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Global Partners

101 hedge funds and large institutions have $560M invested in Global Partners in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 19 closing their positions.

Holders
101
Holders Change
-4
Holders Change %
-3.81%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
29
Reduced
19
Closed
19
Calls
$4.49M
Puts
$7.56M
Net Calls
-$3.07M
Net Calls Change
-$5.05M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
51
Apollon Wealth Management
South Carolina
$458K +$13.8K +325 +3%
Creative Planning
52
Creative Planning
Kansas
$455K
LWL
53
Leo Wealth LLC
Texas
$423K +$423K +10,000 New
AAA
54
Adams Asset Advisors
Texas
$417K
WE
55
Wealth Effects
Massachusetts
$413K -$31.5K -745 -7%
TWM
56
Tradition Wealth Management
Minnesota
$338K
PCA
57
Pallas Capital Advisors
Massachusetts
$325K -$60.7M -1,434,498 -99%
AWE
58
Avidian Wealth Enterprises
Texas
$296K
SOW
59
State of Wyoming
Wyoming
$277K -$199K -4,698 -42%
GSC
60
G&S Capital
Colorado
$275K
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$269K -$363K -8,600 -57%
CAN
62
Cetera Advisor Networks
California
$268K +$268K +6,337 New
DS
63
DRW Securities
Illinois
$258K +$258K +6,099 New
VIA
64
Virtus Investment Advisers
Connecticut
$256K
Brown Advisory
65
Brown Advisory
Maryland
$254K
AFG
66
Atomi Financial Group
New York
$236K +$236K +5,585 New
LPL Financial
67
LPL Financial
California
$236K -$48.8K -1,153 -17%
TSS
68
Two Sigma Securities
New York
$217K +$217K +5,122 New
AIA
69
Arrow Investment Advisors
Maryland
$208K +$208K +4,910 New
VF
70
Virtu Financial
New York
$206K +$206K +4,875 New
FHA
71
First Horizon Advisors
Tennessee
$190K
OA
72
Operose Advisors
Wisconsin
$169K
ODG
73
O'Dell Group
Ohio
$137K +$137K +3,233 New
GWM
74
Geneos Wealth Management
Colorado
$108K
TRCT
75
Tower Research Capital (TRC)
New York
$88.4K +$75.7K +1,788 +592%