Sheaff Brock Investment Advisors’s Globus Medical GMED Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio GMED Stock Details GMED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$2.85M	Sell	38,993 -119	-0.3%	-$9.83K	0.26%	76
2024 Q4	$3.23M	Buy	39,112 +88	+0.2%	+$6.94K	0.28%	77
2024 Q3	$2.79M	Buy	39,024 +321	+0.8%	+$22.7K	0.24%	84
2024 Q2	$2.65M	Buy	38,703 +17,736	+85%	+$1.06M	0.25%	82
2024 Q1	$1.12M	Hold	20,967	–	–	0.07%	172
2023 Q4	$1.12M	Sell	20,967 -50	-0.2%	-$2.44K	0.09%	164
2023 Q3	$1.04M	Hold	21,017	–	–	0.09%	159
2023 Q2	$1.25M	Hold	21,017	–	–	0.11%	141
2023 Q1	$1.19M	Hold	21,017	–	–	0.11%	146
2022 Q4	$1.56M	Hold	21,017	–	–	0.15%	110
2022 Q3	$1.25M	Hold	21,017	–	–	0.13%	120
2022 Q2	$1.18M	Hold	21,017	–	–	0.1%	132
2022 Q1	$1.55M	Sell	21,017 -10,132	-33%	-$704K	0.11%	123
2021 Q4	$2.25M	Sell	31,149 -475	-2%	-$34.5K	0.15%	96
2021 Q3	$2.42M	Buy	31,624 +175	+0.6%	+$14.1K	0.18%	86
2021 Q2	$2.44M	Hold	31,449	–	–	0.18%	84
2021 Q1	$1.94M	Hold	31,449	–	–	0.15%	92
2020 Q4	$2.05M	Sell	31,449 -500	-2%	-$28.7K	0.17%	82
2020 Q3	$1.58M	Hold	31,949	–	–	0.15%	97
2020 Q2	$1.52M	Buy	31,949 +907	+3%	+$43.8K	0.15%	87
2020 Q1	$1.32M	Hold	31,042	–	–	0.17%	80
2019 Q4	$1.83M	Hold	31,042	–	–	0.18%	81
2019 Q3	$1.59M	Hold	31,042	–	–	0.17%	91
2019 Q2	$1.31M	Hold	31,042	–	–	0.14%	103
2019 Q1	$1.53M	Hold	31,042	–	–	0.19%	95
2018 Q4	$1.34M	Sell	31,042 -100	-0.3%	-$4.99K	0.21%	93
2018 Q3	$1.77M	Hold	31,142	–	–	0.17%	87
2018 Q2	$1.57M	Buy	31,142 +55	+0.2%	+$2.87K	0.15%	101
2018 Q1	$1.55M	Buy	31,087 +45	+0.1%	+$2.12K	0.16%	97
2017 Q4	$1.28M	Hold	31,042	–	–	0.17%	121
2017 Q3	$923K	Hold	31,042	–	–	0.12%	158
2017 Q2	$1.03M	Hold	31,042	–	–	0.14%	144
2017 Q1	$919K	Hold	31,042	–	–	0.12%	161
2016 Q4	$770K	Hold	31,042	–	–	0.1%	216
2016 Q3	$701K	Hold	31,042	–	–	0.09%	213
2016 Q2	$740K	Hold	31,042	–	–	0.09%	216
2016 Q1	$737K	Hold	31,042	–	–	0.09%	217
2015 Q4	$864K	Buy	+31,042	New	+$779K	0.1%	208

Other funds holding GMED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sheaff Brock Investment Advisors's GMED Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Globus Medical (GMED) stake by 0.3% in Q1 2025, selling an estimated $9.83K and leaving 38,993 shares worth $2.85M. The position accounts for 0.26% of the portfolio, ranked #76.

Sheaff Brock Investment Advisors first reported a position in GMED in Q4 2015 and has held it in 38 quarters since. The position peaked at $3.23M in Q4 2024. 514 funds tracked by Wall St. Rank hold GMED as of Q1 2025.

Sheaff Brock Investment Advisors held 38,993 shares of Globus Medical worth $2.85M as of Q1 2025.
Sheaff Brock Investment Advisors sold 119 Globus Medical shares in Q1 2025, an estimated $9.83K.
Globus Medical made up 0.26% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #76 holding.
Sheaff Brock Investment Advisors first reported a position in Globus Medical in Q4 2015 and has held it in 38 quarters since.
Sheaff Brock Investment Advisors's Globus Medical position peaked at $3.23M in Q4 2024.
514 funds tracked by Wall St. Rank held Globus Medical as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.