LPL Financial
GLO

LPL Financial’s Clough Global Opportunities Fund GLO Stock Holding History

LPL Financial’s Portfolio GLO Stock Details GLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$395K Buy
70,914
+4,852
+7% +$28.4K ﹤0.01% 4973
2025
Q4 		$374K Buy
66,062
+15,208
+30% +$86.7K ﹤0.01% 4974
2025
Q3 		$290K Buy
50,854
+28,854
+131% +$159K ﹤0.01% 5071
2025
Q2 		$119K Buy
22,000
+4,200
+24% +$21.2K ﹤0.01% 5230
2025
Q1 		$87K Sell
17,800
-4,436
-20% -$22.8K ﹤0.01% 5073
2024
Q4 		$114K Sell
22,236
-2,498
-10% -$13.3K ﹤0.01% 4964
2024
Q3 		$135K Buy
24,734
+5,254
+27% +$28K ﹤0.01% 4828
2024
Q2 		$105K Buy
19,480
+3,877
+25% +$19.7K ﹤0.01% 4733
2024
Q1 		$79.3K Sell
15,603
-4,170
-21% -$20.4K ﹤0.01% 4715
2023
Q4 		$92.9K Sell
19,773
-1,300
-6% -$5.84K ﹤0.01% 4564
2023
Q3 		$93.4K Hold
21,073
– – ﹤0.01% 4437
2023
Q2 		$106K Buy
21,073
+1,350
+7% +$6.47K ﹤0.01% 4311
2023
Q1 		$96.4K Buy
19,723
+470
+2% +$2.31K ﹤0.01% 4215
2022
Q4 		$97.6K Sell
19,253
-300
-2% -$1.69K ﹤0.01% 4170
2022
Q3 		$109K Buy
19,553
+4,720
+32% +$33.5K ﹤0.01% 4088
2022
Q2 		$109K Buy
14,833
+1,333
+10% +$10.8K ﹤0.01% 4109
2022
Q1 		$127K Sell
13,500
-3,057
-18% -$29.7K ﹤0.01% 3936
2021
Q4 		$176K Buy
+16,557
New +$200K ﹤0.01% 4014
2017
Q2 		– Sell
-10,681
Closed -$109K – 2875
2017
Q1 		$109K Buy
+10,681
New +$104K ﹤0.01% 2603
2016
Q4 		– Sell
-14,837
Closed -$143K – 2721
2016
Q3 		$143K Sell
14,837
-5,392
-27% -$52K ﹤0.01% 2472
2016
Q2 		$189K Sell
20,229
-29,373
-59% -$276K ﹤0.01% 2401
2016
Q1 		$460K Sell
49,602
-14,158
-22% -$132K ﹤0.01% 2213
2015
Q4 		$656K Buy
63,760
+32,607
+105% +$356K ﹤0.01% 2002
2015
Q3 		$342K Buy
31,153
+7,720
+33% +$90.8K ﹤0.01% 2096
2015
Q2 		$288K Buy
23,433
+8,267
+55% +$103K ﹤0.01% 2337
2015
Q1 		$191K Buy
15,166
+209
+1% +$2.59K ﹤0.01% 2570
2014
Q4 		$192K Sell
14,957
-762
-5% -$9.14K ﹤0.01% 2515
2014
Q3 		$187K Sell
15,719
-2,776
-15% -$35K ﹤0.01% 2492
2014
Q2 		$240K Sell
18,495
-945
-5% -$12K ﹤0.01% 2362
2014
Q1 		$248K Buy
19,440
+923
+5% +$11.9K ﹤0.01% 2277
2013
Q4 		$242K Sell
18,517
-368
-2% -$4.71K ﹤0.01% 2289
2013
Q3 		$242K Sell
18,885
-6,286
-25% -$80.6K ﹤0.01% 2184
2013
Q2 		$324K Buy
+25,171
New +$327K ﹤0.01% 1847

Other funds holding GLO

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Capstone Investment Advisors
Capstone Investment Advisors New York $57.4B AUM 26.91% 1-Year Est. Return

LPL Financial's GLO Position: Q1 2026 in Review

LPL Financial increased its Clough Global Opportunities Fund (GLO) stake by 7.3% in Q1 2026, buying an estimated $28.4K and bringing the position to 70,914 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #4973.

LPL Financial first reported a position in GLO in Q2 2013 and has held it in 33 quarters since. The position peaked at $656K in Q4 2015. 66 funds tracked by Wall St. Rank hold GLO as of Q1 2026.

  • LPL Financial held 70,914 shares of Clough Global Opportunities Fund worth $395K as of Q1 2026.
  • LPL Financial bought 4,852 Clough Global Opportunities Fund shares in Q1 2026, an estimated $28.4K.
  • Clough Global Opportunities Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4973 holding.
  • LPL Financial first reported a position in Clough Global Opportunities Fund in Q2 2013 and has held it in 33 quarters since.
  • LPL Financial's Clough Global Opportunities Fund position peaked at $656K in Q4 2015.
  • 66 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.