | 36.02 K | $275.93 K | 24.62% | 0.19% |
| PATHWAY FINANCIAL ADVISORS LLC | 01/14/2026 | 30.21 K | $237.73 K | 0.00% | 0.16% |
| 180 WEALTH ADVISORS, LLC | 01/09/2026 | 29.47 K | $225.70 K | -3.80% | 0.16% |
| BOOTHBAY FUND MANAGEMENT, LLC | 02/17/2026 | 29.45 K | $225.59 K | 0.00% | 0.16% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 27.10 K | $207.58 K | -8.44% | 0.14% |
| ADVISOR OS, LLC | 02/04/2026 | 21.94 K | $168.04 K | 0.00% | 0.12% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 19.76 K | $151.33 K | 0.77% | 0.11% |
| CITADEL ADVISORS LLC | 02/17/2026 | 18.46 K | $141.40 K | -39.32% | 0.10% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 17.25 K | $132.13 K | 68.79% | 0.09% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 15.14 K | $115.98 K | 0.00% | 0.08% |
| B. RILEY WEALTH ADVISORS, INC. | 02/17/2026 | 15.00 K | $114.90 K | 0.00% | 0.08% |
| LIDO ADVISORS, LLC | 02/10/2026 | 14.55 K | $110.69 K | 0.00% | 0.08% |
| OPPENHEIMER & CO INC | 02/02/2026 | 13.38 K | $102.46 K | 0.00% | 0.07% |
| 02/17/2026 | 13.30 K | $101.88 K | 100.00% | 0.07% | |
| XTX TOPCO LTD | 02/17/2026 | 13.17 K | $100.86 K | 100.00% | 0.07% |
| CSS LLC/IL | 02/17/2026 | 10.03 K | $76.80 K | 0.00% | 0.05% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 8.70 K | $66.65 K | -3.33% | 0.05% |
| UBS GROUP AG | 01/29/2026 | 7.19 K | $55.11 K | 12.18% | 0.04% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 5.05 K | $38.70 K | 0.00% | 0.03% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/17/2026 | 4.98 K | $38.17 K | 0.00% | 0.03% |
| 02/09/2026 | 2.50 K | $19.15 K | 100.00% | 0.01% | |
| CORECAP ADVISORS, LLC | 01/13/2026 | 447 | $3.42 K | -22.26% | 0.00% |
| COMERICA BANK | 01/29/2026 | 164 | $1.26 K | -68.34% | 0.00% |
| CWM, LLC | 01/26/2026 | 98 | $1.00 K | 100.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 0 | $0 | -100.00% | 0.00% |
| QUANTEDGE CAPITAL PTE LTD | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
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Clough Global Equity Fund institutional Ownership - FAQ's
During the previous two years, 63 institutional investors and hedge funds held shares of Clough Global Equity Fund. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 1.69 M
MORGAN STANLEY: 1.5 M
RIVERNORTH CAPITAL MANAGEMENT, LLC: 1.33 M
Saba Capital Management, L.P.: 1.01 M
Verition Fund Management LLC: 483,470
Pathstone Holdings, LLC: 398,180
49.44% of Clough Global Equity Fund stock is owned by institutional investors.
Institutional investors have bought a total of 9.63 M shares in the last 24 months. This purchase volume represents approximately $79.31 M in transactions.